Bergen invests in the UK, Australian and Canadian public markets.
As a passive investor in the public markets, Bergen does not seek board representation, allowing talented management teams to focus on unlocking value for all stakeholders.
Bergen’s investments are tailored to each unique situation. Bergen provides financing for working capital needs, growth, acquisitions and a variety of special situations, all as a principal investor.
In making its investment decisions, Bergen prides itself on having the foresight and the patience not to be swayed by short-term fluctuations in the investment environment.
The Bergen group of companies is comprised of a stable and effective nine-person investment and operations team in the United States, the UK and Australia, with backgrounds in law, investment management and investment operations.
With a number of investments in small-cap Australian, UK and Canadian companies, over the recent decade, Bergen and its team have become a well-known quantity in the Australian, UK and Canadian public markets.