Experience
We are a private investment firm focused on acquiring and growing exceptional founder owned businesses across the Sun Belt States. We partner with entrepreneurs, management teams and investors to preserve legacies, strengthen operations and create enduring enterprise value through disciplined ownership.
Companies where the experience demonstrates acquiring, building, financing, developing or scaling businesses.
Acquisition & Investment Experience
Commercial Finance & Strategic Advisory
Built and scaled a commercial finance and advisory platform serving small and mid-sized businesses across North America. Experience includes M&A financing, leveraged and management buyouts, complex debt structures, growth capital, financial restructuring and turnaround advisory for companies seeking capital solutions between $1 million and $100 million.
Construction & Project Management
Family-owned construction company providing residential, multi-family, commercial and hospitality construction services. Following a restructuring of operations, finance and sales strategy, revenue increased approximately 80% within the first 12 months. Responsibilities included operational management, financial management, business development, land acquisitions and contract negotiations.
Construction & Real Estate Development
Co-founded and developed a construction and real estate platform focused on luxury residential, multi-family, commercial and hospitality projects. Completed more than $10 million in development and real estate projects during the first year, secured contracts generating more than $7 million in revenue, and co-developed a $52+ million multi-family project. Experience included capital raising, investor relations, acquisitions, financial management and corporate governance.
National Financial Services Platform
Bootstrapped and scaled an online financial services platform from startup to more than $200 million in annual sales by its fifth year, processing over 60,000 applications through its call centres. Built and managed sales, technology, service and operational teams, while establishing national partnerships and implementing new products and operating processes. Achieved 17% year-over-year EBITDA growth in a highly competitive market without external capital investment.
Healthcare & Insurance Platform
Co-developed and commercialized a specialized healthcare and insurance program linked to Mayo Clinic and backed by Lloyd's of London. Activities included product launch, national sales and marketing, clinic buildout, international expansion, brand development and strategic advisory at the board level.
Operational Improvement & Business Transformation
Management consulting and operational improvement platform serving companies ranging from $50 million to $3 billion in revenue. Engagements have focused on improving profitability, operational performance and sustainable business results across supply chain, manufacturing, aerospace, healthcare, banking, energy and distribution. Results include lead-time reductions of 50–92%, productivity improvements of 20–55%, a 66% reduction in patient lead-time and greater than 10X ROI on identified and resolved operational problems.
Healthcare Business Transformation
Led a 10-person Lean Healthcare transformation team supporting a 600+ bed medical center in Boston. Redesigned the operating model for a comprehensive breast care center, reducing required functional rooms by 20% at equivalent patient volume, reducing patient lead-time by 66% and increasing productivity by 20%.
Manufacturing Operations & Performance Transformation
Led a $37 million manufacturing operation with P&L responsibility and 147 employees across engineering, supply chain, facilities, maintenance, HR, finance and production. Delivered 60.7% CAGR in operating income, increased service levels from 89% to more than 99%, increased sales per employee from $199,000 to $252,000 and reduced operational inefficiencies through Lean manufacturing, SAP implementation, Kanban systems, cellular manufacturing and zero-based budgeting.
Operational Transformation & P&L Management
Led multiple manufacturing value streams representing approximately $30 million in annual sales with P&L responsibility. Improved product margins from 40% to 65%, reduced customer lead-times by 50–75%, increased inventory turns to 13.5x and 19x across major product lines, and developed flexible manufacturing capabilities to support customized production.
Manufacturing Operations Turnaround
Led a 60–70 person manufacturing operation generating approximately $14 million in annual sales across purchasing, receiving, production and shipping. Reduced past-due orders from approximately $500,000 to $15,000 while simultaneously improving lead times and implementing the Wiremold Production System across the operation.
Distribution & Operational Improvement
Progressively held operational leadership roles across manufacturing, distribution and supply chain, with responsibility for teams ranging from 25 to 50 employees and daily product shipments of approximately $225,000–$300,000. Implemented Just-In-Time manufacturing, Kanban, visual management, build-on-demand production and process improvement initiatives designed to increase throughput, reduce inventory and improve customer service.
Companies where the experience demonstrates taking responsibility for an existing operation & materially improving profitability, productivity, enterprise value.