About

Trusted Partners. Inspiring Outcomes.

Birch Lake is a private capital and advisory firm that partners with founders, entrepreneurs and businesses to unlock growth and create lasting value. With a focus on long-term relationships, we bring a unique blend of flexible capital, strategic insight and operational expertise to both investments and advisory engagements. Our clients rely on us to navigate pivotal moments—from scaling a business to restructuring, recapitalizing or preparing for a transition—and we are deeply committed to helping them achieve their goals.

We are a lean, highly effective team, known for our agility, creativity and unwavering commitment to excellence. Our size is our strength, it enables us to move quickly, think independently and work shoulder-to-shoulder with the businesses we support. Whether we’re investing in a company’s future or guiding it through a complex decision, we approach every partnership with clarity, conviction and a shared sense of purpose.

Core Values

At Birch Lake, our core values form the foundation of our culture.

Integrity

We hold ourselves to the highest ethical standards, ensuring transparency and honesty in every client interaction.

Entrepreneurship

We embrace an entrepreneurial spirit, seeking creative solutions and identifying new possibilities.

Innovation

By fostering a culture of curiosity and continual improvement, Birch Lake stays ahead of the curve for our clients.

Passion

We go above and beyond for our clients. We bring a positive attitude and drive, channeling our energy and commitment into every project.

Effectiveness

We measure our success by the tangible impact we deliver. We apply the best resources and expertise available and always seek to create value.