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Juniper Investment Company LLC

Active
555 Madison Avenue, 24th Floor,  New York,  10022,  United States
(212) 339-8500
Founded: 2007
2007
Founded
Year established
382.3
AUM
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Investments
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About Juniper Investment Company LLC
Juniper Investment Company, LLC is a New York-based investment management firm that applies a private equity ownership philosophy to a concentrated, long-only portfolio of publicly traded small-cap and lower middle-market companies in the United States. The firm targets profitable, under-followed businesses with market capitalizations below $1 billion across a broad range of sectors without stated industry preferences, seeking companies with compelling long-term appreciation potential, sound management teams, and defensible competitive positions that trade at discounts to intrinsic value due to limited institutional coverage and research attention. Investment types include public equity long positions, active shareholder engagements, strategic equity co-investments, and selective private control investments, with the firm leveraging special-purpose vehicles to access larger, longer-duration, and less liquid positions alongside its core public market strategy. Juniper manages capital on behalf of its general partners, high-net-worth individuals, family offices, and institutional investors, applying an engaged ownership approach informed by the co-founders' combined decades of prior private equity experience. The firm was established by Alexis Michas and John Bartholdson following significant tenure together at Stonington Partners and Merrill Lynch Capital Partners, applying the active ownership and control investing disciplines developed in private equity directly to the small-cap public equity market. Founded in 2007, the firm is headquartered in New York, New York, United States
Portfolio Companies
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LogoDeal DateCompanySector
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Portfolio Breakdown
By Sector
SectorCountDistributionKey Companies
Business Services 38
34%
Consumer Products 22
20%
Healthcare 18
16%
Industrial 16
14%
Technology 12
11%
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Key Professionals
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Frequently Asked Questions
What does Juniper Investment Company LLC do?
Juniper Investment Company, LLC is a New York-based investment management firm that applies a private equity ownership philosophy to a concentrated, long-only portfolio of publicly traded small-cap and lower middle-market companies in the United States. The firm targets profitable, under-followed bu
Where is Juniper Investment Company LLC headquartered?
Juniper Investment Company LLC is headquartered in New York, United States.
What type of firm is Juniper Investment Company LLC?
Juniper Investment Company LLC is a Private Equity firm.
When was Juniper Investment Company LLC founded?
Juniper Investment Company LLC was founded in 2007. The firm manages approximately 382.3 in assets under management.
How many funds has Juniper Investment Company LLC created?
Fund information for Juniper Investment Company LLC is available to AcquityData members.
What was the latest acquisition or investment by Juniper Investment Company LLC and when did it happen?
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