Chaz Bertrand

Private Equity Investor at

Stone-Goff Partners LLC

Consumer Services

Finance

Profile

Chaz Bertrand is a Partner at Stone-Goff Partners and heads up the firm's capital-raising efforts.
Chaz brings over 20 years of experience as an advisor and investor in the lower middle market to this role.
Previously, Chaz was at Spindrift Capital and Breakaway Ventures where he worked with family offices and institutions to develop acquisition and investment opportunities in the lower middle market.
He began his career in finance in the business services investment banking groups of Robertson Stephens and Adams Harkness.
Chaz has an MBA from Harvard Business School, is a graduate of the United States Naval Academy where he was a member of the varsity lacrosse team, and spent 5 years after graduation as a Special Operations Officer in the US Navy.

Chaz Bertrand active positions

Companies	Position	Start
Stone-Goff Partners LLC Stone-Goff Partners LLC Investment ManagersFinance Stone Goff Partners invests in companies located in the United States with an EBITDA of USD 3 - 12 million. The firm focuses on a broad range of sectors and industries. It provides financing for buyouts, majority recapitalizations, minority transactions and carve-outs transactions.	Private Equity Investor	2021-04-20

All active positions of Chaz Bertrand

Former positions of Chaz Bertrand

Companies	Position	End
Spindrift Capital Management LLC	Private Equity Investor	2021-03-31
Breakaway Ventures Management LLC Breakaway Ventures Management LLC Investment ManagersFinance Breakaway Ventures invests in companies located in the United States with a minimum revenue of USD 2 million. The firm focuses on companies operating in the fields of health and wellness services with a primary focus on food & beverage, personal care, sports & fitness and wellness/self care. It provides financing for high-growth stage capital requirement with an investment size ranging from USD 3 - 8 million.	Private Equity Investor	2019-03-30

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Training of Chaz Bertrand

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Linked companies

Private companies	5
United States Naval Academy United States Naval Academy Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
Breakaway Ventures Management LLC Breakaway Ventures Management LLC Investment ManagersFinance Breakaway Ventures invests in companies located in the United States with a minimum revenue of USD 2 million. The firm focuses on companies operating in the fields of health and wellness services with a primary focus on food & beverage, personal care, sports & fitness and wellness/self care. It provides financing for high-growth stage capital requirement with an investment size ranging from USD 3 - 8 million.	Finance
Stone-Goff Partners LLC Stone-Goff Partners LLC Investment ManagersFinance Stone Goff Partners invests in companies located in the United States with an EBITDA of USD 3 - 12 million. The firm focuses on a broad range of sectors and industries. It provides financing for buyouts, majority recapitalizations, minority transactions and carve-outs transactions.	Finance
Harvard Business School Harvard Business School Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
Spindrift Capital Management LLC