Lafayette Square invests in middle mark companies.
Goal2030™
Support
100,000 Working-Class jobs
Invest
50% of capital to support Working-Class communities
Curate
Benefits for 50% of our portfolio companies
Our Results
We prioritize performance and transparency to build trust among our investors, portfolio companies, and their employees.
Workers employed by our portfolio companies
Investments
Weighted average EBITDA
Workers employed by our portfolio companies
Investments
Weighted average EBITDA
Capital deployed (FMV)
Workers with access to enhanced benefits
Of data collected from public and private sources
Capital deployed (FMV)
Workers with access to enhanced benefits
Of data collected from public and private sources
Adoption of managerial assistance for lead agent transactions
Closed capital commitments
Floating rate loans
Adoption of managerial assistance for lead agent transactions
Closed capital commitments
Floating rate loans
Invested in Working-Class areas or are substantial employers of Working-Class people
Unique sources providing access to real-time insights and high quality data
Q2 2022 to Q4 2025 portfolio build-up
Invested in Working-Class areas or are substantial employers of Working-Class people
Unique sources providing access to real-time insights and high quality data
Q2 2022 to Q4 2025 portfolio build-up
Our Company
Our ambition is to serve Working-Class people and make money for our shareholders.
We are a direct lending platform that uses data analytics to deploy capital and services to middle market businesses.
We believe demand for capital investment and managerial assistance are particularly acute among middle market companies located in overlooked places.
We intend to create a portfolio of investments across a range of industries and communities to mitigate certain risks and achieve our investment objectives.
Our Solutions
Our place-based strategy integrates localized data to help investment decision makers turn knowledge into action.
Investments
We invest in growing middle market businesses. Through our financial expertise and place-based resources, we aim to deploy capital to stimulate economic growth and create long-term value.
Analytics
We know the economic opportunity in a community or market is contingent on local dynamics. By gathering and analyzing data, we are better equipped to make informed decisions that drive positive outcomes for our portfolio companies.
Managerial Assistance
We see worker challenges and deliver managerial assistance that seeks to improve employee well-being, retention, and productivity through hands-on strategic guidance, operational expertise, and a network of established service providers.
Our Portfolio
As of December 31, 2025
