SPEYSIDE FUND ADVISERS LLC

Thesis

Speyside Fund Advisers LLC is a private equity firm focused on control-oriented investments in lower middle-market companies, with a strong emphasis on manufacturing and value-added distribution. Their 'Fix and Build' strategy involves acquiring, improving, and growing businesses through operational enhancements and strategic acquisitions. They target underperforming businesses, particularly those with complex carve-outs or operational intensity, seeking opportunities to enhance EBITDA margins via business transformation. The firm's 'Portco Value Creation System' (PVCS) is a phased, process-driven approach developed over two decades of experience in managing, buying, and improving manufacturing businesses. While bolt-on acquisitions may be global, Fund II specifically focuses on North American platforms. Fund II closed at $300 million. The firm's AUM was reported between approximately $77.6 million and $811.4 million across different filings. Investments are generally in the tens of millions of dollars, with a minimum initial investment in their Fund of $5,000,000.