
Private opportunities
Lower middle market
- Stage
- Established, revenue-generating
- Enterprise value
- $20M — $200M
- Cheque size
- $5M — $10M
- We look for
- Proven management, durable unit economics
Bellridge Capital · Established 2017
A boutique investment firm providing flexible capital to small and mid-cap companies that have outgrown their early backers — from Fort Lauderdale to Toronto.
We invest where the core business is the reason to be there.Bellridge Capital
The difference
Four convictions shape every mandate we accept, every cheque we sign, and every relationship we keep.
Focus
We hold a handful of opportunities at a time. Each one gets a senior partner from the first call to the last.
Horizon
Quarterly noise is not our edge. We stay with a business as long as the thesis holds.
Depth
Energy, mining, healthcare and technology — read closely enough to see what generalist capital passes over.
Structure
Equity, debt, hybrid, bridge. The structure follows the stage of the business, never the reverse.
Investment criteria
Two ends of the market — private companies ready to scale, and public issuers with mispriced potential. Both share one trait: a real business worth backing.

Private opportunities

Public opportunities
About the firm
Bellridge Capital was founded on a single discipline: provide flexible financing to small and mid-cap companies that have outgrown their early backers but remain too small for bulge-bracket attention. We are a partner, not a counterparty.
Every mandate starts with one question — what is this company built to become? From there we shape a structure that fits the moment, whether that is a private growth cheque, an uplisting bridge, or a long-only position in the public markets.
Clients return because we move quickly, hold conviction through cycles, and treat transparency as non-negotiable. Long-term partnerships are the only kind worth building.
Approach
Four steps, repeated for every mandate. The discipline keeps us honest. The flexibility keeps us useful.
Every mandate begins with the founder's account of the business. The structure follows what the company is trying to do — never the reverse.
Sector work, unit economics, competitive shape, regulatory landscape. Slow reading so the decision can be made quickly.
Capital sized and shaped for the company. Equity, debt, hybrids and bridges are all on the table from day one.
Engagement does not end with the wire. Introductions, follow-on rounds and strategic counsel — the cheque is a beginning.
The team
A small senior team. Every conversation happens with someone who can make a decision.

Managing Partner
Former WTI crude oil trader with prior tenure at Cedarcroft Capital and CIBC Capital Markets. Leads firm strategy and origination.
A positive result is the outcome of continuous drive. We stay invested.

Controller
Oversees accounting and financial operations since 2017. Manages consolidation, reporting and statement preparation across the firm.
Mind the GAAP.

Analyst
Focused on financial reporting, modelling and market analysis. Holds a Commerce degree from Toronto Metropolitan University.
The reward for work well done is the opportunity to do more.
Get in touch
Reach out about an opportunity, an introduction, or simply to share a thesis. We read every message.
United States
515 E. Las Olas Boulevard, Suite 120A