Group Of Business People Having Board Meeting Around Glass TableGrowth Capital Investors:The clients we currently advise under contract on the buy-side have an average portfolio of $1.1B, over $5.1B in aggregate AUM and well over $400M a year target allocation with this direct and co-investment focus:

  • Growth Capital for $35M+ Revenue or $5M EBITDA Private Operating Businesses
  • U.S. Based $1M to $30M+ EBITDA Private Operating Businesses for Sale
  • Healthcare, Aerospace, Energy, Consumer/Food, Call Center, Services, & Manufacturing
  • Late Stage Secondary Market Pre-IPO Stock Shares

Deals we have sourced directly with founding CEOs in the last 6 months include: $20M Revenue $5.7M EBITDA; $9M revenue $1.2M EBITDA; $12M revenue $3.1M EBITDA; and Fortune 100 Joint Venture backed by a leading institutional investor.

Our team sources more than 2,200 deal opportunities per year through our family office relationships and exclusive intellectual property, such as, Wilson Conferences, and the Family Offices Group Association which combine to reach 1 million professionals each week.

Contact Us: To access our client’s capital allocations in the form of minority investor growth capital or majority buy-out or purchase of your company please call (305) 333-1155, or email me directly at