Polen Capital

Polen Capital is a Waltham, Massachusetts-based private equity investment advisor that focuses on distressed and high-yield securities and special situation investing in the North American region. The firm invests across a range of industries, however, the firm generally avoids investing in financial, high-tech, and biotech sectors. Polen Capital seeks to invest in the small to the mid-market sector across a range of company situations such as over-leveraged, complex situations, bankrupt or undervalued companies. The firm also specializes in a wide range of transaction types, such as turnaround, recapitalization, reorganization, and restructuring of companies. The firm always pursues control investments and generally holds a portfolio company for a minimum of three years. The firm's hedge fund business focuses on the lower tier of the non-investment grade credit markets, including high-yield bonds, bank loans, distressed debt, and reorganized and leveraged equities. The firm applies its expertise across both private and public equity markets within the United States and Canada.