Private Equity Firms in Colorado

Artesian Partners is a permanent capital investment group dedicated to the long-term ownership of small businesses across the United States. Unlike traditional private equity firms, Artesian operates as a family equity firm, leveraging capital from a single family with over 150 years of business ownership experience. This unique structure allows the firm to invest with a multi-decade horizon, prioritizing stability, employee retention, and consistent growth without the typical pressures of a fund-based model. They focus on acquiring established micro-cap businesses with EBITDA ranging from $1 million to $7 million, aiming to be the preferred buyer for sellers seeking a trustworthy and enduring partner for their life's work.The firm was founded in 2021 and is headquartered in the Denver, Colorado area, with additional offices in Minneapolis and Chicago. Artesian Partners emphasizes a values-driven approach, centered on doing the right thing, putting people first, and continuously striving for improvement. Their investment model is characterized by acquiring businesses with equity only, avoiding third-party debt in transactions, which de-risks companies from short-term uncertainties and allows for free reinvestment of cash flow.Artesian Partners is industry-agnostic, seeking great companies across various sectors. Their portfolio includes businesses in areas such as monitoring equipment, consumer non-durables, and business/productivity software. The firm is prepared to either step in and operate acquired businesses, work through a transition period with existing ownership, or back the current management team in a recapitalization, depending on the specific needs of each company.The leadership team at Artesian Partners includes Matt Newill as CEO and Derria Banta as COO, supported by a diverse group of professionals in finance, operations, business development, and technology. The team also features individuals leading portfolio companies, such as Chad Danz (CEO of PMG), Doug Pederson (CEO of Hexagon Machine & MFG), Kyle Brengel (CEO of Trace Fiber Services & CC & E), and Nick Wheeler (CEO of Tra-Cal Calibration Lab), reflecting their hands-on approach to business stewardship.

Bespoke Group is a private wealth and estate planning advisory firm that specializes in providing tailored wealth management and advisory services to successful entrepreneurs, visionaries, and ultra-high-net-worth (UHNW) individuals and families. The firm distinguishes itself by focusing on modern wealth, particularly comprehensive Bitcoin wealth strategies and global solutions. Their services encompass transformational philanthropy, strengthening privacy in finance, minimizing tax exposure, preparing heirs for wealth stewardship, and ensuring flexibility with capital access.The firm's origins trace back to 2018, when it began as a strategic advisory and fractional family office for an affluent Bitcoin family in the U.S. Over the years, Bespoke Group expanded its services to include UHNW Bitcoin investors and founders of L1 blockchain protocols. A significant milestone occurred in 2023 with the formation of Bespoke Advisory LLC, a registered investment advisory firm under the U.S. Securities and Exchange Commission (SEC). This allowed them to offer full-service regulated asset management, and by 2024, Bespoke Advisory LLC had successfully onboarded $100 million in assets under management. The firm has since grown to serve 17 clients and supports over $100 million in philanthropic initiatives, with a team of 23 members.Bespoke Group's approach to wealth planning is holistic and client-centric, moving beyond traditional models to define the purpose behind wealth, select optimal jurisdictions, establish protective ownership structures, and identify assets aligned with client goals. While the firm primarily focuses on wealth management and advisory, its engagement with L1 blockchain protocol founders and the digital asset ecosystem indicates an involvement with innovative and emerging technologies. As of April 1, 2026, Bespoke Advisory LLC reported $283,040,176 in regulatory assets under management.The leadership team at Bespoke Group includes co-founder and CEO Matt McClintock, President of Client Services & Asset Management Sune Hojgaard-Sorensen, and Strategic Partner & Geopolitical Advisor Jacob Shapiro. The team's diverse expertise spans legal, financial, and strategic disciplines, united by a mission to redefine wealth stewardship across generations. They emphasize a human-centered philosophy, building relationships on trust, intention, and deep personal alignment to craft strategies that reflect each client's unique story, values, and ambitions.

BOKA Capital is a global investment firm specializing in next-generation dual-use technologies that enhance defense, national security, and sovereign resilience. The firm strategically invests in growth-stage companies developing breakthrough innovations across critical sectors. Their investment philosophy centers on identifying and nurturing deep tech ventures with the potential for both commercial market transformation and significant contributions to national security objectives.Established in 2022 as part of the broader BOKA Group, the firm was founded with a mission to bolster global resilience amidst rapid technological advancements and evolving threats. BOKA Capital unites leaders in defense, security, and technology from allied nations to back innovations that protect and empower. They provide patient capital at key growth inflection points, coupled with active mentorship, operational insights, and strategic government relationships, to help pioneering companies scale and achieve lasting impact.BOKA Capital's portfolio showcases a commitment to cutting-edge technologies, including investments in companies such as Agile Space (in-space propulsion), ALL.SPACE (satellite communications), Infleqtion (quantum technologies), and IRIS Audio (AI-powered audio). Other notable investments include Firehawk Aerospace, Privateer, Adarga, and Deteqt, spanning areas like advanced propulsion, AI-powered data intelligence, and quantum sensing. The firm's focus areas encompass aerospace and defense, artificial intelligence, quantum computing, space technology, advanced manufacturing, sustainable energy, and critical infrastructure.Operating with a global perspective, BOKA Capital maintains offices in key strategic locations across the United States, the United Kingdom, and Australia. BOKA Capital Ltd operates as an Appointed Representative of Robert Quinn Advisory LLP, and is authorized and regulated by the Financial Conduct Authority, with its investment products and services exclusively available to professional clients and eligible counterparties.

Bow River Capital is a Denver, Colorado-based alternative investment firm that focuses on the lower middle market. The firm offers differentiated strategies across several investment platforms, including private equity, private credit, real estate, and software growth equity. They are known for their hands-on operational approach, partnering with management teams to build and support enduring businesses, primarily within what they term the "Rodeo Region™" – encompassing the Rocky Mountains and surrounding states.Founded in 2003, Bow River Capital was established with a commitment to delivering strong outcomes for its investors, partners, and their employees. The firm is employee-owned, with its team making substantial investments in their funds, thereby aligning their interests with those of their partners. Blair E. Richardson serves as the Chief Executive Officer, leading a team that leverages deep expertise across various platforms.Bow River Capital's investment activities span a diverse range of industries. Recent investments include a majority buyout of TrackVia, a cloud platform for compliance lifecycle management, and the acquisition of Spur Capital Partners, a venture capital firm specializing in early-stage technology and life sciences funds. Other notable investments and areas of focus for their private equity arm include companies in infrastructure and engineering services, industrial services, healthcare services, and tech-enabled business services. Their real estate investments target light industrial and opportunistic residential properties within the Rodeo Region™, while their private credit and asset-based finance teams provide flexible solutions to the underserved lower-middle market across sectors like Fintech, Consumer, and Small Business.The firm's team brings diverse talent and backgrounds, with expertise in institutionalizing operations, evolving financial processes, and identifying and integrating complementary add-on entities. They emphasize a collaborative approach, working closely with portfolio company management to develop strategic plans and drive growth. With 76 employees and $5.7 billion in managed capital as of September 30, 2025, Bow River Capital continues to expand its offerings and geographic reach within its target markets.

Brand Asset Management Group, Inc., operating as Brand AMG, is a wealth management firm and family office dedicated to providing personalized financial advisory solutions. The firm focuses on helping legacy-minded families and business owners secure and grow their wealth for future generations. Their comprehensive approach addresses the intricate dynamics of family wealth, aiming to foster continuity rather than disruption across generations.Established in 2013, Brand Asset Management Group offers a suite of services tailored to the unique needs of various client segments, including business owners, affluent families, corporate executives, and physicians. Their core offerings encompass investment management, financial planning, philanthropic planning, estate planning, advanced tax planning, family cash flow planning, guidance on private investments, risk management, and consolidated reporting. The firm also specializes in succession planning for family-owned businesses, assisting with business valuation and strategies to strengthen financial foundations for generational transitions.The firm is a Registered Investment Adviser (RIA) with the Securities and Exchange Commission, and is notice filed in various states across the U.S. Brand AMG emphasizes a fiduciary standard, engaging in fee-based relationships with clients and receiving no compensation from investment providers. This commitment ensures that the firm acts in the best interests of its clients, providing transparent and objective financial guidance.The Brand AMG team comprises experienced professionals with diverse expertise, including Certified Financial Planners (CFP®), Certified Exit Planning Advisors (CEPA®), Chartered Financial Analysts (CFA®), and Financial Paraplanner Qualified Professionals (FPQP®). Led by President, CEO & Partner Todd Brand, the team is committed to guiding clients toward lasting financial success through disciplined planning and exceptional execution, fostering peace of mind regarding their financial futures.

Breedlove Capital is a family office investment firm dedicated to fostering the growth of promising small businesses. The firm focuses on the acquisition of companies with significant potential, aiming to transform good ideas into great ones. Their investment strategy primarily targets the technology sector, seeking out innovative companies that align with their long-term vision for value creation.The firm was established in 2020 by co-founders Bill, Stephanie, Davis, and Austin Breedlove. Stephanie Breedlove, a notable figure among the founders, brings extensive entrepreneurial experience, having successfully built and scaled Breedlove & Associates, which was later acquired by care.com. This background underscores the firm's deep understanding of the entrepreneurial journey, from initial bootstrapping through to a successful exit. Breedlove Capital emphasizes a philosophy of building companies correctly, focusing on sustainable growth and impactful, long-term strategies.As of the current research, specific notable investments or portfolio companies for Breedlove Capital were not publicly detailed in the available information.The Breedlove Capital team is characterized by its entrepreneurial spirit and hands-on approach. Describing themselves as 'roll up your sleeves' operators, the co-founders leverage their collective wisdom and dynamic energy to support their portfolio companies. Their expertise spans the entire business lifecycle, from initial startup phases to scaling and eventual acquisition, reflecting a deep commitment to the success and development of the businesses they partner with.

Castleton Capital is a family office investment firm dedicated to purpose-driven, people-first investing. The firm focuses on identifying exceptional opportunities, supporting talented management teams, and building enduring businesses by providing capital, extensive networks, and in-house capabilities to accelerate value creation with its partners. They are particularly interested in partnering with service-based businesses whose owners are seeking their next chapter, offering liquidity while preserving legacies and supporting existing teams.The roots of Castleton Capital trace back to a family-owned accounting firm established in the 1950s. This foundation in accounting and finance naturally led to the evolution of an investment firm. Castleton Capital Partners was founded to offer business owners a more relationship-driven alternative for acquisitions or strategic partnerships, moving beyond purely transactional approaches. Gary, identified as the Co-Founder and CEO of Vistia Capital, contributes strategic direction and post-acquisition guidance to Castleton, highlighting a leadership team with diverse backgrounds in building, scaling, and supporting companies.While specific portfolio companies are not detailed, Castleton Capital Partners thrives on partnering with businesses that serve essential community needs. Their investment focus includes sectors such as healthcare, property management, and professional services, indicating a commitment to industries that people depend on. The firm emphasizes acquiring and growing businesses with care, continuity, and a long-term vision, ensuring that the culture and relationships built by founders are protected.The leadership team at Castleton Capital Partners combines entrepreneurial drive with operational and financial expertise. This blend of experience is applied to every acquisition, aiming to help businesses grow while preserving their unique characteristics. Their approach is built on trust, integrity, accountability, and a commitment to innovation, ensuring flexibility and adaptability to help businesses thrive in evolving industries. They also emphasize a responsibility to the community, supporting the people and areas that contribute to long-term success.

Copley Equity Partners is a private investment firm that focuses on partnering with lower-middle market companies across North America. The firm targets private businesses generating $2 million to $25 million in earnings or free cash flow. Copley Equity Partners is industry-agnostic, providing equity investments ranging from $5 million to $75 million per transaction. Their investment strategies include growth capital, owner liquidity, acquisition financing, and debt retirement, and they are flexible in taking both majority and minority equity positions.Established in 2012, Copley Equity Partners operates with an evergreen, single-family office capital base. This unique structure allows the firm a patient and flexible approach to its partnerships, unconstrained by the typical fundraising cycles of traditional private equity and venture capital firms. The founding team is directly responsible for all funding and investment decisions, which enables significant flexibility in deal structure, ownership, sector focus, and exit time horizons.The firm's portfolio showcases a diverse range of investments. Notable companies include Vital Delivery Solutions, a logistics provider for healthcare and general courier services; Herzig Engineering, which offers electrical safety and compliance services; OBR Cooling Towers, a provider of critical cooling tower services; Triton Environmental Consultants, specializing in environmental consulting for major infrastructure projects in Canada; and Upper Crust Food Service, which caters to fraternities, sororities, and summer camps across the country.Copley Equity Partners is committed to supporting its portfolio companies beyond capital infusion. Post-investment, the firm actively assists management teams with key strategic initiatives and business development opportunities. This includes support in areas such as salesforce and marketing development, acquisition sourcing, geographic expansion, pricing strategy, talent development, and corporate governance, leveraging their experience to foster long-term value creation.

Delta-v Capital is a growth capital investment firm that partners with visionary leaders of technology companies to accelerate their next phase of growth. The firm provides flexible capital solutions, including primary growth capital for balance sheets, secondary liquidity for shareholders, and capital to fund mergers and acquisitions. Delta-v Capital primarily focuses its investments within the technology sector, specifically targeting innovative companies in infrastructure software, cloud services, CxO software, and vertical software. They typically invest in growth-stage companies with proven customer traction and scalable business models, often seeking those with over $10 million in revenue and $15-$20 million in annual recurring revenue.The firm was founded in 2009 by Rand Lewis and David Schaller, with Dan Williams also serving as a Managing Partner. The co-founders previously worked together for over a decade at Austin Ventures, a prominent venture capital firm. Initially, Delta-v Capital's strategy focused on providing liquidity for minority shareholders through secondary direct investments, a novel approach at the time. Over the years, their strategy evolved to include primary growth capital, offering a comprehensive suite of equity solutions to support companies' growth trajectories.Delta-v Capital's portfolio highlights include notable investments in companies such as Arctic Wolf, a cloud-based security operations platform; Expensify, an expense management software platform; Teamworks, a vertical software solution for sports; and OSF Digital, a global system integrator for Salesforce. Recent investments also include Vero, Nucleus Security, RapidFort, The Silicon Partners, and EDITED, a data and analytics platform for soft goods brands and retailers.The team at Delta-v Capital is composed of former operators and engineers with deep sector expertise, enabling them to provide a tailored, hands-on approach to their partnerships. They leverage their collective experience and network to support entrepreneurs in scaling their businesses and realizing their full potential. The firm operates with core values of integrity, teamwork, excellence, and growth, aiming to be collaborative, long-term partners to their portfolio companies. Their advisory board includes experienced former CEOs and CFOs from leading technology companies.

DESRI (D. E. Shaw Renewable Investments) is a prominent renewable energy company based in the United States. The firm specializes in the development, acquisition, ownership, and operation of utility-scale solar, wind, and battery storage projects across the country. As a long-term owner, DESRI is actively involved in all stages of a project's lifecycle, encompassing development, construction, financing, and ongoing operations. The company's commitment lies in delivering clean, reliable, and affordable energy solutions to communities throughout the U.S.Founded in 2010, DESRI has rapidly grown its portfolio, which now includes over 11 GW of generation capacity across more than 75 projects in 22 states. The firm collaborates with local partners and landowners to tailor projects to specific community needs, emphasizing advanced solar panels, racking, inverters, and battery storage technologies to maximize production and minimize environmental footprint. DESRI is a subsidiary of the D. E. Shaw group, a global investment and technology development firm.DESRI's investment strategy extends to providing capital solutions for renewable energy assets, demonstrating its capabilities as a financial investor in the industry. Notable projects include the acquisition of the 300 MW Balko Wind project in Oklahoma, the development of solar-plus-storage facilities in New Mexico and Arizona, and preferred equity investments in Texas solar portfolios and battery energy storage systems. The firm's expertise in securing power purchase agreements (PPAs) and bringing projects to successful operation underscores its leadership in the renewable energy sector.The leadership team at DESRI comprises experienced professionals dedicated to advancing renewable energy. Key members include David M. Zwillinger as Co-Founder and Chief Executive Officer, Thomas de Swardt as President, Bob Schoenherr as Chief Strategy Officer, Hy Martin as Chief Development Officer, Manhal Aboudi as Chief Technology Officer, R.C. Petrella, Jr. as Chief Legal and Administrative Officer, Stan Krutonogiy as Chief Financial Officer, and Stephen Jones as Chief Operating Officer. This team drives DESRI's mission to expand access to renewable energy and strengthen energy infrastructure across the United States.

Echo Capital Group is an investment firm with a distinct focus on the consumer sector, particularly within consumer packaged goods (CPG). The firm positions itself with a "Millennial edge," combining extensive operational expertise with dynamic insights to identify and support innovative companies. They provide growth capital and strategic collaboration to elevate startups in areas such as food and beverage, apparel and accessories, beauty, household care, and wellness. Their investment strategy targets products that resonate with the Millennial generation while also possessing broader cross-generational appeal.The firm's origins trace back to 2014, when it emerged from the Denver-based Consolidated Investment Group. This family-owned investment firm is associated with David Merage, co-founder of Hot Pockets™. This lineage provides Echo Capital Group with significant resources, access, and operational expertise within the CPG space, enabling them to act as a strategic growth partner and capital provider to cutting-edge startups.Echo Capital Group's portfolio has included a range of consumer-focused companies. Notable investments have featured brands like Back to the Roots, which focuses on organic ready-to-eat and ready-to-grow products; Nona Lim, specializing in non-GMO, gluten-free, and dairy-free soups and broths; and Wilde Brands, known for its meat-based protein bars and chips. Other past portfolio companies include Quinn Snacks, Boomerang's Pies, Stack Wine, Flo, and Bucketfeet.The leadership team at Echo Capital Group brings a blend of financial acumen and industry-specific experience. Sabrina Merage Naim serves as Principal, also holding the Vice President of Corporate Strategy role at Consolidated Investment Group. Benjamin Levy is the Managing Partner, directing investments and advising partner companies on marketing and business planning. Stephen Daubert acts as a Portfolio Advisor, contributing financial analysis and due diligence, while Rob Nelson provides advisory services with over 30 years of executive-level management experience in the food industry.

FM Capital is a venture capital firm dedicated to transforming the transportation industry through strategic investments in early to mid-stage technology companies. The firm focuses on advancing cleaner, safer, and more efficient movement of people and goods, while also reimagining the customer and dealer experience in vehicle sales and service. Their investment scope encompasses automotive technology, mobility solutions, artificial intelligence (AI), and Software-as-a-Service (SaaS) platforms within the transportation sector.Founded in 2011, FM Capital is headquartered in Boulder, Colorado. The firm is led by Managing Partners Chase Fraser, who is also a founding partner, and Mark Norman. They recently announced the close of their fourth fund, Fund IV, having successfully raised $240 million. This oversubscribed round attracted a diverse group of new and existing investors from across the automotive ecosystem, including dealers, distributors, OEMs, suppliers, and insurers.FM Capital employs a proprietary sourcing process to identify high-quality deal flow and engages actively with its portfolio companies' management teams to drive long-term performance. Their investment strategy targets companies that have demonstrated strong user engagement, achieved revenue traction, and are poised for rapid scaling. Notable investments include companies such as EPIC, EvenFlow AI, Orbee, Tekion Corporation, and Ravin AI Ltd., all contributing to innovation across various facets of the transportation landscape.The firm's leadership team, including Managing Partners Chase Fraser and Mark Norman, along with key team members like Zachary Freed and Jake Sigal, brings deep operational and investment expertise to the automotive and mobility sectors. This collective experience enables FM Capital to provide not just capital, but also strategic guidance and a robust network to its portfolio companies, fostering innovation that extends beyond financial returns to create positive social impacts such as safer vehicles, cleaner air, and more equitable access to mobility.

The Gart Companies is a privately held, multifaceted investment firm based in Denver, Colorado, operating through two primary divisions: Gart Properties and Gart Capital Partners. Gart Properties focuses on real estate investment, development, and management, holding an extensive portfolio that includes office buildings, resort properties, residential developments, and retail shopping centers. Gart Capital Partners functions as a private investment partnership, specializing in growth equity, management buyouts, and recapitalizations of closely-held and family-owned businesses. The firm is known for its long-term partnership approach, leveraging its operational heritage and deep community relationships to identify opportunities and add value across its ventures.The legacy of The Gart Companies traces back to 1928 with Nathan Gart's sporting goods business. The Gart Companies itself was formally established in 1992 by brothers Tom, Ken, and John Gart, following the sale of the family's long-standing Gart Brothers Sporting Goods Company. Tom Gart has served as President since 1993, with the firm evolving to manage and direct investments for the Gart Family and their partners. This multi-generational business is now seeing the fourth generation, with Evan Gart leading Gart Properties and Alex Gart at the helm of Gart Capital Partners, aiming to continue the family's entrepreneurial spirit and integrity.Gart Capital Partners has made notable investments in various sectors, including GolfTEC Enterprises, a golf teaching and club-fitting company, and Work World, a workwear retailer. Other portfolio companies have included Colorado Baggage, Swoozies gift card shops, and Topo Designs, an outdoor brand. Gart Properties boasts a diverse real estate portfolio across the Rocky Mountain West, with significant holdings such as Edwards Corner, Canyon View Marketplace, and previously the Denver Pavilions. The firm actively seeks to acquire value-add real estate and invest in high-growth companies, demonstrating a commitment to unlocking unrealized value in its assets.The firm's leadership team comprises experienced professionals with deep expertise in real estate, private equity, finance, and operations. Key individuals include the founding Gart brothers, Tom, John, and Ken, alongside the next generation leaders Evan Gart and Alex Gart. The team's integrated approach, local expertise, and hands-on operational involvement are central to their strategy, ensuring swift execution in leasing, construction, and asset management. Their collective background spans decades in business and investment, contributing to their reputation as strategic and operational partners.

Industrious Ventures is a venture capital and private equity firm established in 2019, dedicated to bridging the gap between cutting-edge technologies and traditional, critical industries. The firm positions itself as a partner to deep tech founders, aiming to drive industrial transformation across foundational sectors. Their investment philosophy centers on applying breakthrough technologies to areas vital for commercial growth, national security, and long-term societal advancement.The firm was founded in 2019 with the explicit goal of addressing the disconnect between modern technological advancements and legacy industrial systems. Industrious Ventures focuses on reinventing industries such as aerospace, energy, logistics, compute, and manufacturing. They back companies that are developing resilient, flexible, and secure solutions for these sectors, believing that such innovation is key to unlocking significant commercial opportunities and strengthening national infrastructure.Industrious Ventures maintains a diverse portfolio of companies that are at the forefront of industrial innovation. Notable investments include Stoke Space, Turion Space, Citra Space Corporation, Lunar Outpost, Solestial, Xona Space Systems, Northwood Space, Advanced Manufacturing Company of America, Astro Mechanica, AstroForge, Ursa Major, and H3X. These companies are actively transforming areas like space autonomy, advanced materials, agriculture, national security, energy, aviation, compute, and supply chain logistics, reflecting the firm's broad yet focused investment mandate.The team at Industrious Ventures comprises experienced operators, investors, and deep tech enthusiasts. Founding Partner Mason Angel brings a background in venture capital with a focus on commercial space, autonomous systems, and national security. Partner Taylor Sargent contributes expertise in aerospace, national security, advanced materials, and energy resilience, with prior experience at NASA and DARPA. Alexandra Johnson leads external affairs, leveraging her background in commercial space communications, while Henri Rizack heads capital markets with extensive experience in energy project finance and infrastructure development. Steve Angel serves as an advisor, offering decades of leadership in industrials and advanced manufacturing.

Janus Henderson Investors is a prominent global active asset manager dedicated to assisting clients in achieving their financial objectives through a combination of differentiated insights, disciplined investment strategies, and world-class service. The firm offers a comprehensive suite of investment solutions across various asset classes, including equities, fixed income, multi-asset, and alternatives. Their approach is rooted in extensive research, with investment teams engaging with thousands of companies annually to generate original perspectives that inform their investment positioning.The firm's rich heritage dates back to 1934 with the founding of Henderson Administration in the UK to manage the estate of Alexander Henderson. Separately, Janus Capital was established in 1969 in Denver, Colorado, by Tom Bailey, who aimed to create an independent asset management service in the western United States. Janus Henderson Investors was officially formed in May 2017 through an all-stock merger of Janus Capital Group and Henderson Group, bringing together over 90 years of combined experience in the investment management industry.As a global asset manager, Janus Henderson Investors focuses on delivering long-term risk-adjusted returns across a broad spectrum of investment opportunities. While not a traditional venture capital firm, they engage in strategic partnerships and acquisitions that expand their capabilities, such as their joint venture with Privacore Capital for alternative assets and the acquisition of Victory Park Capital Advisors, a private credit manager. They also manage a diverse range of funds, including those focused on global life sciences and multi-sector income, catering to institutional, intermediary, and individual investors.With over 350 investment professionals and more than 2,000 employees globally, Janus Henderson Investors leverages its extensive network and expertise to innovate in ideas, products, and solutions. Their teams are committed to rigorous analysis, structured processes, and robust risk management, aiming to anticipate and adapt to market changes. The firm emphasizes a client-first philosophy, accountability, and a collaborative culture to deliver on its commitments and invest in a brighter future together.

Liberty Media Corporation is a prominent American mass media company headquartered in Englewood, Colorado, with a strategic focus on the media, entertainment, and sports industries. The firm is recognized for its high-quality portfolio of assets, which includes significant interests in global brands. Operating through a sophisticated 'tracking stock' model, Liberty Media allows investors targeted exposure to specific business segments, such as its Formula One Group and Liberty Live Group. This structure underscores its approach to managing diverse and dynamic assets within the entertainment landscape.Founded in 1991 by John C. Malone, Liberty Media originated as a spin-off from Tele-Communications Inc. (TCI). The company was established to acquire and develop assets in the burgeoning media and communications sectors. Over the decades, Liberty Media has grown through a series of strategic acquisitions and divestitures, evolving into a powerhouse known for its complex financial engineering and ability to identify and cultivate valuable entertainment properties.Liberty Media's portfolio boasts several notable investments. Key holdings include 100% ownership of Formula 1, the iconic global motorsports business, and an 84% stake in MotoGP, a premier motorcycle racing championship. The firm also holds interests in Quint, a provider of ticket and hospitality packages for sports and entertainment events, and a minority investment in Live Nation Entertainment. Other significant assets include a 24% interest in F1 Arcade, a gaming-focused venture capital fund called Griffin Gaming Fund (3%), a profits interest in Kroenke Arena Company, LLC, and full ownership of LV Diamond Property I, LLC, which owns land for the Formula 1 Las Vegas Grand Prix paddock. Additionally, Liberty Media has an interest in Overtime Sports, Inc., a sports media company targeting next-generation fans.The executive team at Liberty Media comprises veteran executives with extensive experience across global media, sports, and entertainment industries. Leaders like Chairman Robert R. Bennett and President and CEO Derek Chang bring deep expertise in corporate development, strategic acquisitions, and financial management. Their collective background enables the firm to navigate the complexities of its diverse holdings and pursue opportunities for growth and value creation within its specialized sectors.

Liftout Capital is a Denver-based investment holding company founded in 2023 that specializes in lower-middle-market, founder-owned service businesses. Unlike a traditional private equity fund, Liftout operates as a permanent capital platform, allowing flexible investment horizons aligned with founder goals. The firm targets control investments in industrial and business services companies with approximately $4–$15 million EBITDA, forging deep partnerships with management to drive value creation. Liftout’s co-founders, Eric Wolf and Bo Sutton, are industry veterans with decades of private equity experience; they previously built and managed multibillion-dollar funds before launching Liftout. With ~$8 billion of capital under management across various vehicles (including co-investments), Liftout leverages its sector expertise in industrial services and business services to scale companies sustainably. The firm emphasizes core values like legacy preservation, transparency, alignment, and grit in partnering with founders. Liftout’s growing portfolio includes Franchise Creator, Pay4Leads, and AG&E among others. Based in Colorado, Liftout Capital positions itself as a “true partner” for entrepreneurs, providing patient capital, operational know-how, and a commitment to building enduring businesses beyond the typical 5–7 year PE timeframe.

Matter Family Office is an independent, privately held multi-family office dedicated to helping ultra-high-net-worth families thrive across generations. The firm offers a comprehensive suite of integrated family office services, including investment management, wealth planning, family operations, family learning and communication, and project management. Their client-centric approach aims to simplify the complexities of wealth, provide strategic guidance, and foster intentional decision-making to support each family's unique goals and values.The firm's journey began in 1990 when Katherine Lintz founded KBL Financial, which later evolved into Matter Family Office in 2012 to better reflect its robust, interdisciplinary offering for multigenerational families. In 2025, Matter Family Office merged with IWP Family Office, a national multi-family office based in Denver, further expanding its talent, expertise, and service offerings. This merger brought together over 90 professionals and combined assets under advisement exceeding $10 billion for more than 140 client families.Matter Family Office provides disciplined asset management, creating portfolios across diverse asset classes and entities, and offering day-to-day management, rebalancing, liquidity planning, and trade execution. They identify institutional-caliber investment solutions across both public and private markets, utilizing active and tax-efficient index strategies. While specific notable investments or portfolio companies are not extensively publicized, their focus is on long-term investments with potential to achieve family objectives and support legacies, including direct private investments and real estate strategies.The Matter team comprises a broad base of talent and family office expertise, with professionals dedicated to creating exceptional experiences for the families they serve. The firm emphasizes a culture of trust, sincerity, and continuous learning, leveraging diverse perspectives and skill sets to provide comprehensive financial and human capital support. Their team works collaboratively to build authentic relationships and deliver tailored solutions that address the evolving needs of multigenerational families, entrepreneurs, corporate executives, and families in transition.

Next Coast Ventures is an Austin, Texas-based venture capital firm that partners with entrepreneurs to invest in emerging, "next coast" companies at critical stages of development, aiming to launch them into hyper-growth. The firm employs a thematic investing approach, focusing on high-growth startups outside traditional coastal tech hubs, with a significant concentration of investments in Texas and other emerging technology centers. Their investment strategy is built around supporting disruptive businesses in large markets, leveraging macro trends and specific themes such as the future of work, online learning, and self-care.Founded in 2015 by Michael Smerklo and Thomas Ball, Next Coast Ventures was established with the vision of creating a different kind of venture capital firm, one "built for entrepreneurs, by entrepreneurs." The founders aimed to share their extensive operating and investing experience to help entrepreneurs navigate the challenges of building and scaling businesses, reducing the learning curve for new ventures. This ethos is reflected in their hands-on approach and the comprehensive platform resources they offer to portfolio companies.The firm's portfolio includes notable companies such as UpEquity, which is revolutionizing home buying; Workweek, reimagining business media; Everly Health, transforming healthcare access through at-home diagnostic solutions; and Diligent Robotics, creating hospital automation with socially intelligent robots. Other significant investments include Sift, an AI-powered fraud detection platform, and AlertMedia, a cloud-based emergency communication software. Next Coast Ventures typically invests in early-stage companies, ranging from Seed to Series A, and also provides follow-on capital through opportunity funds, and has an ETA fund for entrepreneurs acquiring and scaling small to medium-sized businesses.The Next Coast Ventures team comprises partners who were successful operators before transitioning into venture capital, offering pragmatic advice rooted in personal experience. They provide portfolio companies with "Roll Up Your Sleeves" help, access to an expert network of over 150 operators, and company-building playbooks. Key team members include co-founders Michael Smerklo and Thomas Ball, along with partners like Jonathan Kaplan, Adam Rogers, Anthony Walker, and Dustin Sellers, all contributing to the firm's mission of supporting founders through their growth journey.

Related Companies is a prominent global real estate development and lifestyle firm, recognized for its innovative approach to transforming urban environments. The company boasts a diverse portfolio encompassing luxury condominiums, rental properties, senior living facilities, affordable housing, retail spaces, offices, hospitality venues, and city centers. With a significant presence in premier high-barrier-to-entry markets, Related Companies manages and develops assets valued at over $100 billion, making it one of the largest privately-owned real estate firms in the United States.Founded in 1972 by Stephen M. Ross, Related Companies initially focused on developing and preserving affordable housing, a commitment that remains central to its operations today, with over 61,000 units of affordable and workforce housing under management. The firm expanded its scope in the 1980s and 1990s, venturing into higher-profile, mixed-use luxury developments such as the iconic Hudson Yards Redevelopment Project and the Deutsche Bank Center (formerly Time Warner Center) in New York City.Beyond traditional real estate, Related Companies has strategically diversified its investment and development platforms. This includes Related Digital, a vertically integrated data center development and investment platform that delivers digital infrastructure solutions for artificial intelligence (AI) and cloud hyperscale technology companies, with a $45 billion development pipeline across North America. Additionally, the firm is a founding partner of energyRe, an energy company focused on developing innovative infrastructure projects and clean energy solutions, including utility-scale transmission, generation, storage, and distributed generation.The firm's leadership team, including Founder and Non-Executive Chairman Stephen M. Ross, CEO Jeff T. Blau, President Bruce A. Beal, Jr., and COO Kenneth P. Wong, drives its entrepreneurial culture and commitment to excellence. Related Companies emphasizes sustainability, with many new developments pursuing LEED certification, and a holistic approach to community engagement, including local recruitment, job placement, and philanthropic initiatives through its Related Cares program.