AEA

Relationships Matter

There is a simple reason our investment principles have worked for 50 years: We believe in a relationship-driven approach to investing through partnering with exceptional management teams of middle market companies to help them build and improve their businesses.

 

Scott joined AEA in 2004 as a Partner to help implement AEA’s private debt investing effort. In 2018, Scott was promoted to Chief Operating Officer and in 2020 he became Group Head of the AEA Private Debt Group. Scott is a member of the investment committees of the mezzanine and senior loan funds.

Prior to joining AEA, Scott was a principal in the New York office of Allied Capital, a NYSE-traded business development company. While at Allied Capital, he was responsible for originating, executing and monitoring privately negotiated debt and equity investments in both sponsored and nonsponsored middle market companies, and he served as a director of Callidus Capital Corporation and a member of the management committee of Callidus Capital Management LLC. Prior to joining Allied Capital, Scott served as a consultant to the Carlyle Group and a managing director in the investment banking division of Credit Suisse First Boston where he spent 12 years after joining the firm in 1990. During his tenure at Credit Suisse First Boston, he was a member of the leveraged finance group and the global industrial and services group where he originated and executed debt and equity financings in the public and private markets in both the United States and Europe.

Joe joined AEA in 2004 as a Partner. In 2020, Joe became Executive Chairman of the AEA Private Debt Group and Chairman of the investment committee of all AEA debt funds.

Prior to joining AEA, Joe spent four years at J.H. Whitney & Co. as co-head of the mezzanine group and member of the credit and investment committees, managing $1 billion of dedicated capital. While at Whitney, he was also co-head of the structured products (CBO) group and was a member of its credit and investment committees. Joe also spent significant time on private equity activities and served on several boards in his various capacities. Prior to joining Whitney in 1999, Joe spent 12 years at Credit Suisse First Boston in a number of areas including leveraged finance and financial sponsor coverage, high yield finance and corporate restructurings and reorganizations.

  • $15b

    With over $15 billion under management, AEA is a leader in global, middle-market private investing.

  • 130+

    With approximately 135 employees, including approximately 90 investment professionals, AEA’s experienced and focused team leverages deep industry knowledge and exceptional operational expertise.

  • 5/3

    With five offices across three continents, AEA has an unparalleled global network of relationships with family owners of industrial companies, business executives and influential government leaders.

  • 1968

    Founded in 1968 by members of the world’s leading industrial families, AEA is one of the oldest and most experienced private equity firms with a long legacy of success.

  • 75

    AEA has more than 75 Participants, who include some of the world’s pre-eminent industrial families, business executives and former government leaders.