Private equity Firms in Florida

A-Rod Corp is the single-family office founded by former Major League Baseball (MLB) superstar Alex Rodriguez. Established in 2003 while Rodriguez was still playing professional baseball, the firm has evolved into a dynamic investment platform with diversified interests across real estate, venture capital, and private equity. Headquartered in Miami, Florida, A-Rod Corp began as a real estate investment company and quickly grew into a powerhouse with a portfolio spanning over 15,000 multifamily residential units across 13 states in the U.S. The firm’s real estate strategy focuses on value-add opportunities, primarily targeting Class B and C properties with strong repositioning potential. Beyond real estate, A-Rod Corp has expanded into private equity and venture capital, investing in sectors such as fitness, wellness, media, fintech, and consumer goods. Notable investments include stakes in UFC Gym, Petros Pace Finance, Hims & Hers, and Acorns. The company often partners with institutional investors, family offices, and strategic operating partners to co-invest in scalable businesses. Alex Rodriguez plays an active role as Chairman and CEO, leveraging his brand and network to identify high-potential companies and add strategic value. His approach blends celebrity influence with disciplined investment strategies, making A-Rod Corp a unique player in the family office landscape. A-Rod Corp also includes a media and entertainment division, developing content across film, television, and digital platforms. Through this arm, Rodriguez continues to build his legacy as both an athlete-turned-entrepreneur and a cultural icon.

Aceana Group is a distinguished single-family office (SFO) based in the United States, specializing in private investments across a broad range of asset classes. The firm focuses on venture capital, private equity, real estate, and infrastructure, with a particular emphasis on innovative, technology-driven companies and strategies. Since the onset of the pandemic, Aceana Group has strategically deployed capital in 16 funds and more than 50 direct and co-investments, demonstrating a commitment to long-term value creation and industry transformation.The firm was founded in 2006 and operates under the leadership of seasoned investment professionals. Aceana Group is committed to identifying high-growth opportunities across various emerging sectors, leveraging the extensive experience of its team in alternative assets and international capital markets.Aceana Group's investment strategy includes a strong interest in impact investing and Environmental, Social, and Governance (ESG) funds. Their technology and innovation focus spans areas such as Blockchain, Crypto, Artificial Intelligence (AI), Deep Tech, Life Sciences, Digital Health, PropTech, EdTech, and MedTech. While specific portfolio companies are not publicly listed, the firm's activity in numerous funds and direct/co-investments highlights its active role in these sectors.The leadership team includes Russell Deakin, CIO and Managing Partner, who brings over 25 years of global experience in alternative assets, including private equity, venture capital, real estate, infrastructure, and renewable energy. His expertise covers entrepreneurial ventures, blockchain, crypto, growth capital, and international capital markets. Aaruni Kumar serves as Executive Director, leading due diligence and portfolio management for technology investments, with a focus on AI, mobility, and telecom infrastructure.

Adamo Capital operates as a Founders Family Office, providing comprehensive wealth management services to families. The firm focuses on three core pillars: Investment Advice & Deal Sourcing, Legal & Audit + Controlling, and Lifestyle, Health & Logistics. In terms of investment, Adamo Capital assists families with the preparation of Investment Values & Investment Policy statements, designs strategic asset allocations, and manages portfolio transitions. They also oversee ongoing portfolio management, manager selection, investment deployment, and liquidity management, actively sourcing relevant deal flow for their clients.Established in 2021 in Miami, Florida, Adamo Capital was founded with the objective of offering non-discretionary investment advisory services to high-net-worth individuals, trusts, estates, organizations, corporations, and other business entities. The firm emphasizes a conflict-free approach, building a dedicated team for each family to manage their economic, social, health, and time wealth.Adamo Capital manages approximately $1.32 billion in assets under management on a non-discretionary basis. The firm recommends investments across various asset classes, including equities, debt, mutual funds, exchange-traded funds, options, private placements, digital assets, and private funds. While specific portfolio companies are not publicly disclosed, the firm is active in private equity and advises on a broad range of investment opportunities.The team at Adamo Capital brings diverse expertise to its multi-faceted service offering. Nicolás serves as Co-Chief Investment Officer, leveraging over 15 years of experience in investments, asset allocation, and portfolio construction, including a significant tenure as a Global Investments Specialist at J.P. Morgan. Juan Pablo, the Head of Legal & Audit, is an accomplished attorney and public accountant with a decade of experience at PwC advising UHNW families and multinational companies. Benjamín, Head of Lifestyle & Logistics, has over 15 years of experience in corporate communications, PR, and event coordination, focusing on personal aspects like health, travel, and home management. Mariel, a financial control analyst, is a CPA with 7+ years of experience from top-tier firms like PwC. Santiago Gutierrez Zaldivar is noted as a Managing Director and majority owner, having advised successful families and business owners for over a decade.

Alpha Wave Global, originally established as Falcon Edge Capital in 2012, is a prominent global alternative asset manager. The firm operates across various verticals, including private equity, private credit, public markets, and venture capital, with a strategic focus on growth and expansion-stage companies worldwide. Alpha Wave Global aims to be a long-term partner to founders and management teams, providing both capital and strategic guidance to foster company growth and innovation.The firm was founded by Rick Gerson, Navroz D. Udwadia, and Ryan Khoury. Rick Gerson, who serves as Co-Founder, Chairman, and Chief Executive Officer, previously held a significant role as a Founding Member and Managing Director at Blue Ridge Capital for 15 years. Alpha Wave Global manages a series of funds, including Alpha Wave Ventures and Alpha Wave Incubation, targeting diverse investment opportunities globally.Alpha Wave Global has built an extensive portfolio of over 200 investments, backing high-profile companies such as SpaceX, Lenskart, and Ola Electric. Other notable investments include Advanta Seeds, Metsera, ZEDEDA, HiBob, Anthropic, Hunch, and the Mensa Group. The firm's investment strategy spans a wide array of sectors, including information technology, fintech, artificial intelligence (AI), life sciences, consumer internet, B2B sectors, cultivation, drug discovery, business/productivity software, agritech, biotech, energy & utilities, hardware, robotics & IoT, legal & professional services, pharma, real estate & proptech, sharing economy, software & apps, food products, and healthcare.With offices in major global hubs such as New York, Miami, London, Abu Dhabi, Tel Aviv, Bangalore, Jakarta, Sydney, Mumbai, and New Delhi, Alpha Wave Global manages approximately $19.4 billion in assets under management as of December 31, 2024. The firm's approach emphasizes identifying and supporting companies that are poised to disrupt industries and create significant value.

Applied Value Group is a global management consulting firm that specializes in driving value creation and organizational transformation through a hands-on, results-oriented approach. The firm operates with a "Lean Growth" philosophy, focusing on delivering tangible financial impact and measurable results for its clients. Beyond traditional consulting, Applied Value Group also engages in private and public investments, acquiring majority or minority stakes in businesses, and maintains a strong commitment to social impact initiatives.The firm's history dates back to 1997, when it was founded by Bruce Grant and his long-time partner Jan Stenbeck, head of the Stockholm-based Kinnevik Group. Their vision was to establish a consultancy that moved beyond mere presentations, instead focusing on delivering concrete financial value and demonstrable impact. Initially conceived as a hybrid external and internal management consultancy, Applied Value Group has evolved into a fully independent boutique firm with a global footprint, serving a diverse clientele that includes Fortune 500 companies and private equity firms across various industries.Applied Value Group's practice areas encompass Strategy, Finance & Organization; Sales, Marketing & Growth; Supply Chain & Operations; Sourcing & Procurement; Product & Innovation; and Mergers & Acquisitions. They advise and invest across a wide array of sectors, including automotive, industrials, telecommunications, technology, healthcare, manufacturing, and consumer goods. The firm's investment activities often involve applying its consulting methodologies to improve the operational efficiency and growth of its portfolio companies. In August 2025, Applied Value Group received a strategic growth investment from Trivest Partners, a private equity firm, to further scale its offerings and expand its global reach.The team at Applied Value Group is characterized by an intense, entrepreneurial culture that values decisive, highly motivated, and results-oriented consultants. They emphasize early responsibility, a supportive network, and a global working environment, providing opportunities for professional development across their consulting, investment, and social impact practices. The firm seeks candidates with strong business acumen, financial skills, and a willingness to travel, fostering a flat organizational structure where exceptional ideas are recognized at all levels.

Arena Private Wealth is an investment firm that operates a modern, integrated platform encompassing private wealth management, alternatives, and capital markets. The firm, which delivers advisory services through OCM Private Wealth, LLC, focuses on balancing long-term wealth stewardship with access to exciting and differentiated investment opportunities. They aim to connect investors with institutional-quality capital and innovative founders, providing a comprehensive approach to financial strategy.The firm's journey began as OCM Private Wealth, LLC, evolving into Arena Private Wealth to navigate financial complexities with intention. Founded in 2024 by Mitchell Stein, Jason Tosh, and Ryan Watt, Arena Private Wealth emphasizes a fiduciary commitment, ensuring client interests are prioritized. Their integrated approach coordinates decisions across various disciplines, reinforcing outcomes across client portfolios.Arena Private Wealth provides access to private investments typically reserved for venture capital and large family offices. A notable investment includes co-leading a $230 million Series B funding round for Positron AI, a growth-stage technology company specializing in energy-efficient AI inference hardware. This investment highlights the firm's engagement in high-growth technology sectors and its role as an alternative capital partner.The leadership team at Arena Private Wealth comprises experienced investment professionals, including founders Mitchell Stein, Jason A. Tosh, CFP®, and Ryan S. Watt, CFP®. Other key members include Ari Schottenstein as Head of Alternatives and Erik Kratz as CIO & Co-Head of Wealth. The team works collaboratively across planning, investments, and client experience to provide clarity in complex financial decisions and ensure continuity in client service.

Axon Partners Group is a global investment and consulting firm that focuses on technology and innovation. The firm operates with a dual approach, offering both investment management and strategic consulting services. They partner with visionary leaders to drive innovation and create value in the technology sector, while their consulting arm provides insights and expertise for strategic, commercial, policy, and investment decisions. Axon Partners Group emphasizes effective strategies and investments to leverage innovative technologies for a better world.Founded in 2006 by Francisco Velázquez, Axon Capital and SVP Advisors initially operated as two separate entities in Madrid. Axon Capital focused on tech transfer venture capital, aiming to extract value from university technologies in Spain, and secured its first tech transfer VC fund in July 2007. SVP Advisors, on the other hand, extended Velázquez's consulting experience internationally. In 2012, Axon Capital and SVP Advisors merged to form Axon Partners Group, expanding their team and global reach. The firm successfully completed an IPO and was listed on the Madrid Stock Exchange, raising approximately €12 million.Axon Partners Group has a diverse portfolio with investments in various technology-driven companies. Recent investments include Dynamics VR, ISAAC (Construction and Engineering), and Grodi (Agriculture). The firm has also invested in companies like Taalentfy, a technology platform for employability and career guidance, and Odders, an XR company specializing in virtual reality games and applications. Other notable investments include Metricool, Instaleap, and W•SENSE. Axon Partners Group has also made 43 exits, with its latest being from Dogfy Diet in October 2025.The firm's team comprises over 100 seasoned professionals across its Consulting and Investment divisions, with diverse backgrounds and nationalities. This international team combines multi-sector tech expertise with a proven investment and advisory track record, aiming to deliver the agility of a boutique firm with the capabilities of a global company. Key management includes Francisco Velázquez as Chairman and Managing Partner, and Alfonso de León and Dimitri Kallinis as Managing Partners and Board Members.

Baleon Capital is a venture capital firm established in 2020, specializing in early-growth stage B2B companies within the healthcare and tech-enabled business services sectors. The firm focuses on partnering with exceptional companies and guiding them through their growth journey, emphasizing innovation and integrity to empower their partners in realizing their full potential and creating lasting value. They typically invest between $1 million and $10 million in companies with revenues ranging from $1 million to $10 million and a year-over-year growth rate of 50-100%.The firm was founded in 2020 by Jon Kaiden, Chairman and Managing Partner, and Shane Kim, Managing Partner. Both founders brought decades of investment experience, having started their careers in the late 1990s and co-investing together for nearly two decades prior to establishing Baleon Capital. Their shared vision was to build a unique investment firm focused on collaboration and strategic thinking, fostering an environment where investors, management teams, and employees strive for excellence towards common goals.Baleon Capital's portfolio includes a diverse range of innovative companies. Notable current investments span enterprise AI (Cyberhill Partners), AI chat solutions for healthcare (Clearstep, Lifelink Systems), healthcare EHR integration (Shadowbox), virtual mental health care (Mantra Health), clinical documentation AI (Sayvant), buy-now, pay-later infrastructure for financial institutions (Equipifi), and fleet maintenance solutions (Slick). Their historical investments also include companies like Avenue Z, iCrossing, and Lucid, demonstrating a consistent focus on disruptive technologies and services.The Baleon Capital team is led by seasoned professionals, including Jon Kaiden and Shane Kim, who bring extensive transactional and industry expertise. The leadership team also includes Thomas Karsten as Chief Financial Officer, Jeff Schwartz as Chief Operating Officer, Kevin Scoby as Principal, and Alon Polischuk as Vice President. The firm leverages its deep operational expertise and a proprietary advisory network to support accelerated growth and foster strong relationships with founders, extending partnerships beyond mere investments to ensure mutual success.

BDT & MSD Partners is a distinguished merchant bank that offers a comprehensive platform of advisory services, aligned capital, and differentiated investment solutions. The firm is dedicated to serving generational builders, particularly closely held and family-led businesses, by providing trusted advice and long-term capital to support their enduring growth and impact. Their integrated approach combines strategic guidance with flexible capital across various investment strategies.The firm was established in January 2023 through the strategic combination of BDT & Company and MSD Partners. BDT & Company, founded in 2009 by Byron Trott, was known as a merchant bank focused on closely held businesses. MSD Partners, also established in 2009, was a premier investment firm that managed the wealth of Michael Dell, his family, and like-minded investors. This merger brought together complementary expertise and capital bases, creating a globally significant institutionalized merchant bank. Byron Trott serves as Chairman and co-CEO, alongside Gregg Lemkau as co-CEO.BDT & MSD Partners' investment platform spans private capital, private credit, and real estate. Notable investments and portfolio companies include majority stakes in Alliance Laundry Systems, Culligan, Whataburger, and Universal Engineering Sciences, as well as minority positions in companies like Auberge Resorts, Badia Spices, Charlotte Tilbury Beauty, Qualtrics, and Under Armour. The firm has also been involved in significant transactions such as the acquisition of a majority stake in Summit Companies and an investment in ECOncrete, a company focused on bio-enhancing marine infrastructure technology. They also invest in technology and defense, as evidenced by their backing of Helsing, an AI software provider for battlefield data.The firm's leadership team, including Byron Trott and Gregg Lemkau, brings decades of experience in advising and investing at the intersection of founders, families, and businesses. Greg Olafson joined in January 2025 as President, co-head of global credit, and co-chief investment officer, further strengthening their expertise in global credit strategies. BDT & MSD Partners is committed to a culture of aligned investing, leveraging its differentiated capital base to foster long-term partnerships and drive sustainable value creation for its clients.

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.

Brightstar Capital Partners is a New York-based middle-market private equity firm founded in 2015 by Andrew Weinberg, a former Goldman Sachs executive. Brightstar manages approximately $5 billion in assets and specializes in investments in family- and founder-led companies across sectors such as industrial services, business services, consumer products, government services, and technology. The firm is known for its relationship-driven philosophy, often stating that it “invests in relationships before companies” to build trust with entrepreneurs and management teams. Brightstar employs an operationally intensive partnership model called the “Us & Us” approach – its investment team works shoulder-to-shoulder with portfolio companies to drive growth and operational improvements. Over its history, Brightstar has invested in over 50 companies and has raised multiple funds. Headquartered in Manhattan with an additional office in West Palm Beach, Brightstar’s team blends deep operating experience and private equity expertise. The firm prides itself on delivering strategic guidance, a broad network, and hands-on support in areas ranging from talent recruitment to strategic add-on acquisitions.

Capital Eleven is an investment firm headquartered in Meridian, Idaho, with a broad investment mandate across various asset classes. The firm actively builds and operates companies, invests in early-stage venture capital, and partners with operators for business acquisitions and growth. Additionally, Capital Eleven offers a comprehensive suite of M&A advisory, strategic advisory, and corporate finance services, aiming to foster strong leaders, superior outcomes, and a thriving economy in Idaho and beyond.The firm was founded in 2009 by Travis Hawkes and David K. Gardner, who initially met as business students at Boise State University. Their entrepreneurial journey began by establishing and growing their own businesses, which they continue to operate. Driven by a strong belief in the potential of the Boise tech ecosystem and a desire to support founders, Capital Eleven expanded into seed-stage venture investing in January 2019. Over the years, the firm further diversified its operations by building out real estate investment and development teams, and a private equity team focused on business acquisitions. In early 2025, Capital Eleven Advisors was launched to formalize their advisory services.Capital Eleven manages multiple limited partnership investment opportunities, including venture capital, real estate, fixed income, and private equity. Their venture portfolio includes investments in innovative startups and high-growth companies, with notable examples such as HyperIce, Ovation, Teal Communications, SponsorCX, Pest Share, and Tovuti. The firm typically invests at the seed stage, with initial checks ranging from $100,000 to $1 million, and has participated in Series A rounds for some portfolio companies. They have also seen exits from companies like Simply Eloped and Crave Kitchens.The team at Capital Eleven comprises experienced professionals, including founders Travis Hawkes (CEO + Managing Partner) and David K. Gardner (Managing Partner). Key team members also include Stefanie Aragon (Chief of Staff), Kurtis Taylor (CFO), Aaron Chandler (General Counsel), and Brian Jorgenson (Head of Private Equity | Joint Ventures | M&A Advisory). The firm emphasizes investing in passionate entrepreneurs and projects with vision, leveraging their deep knowledge across various business types to execute complex transactions and provide valuable operational guidance to their portfolio companies.

Capital Group is one of the world's oldest and largest investment management organizations, established in 1931. The firm is privately held and focuses on active management, offering a diverse range of investment products and services to millions of individual and institutional investors globally. Their offerings include mutual funds, variable annuities, exchange-traded funds (ETFs), interval funds, separately managed accounts, and private equity solutions. Capital Group is known for its long-term investment horizon, rigorous fundamental research, and a distinctive multi-manager approach known as The Capital System, which aims to diversify investment talent and reduce reliance on single managers.The firm was founded in Los Angeles, California, in 1931 by Jonathan Bell Lovelace. Lovelace's vision was to create an investment firm built on integrity and a focus on long-term capital appreciation through meticulous fundamental research, a philosophy that stood in contrast to the speculative trading prevalent during the Great Depression. A key innovation in the firm's history was the introduction of The Capital System in 1958 by Jon Lovelace Jr., which divided each portfolio among several managers, allowing each discretion over a portion while sharing ideas. Capital Group also pioneered international investing, establishing its first overseas research office in Geneva in 1962 and playing a role in creating the Europe, Australasia, Far East (EAFE) Index.Capital Group's investment portfolio is broad and diversified, reflecting its multisector approach. Notable public equity holdings include major technology companies like NVIDIA Corp., Broadcom, Inc., Microsoft Corp., Amazon.com, Inc., Apple, Inc., Meta Platforms, Inc., and Taiwan Semiconductor Manufacturing Co., Ltd.. They also invest in biotechnology and life sciences firms such as Eli Lilly and Co., AstraZeneca PLC, and Vertex Pharmaceuticals, Inc.. In the consumer sector, their portfolio includes companies like Royal Caribbean Cruises, Ltd., British American Tobacco PLC, Philip Morris International, Inc., and Netflix, Inc..Beyond public equities, Capital Group has invested in various private and infrastructure assets. Examples from their portfolio include Seven Energy International Limited (Nigerian oil and gas infrastructure), Slavneft (Russian oil production), Southern Mining Corporation (SMC) in Southern Africa, and Teorema Holdings (Russian property developer). The firm's leadership team, including President and CEO Mike Gitlin and Chair and CIO Martin Romo, brings extensive experience, with many leaders having spent a significant portion of their careers at Capital Group, reinforcing its culture of discipline and long-term perspective.

Cary Street Partners is a prominent independent wealth management firm that delivers comprehensive financial solutions to individuals, families, and institutions. The firm's services encompass a broad spectrum of wealth management, including detailed wealth planning, asset management, portfolio advisory services, and business retirement plans. They are committed to a partnership culture, aiming to facilitate growth and provide tailored solutions across all aspects of their clients' financial lives.The firm was founded in 2002 by Mark M. Gambill and Thomas H. Tullidge Jr.. While the parent entity, Cary Street Partners Financial LLC, was established in 2002, Cary Street Partners Investment Advisory LLC, a key subsidiary, was formally established in 2005. Over the years, Cary Street Partners has expanded its footprint significantly, growing to 21 offices across seven states, demonstrating a strategic approach to firm expansion and client service.Cary Street Partners actively engages in various investment strategies, including private equity and private real estate. The firm's investment philosophy is centered on diversification, risk management, and aligning with each client's financial goals, utilizing a mix of asset classes such as mutual funds, ETFs, individual stocks and bonds, annuities, and alternative investments. Their insights also touch upon emerging trends like financial planning in the age of AI, indicating an adaptive and forward-thinking approach to wealth management.The leadership team at Cary Street Partners comprises experienced professionals dedicated to various facets of the firm's operations, including Joseph R. Schmuckler as CEO, Walter D. Bayne as President, and Matthew L. Rubin as Chief Investment Officer. The team's expertise spans financial advisory, compliance, technology, and marketing, ensuring a holistic approach to client service and firm management. They emphasize a culture of independence and objective thinking, striving to provide customized strategies that fit each client's unique objectives.

Cerberus Capital Management, L.P., founded in 1992, is a leading global alternative investment firm headquartered in New York City. With approximately $65 billion in assets under management, Cerberus specializes in private equity, credit, and real estate strategies. The firm leverages its integrated investment platforms and proprietary operating capabilities to drive long-term value for investors. The firm is known for its flexible and disciplined investment approach, often targeting distressed assets and underperforming businesses across the capital structure. Cerberus has built a strong track record through value-driven turnarounds, including high-profile investments such as Chrysler and various non-performing loan portfolios worldwide. With a presence across North America, Europe, Asia, Australia, South America, and Africa, Cerberus operates through a global network of affiliate and advisory offices. Its diversified strategies and operational depth allow it to navigate complex markets and deliver consistent returns across asset classes and geographies.

Cerralvo Capital is a prominent investment firm that operates as an active search fund investor, partnering with entrepreneurs to acquire and operate elite businesses with the goal of creating long-term value. The firm is recognized for its distinctive approach within the private equity landscape, focusing on the search fund model and also engaging in recapitalization opportunities. They provide resources and expertise to fuel entrepreneurial journeys, aiming to help CEOs realize their full potential by identifying elite businesses and structuring appropriate deals.Founded in 2018, Cerralvo Capital was established by a team of former entrepreneurs and operators who share a common set of principles, including an ownership mentality, thorough analysis, disciplined execution, and a focus on people, process, and patience. The firm emphasizes simplicity over complexity and aims for an enjoyable journey in partnership with world-class talent.The firm's portfolio includes a diverse range of companies. Notable investments include Anterra, a Construction SaaS company that assists managers in structuring projects, and Apex Leadership, another Construction SaaS firm. Cerralvo Capital has also invested in Aguafria, which is involved in consolidating the ice production industry in Mexico. More recently, Cerralvo Capital made a significant minority investment in Herchenbach Industrial Buildings GmbH, a leading European provider of storage and logistics solutions, to support its international growth strategy.Cerralvo Capital's team brings a wealth of experience, comprising former searchers and entrepreneurs. Their expertise includes pattern recognition derived from extensive search experience, an unparalleled global network, active Board involvement, and significant deal-making experience. The firm prides itself on a flat structure, ensuring that partners work directly with the entrepreneurs they support. Key team members include Founder & Partner Mario Sicilia, Partners Jaime Alatorre and Santiago Perez Teuffer, Strategic Advisors Gerald Risk and Will Thorndike, General Counsel Miranda Zabludovsky, and Office Manager Flor Escalante.

Certares is a global investment firm established in 2012, primarily focusing on the travel, tourism, and hospitality sectors. The firm also extends its investment activities to business and consumer services. Certares employs a flexible capital approach, engaging in private equity, structured equity, and credit investments, with a strong emphasis on long-term value creation through strategic partnerships and operational improvements within its portfolio companies.Founded by Michael Gregory (Greg) O’Hara, Certares was formed to bring together experienced private equity and operating professionals with deep industry, investment, transaction, and management expertise. Prior to establishing Certares, O'Hara served as Chief Investment Officer of JPMorgan Chase’s Special Investments Group and as a Managing Director of One Equity Partners. The firm's core principles revolve around effective partnership with management teams, driving strategic and operational enhancements, and direct alignment with its investors.Certares boasts a diverse portfolio of investments across its target sectors. Notable portfolio companies include American Express Global Business Travel, Hertz Global Holdings, Internova Travel Group, Avia Solutions Group, Azul S.A., and Mystic Invest Holding. The firm has also made investments in companies like G Adventures, FTI GROUP, Wheels Up, Global Blue, and has been involved in real estate transactions such as the sale of EAST Miami.The Certares team comprises seasoned professionals with extensive backgrounds in private equity, travel, and hospitality operations. Key team members like Greg O’Hara, Colin Farmer, Tom Klein, Henry Briance, and Nolan Hecht bring decades of experience from leading roles at firms such as JPMorgan, One Equity Partners, Sabre, and American Express Global Business Travel. Their collective expertise spans investment management, corporate leadership, and strategic development, enabling Certares to provide hands-on support and proprietary insights to its portfolio companies.

Civaris Capital Management, LP is a private investment firm based in Miami, Florida, specializing in optimizing human capital assets. The firm focuses on partnering with growth-oriented, people-centric service businesses across the United States, particularly those where talent is a primary value driver. Leading the firm are Jordan Earnheardt and Patrick Danvers, both seasoned private equity professionals with extensive experience in the lower-middle-market and asset-light services. Civaris positions itself as a partner that aligns incentives around people, performance, and long-term growth, emphasizing the importance of human capital beyond being a mere resource. The investment thesis centers on lower-middle-market, asset-light services opportunities, targeting businesses with EBITDA in the $3 million to $12 million+ range. Civaris aims to invest in sectors that experience GDP-plus growth, particularly where skilled talent is scarce and critical capabilities distinguish successful companies from their competitors. The firm employs a rigorous, data-driven framework to assess, recruit, develop, and retain top talent, while also fostering cultural excellence within its portfolio companies. Civaris differentiates itself by integrating talent strategy with growth plans, recognizing that human capital is a key value driver, especially in professional services, outsourced functions, and knowledge-based platforms. The firm’s motto, The Best People, Organized, reflects its philosophy, which is derived from Civitas (community) and Aristos (excellence). As Civaris completes its organizational phase, it is preparing for fund formation and regulatory registration, actively expanding its team and operations to establish itself as a leading human-capital platform in private markets.

Coastal Breeze Partners is a middle-market private equity firm headquartered in Boca Raton, Florida. Founded in 2025 by industry veterans Matthias Gundlach and Brian Urbanek, the firm specializes in control investments in companies with revenues exceeding $20 million and EBITDA between $4 million and $20 million. Their focus is on businesses poised for growth, particularly those that are founder or family-owned or corporate carve-outs. The firm's investment strategy is sector-specific, targeting essential business services, materials and chemicals, specialty industrials, and value-added distribution. Coastal Breeze Partners emphasizes operational transformation, organic growth initiatives, and strategic add-on acquisitions to enhance the value of their portfolio companies. Their hands-on approach and deep sector expertise enable them to develop tailored investment theses that drive business transformation and long-term value creation. With a combined experience of over 50 years and a track record of more than 80 investments, the founding partners bring extensive principal investment, transactional, and operational experience to the firm. Coastal Breeze Partners is committed to building great middle-market businesses by partnering with talented management teams and aligning interests to achieve full potential.

Connexa Capital is a private investment firm that specializes in strategic equity investments across both venture capital and private equity. The firm is dedicated to supporting high-growth businesses by providing not only capital but also leveraging its experienced team and extensive network. In the venture capital space, Connexa Capital focuses on early-stage companies, typically investing from Seed to Series B rounds. For its private equity strategy, the firm targets control buyouts of lower middle market services companies, aiming to drive operational improvements and foster long-term growth through partnerships with seasoned executives.The origins of Connexa Capital trace back to 2015, when the founding team and original limited partner group began co-investing in private companies through special purpose vehicles. This initial phase allowed them to build a strong track record, including successful exits like Home Chef (acquired by Kroger) and Halo Cars (acquired by Lyft). In 2023, Jonathan Beda, the firm's Founder and Managing Partner, institutionalized this investment strategy by officially launching Connexa Capital and raising its first committed venture capital fund. The firm further expanded its scope in 2025 by venturing into private equity.Connexa Capital boasts a diverse portfolio of companies, reflecting its broad investment interests. Notable venture capital investments include FirmPilot, a leader in AI Legal Marketing; FanBasis, which provides business infrastructure for creators; and Azra, an end-to-end oncology workflow automation platform. Other portfolio companies mentioned are Terra Kaffe, Kickfin, Toothio, and Integrated Projects. The firm's investment approach emphasizes identifying early-stage companies with strong economic fundamentals, clear customer traction, compelling unit economics, and capital-efficient business models.The team at Connexa Capital is composed of experienced operators and investors. Jonathan Beda, the Managing Partner, previously led AB Investment Group and served as CEO and Board Director at Zumbini. The investment team also includes Associates Taha Siddiki and Troy Rosales. Furthermore, Connexa Capital benefits from an extensive network of Executive Partners and Advisors, including accomplished founders and executives from prominent companies such as Tiffany & Co., Terra Kaffe, Alpaca VC, and Noom. This network provides invaluable support to portfolio companies in areas ranging from corporate strategy and funding to hiring and business development.