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MidOcean

Private equityoperating company · company profile

New York · Growth · 96 people tracked

Also known as Midocean Credit Fund Management, L.P. · MIDOCEAN US ADVISOR, L.P.

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Investment thesis

MidOcean pursues value creation across the middle-market private equity and alternative credit markets. Its private equity strategy combines theme-driven sector focus, engaged operating resources, and collaborative partnerships with founders, entrepreneurs and leadership teams to build strong companies. Its credit business invests across the capital structure using an integrated, platform-based approach supported by a dedicated credit research team and the broader MidOcean platform. The firm emphasizes disciplined, rigorous and imaginative investing to generate superior returns, while measuring success both by economic returns and by benefits delivered to the communities where it operates.

Source: firm website, verified Aug 25, 2026.

Stage
Growth
HQ
New York, NY, US
Instruments
Equity · Debt
Founded
2003
AUM
$3.7B
Tracked investments
61

Team · 96 people

from the firm's website
Steve Shenfeld· Chairman
Brian Finnie· Managing Director
Carol Chung· Managing Director
Daniel Penn· Managing Director, Consumer

Serves as the deal lead for MidOcean's investment in Casper's.

David Levine· Managing Director
Elias Dokas· Managing Director, Business Services
Eric Roth· Managing Director
Frank Schiff· Managing Director, Business Services / Private Equity Portfolio
Graham Clempson· Managing Director
Jamil Nathoo· Managing Director
Joe Reid· Managing Director
Leslie Tanca· Managing Director
Marshall Phelps· Managing Director, Business Services
Michael Considine· Managing Director
Michael Odell· Managing Director
Pat Delay· Managing Director
Sara Parker Badham· Managing Director
Steve Barrett· Managing Director
Steven Gilbert· Vice Chairman, Executive Board
Steven Loeffler· Managing Director
Anthony Rubeo· Principal
Colton Dwyer· Principal
Joe Dentici· Principal
Shawn Patel· Principal
Victoria Li· Principal
Alex Orlando· Vice President
Allison Overall· Senior Associate
Andrew Rose· Vice President
Bob Myers· Operating Partner
CJ Smith· Vice President
Damion Brown· Chief Operating Officer, Credit
David Kieselstein· Operating Partner
Dennis "DJ" Jenson· Operating Partner
Elliott Portnoy· Operating Partner
Emily Kamen· Vice President
Emily Medvin· Analyst
Eric Gordon· Operating Partner
Erik Oken· Operating Partner
Gabrielle Wells· Vice President
George Stamas· Operating Partner
Harshil Cherukuri· Associate
Hugh Charvat· Operating Partner
Jack Bourassa· Associate
Jack Marsh· Associate
Jeff Bell· Operating Partner
Jerry Fentsor· Associate
John Alexander· Operating Partner
John Guccione· Vice President
John Kahan· Operating Partner
John Struckell· Vice President
John Wong· Associate
Lisa Mann· Operating Partner
Marc Graham· Operating Partner
Mark Manoff· Operating Partner
Matteo Valle· Senior Associate
Maxwell Baker· Vice President
Mia Moss· Associate
Michael Isakson· Operating Partner
Miles Shaheen· Analyst
Molly Reichert· Vice President
Natan Nagdimov· Associate
Nick Paskalides· Vice President
Nikki Herook· Controller
Nikolai Marquis· Controller
Palak Nagarsheth· Vice President
Ravi Saligram· Operating Partner
Robert Perry· Associate
Robert Rivenburgh· Operating Partner
Ryan Martin· Vice President
Sandy Li· Associate
Steve Spinner· Chairman, Operating Partners
Sydney Bauman· Associate, Accounting
Tony DeLio· Operating Partner
Walt Shill· Operating Partner

What they invest in

from 26 of 61 portfolio companies

Consumer ×12FoodTech ×6Direct to Consumer ×4Media & Entertainment ×4Data & Infrastructure ×3E-commerce ×3Mobility & Transportation ×3Wellness & Fitness ×3

HQs:United States×8United Kingdom×1

Investments · 61 tracked

founders shown can be your intro path
Affinity Dental Management
Agilex Fragrancesagilexfragrances.comin

Agilex is a fragrance manufacturer that develops custom scents and scent solutions for mid-sized brands and manufacturers across categories including air care, home care, laundry care, personal care, bath and body, fine fragrance, pet care, and industrial and institutional products.

Advanced ManufacturingConsumerNew MaterialsNew Jersey, US

Allant
Alpha Guardian
Arnott
BH Cosmetics
Blokurblokur.com

Blokur operates a music rights conflict platform that enables music publishers and users to identify and manage ownership disputes and conflicts across songs and rights holders.

Marketing TechMedia & EntertainmentLondon, GB

Phil Barry(Founder)in

Co-investorsDigital Currency GroupFrontline VenturesAscension Ventures

Bushnell
Casper'scaspersicecream.com

Casper's Ice Cream produces ice cream and frozen confections under the FatBoy brand, sold to consumers across the United States.

ConsumerFoodTech

Casper Merrill

Cloyescloyes.comin𝕏

Cloyes manufactures timing drive systems, timing kits, and engine components for the automotive aftermarket, serving repair shops, racers, and heavy-duty applications.

Advanced ManufacturingHardwareMobility & Transportation

Empower Brandsempowerfranchising.com

Empower Brands provides systems, processes, and support teams to help franchisees run their businesses from signing the franchise agreement through eventual sale.

Enterprise Software

Fairway
Freshpetfreshpet.comin

Freshpet makes fresh, refrigerated pet food, meal toppers, and treats for dogs, with recipes developed by veterinary nutritionists.

ConsumerDirect to ConsumerFoodTech

FullSpeed Automotivefullspeedautomotive.com

FullSpeed Automotive is a large U.S. franchisor and operator of quick oil change and automotive service centers, offering franchise ownership opportunities under its brands.

ConsumerMobility & Transportation

GHR Healthcareghrhealthcare.comin

GHR Healthcare offers a Managed Service Provider (MSP) program for healthcare staffing, using a network of over 200 affiliate vendors to fill openings and handling the full process including credentialing and billing.

HealthtechHR Tech

Global Knowledge
Grandpoint
GSTVgstv.comin𝕏

GSTV is a digital video network that shows content and advertising to consumers at fuel stations across the United States, reaching viewers at the pump.

AdTechMedia & Entertainment

Co-investorsBeringea

Holley

Co-investorsAea Investors

Hunter Fanhunterfan.com
Image Skincareimageskincare.comin𝕏

IMAGE Skincare develops clinically oriented skincare products, including cleansers, serums, moisturizers, retinol treatments, and SPF products, sold to consumers and through skincare professionals.

ConsumerDirect to ConsumerWellness & Fitness

Insight Communications

Co-investorsVestar Capital Partners

InterVisionintervision.comin𝕏

InterVision is a technology services provider offering managed and professional services across cloud, cybersecurity, contact center, data and generative AI, enterprise management, and IT consulting/GRC.

Cloud ComputingCybersecurityEnterprise Software

Jenny Craig

Co-investorsNorth Castle Partners

JF Petroleum Group
Jostensjostens.comin𝕏

Jostens produces commemorative and school-related products including yearbooks, class rings, graduation packages, letter jackets, college jewelry, personalized stoles, and school spirit wear for students, parents, and schools.

ConsumerE-commerce

KidKraftkidkraft.com

KidKraft makes wooden children's toys and furniture, including outdoor playhouses, swing sets and playsets, play kitchens, dollhouses, and playroom furniture such as activity tables, easels, and storage.

ConsumerDirect to ConsumerE-commerce

Co-investorsStellus Capital Management

Louisiana Fish Frylouisianafishfry.com𝕏

Louisiana Fish Fry offers a range of seafood boil and fry products, with a guided tool that helps shoppers select product combinations for cooking.

ConsumerFoodTech

MPearlRockmpearlrock.com

MPearlRock is an investment partnership that provides growth capital and operational support to emerging consumer brands in food, beverage, and personal care, offering distribution access, data analytics, marketing, and supply chain resources.

ConsumerFoodTechNew York, US

Music Reportsmusicreports.comin𝕏

Music Reports provides music rights and royalty services, including publisher licensing through its Songdex Marketplace, license administration, cue sheet management via Cuetrak, catalog health checks, and unclaimed royalty processing.

Data & InfrastructureMedia & EntertainmentSaaS

Co-investorsABRY Partners

Neustar
Noranco
Noveon
Nutraboltnutrabolt.comin

Nutrabolt is a consumer health and wellness company that develops products aimed at maximizing human potential.

ConsumerWellness & Fitness

Co-investorsAMBERSTONECAVU Consumer PartnersDoehler VenturesTorch Capital

OneLink Communications
Palace Entertainment
Penton Media

Prior MidOcean investment in the B2B information services space.

PPLSI (LegalShield)
Pragmatic Institutepragmaticinstitute.comin𝕏

Pragmatic Institute offers online, on-demand, and in-person training courses for product professionals, built around its Pragmatic Framework for product management and marketing decisions.

EdTechSales Tech

Prestige Brands
QualiTechqualitechco.comin

Qualitech develops nutrition and technology products spanning animal nutrition, food ingredient innovations, and specialty crop inputs.

AgTechFoodTech

Questexquestex.cominAcquired

Questex is an information services company that produces industry events, publishes market insights, and provides data products.

AdTechB2B MarketplacesClimate TechData & InfrastructureMarketing TechMedia & Entertainment

Co-investorsShamrock Capital

Sbarrosbarro.com𝕏

Sbarro is a pizza chain serving New York-style pizza by the slice, with options for pickup, delivery, and catering.

ConsumerFoodTechColumbus, US

Mark S. Inzetta(Chief Legal Officer and General Counsel)J. David Karam(Director and Chief Executive Officer)Anne E. Pritz(Director and Chief Marketing Officer)Rohan Kent Shearer(Chief People Officer)Gerard Charles Lewis(Director and Chief Concept Officer)Mira L. Kipker(Chief Financial Officer)

SI Solutions
Smith Systemsmith-system.comin

Smith System offers driver risk management and fleet safety training programs, built around its Smith5Keys methodology, delivered through classroom instruction, eLearning, and behind-the-wheel coaching.

EdTechLogistics & Supply ChainMobility & Transportation

Co-investorsLevine Leichtman

South Beach Diet
Strayer Education
System One
The Carpenter Health Networkthecarpenterhealthnetwork.comin

The Carpenter Health Network is a network of post-acute care providers offering primary care, skilled nursing, therapy, rehabilitation, palliative home health, and end-of-life hospice care for patients and their families.

HealthtechWellness & Fitness

The Planet Grouptheplanetgroup.comin𝕏

The Planet Group provides staffing, recruitment, and workforce advisory services, connecting companies with specialized talent and helping candidates find roles across a range of industries.

Future of WorkHR Tech

The Re-Sourcing Group / Conexus
The Re-Sourcing Group / CRC
Thompson Publishing
Thompson Publishing Group

Prior MidOcean investment in the B2B information services space.

totes»Isotoner

Co-investorsFreeman Spogli

Travelprotravelpro.com𝕏

Travelpro designs and manufactures travel gear such as luggage and carry-ons, originally developed for airline pilots and marketed to frequent and professional travelers.

ConsumerDirect to ConsumerE-commerce

Vibrant Ingredients (formerly Florida Food Products)
Vitaquest International
Water Pik
Zonda

Residential construction data, advisory, and media platform formed by the 2018 merger of Hanley Wood and Meyers Research, rebranded to Zonda in 2020.

Portfolio news

latest coverage across their companies

Fund performance · per public LP disclosures · 3

as of Jun 2024
FundVintageCommittedNet IRRTVPIDPI
MidOcean Partners VI, L.P.LPs: Santa Barbara County Employees' Retirement System2021-31.8%0.71x0.00x
MidOcean Partners IIILPs: New York City Police Pension Fund200613.6%2.23x2.23x
MidOcean Partners III, L.P.LPs: New York City Employees' Retirement System, New York City Police Pension Fund, Teachers' Retirement System of the City of New York +1 more200613.6%2.23x2.23x

Source: public limited-partner disclosures (CalPERS, CalSTRS). Net IRR / TVPI / DPI as reported by the limited partner; a fund's early-year IRR is an interim estimate (J-curve).

Frequently asked questions

How many investments has MidOcean made?
MidOcean has 61 tracked investments.
What stage does MidOcean invest at?
MidOcean invests at the Growth stage.
What sectors does MidOcean focus on?
MidOcean focuses on Consumer, Enterprise Software.
Where is MidOcean located?
MidOcean is headquartered in New York, US.
Who does MidOcean co-invest with?
MidOcean most often shares deals with AMBERSTONE, Beringea, Digital Currency Group, among 12 tracked co-investors.

Media · Podcasts & interviews

featuring the team

Images

MidOcean photoMidOcean photoMidOcean photo

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