About

About

Empower Your Growth with Tailored Investment

Coastal Breeze Partners is dedicated to enhancing shareholder value through strategic investments. Our mission is to collaborate with management teams, offering bespoke solutions that align with their unique objectives. By focusing on control investments, we foster innovation and growth, ensuring a lasting impact on each business we partner with.

Driving Success with Strategic Insight

Meet the dedicated experts who fuel our success.

Alex Morgan

Investment Director

Alex brings extensive industry expertise and insight.

Jamie Taylor

Creative Strategist

Jamie is celebrated for innovative thinking and solutions.

Chris Lee

Technical Lead

Chris excels in advanced technology and pioneering strategies.

Jordan Kim

Strategy Advisor

Jordan shines in leadership and visionary planning.

Coastal Breeze Partners exceeded our expectations with their strategic insights and exceptional support.

Jordan Lee

Chief Executive Officer

Brian is a founding partner of Coastal Breeze Partners and has over 25 years of investing, merger & acquisition and corporate finance experience. Brian has completed over 40 transactions for businesses across multiple industries, including business services, industrial, consumer, retail, automotive & heavy-duty, financial services, packaging, chemicals, and healthcare. Brian’s investment activities included control buyout transactions, as well as non-control recapitalization transactions. Brian also completed ongoing work with portfolio companies, including the strategic planning, operational reviews, management recruiting, financing and restructuring needs, add-on acquisitions and exit transactions. Prior to founding Costal Breeze, Brian was the co-founder and managing partner of Harbor Beach Capital, where he continues to actively manage two platform investments. Prior to founding Harbor Beach Capital, Brian served as Managing Director at Sun Capital Partners, a global private equity firm focused on investing in lower and middle market companies. Prior to Sun Capital, Brian was a Vice President in the Corporate Finance group at Stephens, Inc. Prior to that, Brian served as a Vice President with the investment banking group at Bear, Stearns & Co. Inc., and as Manager of Corporate Development with AutoNation, Inc. Brian received a Bachelor of Science in Business Administration, cum laude, with dual majors in Economics and Finance from Creighton University's Heider College of Business.

Matthias is a founding partner of Coastal Breeze Partners and has 25 years of investing, merger & acquisition and corporate finance experience. Matthias has completed over 30 transactions for businesses across multiple jurisdictions, sectors and types. Prior to founding Coastal Breeze, Matthias served as Managing Director at OpenGate Capital, a global lower-to-middle market private equity firm. As Head of OpenGate’s North American industrials investment team, Matthias focused on transformational value creation opportunities in chemicals, ingredients, building products, industrials and distribution. Prior to OpenGate, Matthias was a Vice President at Sun European Partners, the London based investment arm of Sun Capital Partners, a global private equity firm focused on investing in lower and middle market companies. Prior to Sun Capital, Matthias worked in investment banking at Goldman Sachs in Frankfurt and at Deutsche Bank in London. As part of a dual degree Matthias received a Master of Business Administration from University of Pittsburgh, KATZ Graduate School of Business and a Master of Business Administration from EBS Universität für Wirtschaft und Recht.