OUR APPROACH
Removing Obstacles, Accelerating Growth
Lateral collaborates with business owners to tackle challenges head-on, remove roadblocks to growth and transform obstacles into opportunities. We deliver creative solutions, capital support and strategic expertise, that enable businesses to overcome complexity, unlock potential, and scale effectively.
INVESTMENT FOCUS
Sectors at the
Intersection of Disruptive Change
Lateral focuses on industries where we have deep expertise and relationships, with specific focus on sub-sectors that are emerging or overlooked. We find businesses that are riding the wave of technology-enabled disruption, have formidable competitive advantages and can develop into market leaders.
WE GET BUSINESS OWNERS BECAUSE WE ARE BUSINESS OWNERS
Working Together for Transformative Growth
We are entrepreneurs, and like you, appreciate the challenges business owners must overcome. We have been there before. Unforeseen bottlenecks litter the path to growth. No matter the issue, we navigate them alongside you at every step.
INVESTING IN COMPANIES THAT MAKE A DIFFERENCE
A Commitment to Creating Lasting Impact
Lateral is committed to working with ambitious business owners who want to make the world a better place. We believe that profitable and sustainable businesses create a wealth of opportunities for all. We embrace the mission of companies that create high quality jobs, protect the earth, and solve problems for humanity.
Portfolio
Established Businesses with Extraordinary Potential
We stand by our companies through the lifecycle of scaling a business. Our current portfolio includes:
TeamA Unique Blend of Experiences
Our team has decades of hands-on experience as entrepreneurs, financiers and business operators. With our toolset of capabilities and a fierce commitment to your goals, we want to be the first call when you need help.
The Latest from Lateral and What’s Ahead
News / Media
Events
McGuireWoods Emerging Manager Conference
Premier event designed to foster meaningful connections between Emerging Managers and Limited Partners.
Dallas, TX / Apr 29-30, 2025
What Our Partners Say About Lateral*
We chose Lateral over traditional private equity as we were poised to double the size of our business. Our choice was first about partnership and a shared vision and second about capital.Shahzad Bashir, FOUNDER AND CEO
Morae Global
What Our Partners Say About Lateral*
This financing partnership with Lateral enables us to ramp up our manufacturing and to significantly expand our national marketing efforts.Chuck Huebner, CEO
Dacor
*The above testimonials and endorsements were made by certain operating partners of our current or prior portfolio companies. The individuals issued such testimonials of their own desire and none of the individuals were compensated or otherwise incentivized to do so. We believe that no conflicts of interest exist with respect to the testimonials, however we encourage all (website) visitors to review our ADV Part 2A, more generally, for further discussions on potential conflicts.
Learn about partnering with Lateral and let us help you seize your growth opportunity.
Connect with our Investment Team.
