An investment firm focused on lower middle-market private equity opportunities
We pursue strategies that are often misunderstood or challenging to execute
PURPOSE
Serve has two primary goals:
Generate the highest possible risk-adjusted returns
Provide investors with unique exposure that would be difficult for them to replicate
Strategies
Serve employs our knowledge base and network to source unique deals for our investors: high-net-worth individuals, family offices, and institutions. The firm’s success relies on our ability to consistently identify and execute asymmetric risk/reward opportunities.
SBIC Funds
The SBIC fund structure provides a compelling risk/return profile. The complexity of the structure makes it difficult for most investors to execute
Small PE Funds
Small, focused PE managers can develop a cumulative advantage that enables sustained outperformance
Holding Companies
Holding companies offer the potential to create novel structures and return profiles in the lower middle-market
Co-investments
Our portfolio and broader network of managers present a steady flow of attractive lower middle-market co-investment opportunities
Team
Scott Bigham
MANAGING DIRECTOR
Founded Serve in 2016
Worked at UTIMCO for 11 years with responsibility for managing the lower middle-market private equity and private credit portfolios
Mike McClure
MANAGING DIRECTOR
Joined Serve in 2018
Worked at UTIMCO for six years with responsibility for managing the lower middle-market and emerging market private equity portfolios
Lara McKinney
COO / CCO
Joined Serve in 2019
Worked at UTIMCO as an Operations Director for 13 years
Matas Cyvas
DIRECTOR
Joined Serve in 2023
Worked at Fifth Third Bank for four years with responsibility for managing the lower middle-market private equity and private credit portfolio
Leah Kennedy
CONTROLLER
Joined Serve in 2021
Worked at UTIMCO as a Portfolio Accountant for five years
Anna McGuire
CONTROLLER
Joined Serve in 2022
Worked in fund administration for nine years, focused on alternative investments
Gregg Cothran
CONTROLLER
Joined Serve in 2024
Worked in public accounting for seven years with a focus on the financial services industry
Charlie Meyer
SENIOR ANALYST
Joined Serve in 2023
Worked at a private equity fund-of-funds for three years with a focus on lower middle-market investments
Birgitt Brown
EXECUTIVE ASSISTANT
Joined Serve in 2024
Worked as an executive assistant across various industries for over 20 years