Avante Capital’s Ivelisse Rodriguez Simon Receives NAIC Beacon Award
Avante Capital Partners' Managing Partner Ivelisse Rodriguez Simon will receive NAIC's 2026 Women in Alternatives Beacon Award, recognizing her role…
HELPING OUR PARTNERS SUCCEED
Lower middle market experts
We partner with exceptional sponsors and management teams to finance growth—delivering deep market expertise and comprehensive resources built for the lower middle market.
$1.6B
ASSETS MANAGED
17
YEARS LMM FOCUS
150+
TRANSACTIONS
200+
SPONSOR RELATIONSHIPS
WHY AVANTE
A different kind of partner
01
Flexible Capital
15+ years focused exclusively on the lower middle market, we've built strategies that tailor senior and junior debt solutions for a range of investors.
02
Value-Added Partnership
We're not just capital providers. We're strategic partners committed to helping you succeed through deep relationships and hands-on support.
02
The LMM Playbook
Access our library of strategies, insights, and tools built specifically for LPs, private equity sponsors, and independent sponsors.
The End of the 90-Day Lag
The End of the 90-Day Lag
The 90-day reporting cushion is gone. As lower middle market lenders scale, real-time data, integrated systems, and AI are becoming essential to keeping pace with growth, maintaining accuracy, and meeting obligations to LPs and partners.
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September 28, 2026
TEAM
Meet Avante's Leadership
Jeri Harman
Founder & Chairman
Ivelisse Rodriguez Simon
Managing Partner
Paul Hayama
Chief Investment Officer
Richard Strait
Investment Committee Partner
Chaz Cocuzza
Managing Director
Omar Abou-Sayed
Managing Director, Head of Origination
Gladys Cordova
Chief Financial Officer
THE LMM PLAYBOOK
Your guide to the
lower middle market
Strategies, insights, and tools to win in this underserved segment
The Time I Talked an Investor Out of More Money
Fundraising isn't about convincing every investor to say yes. It's about understanding fit well enough to know when to say…
Avante Capital Partners Provides Senior Subordinated Debt to Pediatric Dental-Services Organization
Avante Capital provided subordinated debt to a pediatric-focused dental services platform, refinancing existing unitranche debt and supporting the Company's continued…
A Formula, Not a Negotiation: How SBIC Leverage Works
Allocators evaluating an SBIC are not only asking whether the manager can underwrite. They are asking what the leverage does…
A Wrapper, Not a Different Investment: Rated Insurance Feeder Structures
Insurance allocators aren't only asking whether a fund is a good investment. They're asking whether the exposure can sit on…
Avante Capital Provides Capital for Underwater Construction Corporation
Avante Capital Partners provided capital to support Crescentia Capital's acquisition of Underwater Construction Corporation, a commercial diving and underwater infrastructure…
We’ve Been Thinking About IR All Wrong
IR gets mistaken for fundraising, but the real job is trust. A first-person look at what LPs actually want: transparency,…
PORTFOLIO
Partnering with exceptional companies
We provide flexible financing solutions to support growth, acquisitions, and recapitalizations for sponsor-backed and independent companies.
Rise Now
BUSINESS SERVICES
Hippo Vet Group
HEALTHCARE
Reservoir Communications
BUSINESS SERVICES
Electronic Source Company
SPECIALTY MANUFACTURING
Partner with us as we transform
the lower middle market.
Whether you're an LP, PE sponsor, or independent sponsor—we're here to help you succeed.
Get in Touch- As of March 1, 2026. “Zero Cash Loan Losses” represents that for all fully realized and exited transactions undertaken by Avante, the Fund has received aggregate cash proceeds equal to or exceeding one hundred percent (100%) of invested principal (i.e., a minimum 1.0x multiple of invested capital). This representation is made solely with respect to fully exited investments and does not include, reflect, or take into account the performance, valuation, or ultimate outcome of any current, partially realized, or otherwise unrealized positions.