Private investment firm Borgman Capital announced the launch of Pass the Hat, which is an online platform that provides accredited U.S. investors with access to alternative investment opportunities sponsored by the firm.
Launched in 2017 in Milwaukee, Wisconsin, Borgman Capital primarily acquires successful companies with $10 to $100 million of annual revenue. And Borgman’s current portfolio spans industries including food, pet treats, manufacturing, chemical distribution and infrastructure. Borgman Capital’s portfolio also includes industrial and mixed-use real estate properties located in the Midwest.
The firm completed 18 transactions to-date, with an investor network that includes high-net worth individuals, family offices, and other entities.
Pass the Hat showcases Borgman Capital’s pre-vetted private market investments in private equity and real estate. And Pass the Hat follows a private equity model where each investment vehicle owns control of an operating company or real estate property that is acquired rather than a passive or minority interest in a business. Plus, it offers a flexible model enables investors to pick and choose the investments that are right for their goals. For most deals on the Pass the Hat, the minimum investment amount is about $50,000. And only accredited investors as defined by Rule 501 of Regulation D of the Securities Act of 1933 may invest.
KEY QUOTES:
“Pass the Hat connects accredited U.S. investors to private market investment opportunities that were once only available to large institutional investors. Through the new platform, we eliminate barriers to quality alternative investments by making it easy for accredited high-net-worth individuals, family offices, endowments and foundations to invest and achieve portfolio diversification.”
“Our success to-date would not be possible without the support of our entire network and those first investors who trusted us with their investment dollars. Pass the Hat is a new strategy to connect with investors, but our philosophy remains the same: relationship-focused, transparent, and to exceed investor expectations.”
– Sequoya Borgman, Founder and CEO of Borgman Capital
