The Catalyst Group, Inc.

The Catalyst Group, Inc. advises pooled investment vehicles organized as limited liability companies, providing growth capital and operational expertise to U.S. middle‑market businesses with gross enterprise values generally between $10 million and $100 million across sectors such as health care, technology, manufacturing, distribution, and energy services. The firm invests through equities, equity‑related securities, partnership or LLC interests, and loans with equity participation, and typically forms a separate special purpose vehicle (SPV) for each investment offered to qualified investors.

Catalyst tailors its advisory services to each Fund’s offering documents and works with management teams to design and execute long‑term acquisition and organic growth strategies, generally targeting companies with experienced management and at least three years of operation. The firm acts on a discretionary basis for its Funds, maintains ongoing oversight of portfolio companies, and provides semi‑annual investor letters along with audited financial statements prepared by an independent accounting firm.

The Brochure emphasizes the firm’s formal accounting and reporting practices: a PCAOB‑registered independent public accounting firm conducts annual audits and audited financial statements are provided to investors within 120 days, while organizational and accounting expenses (including preparation of tax returns and K‑1s) are expressly allocated to Clients. Catalyst also documents accessible investor disclosure practices—offering written requests for the Code of Ethics, past proxy‑voting information, and other materials—which may reflect a more structured investor‑reporting and disclosure process than is typical for many pooled‑vehicle managers.