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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
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
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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