Brad Batten is a Partner at Zwick Partners LP, a single-family office located in Charlotte, NC.
At Zwick Partners we primarily focus on making equity investments in the lower end of the lower middle-market. First and foremost, we look for high caliber people we can trust, as well as businesses & industries that we can understand, and where the transaction provides a demonstrable value-add to the business. We like to partner with independent sponsors, traditional funded sponsors, search fund entrepreneurs, and business executives to help business owners and entrepreneurs grow their companies and realize their goals. Since joining Zwick Partners in 2014, Brad has been responsible for building out and leading the family office’s private equity direct investing program. As a partner of the firm Brad leads all aspects of the investment operation including deal sourcing, diligence, structuring, execution, and strategic management and board of director oversight of the existing portfolio investments.
Zwick Partners currently has 12 direct investments in their portfolio and has experience investing across a handful of industries including healthcare, business services, industrial services, light manufacturing, and specialty finance.
Prior to joining Zwick Partners, Brad spent 6 years at Bank of America Merrill Lynch. At BofA Merrill Lynch Brad was responsible for structuring and underwriting credit products for Private Equity leveraged buyouts. In addition to transaction responsibilities, Brad was instrumental in managing the bank’s exposure to an $8.7Bn credit portfolio of sponsor-backed leveraged loans.
He holds a bachelor’s degree from Davidson College in History with a minor in Economics.