Private Equity Firms in Miami

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.

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.

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.

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.

DIG Investment is an international private investment group established in 2011, originating from a private family office. The firm focuses on backing transformative, future-shaping companies across private markets, providing both growth and transitional capital. They are dedicated to supporting category-defining businesses that address pressing global challenges and redefine industries, with a particular interest in strong secular growth markets and disruptive innovations. The firm emphasizes embedding sustainability and responsible growth into every business they support.Founded by a private family office in 2011, DIG Investment initially served a select global network of family offices. Over more than a decade, the firm has evolved into a leading investment platform for the global family office community, leveraging its reputation and extensive industry relationships to access exclusive investment opportunities. Their vision is to deliver consistent, sustainable long-term returns by partnering with generational businesses at the forefront of their sectors.The investment strategy of DIG Investment spans the full company lifecycle, from early-stage innovators to global scale-ups, with a primary focus on growth. They typically acquire non-controlling minority stakes and act as transitional capital providers, with an average holding period of approximately five years. The firm employs a "Land and Expand" strategy, beginning with an initial small investment and deploying follow-on capital as companies demonstrate strong performance and achieve milestones. Notable portfolio companies include unicorns like OYO and Ola.DIG Investment operates as a Scandinavian firm with a significant international presence, maintaining main offices in Sweden and Denmark, and partnership offices across Europe, North America, and Asia. The firm invests alongside reputable family offices, experienced operators, and capital providers globally, aiming for a target net IRR of +25% and having invested $1 billion in capital. They boast a network of 300 active investors and a 5% co-invest ratio, highlighting their collaborative approach to investment.

Dominion Capital Holdings LLC is a New York-based family office and investment firm established in 2011. The firm operates as a private entity, serving family clients and not accepting outside investors. It focuses on a diversified portfolio across various asset classes, including structured products, venture capital, real estate, private equity, and public capital markets. Through its affiliates, Ascent Partners and RD Advisors, Dominion Capital provides debt and preferred equity corporate investments to exchange-listed and pre-IPO issuers, primarily in North America, and offers competitive financing solutions for both residential and commercial real estate projects.Founded in June 2011 by Mikhail Gurevich, who serves as its Founder and Managing Partner, Dominion Capital specializes in structured finance. Prior to establishing Dominion Capital, Mr. Gurevich held leadership roles in the fintech and security sectors, including President and CTO of ZepInvest and CIO of ClickFacts, a company he co-founded. The firm's team comprises veterans and experts from diverse fields such as technology, cybersecurity, investment banking, proprietary trading, and legal compliance, reflecting a broad range of expertise that supports its varied investment strategies.Dominion Capital's investment interests span sectors such as clean technology, manufacturing, real estate, life sciences, healthcare, and blockchain. The firm targets early-stage companies, with investments ranging from seed rounds to Series A. Notable portfolio companies include InterCloud Systems, Scentbird, Vislink Technologies, Bitfarms, The Crown League, Triplemint, and VeloCom. These investments highlight the firm's engagement in technology, consumer services, and blockchain-related ventures.The firm's investment approach emphasizes supporting entrepreneurs who aim to create positive global change. While primarily focused on North America, including the United States and Canada, Dominion Capital also explores opportunities in other select markets. The firm maintains its main office in New York City, with affiliate offices located in Boston, Westport, Connecticut, and Miami, Florida, further extending its reach and operational capabilities across key regions.

Elion Partners is a data-driven industrial logistics real estate investment firm established in 2010. The firm specializes in acquiring and managing mission-critical real estate for modern supply chains across various regions of the United States. Elion Partners leverages proprietary algorithms and technology, branded as "Elion Intelligence" (E.I.), to generate high-quality market insights by integrating data science with its team's extensive industrial domain knowledge. This approach enables the firm to make informed investment decisions, mitigate risk, and enhance operational efficiencies across its portfolio.Founded in Miami, Florida, Elion Partners has grown significantly since its inception. The firm's investment philosophy prioritizes capital preservation while aiming to deliver attractive, risk-adjusted returns. They employ a bottom-up approach, grounded in disciplined execution of core real estate fundamentals, and engage in opportunistic, value-add, core-plus, and core investment strategies through both closed-end (Elion Fund series) and open-end (Adar Series) funds. The firm has invested over $4.6 billion since its founding and has made more than 175 property investments.Elion Partners operates as a vertically integrated platform, functioning as both a fiduciary and an operator. The firm's leadership team brings an average of over two decades of experience in commercial real estate investment and operations. Elion Partners is recognized for its commitment to diversity, being 100% minority-owned with a team that is more than 65% diverse. This commitment has contributed to its recognition as a "Best Places to Work in Money Management" by Pensions & Investments.The firm's investment focus includes industrial logistics real estate in U.S. markets with strong fundamentals and rental growth potential, particularly in supply-constrained coastal gateway markets such as Northern New Jersey, New York City Boroughs, Washington D.C., South Florida, Seattle, the Bay Area, and Southern California. Notable investments include the Elion Logistics Park 55 in Chicago and a significant industrial portfolio in the Washington D.C. metro area. Elion Partners also emphasizes sustainability, integrating environmental considerations into its asset management practices.

Founded in 1980, GTCR LLC is a leading private equity firm headquartered in Chicago, Illinois. The firm specializes in investing in growth companies across various sectors, including healthcare, technology, financial services, and business services. GTCR is renowned for its "Leaders Strategy™," which involves partnering with experienced executives to identify, acquire, and build market-leading companies. Over the past four decades, GTCR has invested more than $25 billion in over 280 companies, demonstrating a consistent track record of value creation. The firm's investment approach focuses on leveraged buyouts, growth capital, and roll-up transactions, aiming to drive transformative growth in its portfolio companies. GTCR's team of professionals operates primarily from its Chicago headquarters, with additional offices in New York and West Palm Beach. The firm's collaborative culture and deep sector expertise enable it to identify attractive investment opportunities and support management teams in executing strategic initiatives.

Kohli Ventures is the investment vehicle of entrepreneur and investor Tej Kohli, focusing on control-oriented investments in growth opportunities driven by rapid technological progression. The firm backs visionary growth-stage ventures in sectors such as artificial intelligence, robotics, biotechnology, and esports. They also engage in 'venture philanthropy' by supporting commercial ventures with the potential to significantly improve human life, pursuing a double bottom line of humanitarian and commercial impact.The firm was formally established in 2010 by Tej Kohli, following a series of high-value trade sales of his previous companies, which specialized in online payment gateways and fraud protection services during the dot-com boom. Kohli Ventures was formed to efficiently invest the liquidity generated from these sales. Tej Kohli, who serves as the Chairman, has a background in electrical engineering and a lifelong interest in technology, which drives the firm's focus on deep tech investments.Kohli Ventures has made numerous notable investments across its target verticals. The firm committed over $100 million to the 'Rewired' venture studio and the Rewired.GG esports venture fund. Its portfolio includes Detraxi, a US-based biotechnology company developing solutions for global health challenges, and Dynacart, a universal payment processing company acquired in 2014 that has since become an international e-commerce platform. Other investments include an M&A roll-up of plastic surgery clinics in the USA, a B2B SaaS platform technology provider, and a renewable energy company in Southeast Asia providing off-grid solar products.Tej Kohli prefers to be the sole investor in ventures, working directly with founders and providing ongoing funding and intellectual capital support until an exit. The firm's investment strategy emphasizes exponential growth and social impact, with a focus on machine learning, smart sensors, and enabling technologies of the artificial intelligence economy.

Levine Leichtman Capital Partners (LLCP) was founded in 1984 in Los Angeles by Arthur Levine and Lauren Leichtman. Over nearly four decades, it has become a leading middle-market private equity firm with a distinctive structured equity strategy that blends debt and equity capital. With about $12.7 billion in assets under management, LLCP focuses on sectors such as business services, franchising, education and training, and specialized manufacturing. Its investments typically involve providing downside-protected capital while giving management the resources to pursue growth initiatives. This conservative but flexible approach has allowed LLCP to deliver consistent returns across market cycles.The firm operates out of a wide international footprint, including offices in Beverly Hills (HQ), New York, Chicago, Charlotte, Miami, London, Stockholm, The Hague, and Frankfurt. Its team of around 128 professionals combines financial acumen with operational expertise, working closely with portfolio companies to expand product lines, enter new markets, and professionalize operations. Over the years, LLCP has built a strong portfolio that includes household names such as CiCi’s Pizza, Nothing Bundt Cakes, and MB2 Dental. Its reputation for stability and reliability has made it a trusted partner for entrepreneurs and families seeking both liquidity and long-term growth. As it raises successive funds, LLCP continues to be a leading provider of structured equity solutions in the U.S. and Europe.

LionHill Partners is an investment firm that focuses on making transformational investments in start-ups and assisting established companies in their growth. The firm's investment interests span a diverse range of sectors, including Manufacturing, Product Development, Intellectual Property, Brands, Real Estate, Entertainment, and Hospitality. They aim to provide strategic advice, access to capital, and facilitate connections through their extensive industry network.LionHill Partners' investment activities are built upon over two decades of experience in various industries. Co-founders David J. Beyda and Jeffrey J. Beyda bring a wealth of knowledge from their extensive careers, particularly at Town & Country Living. David Beyda led Town & Country's mass market strategy, significantly growing sales and expanding its customer base and international presence. Jeffrey Beyda initiated licensing strategies and built an in-house R&D group, contributing to numerous patents and product innovations.While specific portfolio companies are not explicitly detailed on their public website, LionHill Partners' investment strategy involves identifying opportunities for growth across their target sectors. Their real estate portfolio includes properties in various locations such as Brooklyn, NY; Miami, FL; Burlington, NC; Hartford, CT; Marietta, GA; Meadowlands, NJ; Philadelphia, PA; Long Branch, NJ; and Ridgewood, NY. The firm seeks to invest in passionate individuals and teams with the potential for significant achievements.The team at LionHill Partners comprises experienced professionals with diverse backgrounds. Rachel Barnett serves as Chief Financial Officer, bringing extensive financial and operational expertise in consumer products. Joseph D. Beyda, a Principal, has experience in real estate analysis, acquisition vetting, underwriting, and financial modeling from roles at JEMB Realty, Vornado Realty Trust, and Google. Gina Barnaba, Chief Product Officer, has over 17 years of experience in product development and design, including managing IP and being listed as an inventor on numerous patents. Joseph J. Beyda, a Market Research Analyst, has experience in small business debt financing and new client acquisition.

Next Sparc Growth Partners is a growth equity firm that collaborates with ambitious founders to propel their businesses to the next stage of development. The firm focuses on long-term, sustainable growth rather than short-term exit strategies, operating with a founder-friendly and family-backed approach. They seek to make a significant impact on their partner companies by providing mentorship and operational expertise, treating each investment as their own. Next Sparc targets businesses with revenues typically ranging from $1 million to $75 million and EBITDA between $1 million and $15 million, often seeking operating control but also considering minority investments in founder and family-owned businesses.The firm was founded in 2009 by Len Pagon, who, after two decades of building and successfully selling his own technology consulting firm, Brulant, sought to apply his operational experience to help other entrepreneurs. Pagon's vision for Next Sparc was to create a firm built by founders, for founders, offering a more human approach to business building. This background as operators allows the team to deeply understand the challenges and opportunities faced by the companies they partner with, emphasizing a collaborative and supportive relationship.Next Sparc Growth Partners invests across a diverse range of high-growth industries, including Business Services, Consumer, Health & Wellness, Industrials, Professional Services, and Technology. Their portfolio showcases a variety of notable investments such as Function Health, Revel Bikes (an award-winning mountain bike brand), Way Interglobal, Robots & Pencils, ApplyBoard (an EdTech company), Tiger Pistol (a social automation company), and Zilker Technology. Recent transactions also include investments in Vitalia, Redwood Apartment Neighborhoods, Terrapin Ridge Farms, 4 Air, and Coms Interactive.The team at Next Sparc is composed of experienced business builders who prioritize people and champion progress. Key team members include Len Pagon Jr. (Chairman & CEO), Miles Molyneaux (CFO & Partner), Nathan Carmon (Operating Partner), and James Carey (Partner). Their collective operating experience and growth mindset enable them to provide strategic guidance and support to portfolio companies, helping them navigate challenges and achieve enduring value.

Pactum Partners is a single-family office established in 2021 and based in Miami, Florida. The firm specializes in fostering inter-family office synergy and facilitating direct co-investments among sophisticated family offices. Their core mission is built on the understanding that family offices, when aligned through shared missions, visions, and values, can significantly benefit from a partner dedicated to peer collaboration and co-investment opportunities. This approach allows them to leverage collective expertise, capital, and influence.The firm was founded by Michael Calvo Elhauge, who also serves as its Chief Executive Officer. Mr. Elhauge brings extensive experience as an international multilingual family office advisor, having counseled over 200 single-family offices across the Americas and Europe over the past decade. Pactum Partners aims to provide an attractive alternative to traditional fund managers by offering greater control and flexibility, free from the limiting time horizons, high fees, and regulatory restrictions often associated with conventional investment structures.Pactum Partners works with a network of over 130 families across more than 25 countries, facilitating direct co-investments that align with their clients' mandates. While the firm itself does not typically make direct investments as a fund, it acts as a crucial intermediary, enabling family offices to participate in co-investment opportunities. They are also developing funds to source capital from non-family offices, including institutional investors, ultra-high-net-worth individuals, endowments, sovereigns, and pensions, to co-invest alongside family offices in their direct ventures.The leadership team includes Michael Calvo Elhauge as Founder & CEO, supported by a management team comprising Edward Chen, Anthony Simola, and Kevin Yang. The firm also has a next-generation team, a board of directors, and senior advisors, reflecting a comprehensive structure designed to support its specialized advisory and co-investment facilitation services.

Founded in 2019, Power Sustainable is a global alternative asset manager headquartered in Montreal, Canada. The firm focuses on investments that deliver both competitive financial returns and positive sustainability outcomes. As a subsidiary of Power Corporation of Canada (TSX: POW), Power Sustainable leverages its parent company's extensive network and resources to drive sustainable investment strategies across various sectors. Power Sustainable operates through four primary investment platforms: Energy Infrastructure Equity, Global High-Yield Infrastructure Credit, Agri-Food Private Equity (Lios), and Decarbonization Private Equity. These platforms target sectors undergoing significant transformation due to climate change and sustainability challenges, including renewable energy, sustainable agriculture, and resource-efficient industries. The firm's investment approach integrates sustainability factors throughout the investment process, aiming to contribute to lasting sustainable development. As of December 31, 2024, Power Sustainable manages approximately CAD 4.2 billion (USD 3.1 billion) in assets under management. The firm has offices in Montreal, Toronto, and Miami, supporting its operations across North America and internationally. Power Sustainable's team comprises experienced professionals dedicated to accelerating the transition to a sustainable economy through strategic investments and partnerships.

The Miami Family Office is a single-family office based in the United States, primarily focused on direct investments in real estate and operating businesses. Established in 2015, the firm actively seeks opportunities to acquire portfolios of real estate assets and operating companies, while also considering significant one-off assets. Their investment mandate emphasizes a patient capital approach, aiming to preserve and grow the family's wealth through strategic co-investments and direct ownership. The firm currently manages a portfolio valued in excess of $500 million, comprising over 100 assets.The foundation of The Miami Family Office's wealth was built by its anonymous Chairman and Patriarch, A.S.H., a first-generation wealth creator. After a successful career in the technology industry, the Chairman began by acquiring a single retail location, which he expanded into a portfolio of twenty-five locations. He later bought out his partners and acquired an additional 300 retail locations. This substantial portfolio was eventually sold for over $500 million, generating more than $300 million in liquidity for the family. This entrepreneurial journey underscores the firm's hands-on approach and expertise in scaling businesses with underlying real estate components.The firm's existing portfolio includes a diverse range of assets such as 93 commercial real estate properties, 19 fuel stations, and land banks in the western United States. They are actively looking to expand their real estate holdings to include multi-family apartment building portfolios, self-storage development opportunities, parking garages, hospitality/hotel assets, and operating businesses with significant real estate components. While specific portfolio companies are not publicly disclosed, their focus is on acquiring established assets and businesses rather than early-stage venture capital investments.The Miami Family Office is led by a dedicated team, including CEO Richard C. Wilson, who is also the founder of the Family Office Club, a prominent association for family office professionals. Douglas Scott serves as the Reporting Manager, screening potential co-investors and joint-venture partners. Tyler McNicholas is the Executive Recruiter, responsible for building the firm's team, and Rafael Tassini is the Data Analyst, focusing on research for direct investment activities. The team's collective expertise spans technology, business management, real estate, and data analysis, supporting the firm's direct investment strategy.

TPG is a prominent global alternative asset manager, established with a principled focus on innovation. The firm manages a substantial portfolio across diverse investment strategies, including private equity, impact investing, credit, real estate, and market solutions. TPG's approach is characterized by innovation-led growth, a keen eye for disruption, and a collaborative culture, enabling them to identify and capitalize on emerging industry trends.The firm was founded in 1992 by Jim Coulter and David Bonderman, former colleagues at the Bass Family Office. Starting with its first offices in San Francisco, TPG built its distinctive investment philosophy from its family office roots, entrepreneurial heritage, and a West Coast base. This foundation has fostered an ecosystem of insight and engagement across its various platforms and products, leading to organic growth and strategic diversification, such as the 2023 acquisition of Angelo Gordon, which significantly expanded its credit and real estate capabilities.TPG's investment activities span a wide array of sectors, with recent notable transactions including leading a $350 million strategic investment in Cambridge Mobile Telematics for AI-driven road safety, the launch of Velotic for industrial and manufacturing software, and the establishment of One Aged Care for senior healthcare services. The firm also announced the sale of Intersect to Google, a partnership with Findhelp to expand access to essential services, and investments in telecom infrastructure through TPG Peppertree and manufacturing with Sabre Industries. Additionally, TPG has been active in the financial services sector, launching Third Wave Insurance and extending agreements with Thrive Financial and OneMain Financial for consumer and auto loans.With over 1900 employees globally, including more than 700 investment and operations professionals, TPG boasts a deep bench of world-class executives and business leaders. The firm's substantial global footprint and extensive network are crucial for sourcing transactions, raising capital, and driving value across its investments. TPG is committed to fostering an inclusive culture, believing that diverse backgrounds and experiences lead to richer discussions, more strategic decision-making, and ultimately, stronger business outcomes.

Trilogy Capital Group, LLC is a private equity firm primarily focused on the development of private companies into public entities. The firm employs a buy-and-build or consolidation business model to acquire or develop domestic and international companies. Trilogy Capital Group targets emerging growth public companies, maintaining an opportunistic and sector-agnostic approach, with a particular interest in highly fragmented industries ripe for consolidation. Post-acquisition, the firm provides its portfolio companies with additional management expertise, financial support, and legal supervision, aiming to drive revenues and profitability while upholding high corporate governance standards.The firm's origins trace back to 2002, when Alfonso J. Cervantes founded its predecessor, Trilogy Capital Partners, Inc. Since then, the entity has evolved into Trilogy Capital Group, LLC, engaging in private equity, merchant banking, and strategic advisory services. A core tenet of Trilogy Capital Group's strategy is its commitment to facilitating early and significant liquidity for its investors, leveraging its expertise in developing public companies and corporate finance to achieve this objective.While Trilogy Capital Group is sector-agnostic, its investment activities and the experience of its leadership provide insight into its focus. PitchBook indicates that Trilogy Capital Group has invested in companies within the Security Services (B2B), Food Products, and Media and Information Services (B2B) industries. Alfonso J. Cervantes, the founder, also established Smart for Life, Inc., a company focused on nutritional products, and was instrumental in the growth of Staffing 360 Solutions, Inc., a staffing company that achieved significant revenue growth and employee expansion under his guidance.The leadership team at Trilogy Capital Group comprises highly experienced capital markets executives with extensive backgrounds in the startup and emerging growth public company space. Alfonso J. Cervantes, as Executive Chairman, brings over 35 years of experience in public markets, corporate finance, mergers and acquisitions, initial public offerings, and private placements. Darren Minton, the Chief Executive Officer, possesses over a decade of capital markets experience, specializing in private-to-public transactions, capital raising, M&A, and growth through consolidation. The team's collective expertise spans legal, finance, accounting, corporate governance, and M&A, with a proven track record of successful transactions.

Vitruvian Partners is an international investment firm founded in 2006 by experienced investment professionals from leading private equity firms including BC Partners, Apax Partners, and Bridgepoint Capital. The firm supports ambitious entrepreneurs and higher-growth companies to achieve their strategic objectives through a partnership-led approach focused on empowering excellence and sustainable value creation.The firm specializes in growth buyouts and growth capital investments, providing financial support ranging from €25 million to €600 million+ in companies typically valued between €75 million and €4 billion+. Vitruvian operates as a relatively small, focused team of investors and experienced operators with 200+ professionals across 10 global offices, maintaining a commitment to responsible investing as a signatory of the PRI (Principles for Responsible Investment).Vitruvian has established itself as a top-tier performer in the private equity industry, ranking in the Top 1% of General Partners globally for three consecutive years according to Dow Jones/HEC annual performance studies. The firm has completed over 90 investments across multiple sectors and demonstrates particular expertise in supporting European companies in their global expansion, with a strong track record of backing successful technology companies and market leaders across diverse industries.