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Jay Takefman
Co-Head Tactical Investments, Portfolio Manager at Beach Point Capital Management LP
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
| Organization | Role | Date Range | Details |
|---|---|---|---|
| Beach Point Capital Management | Co-Head Tactical Investments, Portfolio Manager | Jun 2024 to Present | — |
| Brightmore Brands | Board Member | Apr 2025 to Present | — |
| Utility Services Business (name withheld) | Board Member | Feb 2025 to Present | — |
| Eurofase Lighting | Board Member | Jul 2024 to Present | — |
| American Franchise Capital, LLC | Board Member | Mar 2017 to Present | — |
| Metro Franchising | Board Member | Dec 2013 to Present | — |
| The Culinary Institute of America | Fellow | Jun 2015 to Present | — |
| Metro Franchising | Board Director | Dec 2013 to Present | — |
| Quilvest Capital Partners | Co-Head Lead Private Equity | Jul 2010 to Present | — |
Education
University of Michigan
Bachelor of Business Administration, Finance
1994 — 1998
Skills & Expertise
Others at Beach Point Capital Management LP (27)
| Name | Role | Location |
|---|---|---|
| Portfolio Manager | United States | |
A Andrew Chen | Portfolio Manager, Head of Real Estate Investments | New York, NY , United States |
| Analyst | New York, NY , United States | |
A Azita Guiv | Portfolio Analyst | Irvine, CA , United States |
| Portfolio Manager | Los Angeles, CA , United States | |
| Senior Portfolio Analyst | Los Angeles, CA , United States | |
B Bordon Lai | Principal | New York, NY , United States |
| Vice President - Senior Loans and High Yield Bonds | Santa Monica, CA , United States | |
| Investment Analyst | New York, NY , United States | |
E Evelyn Beagle | Analyst | Los Angeles, CA , United States |
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