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.
Raising Strategic Capital
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








