PRIVATE COMPANY INVESTMENTS
Private Equity
We will acquire controlling interests in middle-market revenue generating companies across the following sectors with a minimum EBITDA of $2 Million.
Sectors
RIAs & Wealth Management Firms (minimum $500k EBITDA)
Finance/Banking
- Money Managers
- Regional, Private or Commercial Banks
- Asset-Backed or Cash Flow Lending Companies
Insurance
- Insurance Agencies focused on HNW Clientele in the Property & Casualty, Life or Annuity Spaces
- Re-insurers
- Life-Settlement Books
Transportation/Logistic
Sports & Entertainment
Clean Energy
Oil/Gas
