About Us
We are an investment and advisory partner focused on transforming businesses and creating lasting value.
Who We Are
Investment and Advisory
We are more than investors—we are catalysts for transformation and ascension. As an operationally driven investment and advisory firm, we partner with family-owned and founder-led lower mid-market businesses to unlock liquidity and fuel meaningful value creation.
Our capabilities extend beyond capital. We deliver bespoke advisory services across mergers and acquisitions, divestitures, private capital raising, and strategic direction—empowering businesses with the clarity and confidence to scale. Through deep operational expertise and tailored strategies, we elevate companies to their highest potential, guided by humility, integrity, and trust.
What We Bring To The Table
Backed by over 40 years of investment experience, our team has guided hundreds of technology and healthcare companies through growth and transformation.
We partner with owners who value their people, communities, and customers—and who want more than a traditional buy-and-flip investor. With tailored strategies and hands-on insight, we build lasting value and sustainable growth.
Four Decades of Experience
What Sets us Apart
Focused Philosophy
Your success is our success. We stay selective, focus deeply, and build strong relationships to deliver tailored strategies and lasting value.
We don’t just invest—we partner. Side-by-side with management, we solve complex challenges, drive growth, and execute with impact.
Operational Approach
We think differently. Through agile, creative solutions across all areas of the business, we drive continuous growth and long-term ascension.
Innovative Thinking
Our Team
Our commitment to excellence has garnered positive feedback, with clients expressing their happiness and appreciation for our services.
Kojo Appenteng
Co-Founder, Managing Partner
Kojo has decades of experience in investment banking, corporate finance and strategy. Over his career, he has led transformative M&A, equity and debt transactions across the technology and healthcare sectors. He has extensive experience sourcing and underwriting companies in the lower middle market. He has served on multiple boards and brings deep insights from prior hands-on operating roles. At Catrana, he focuses on learning how our partner companies function and delivering the capital to drive organic and inorganic growth. Kojo was previously managing director and head of healthcare technology at Stifel. Prior to that he held senior investment banking roles at Edgemont and Credit Suisse. He previously worked in M&A at Morgan Stanley and Harris Williams. He holds a bachelor's degree in computer science from Bowling Green, and graduate degrees in finance from Oxford University and the Kellogg School of Management at Northwestern University.
Mayur Palan
Co-Founder, Managing Partner
Mayur brings over 20 years of expertise across technology, healthcare and M&A working with corporates and investors. In his previous role as Managing Director at Credit Suisse, he led a team exclusively focused on emerging, high growth and disruptive businesses across software, healthcare technology, industrial technology, and climate technology. He has worked closely with management teams on business development, strategy, positioning, and executing M&A and capital raises. His extensive experience in identifying new opportunities and managing deals of all sizes on a global scale is matched by his strategic acumen and knack for driving value creation. Known for his innovative approach and deep industry insights, Mayur excels in overcoming commercial, operational, and financial hurdles. At Catrana, his leadership is characterized by a commitment to trust-building, partnership, and a people-first philosophy. Mayur’s dynamic vision and dedication are instrumental in steering our partners towards transformative growth and success.
Ben Asare
Advisor
Ben Asare is a seasoned investment and healthcare / pharma finance executive with over 20 years of experience in healthcare / pharma investing, corporate finance, capital markets, banking, and risk management. He has held leadership roles at Pfizer, the African Development Bank, Citigroup, and various investment platforms. As an Operating Partner at Catrana, he focuses on healthcare and pharmaceutical investments, advising portfolio companies on capital allocation, governance, and risk, to help scale operations strategically. At Pfizer, Ben was Senior Director and Global Access Financing Lead, driving efforts to mobilize private capital for improving access to medicines and healthcare in 45 low and low-to-middle-income countries through innovative financing solutions and partnerships. He also led initiatives in innovative finance for translational medicine to enhance patient outcomes globally. Ben has also served as Senior Consultant to the African Development Bank on development finance and health sector projects and was Managing Director at Kedari Limited in Ghana, leading corporate finance and investment banking firm. Earlier, he worked at Citigroup in capital markets and risk management. He started his career at State Street in Boston. He holds a bachelor’s degree in economics and international relations from Hampshire College and an MBA from Kellogg School of Management, Northwestern University.
We don't just Invest, we Partner
We honor Founder's Legacy, and take it Forward
We are Problem Solvers - Innovative and Agile
We are Focused; One opportunity at a time
We leverage our Experience and proactively drive Value Creation opportunities
Focus and Principles
Advisory Services
Acquisitions & Divestitures
Private Capital Financing
Recapitalizations & Financial Restructuring
Joint Ventures and Strategic Partnerships
Investment
Situations
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100% Sale
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Founder transition
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Minority Investments
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Majority Acquisitions
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Management Buyouts
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Special Situations
Size
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Revenue of $10mn-$50mn
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EBITDA of $2mn-$10mn
Sectors
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Healthcare Services
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Tech-enabled Services
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Business Services
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Enterprise Software
Strategy and Criteria
We seek to acquire or invest in family-owned and founder-owned companies with robust business models, strong management teams, brand recognition, and a track record of profitability with potential for organic growth. We like founder transitions (looking for liquidity or a full sale).
We leverage our extensive experience to proactively drive long term value creation processes. Our investment strategy honors the legacies of the entrepreneurs from whom we acquire businesses.
Insights