The firm has access to capital to fund initial investments, growth initiatives, capital expenditures, and add-on acquisitions. Our capital comes from a variety of sources depending on transaction type and structure including the following:

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• The Bruderman Family

• Principals of Bruderman Enterprises and its affiliates

• Long-standing clients and co-investors from our multi-generational investment management business

• Current and previous clients of our investment banking division, Bruderman Brothers, LLC.

• A broad base of financial institutions

• Strategic companies with whom we have long-standing relationships

In addition to the aforementioned sources of funding, we work with lenders who provide debt capital to fund acquisitions, working capital, and growth.

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Investment Horizon

We are long-term investors with patient capital and flexible investment horizons.

Investment Structures

We have the ability to invest capital in the form of equity (minority or majority positions), debt, or a combination of the two in order to fund growth initiatives or provide liquidity for shareholders.