Overview
- The awards recognize roughly the top 2% of North American private equity firms for proactive due diligence, transformative value creation, modern operations, and corporate citizenship.
- Bertram Capital received Innovator of the Year for its use of data and technology through Bertram Labs paired with a distinctive firmwide investment evaluation process.
- A cross‑functional committee consulted limited partners, investment bankers, thought leaders, and service providers to inform its data-driven assessment.
- BluWave says participation involves no fees and selection is independent of customer relationships, and HCI Equity Partners said it did not pay and that the award reflects 2025 activity.
- BluWave published a list of 105 recipient firms, and winners including Halifax Group and HCI confirmed their inclusion, with Halifax noting recognition for five consecutive years.