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Sverica
Sverica is an SEC-registered investment adviser in Boston, MA, registered since 2012. The firm manages $2.5 billion in regulatory assets. It has 24 employees...
Sverica
Sverica is an SEC-registered investment adviser in Boston, MA, registered since 2012. The firm manages $2.5 billion in regulatory assets. It has 24 employees and 20 investment advisers.
General information
Firm type
Private Equity
Year founded
1993
Location
Region
North America
Country
United States
City
Boston
Corporate office
One Boston Place, Suite 3910, Boston, Massachusetts 02108
Additional offices
San Francisco, CA, United States · Austin, TX, United States
Principals
Dave Finley
Managing Partner
Jordan Richards
Managing Partner
Frank Young
Managing Partner
Sector focus
Frequently asked questions
Who runs investment decisions at Sverica?
Three managing partners — Dave Finley, Jordan Richards, and Frank Young — share investment committee authority. The firm’s team page also lists two additional partners (Michael Dougherty and Ryan Harstad) and three principals, indicating a distributed approval structure rather than a single-founder veto model. No outside investment committee members are disclosed.
How does Sverica source proprietary deal flow?
Sverica targets founder-owned or family-run businesses that are not running broad auction processes. The firm states it relies on intermediary relationships and direct outreach to entrepreneurs, emphasizing that it 'sees opportunities others don't.' Its Austin, San Francisco, and Boston offices give regional coverage to catch deals before they reach the major tech-oriented banks.
What investment stages does Sverica typically target?
Sverica operates in the lower middle market, targeting companies with $10 million to $250 million in revenue. The firm does control buyouts, growth equity investments, and management buyouts where it can be the first institutional investor.
Does Sverica participate in fund commitments or only direct deals?
Sverica participates exclusively in direct control and growth investments; it does not operate a fund-of-funds program. Limited partners invest through blind-pool private equity funds with co-investment rights alongside the funds.
Which sectors does Sverica explicitly avoid?
The firm explicitly restricts its mandate to healthcare, industrial technology, and enterprise software. It does not invest in consumer brands, financial services, real estate, or natural resources, and avoids turnarounds, noting 'we're not a turn-around shop.'
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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