Raising Strategic Capital

Partnering with some influential family offices, we selectively invest our own capital into established family and founder-owned operating businesses where we have experience and can add value.  We partner with talented management teams to transform already successful companies into significantly larger and more competitive businesses. Rather than just write a check, we leverage the collective knowledge and influence of our accomplished partners — the same proven capabilities that contributed to the success of their enterprises. Our objective is to respect the culture and independence that made a business successful in the first place.

Investment Criteria

Sector Focus

Healthcare

Business Services

Distribution

Industrial Dealerships

Maintenance & Repair

Niche Manufacturing

Financial Metrics

Florida-based

Family or founder-owned business

$1 – $10MM in profit

Stable operating margins

Deal Structure

Value-oriented owners seeking flexible options

Owners looking to retire or obtain liquidity

Growth capital

Buyouts staged over time