Investments & Services Portfolio

coaching and consulting

We offer a broad range of customized coaching and consulting for businesses, including providing fractional Chief Operating Officer services, one-on-one or team-based coaching, strategic and business opportunity analysis and counseling and support for offsite retreats and Board-led oversight.

PRIVATE COMPANY INVESTMENTS

We are always looking for businesses to acquire in whole or in part, according to the structure that works best for company owners. If you’re the owner of a small business and are looking for optionality, let’s talk!

PUBLIC SECURITIES

We invest in publicly traded securities with a long-term investment time horizon.

partner investments and loans

We are open to co-investments in opportunities with others. We look forward to investing alongside you in your project if we like the business prospects and enjoy working with the people involved.

Ready to Discuss a New Coaching, Consulting, Investment or Business Opportunity? >