Aaron Katzman

Aaron T. Katzman is a Vice President at Route 2 Capital Partners, a private investment firm based in Mount Pleasant, South Carolina, that provides flexible mezzanine debt and equity solutions to established lower middle market companies. In his role, Aaron is responsible for sourcing new investment opportunities, conducting due diligence, executing deals, and monitoring portfolio companies. He joined Route 2 Capital in early 2022 after building a strong foundation in private credit and structured equity investing.

Prior to Route 2, Aaron spent four years on the investment team at Patriot Capital, a Baltimore-based SBIC specializing in mezzanine debt and structured equity investments focused on growth and change-of-control transactions. He joined Patriot Capital as an Analyst in November 2017 and rose to Senior Associate during his tenure. Before Patriot Capital, Aaron spent three years as an Analyst with Intyllus Advisors, a Maryland-based firm specializing in financial and strategic advisory services, where he gained early exposure to deal sourcing and transaction execution.

Aaron holds a Bachelor of Science in Finance from George Mason University and a Master of Business Administration from the Kellogg School of Management at Northwestern University. His career trajectory reflects a deep commitment to lower middle market investing, with particular expertise in mezzanine and subordinated debt structures, and his angel investing activity suggests a personal interest in earlier-stage opportunities alongside his institutional role.

Route 2 Capital Partners targets profitable, established companies in the lower middle market, typically with EBITDA above $2 million. The firm provides flexible junior capital solutions -- subordinated debt and equity -- to support acquisitions, growth initiatives, recapitalizations, and ownership transitions. Route 2 collaborates closely with private equity firms, independent sponsors, and management teams to structure investments.

• Sectors of Interest: Business services, healthcare services, niche manufacturing, specialty distribution, aerospace components, industrial services
• Geographic Focus: Southeastern United States (with national reach)
• Deal Types: Subordinated debt, structured equity, mezzanine financing alongside private equity sponsors
• Personal Angel Activity: Seed-stage investments (per original profile)