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Jonathan Szwec

Principal at Avenir

New York, New York

Overview 

Jonathan Szwec is a Principal at Avenir in New York, specializing in investment banking, financial modeling, and corporate finance. With a background in prestigious firms like Moelis & Company and Advent International, he has made successful investments in companies like Klaviyo and Merit Beauty, positioning himself as a key player in the finance industry. Szwec's notable career highlights include his role as a Board Member at Sundays and Malbon Golf, as well as his investments in Klaviyo (Pre-IPO) and Nivoda (Series B), showcasing his expertise in the retail, consumer, and leisure sectors.

Work Experience 

  • Principal

    2020 - Current

    I invest in category-defining consumer brands, retailers, and services, as well as the software that powers them.

Avenir is a private investment firm that focuses on growth equity opportunities.

  • Investor

    2023

MERIT Beauty is a cosmetic brand company that offers luxury skincare products.

Raised $20,000,000.00 from Sonoma Brands Capital, Marcy Venture Partners and L Catterton.

  • Board Member

    2022

Sundays for Dogs engages in the online retail of dog foods that are made by an air-drying method.

Raised $43,728,120.00 from BoxGroup, Oldslip, Great Oaks Venture Capital, Imaginary Ventures, Lunch Partners, Red Sea Ventures and BAM Ventures.

  • Board Member

    2023

Malbon Golf is a provider of golf apparel and accessories.

Raised $2,095,100.00.

  • Investor

    2023

Klaviyo is an automation and email platform designed to help grow businesses.

Raised $778,500,000.00 from Employee Stock Option Fund and Irving Investors.

  • Board Observer

    2023

  • Investor - Retail, Consumer, and Leisure

    2016 - 2019

    Worked on Advent's buyouts of Olaplex (NASDAQ: OLPX), Aimbridge Hospitality (and its subsequent merger with Interstate Hotels & Resorts), First Watch Restaurants (NASDAQ: FWRG), and Walmart Brazil. Ongoing coverage of minority investment in lululemon athletica (NASDAQ: LULU), including the execution of three public share sales. Member of Real Estate Committee and Board Observer, First Watch Restaurants Board Observer, Aimbridge Hospitality

Sunley House Capital Management is an investment manager focused primarily on publicly traded securities.

  • Investment Banking

    2015 - 2016

    Mergers & Acquisitions - experience across consumer, technology, utilities, and financial services. Represented Alticor on its sale of Gurwitch Products (Laura Mercier & RéVive beauty brands) to Shiseido.

  • Investment Banking

    2014 - 2015

    Power & Utilities Summer Analyst (2013); Analyst (2014-2015)

Articles About Jonathan

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