Private Capital & Investment Advisory

Illuminating Paths
to Enduring Value

A Light Partners brings disciplined capital, strategic counsel, and long-horizon thinking to growth-stage businesses and institutional investors across North America and Europe.

$4.2B
Assets Under Advisory
140+
Portfolio Companies
28yr
Investment Track Record

"We don't chase returns.
We build them — patiently,
with conviction."

A Different Kind of Investment Partner

Founded in 1997, A Light Partners was built on a simple belief: that thoughtful capital, combined with genuine operational expertise, creates outcomes that outlast market cycles.

We are a privately held investment advisory firm serving family offices, pension funds, endowments, and growth-stage companies seeking more than a check — they seek a committed, long-term partner who stands alongside them through complexity.

Our team of 45 professionals operates from offices in New York, London, and Zurich, bringing deep sector specialization across healthcare, technology, industrials, and financial services.

Integrity First

Every recommendation is held to the same standard as our own capital commitments.

Long Horizon

We measure success in years and cycles, not quarters.

True Partnership

We co-invest alongside clients to align incentives completely.

Sector Depth

Domain expertise means we add value beyond the balance sheet.

Our Services

Growth Equity

Minority and majority equity investments in companies generating $10M–$200M in revenue, with a focus on capital-efficient, recurring-revenue businesses primed for the next stage of scale.

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Private Credit

Structured lending solutions — senior secured, mezzanine, and unitranche — designed to provide flexible, non-dilutive capital to sponsor-backed and founder-owned businesses.

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M&A Advisory

Buy-side and sell-side transaction advisory for mid-market companies and their shareholders. We combine deep valuation rigor with a curated network of strategic and financial acquirers.

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Family Office Solutions

Bespoke investment programs for single and multi-family offices, including direct deal access, co-investment platforms, portfolio construction, and independent advisory board services.

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Capital Structuring

Independent advice on optimal capital stack design — balancing debt, equity, and hybrid instruments — for recapitalizations, dividend recaps, and balance sheet optimization mandates.

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Institutional Mandates

Customized segregated mandates for pension funds, endowments, and sovereign wealth vehicles seeking private markets exposure with transparent governance and bespoke reporting.

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How We Invest

Our investment process is deliberate and transparent. We believe rigorous due diligence, paired with genuine sector conviction, is the foundation of responsible stewardship of capital.

From first conversation to active portfolio management, every step is designed to protect downside while maximizing the probability of exceptional, risk-adjusted outcomes.

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01

Sourcing & Origination

We source opportunities through a proprietary network of operators, advisors, and institutional relationships — not intermediary auctions. This gives us access to transactions before they become competitive.

02

Sector & Diligence

Our sector specialists conduct granular commercial, financial, and operational due diligence. We engage independent advisors where needed and maintain zero tolerance for shortcutting the process.

03

Structuring & Execution

We structure transactions to align all stakeholders and minimize unnecessary complexity. Speed and certainty of close are hallmarks of our execution reputation.

04

Active Value Creation

Post-investment, our operating partners work alongside management on talent strategy, international expansion, M&A bolt-ons, and board governance — ensuring we earn our seat at the table.

05

Thoughtful Exit

We pursue exits that maximize value for all stakeholders, whether through strategic sale, IPO, or secondary transaction — always anchored by what is right for the business long-term.

The Partners

RH
Robert Harwell
Managing Partner & Co-Founder

30 years in private equity and investment banking. Former Managing Director at Goldman Sachs Private Equity. Led over $9B in transactions across healthcare, industrials, and technology sectors.

SC
Sarah Caldwell
Partner, Private Credit

Former Head of Direct Lending at KKR Credit. Specialist in unitranche and mezzanine structures for sponsor-backed businesses. MBA from Wharton, CFA Charterholder.

MV
Marco Velletti
Partner, European Markets

Based in Zurich. 22 years advising European mid-market companies on cross-border M&A and growth capital. Previously a Partner at Rothschild & Co and board member of three Swiss portfolio companies.

Begin the Conversation

Whether you are exploring a capital raise, considering a sale, or seeking an experienced investment partner for your institution — we welcome the dialogue.

All enquiries are treated with strict confidentiality.

Thank You

Your enquiry has been received. A member of our team will be in touch within two business days.