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Jay Takefman

Jay Takefman

Co-Head Tactical Investments, Portfolio Manager at Beach Point Capital Management LP

New York, NY , United States

About

Jay Takefman is Portfolio Manager and Co-Head of Tactical Investments at Beach Point Capital Management, based in New York. In this role, he leads investment strategies focused on private equity and credit, overseeing tactical allocations and portfolio risk across a diverse array of sectors. His investment purview specifically covers founder-led businesses and companies in the lower and middle market globally, with direct expertise in consumer, manufacturing, business services, and real estate asset classes.

Takefman brings more than 25 years of experience in private equity, previously serving as Co-Head of Quilvest Capital Partners’ private equity buyout group, where he invested over $1 billion in middle market opportunities. He has held senior roles at Centre Partners and L Catterton, focusing on sourcing and executing buyout, recapitalization, and growth equity investments, and has sat on numerous boards spanning restaurants, urgent care, lighting, and franchising businesses.

He holds a Bachelor of Business Administration in Finance from the University of Michigan's Ross School of Business. Notably, Takefman has contributed to the growth of several public and private companies, building a track record in board leadership and direct portfolio management, and is recognized for his multi-sector investment expertise and operational acumen in both private equity and tactical credit markets.

Career History

OrganizationRoleDate RangeDetails
Beach Point Capital ManagementCo-Head Tactical Investments, Portfolio ManagerJun 2024 to Present
Brightmore BrandsBoard MemberApr 2025 to Present
Utility Services Business (name withheld)Board MemberFeb 2025 to Present
Eurofase LightingBoard MemberJul 2024 to Present
American Franchise Capital, LLCBoard MemberMar 2017 to Present
Metro FranchisingBoard MemberDec 2013 to Present
The Culinary Institute of AmericaFellowJun 2015 to Present
Metro FranchisingBoard DirectorDec 2013 to Present
Quilvest Capital PartnersCo-Head Lead Private EquityJul 2010 to Present

Education

University of Michigan

Bachelor of Business Administration, Finance

1994 1998

Skills & Expertise

Accounting
Private Equity
Venture Capital
LBO
Due Diligence
Corporate Development
Capital Markets
Business Valuation
Corporate Finance
Divestitures
Emerging Markets
Financial Analysis
Financial Modeling
Leveraged Finance
M
Mergers
Valuation
Investment Banking
Mergers & Acquisitions

Others at Beach Point Capital Management LP (27)

NameRoleLocation
Allan Schweitzer
Allan Schweitzer
Portfolio ManagerUnited States
A
Andrew Chen
Portfolio Manager, Head of Real Estate InvestmentsNew York, NY , United States
Andrew Geenen
Andrew Geenen
AnalystNew York, NY , United States
A
Azita Guiv
Portfolio AnalystIrvine, CA , United States
Ben Hunsaker
Ben Hunsaker
Portfolio ManagerLos Angeles, CA , United States
Bill Brooks
Bill Brooks
Senior Portfolio AnalystLos Angeles, CA , United States
B
Bordon Lai
PrincipalNew York, NY , United States
Christopher Reed
Christopher Reed
Vice President - Senior Loans and High Yield BondsSanta Monica, CA , United States
Christopher Su
Christopher Su
Investment AnalystNew York, NY , United States
E
Evelyn Beagle
AnalystLos Angeles, CA , United States
Showing 1-10 of 27 team members

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