Our Team

Who We Are

Principled Investment

PB & Partners Investments was founded on a singular conviction: that disciplined analysis, patience, and unwavering integrity form the foundation of lasting wealth creation. We approach every opportunity with rigorous due diligence and a clear-eyed assessment of risk and reward.

Our team brings decades of collective experience across asset classes and market cycles, allowing us to identify value where others see uncertainty. We believe that discretion is not merely a preference but an obligation to those who entrust us with their capital.

Years Experience

Numerous

Portfolio Companies

A lot

Assets Managed

Several

Global Offices

Our Focus

Investment Areas

Private Equity

We pursue control and significant minority positions in established businesses with defensible market positions, strong management teams, and clear pathways to operational improvement. Our focus spans industrials, business services, healthcare, and consumer sectors where we can apply hands-on expertise to accelerate growth and enhance margins.

Venture Capital

Our venture practice targets early and growth-stage companies developing transformative technologies and business models. We concentrate on sectors where our team possesses deep domain expertise, including enterprise software, financial technology, healthcare innovation, and sustainable solutions.

Real Estate

We invest across property types—multifamily, industrial, office, and specialty assets—with a focus on markets demonstrating strong demographic trends and supply constraints. Our approach emphasizes rigorous underwriting, disciplined capital deployment, and active asset management.

Growth Equity

We provide expansion capital to profitable, scaling companies seeking to accelerate their trajectory without relinquishing control. Our ideal partners are businesses with proven products, loyal customer bases, and leadership teams ready to reach the next level of growth.

Impact Investing

We believe that financial returns and positive societal outcomes are not mutually exclusive. Our impact practice targets investments that generate measurable environmental and social benefits alongside competitive performance.

Infrastructure

We invest in essential assets that form the backbone of modern economies—transportation, utilities, digital infrastructure, and energy transition projects. Our approach favors long-duration investments with stable, contracted cash flows and inflation protection.

Leadership

Our Team

Edward Hart FRSA

President

Daniel Longley

Chairman

Matthew Edwards

Vice President, Global Affairs

Daniel Sansam

Vice President, Operations

Andrew Piercy

Vice President, People

Joe McLoughlin

Executive Vice President, Clients

Daniel Inglis

Executive Vice President, Legal & Compliance

Our Values

Ethics & Principles

Integrity

Integrity is the foundation upon which every relationship and decision rests. We conduct ourselves with honesty and transparency, ensuring that our words align with our actions.

Stewardship

We recognize that the capital entrusted to us represents the aspirations, security, and hard work of our partners. This recognition shapes every investment decision.

Long-term Value

We measure success not in quarters but in years and decades. Our investment approach prioritizes durable competitive advantages, sustainable business models, and management teams capable of navigating uncertainty.

Confidentiality

Discretion is fundamental to how we operate. Our partners share sensitive information with the expectation that it will be protected absolutely. We maintain rigorous protocols to safeguard proprietary data, strategic plans, and personal details.

Sustainability

We believe that responsible investing and strong performance reinforce one another. Environmental stewardship, social responsibility, and sound governance are integral to our evaluation of risk and opportunity.

Excellence

We pursue excellence in every dimension of our work. This means rigorous analysis, meticulous execution, and continuous improvement. We recruit individuals of exceptional ability and character, foster a culture of intellectual honesty, and challenge ourselves to exceed expectations

Get in Touch

Contact Us

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info@pbpartners.com

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