Family Offices in Tampa

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.

White Owl Family Office Group is a private investment firm with strategic investments and offices in Canada and the United States. The firm focuses on long-term value creation through investments in real estate, private businesses, and public/private equity and debt funds. Their investment approach is characterized by flexibility and support, operating without the bureaucracy often associated with institutional or private equity firms, and prioritizing sustained growth over short-term performance pressures.The firm's investment capital is derived from the successful ventures of its entrepreneur founders and their families, who bring over 40 years of hands-on operational experience to the table. White Owl Family Office Group emphasizes a family-principled approach, aiming to develop the cultural, social, financial, and intellectual capital of all stakeholders. They have a track record of acquiring over 70 companies and fostering highly-engaged, values-driven management teams to create significant value.White Owl Family Office Group invests across a diverse range of industries. Their portfolio includes industrial sectors such as building products, materials, furniture, cabinetry components, fiber optic cable assemblies, and stainless steel fabrication for pharmaceutical/biotech vessels. They are also active in Fintech, making early- and mid-stage investments in technology companies that are innovating financial interactions. Other key sectors include Auto and Transport, encompassing dealerships, transportation, freight, logistics, and supply chain management, as well as Environmental solutions like waste management, recycling, infrastructure, and energy from waste projects. Notable investments include Brim Financial, Olon Industries, and Great Lakes Food.The team at White Owl Family Office Group is described as skilled, strategic, and creative, supported by an experienced advisory board. They operate with values of compassion, collaboration, capability, and confidence, fostering an inclusive and open culture where every voice is respected. The firm's leadership and advisory team leverage extensive operational experience to work closely with portfolio companies, providing guidance in areas such as board governance, operating support, banking, and strategic planning.