Clearwell Group

Clearwell Group is a family office investment firm based in Tampa, Florida, established in 2009. The firm focuses on facilitating strong family culture through a comprehensive suite of services, including investment management, estate planning, philanthropic advisory, and family business consulting. As a family office, Clearwell Group aims to maximize collective and community impact across generations of client families. Their integrated approach emphasizes understanding the values and complex challenges of their clients to help them achieve their financial goals and support their chosen causes.

The firm's investment strategy primarily involves making control equity and meaningful minority investments in companies headquartered in the southeastern United States, with a particular focus on Florida. Clearwell Group seeks businesses with over $2 million in EBITDA and is committed to building lasting, well-capitalized, and meaningful businesses. They operate with a patient capital approach, free from the artificial time constraints often associated with traditional fund structures. Industries of particular interest include manufacturing, business services, healthcare, software, financial services, and consumer products.

Clearwell Group's portfolio includes investments in various sectors. Notable past investments include companies like CareSync, First Aid Shot Therapy, and Vestagen Technical Textiles, primarily within healthcare-related fields such as Disease Self Management, Healthcare IT, and Services for Healthcare Providers. More recently, the firm has invested in companies like Flash-Rite, Steadfast Contractors Alliance, and National Boiler Service, operating in commercial and environmental services. They also manage buyout funds such as Clearwell Group Investors V and Clearwell Environmental Partners.

The Clearwell team is led by Managing Partner Douglas J. Free and includes key personnel such as Ryan D. Cortner, Partner, who manages the private equity portfolio, and Dan Capozzo, Chief Compliance Officer. The team's expertise spans various areas, including financial due diligence, strategic assessments, and corporate carve-out transactions, with experience across manufacturing, business-to-business services, healthcare, and technology. The firm also benefits from an advisory board comprising experienced professionals from various investment and philanthropic backgrounds.