The advisor listed is an Ameriprise financial advisor in Westport. Comments are not verified, may not be accurate and are not necessarily representative of the experiences of the advisor's clients. I help my clients achieve their dreams for today, tomorrow, and well into the future - using our exclusive Confident Retirement approach. It starts with a personalized conversation about covering essentials, ensuring lifestyle, preparing for the unexpected and leaving a legacy. By breaking your financial goals down into doable steps, we can help take the uncertainty out of planning for your financial future. Take a few minutes now for a quick confidence check.I'm here to help you live the life you've earned. When you have the right financial advisor, life can be brilliant.
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Z2 Investment Management, LP (Z2) is a new alternative investment manager focused on debt and equity investments in non-sponsored, lower middle market businesses in North America. Z2 makes direct investments in mostly private companies with a targeted investment size between $10 million and $100 million per company. Financing options for these companies is often limited, forcing owners to choose between not pursuing the next phase of growth or turning over control of their companies to institutional equity capital. This is exacerbated in the current high interest rate environment where it is increasingly more challenging to secure credit from commercial banks or other traditional financing sources. Z2 originates privately negotiated direct loans and opportunistic equity investments using its large, proprietary sourcing channels.
