Our Portfolio Charts More Than Our Investments

It embodies 40 years of strategic expertise, cultivating meaningful relationships, and our commitment to building a prosperous future with our partners.

$ 6 B
Capital Deployed Across
11 Funds Over 40 Years
3.430
Investments with 1,100
Acquired by Strategic Buyers
40
Years of Financial Services
Research and Investing
8
Investment Professionals
11
Funds Managed
200 +
U.S. Communities in Which We Have Invested

Our Investments

A track record that speaks volumes

We have or are currently working with the following management teams to understand their vision, refining and fortifying it, and providing the resources to facilitate growth towards a larger business platform.

Funds
Status

Latest News

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ATLANTA, June 23, 2026 - Backbase announced the acquisition of Kasisto, a pioneer in agentic AI...
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June

23

2026

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A local startup geared at being the middleman between homeowners and home improvement contractors has...
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June

15

2026