Our Portfolio Charts More Than Our Investments

It embodies 38 years of strategic expertise, cultivating meaningful relationships, and our commitment to building a prosperous future with our partners.

$ 6 B
Capital Deployed Across
10 Funds Over 37 Years
3.400
Investments with 1,100
Acquired by Strategic Buyers
38
Years of Financial Services
Research and Investing
9
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

Read More
Verdata, a leader in proprietary commercial risk data and analytics, announced today an $8 million Series A...
Read More

August

21

2025

Read More
Scamnetic’s patented AI scam-detection technology can easily be integrated into enterprise platforms, allowing service providers...
Read More

May

04

2025