Lateral Investment Management Overview

  • Service
  • Lender
  • Founded
  • 2014
  • Professionals
  • 14
  • Financed Companies
  • 5
  • Financings
  • 4

Lateral Investment Management General Information


Founded in 2014, Lateral Investment Management is a private investment firm headquartered in San Mateo, California. The firm provides growth financing to owner-operated middle-market businesses in North America. The firm offers debt financing in the form of a combination of short-duration loans and minority equity, bridge financing, acquisition financing, senior secured loans, and equity investments. Lateral invests through three investment categories, namely, growth financing, structured finance, and special situations.

Contact Information

Formerly Known As
Lateral Global Investors
Year Founded
Service Provider Type
Primary Office
  • 400 South El Camino Real
  • Suite 1100
  • San Mateo, CA 94402
  • United States
+1 (650) 000-0000

Lateral Investment Management Financings

Company Name Financing Date Debt/Deal Date Debt/Deal Amount
Santa Cruz Valley Regional Hospital Jun 2018 00000 0000000
00000 Jun 2016 00000 0000000
FTE Networks Oct 2015 00000 0000000
Newlife Forest Products 00000 0000000
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Lateral Investment Management Co-Lenders (1)

Lender Lender Type Lender Location Total Shared Financings Last Shared Financing
WP Global Partners Lender Chicago, IL 1 000
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Lateral Investment Management Investment Preferences

Preferred Industries Preferred Verticals Preferred Deal Types Geographic Preferences Transaction Amount

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Lateral Investment Management Team (22)

Name Title Related Financings Office Contact
David Lin Chief Financial Officer San Mateo, CA
Patrick Feeney JD Managing Director & Investment Committee Member 0 San Mateo, CA
Margret Hardardottir Managing Director San Mateo, CA
Stuart Barden JD Managing Director San Mateo, CA
Richard De Silva Managing Partner 0 San Mateo, CA
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