MIO Partners

MIO Partners Inc. (MIO) is a global investment and advisory firm that provides wealth planning, retirement services, and tailored investment guidance primarily to current and former employees of McKinsey & Company. The firm manages a substantial portfolio of assets, employing a client-aligned approach to capital allocation across diverse public and private markets. MIO Partners focuses on delivering distinctive investment products that aim to provide value-add through various market cycles and offer access to opportunities that might otherwise be difficult for individual investors to obtain. They also offer objective financial advice to McKinsey partners on wealth management issues, emphasizing diversification and long-term asset allocation.

MIO Partners was established in the early 1980s as an indirect, wholly-owned subsidiary of McKinsey & Company. Its initial purpose was to provide asset management services for McKinsey's retirement plan. Over the decades, the firm expanded its offerings to support after-tax investments for McKinsey's current and former partners, primarily by making available funds already offered within the retirement plan. MIO operates at cost, generating no profit for either MIO or McKinsey, which aligns its incentives directly with those of its investors, who also have significant participation in the funds. In February 2026, McKinsey & Company announced an agreement for MIO to join Neuberger Berman Group LLC, a strategic move anticipated to enhance MIO's investment strategies and financial advisory services.

The firm's investment approach encompasses a broad range of asset classes, including private equity, venture capital, hedge funds, private credit, real estate, infrastructure, commodities, distressed and special situations, fixed income, crypto, and ESG and impact investing. MIO Partners primarily invests through third-party fund managers but also engages in direct trades, particularly macro-oriented, derivatives-based strategies. They seek to partner with exceptional fund managers globally who can deliver superior risk-adjusted returns. MIO's investment strategies span various stages, from pre-seed to distressed investments, across a wide array of industries such as technology, healthcare, financial services, consumer goods, energy, telecommunications, media, real estate, industrials, materials, utilities, transportation, education, agriculture, and hospitality.

MIO Partners boasts a team of experienced professionals dedicated to enhancing clients' long-term wealth. Key team members include Gunnar Pritsch (President & Chief Operating Officer), Charles Howe (Chief Executive Officer & Partner), Dave Azad (Co-Chief Investment Officer, Head of Private Investments, and Partner), and Kevin Clancy (Co-Chief Investment Officer, Partner). The firm fosters a culture of continuous improvement, collaboration, and mutual respect, with a strong commitment to ethical investing and professional excellence. With offices in major financial hubs across North America, Europe, and Asia, MIO Partners maintains a global footprint to serve its diverse client base.