Distinct Investment Opportunities & Solutions Across Companies, Markets and Structures.

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Who We Are

An investment firm built for any market condition

Forza is an SEC-registered investment adviser led by Chief Investment Officer Mark Melchiorre. We pair deep credit market expertise with rigorous research and risk management to deliver high-quality, credit-oriented strategies and creative capital solutions.

Credit expertise, applied with discipline

Our 14-person team brings more than 176 years of collective investment experience across asset classes, instruments, research, trading, and risk management, built to help clients excel in any market condition, demonstrating resilience and strength.

  • Focus: credit strategies, special situations, public and private credit-oriented investments, and insurance solutions.
  • Approach: catalyst-driven, event-driven, opportunistic investing within strict risk parameters.

How the firm came together1

2018

CIO Mark Melchiorre works with Brean Capital partnership to build Brean Asset Management.

2019

Partners Fund is established, focusing on capital structure opportunities and special situation SPVs.

2022

The All-Weather Alternative Credit Strategy (AWACS) is launched.

2023

The Special Situations fund is launched.

2024

Forza Investment Group, LP is formed, the AWACS principal-protected note is launched.

2026

Forza Insurance Asset Management (FIAM) is formed.

~$2.1B
Assets Under Management
14
Employees
176+
Years Collective Experience
SEC
Registered Adviser

Unless otherwise specified, all data is as of September 1, 2026.

What We Do

Three connected lines of business

Each business aims to reinforce the others, creating a continuous flow of deal sourcing, market intelligence, and investment opportunity across the platform.

Investment Strategies

We aim to invest in catalyst- and event-driven situations across public and private markets, from less liquid special situations to liquid corners of the high-yield market.

  • Special Situations & SOF: credit- and equity-oriented special situations, catalyst- or event-driven opportunities and capital solutions in less liquid but tradable credit.
  • AWACS: fundamental, research-driven long/short investing in the most liquid part of the U.S. high-yield market, with downside protection through hedging.
  • FIAM: A diversified multi-strategy portfolio with an aim to combine Forza’s higher-yielding strategies with investment-grade assets to deliver attractive risk-adjusted returns with enhanced liquidity, meeting regulatory requirements for larger institutional investors.

Capital Solutions

Leveraging our capital markets expertise and fundamental research, our goal is to provide proprietary, sourced and structured financings for corporate issuers across public and private markets.

  • Structures include term loans, secured and unsecured notes, preferred equity, and private equity.
  • Capital is used for refinancing, M&A, growth capital expenditure, dividends, and general corporate purposes.

Insurance Asset Management2

Forza Insurance Asset Management (FIAM) aims to build resilient portfolios that meet statutory standards while maximizing yield per unit of regulatory capital. FIAM rests on three pillars.

  • Balance sheet expertise: statutory accounting, NAIC designations, RBC capital charges, and rating agency capital models.
  • Multi-manager platform: a curated network of high-quality external managers across public and private markets.
  • Risk & portfolio construction: capital efficiency, liquidity management, and risk transparency for regulated portfolios.
How We Invest

A common approach unites our strategies.

Sourcing

Proprietary deal flow.

Direct relationships with companies, sponsors, and capital markets participants drive proprietary opportunity flow.

Diligence

Credit and structure.

Fundamental credit work paired with structural and documentation analysis form the basis of every commitment.

Construction

Conviction-weighted.

Position sizing reflects conviction, asymmetry, and how each position fits within the broader portfolio.

Stewardship

Active monitoring.

Ongoing risk management and active monitoring, with engagement where the situation requires it.

Risk Management

Risk monitoring within the investment process

Daily morning calls with the entire team promote transparency, and clear thresholds govern how positions are reviewed and sized.3

Position discipline

If a position underperforms the broader high-yield index by 5%, it is reviewed. If underperformance exceeds 10%, the position is automatically eliminated. No single position exceeds 5% of exposure, and no single industry exceeds 25%.

Hedging

Credit, equity, and interest rate derivatives, together with equities and cash instruments, are used to create low-cost, low-theta, highly asymmetric tails. The strategy avoids selling open-ended options, eliminating the risk of unlimited losses.

Committee oversight

Scenario analysis is performed daily to confirm hedges provide optimal protection in tail events. Valuation committee meetings are held monthly, and best-execution analysis is conducted quarterly.

Our Approach

“We built this firm for the situations others walk away from. When markets turn difficult, that’s when we do our best work.”

Mark Melchiorre, Managing Partner & CIO, Forza Investment Group, LP