Family Offices in Alabama

Cohere Capital is a growth-focused private equity firm that specializes in investing in leading middle-market businesses. The firm targets companies within the technology and services sectors, with a particular emphasis on tech-enabled services. Cohere Capital seeks to acquire majority or influential minority stakes in businesses that demonstrate strong growth potential, typically having an enterprise value of less than $250 million, EBITDA up to $20 million, and annual growth exceeding 10% or a well-defined growth thesis. The firm's investment strategy is rooted in its name, "Cohere," signifying a united and consistent approach to partnering with entrepreneurs and management teams to achieve sustainable growth.Founded in 2019 by Nik Shah and Daniel Gedney, Cohere Capital was established by experienced private equity executives with a combined track record of over 30 years in investing in and collaborating with growth companies. The firm successfully closed its debut fund, Cohere Capital Fund I, LP, at $200 million in 2020. Building on this success, Cohere Capital announced the closing of its second dedicated private equity fund, Cohere Capital Fund II, with over $215 million in commitments in January 2025.Cohere Capital's portfolio includes a diverse range of companies across its target sectors. Notable investments include FlexTecs, a leader in recovery audit and payment accuracy software; Leverege, a provider of AI-native software solutions based on IoT and VisionAI technology; Boostability, a global leader in SEO services for SMBs; Sonobi, an advertising technology marketplace; iPromote, a digital marketing technology platform; Promevo, a cloud consulting and IT services provider; CCS; and Clearscale, a cloud native provider of cloud consulting services.The firm's team is led by its co-founders, Managing Partner Nik Shah and Partner Daniel Gedney. The team also includes Mike Alberts (Principal, Head of Business Development), Hilary Foley (Principal, Portfolio Operations), Reid Glaser (Vice President), Patrick Martin (Vice President), Srikar Thammishetti (Senior Associate), Luke Ingersoll (Associate), and Elizabeth Banks (Analyst, Business Development). Their collective expertise is leveraged to provide both capital and operational guidance to portfolio companies, helping them solidify their foundations and execute growth plans.

Cresset Capital is an independent, award-winning multi-family office and private wealth management firm that serves ultra-high-net-worth (UHNW) families, entrepreneurs, and executives across the United States. The firm offers a comprehensive suite of services designed to optimize wealth and life, including holistic financial planning, sophisticated investment solutions, tax and estate strategies, and trust services. Cresset aims to provide clients with the insights, access, and innovation traditionally reserved for leading single-family offices and institutions.The firm's offerings extend to private investment opportunities, encompassing private equity, real estate, and private credit. They also provide specialized services such as pre-transaction planning, liquidity and exit planning for business owners, private banking services, insurance advisory, CFO services, estate planning, philanthropic planning, family governance, education, and lifestyle solutions. Cresset emphasizes a client-first, fiduciary approach, ensuring transparency and accountability in its wealth management strategies.Cresset was founded in 2017 by private equity investors Eric Becker and Avy Stein. Their motivation stemmed from their own experiences with existing wealth management approaches, which they felt lacked the comprehensive, personalized services and access to institutional-quality private investment opportunities that UHNW individuals and families deserved. The founders envisioned creating a firm that was client and employee-owned, built to endure for over a century, and rooted in excellence, transparency, and partnership.The leadership team at Cresset includes founders Eric Becker and Avy Stein, along with key executives such as Susie Cranston (CEO effective April 15, 2026), Doug Regan (Founding Partner and Co-Chairman), Mike Silverman (Chief Investment Officer), Jack Ablin (Chief Investment Strategist), Paul Algreen (Chief Technology Officer), Michael Costabile (Chief Financial Officer), and Amy Hong (Chief Operating Officer). This team brings extensive experience in investment management, financial planning, and operational leadership, enabling Cresset to deliver sophisticated and integrated wealth management solutions to its diverse clientele.

Featheringill Capital is an operator-led investment firm that focuses on acquiring high-quality businesses with a passion for enhancing their value and fostering long-term growth. The firm distinguishes itself from typical equity firms by investing its own capital and dedicating significant time and resources to a select number of companies, rather than managing a wide portfolio. They prioritize building lasting legacies for the companies they acquire, emphasizing fairness, equity, and respect for business owners and their employees. Featheringill Capital seeks to be a value-added partner, applying expertise to improve efficiencies, streamline processes, and expand production within its portfolio companies.The firm was founded in 2018, drawing inspiration from the legacy of Bill Featheringill, a prominent Birmingham, Alabama native and serial entrepreneur. Bill Featheringill co-founded Private Capital Corporation in 1973, specializing in private investment in small companies, and successfully founded, led, and exited several businesses including Complete Health, MACCESS, SuccessEHS, and Momentum Telecom. Featheringill Capital continues this tradition by focusing on majority recapitalization investments in established businesses with revenues between $10 million and $100 million, EBITDA between $0 and $15 million, and equity investments ranging from $10 million to $75 million. They explicitly state that they are not interested in early-stage/venture, minority equity, or debt investments.Featheringill Capital's investment strategy targets companies primarily in North America, with a focus on industries such as Enterprise Software & Technology, Financial Technology, Business & Industrial Services, and Healthcare Technology & Services. Their portfolio includes companies like Divorce.com, Experlogix, InvestEdge, Aphix Software, It's Over Easy, Xpertdoc, and CompleteCase. The firm has also demonstrated a track record of successful exits, including InvestEdge in February 2026 and Xpertdoc, which was acquired.The team at Featheringill Capital comprises experienced operators and partners, including Managing Partners Liz Pharo and Bill Fox, Partner Elizabeth Stewart, Operating Partner Tina Graham, and a dedicated M&A team. Their collective expertise spans various operational and financial roles, enabling them to actively work with the companies they acquire. The firm operates with core values centered on integrity, understanding, accountability, and an ego-free approach, aiming to create shared success for all stakeholders involved.

JMC Family Office is a single-family office dedicated to fostering lasting growth through direct investments in operating companies and supporting mission-driven nonprofits. The firm operates with a family business mindset, prioritizing strong relationships and sustainable growth with privately held companies. They focus on empowering management teams by providing strategic support while allowing them to run their businesses, and they invest patient capital for the long term, building for sustainable growth beyond a typical investment horizon.The firm was founded in 2012 by Jean-Marie Painvin, who serves as its CEO. Painvin previously held the position of Chairman of the Board and CEO of Deutsch Group, a global leader in high-performance connectors, which he was instrumental in growing into a world-class business before its sale to TE Connectivity in 2012 for $2.1 billion.JMC Family Office's investment portfolio includes companies such as Hawthorn Composites, specializing in advanced composite manufacturing for aerospace and defense; Leuko, which is developing a non-invasive white blood cell monitoring device; Advanced Track and Trace, providing brand protection and security systems; Ode à la Rose, an online flower delivery service; and Amerequip, a custom equipment manufacturer. Past investments include Keosys, a medical imaging product developer, and JTI Electrical & Instrumentation, which was successfully exited. The firm targets companies with sales between $10 million and $200 million and at least $3 million in operating income.The team at JMC Family Office brings diverse expertise to their investments. Jean-Marie Painvin's extensive experience from Deutsch Group provides significant operational and leadership insight. Tom Sadusky, a Managing Director, contributes over 30 years of experience in private industry and public accounting, with expertise in M&A and financial operations. Emily Kochanowicz, also a Managing Director, offers strategic and financial expertise from her background in investment banking and corporate development at Deutsch Group. John Bagge, Vice President, focuses on sourcing and executing direct investments and expanding co-investment relationships, while Sebastien Labarre provides due diligence, market research, and financial analysis support.

Monarch Private Capital is a leading investment firm specializing in impact investing through federal and state tax credits. The firm manages funds that facilitate investments in projects designed to create positive social and environmental impact while delivering predictable financial returns for investors. Their core investment areas include renewable energy, affordable housing, historic rehabilitation, and film & entertainment. Monarch Private Capital's approach involves direct investments in projects that generate tax credits, offering a unique opportunity for corporations, banks, insurance companies, individuals, developers, and film producers to achieve financial objectives while contributing to community development and sustainability initiatives.Founded in 2005, Monarch Private Capital was established through a partnership between Robin Delmer, an Atlanta-based low-income housing developer, and George L. Strobel II, a high-net-worth family office tax advisor. Initially, the firm focused on Georgia affordable housing projects, leveraging Georgia Low Income Housing Tax Credits (LIHTC). Over time, Monarch expanded its offerings to include federal and state tax credits for historic rehabilitation and renewable energy projects, broadening its geographic reach across the United States. The firm is recognized for its expertise in developing customized structuring solutions that align with investors' financial, tax, and treasury objectives.Since its inception, Monarch Private Capital has significantly impacted communities nationwide. As of late 2025, the firm has managed tax equity impact investments in over 1,000 projects, generating nearly $9 billion in tax credits. These projects have mobilized over $21 billion in project capital and created an estimated $38 billion in economic impact across 42 states and Washington, D.C. Notable achievements include the creation of tens of thousands of affordable housing units, the development of gigawatts of renewable energy capacity, and the revitalization of hundreds of historic buildings. The firm also plays a significant role as a broker of film tax credits, particularly in Georgia and other states.

Rockefeller Capital Management is a leading independent financial advisory firm that provides a comprehensive suite of services to ultra- and high-net-worth individuals, families, institutions, and corporations. The firm operates through three primary divisions: Rockefeller Global Family Office, Rockefeller Asset Management, and Rockefeller Global Investment Banking. These divisions offer tailored solutions encompassing wealth management, strategic advisory, and asset management, aiming to preserve and grow client assets across generations.The firm, Rockefeller Capital Management, was established in 2018, building upon a rich legacy that dates back to 1882 with the founding of the original Rockefeller family office by John D. Rockefeller. This deep-rooted history provides a foundation of traditional family office values, which the firm integrates with a forward-looking approach to financial services. Greg Fleming serves as the President and CEO, and the firm's ownership includes Viking Global Investors, Mousse Partners, Progeny 3, Abrams Capital, the Rockefeller family, and the Desmarais Family.Rockefeller Capital Management engages in various investment activities, including providing general advisory services for companies such as GigaIO, ROXi, ETFMG, and Putnam Investments. The firm also makes investments in companies like LeapXpert, KOHO, CleanSpark, Equinox Gold Corp., Red Cat Holdings, ServiceTitan Inc., DRDGOLD Limited, and Avery Dennison Corporation. Rockefeller Asset Management, a division of the firm, has also launched ESG-driven investment funds and indices, demonstrating a commitment to environmental, social, and governance factors in its investment strategies.The firm prides itself on its experienced and talented team, which includes seasoned executives and a diverse group of managing directors. This leadership team is dedicated to client success, fostering a culture of collaboration and entrepreneurism to attract top talent. Their expertise spans across various financial disciplines, enabling the firm to deliver innovative solutions and strategic insights to its diverse client base.