Single Family OfficeRIA · CRD 320777SEC-RegisteredPrivate Fund Adviser

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Warwick Capital Group

Warwick Capital Group was established in 2001 to manage the private capital of Mark N. Kozak. His background in consumer products and pharmaceuticals preceded...

Warwick Capital Group logo

Warwick Capital Group

Warwick Capital Group was established in 2001 to manage the private capital of Mark N. Kozak. His background in consumer products and pharmaceuticals preceded two decades of direct private-equity activity. The office operates from New Canaan, Connecticut. The firm commits to growth equity and buyout transactions in three sectors: healthcare, information technology and business services. It uses flexible structures that extend beyond the typical three-to-five-year fund life, as shown by an 18-year hold in Colonial Management Group and a 13-year hold in a prior exit. Investments occur through direct equity and co-investments with other family offices and ultra-high-net-worth individuals. Confirmed positions include Colonial Management Group, a provider of opioid-treatment clinics, and Premier Kids Care, a specialized pediatric pharmacy. Activity remains limited to North America. Equity deployments total $125M and have produced more than $1B in value for investors and management teams. The office maintains no additional locations. Philanthropic vehicles include the Kozak Family Foundation Inc. and the Kozak Family Scholarship. In 2020 the family supplied documents for the documentary project Kozak developed by producer David Burke. Warwick Capital Group functions as both capital provider and operating partner. Portfolio companies receive introductions to executives, legal counsel and add-on acquisition targets through the firm’s network of investors and operators. This integrated model replaces reliance on external fund managers.

General information

Firm type

Single Family Office

Year founded

2001

Location

Region

North America

Country

United States

City

Stamford

Corporate office

51 Locust Avenue, Suite 202, New Canaan, CT, 06840, United States

Principals

Mark N. Kozak

Principal

Sector focus

Digital HealthHealthcare ServicesEnterprise Software

Frequently asked questions

Who runs investment decisions at Warwick Capital Group?

Mark N. Kozak directs capital allocation. No additional investment professionals are named on the firm’s materials.

Does Warwick Capital Group participate in fund commitments or only direct deals?

The firm executes direct equity investments and co-investments alongside other family offices and high-net-worth individuals.

What investment stages does Warwick Capital Group typically target?

The office targets growth equity and buyout opportunities in profitable lower-middle-market businesses.

Which sectors does Warwick Capital Group focus on?

Confirmed sectors are healthcare services, digital health and enterprise software.

Where does the underlying wealth come from?

Wealth originated from Mark N. Kozak’s career in consumer products and pharmaceuticals followed by private-equity investing.

Does Warwick Capital Group maintain philanthropic structures?

Yes. The Kozak Family Foundation Inc. and the Kozak Family Scholarship operate separately from the investment office.

How does Warwick Capital Group source deals?

Deal flow arrives through a network of M&A professionals, executives and other family offices that the firm has cultivated over two decades.

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