THE Catalyst Group, Inc.
SEC RegisteredBuilding Long-Term Partnerships
About the firm
The Catalyst Group is an investment firm that provides Partnership Capital for growth, ownership transition, and restart opportunities. Unlike private equity firms, they focus on long-term strategic objectives rather than 3-5 year time horizons, and treat each investment as if they founded it, honoring and preserving the legacy of every company.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Operations Strategy for Capital Raising and Capital Structure, Growth Capital, Ownership Transition, and Restart Capital for Experienced Management Teams; the firm is also deeply involved in developing strategic plans, revenue growth opportunities, defining and measuring business metrics, outsourcing, and identifying areas of improvement.
Who they serve
Business owners and experienced management teams seeking growth capital, ownership transition, or restart capital
| Client segment | Clients | Assets managed |
|---|---|---|
| Pension/Profit Sharing Plans | 10 | $199M |
Leadership
Office locations
Regulatory & compliance
Data as of April 13, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. THE Catalyst Group, Inc. has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
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