Private Equity Firms in Michigan

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.

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.

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.

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.

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

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.

Peninsula Capital Partners, LLC is a Southfield, Michigan–based investment firm founded in 1995, specializing in structured junior capital and mezzanine financing for middle-market companies. The firm provides flexible capital solutions for independent sponsor transactions, management buyouts, leveraged recapitalizations, and growth financings, acting as either a minority or majority investor as needed. Over nearly 30 years, Peninsula Capital Partners has raised approximately $2.4 billion through eight funds, executing over 150 platform investments and more than 120 successful exits. Renowned for its innovative multi-tranche financing structures, the firm supports both non- and independently-sponsored transactions across diverse industries. With a sector-agnostic approach, it targets companies in manufacturing, business services, healthcare, aerospace, IT, distribution, and consumer products. Peninsula typically backs businesses generating $10 million to $100 million in annual revenues, offering not only capital but also operational, strategic, and financial guidance to drive growth and value creation.

Pulte Capital Partners LLC is a strategic investment firm that focuses exclusively on investing in leading building products businesses. The firm targets middle-market companies and lower-priority divisions of national companies within the rapidly evolving construction and building products industries. Their investment criteria include businesses with strong market shares, established brands, robust sales and distribution capabilities, and potential for expansion into new products, services, and technologies. Pulte Capital specializes in flexible transaction structures, including strategic partnerships and recapitalizations, often allowing management teams to retain significant ownership stakes.Founded in 2011, Pulte Capital Partners was established by Bill Pulte, whose family founded PulteGroup, one of America's largest homebuilders. This background provides the firm with deep industry expertise, leveraging experience from building nearly one million homes internationally. Bill Pulte, who serves as CEO, transitioned from a journalism degree to lead the private equity firm, focusing on investments that drive transformational growth in the building sector.The firm's portfolio includes investments in a diverse range of companies within the building products and related services sectors. Notable past investments include Carstin Brands (countertops), Southern Home Services, Advanced Air Conditioning & Heating, and Capsule (Social/Platform Software). Pulte Capital seeks to consolidate fragmented industries, aiming to achieve both cost and revenue synergies through additional acquisitions.Pulte Capital Partners' team brings extensive experience in the homebuilding and construction industries, enabling them to be highly selective in identifying and developing market-leading companies of lasting value. Their expertise spans various segments of the building products industry, from specialty materials like countertops, tile, cabinets, and drywall to HVAC, roofing, siding, windows, doors, and even specialty homebuilders. The firm's operational approach emphasizes identifying platforms with strong growth potential and supporting their expansion.

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.

ROCK Family Office, formerly known as Rock Ventures, is the family office established by Dan Gilbert to manage and integrate a vast portfolio of over 100 companies, investments, and initiatives. The firm operates with a "For More Than Profit" philosophy, prioritizing positive community impact alongside financial returns. Their diverse holdings span various sectors, including financial technology, real estate development, sports, entertainment, and philanthropy, with a strong focus on revitalizing and investing in their hometowns of Detroit and Cleveland.The origins of ROCK Family Office trace back to Dan Gilbert's founding of Rocket Mortgage in 1985. Building on the success of this venture, Gilbert launched Rock Ventures in 2007 as an umbrella entity to coordinate his expanding business interests. This strategic move allowed for new investments, mergers, acquisitions, and incubation of companies, all connected by the overarching vision of the Gilbert Family Office. In 2023, Rock Ventures rebranded to ROCK, further solidifying its identity as the central hub for the Gilbert family's extensive enterprise.The firm's notable investments and portfolio companies include industry leaders such as Rocket Mortgage, one of the largest mortgage lenders globally, and StockX, an innovative e-commerce platform for trading limited-edition goods. ROCK also holds significant interests in sports and entertainment, including the NBA's Cleveland Cavaliers, and has a substantial real estate portfolio through Bedrock, which has invested billions in redeveloping properties in Detroit and Cleveland. Through its various entities, ROCK Family Office actively engages in community development, startup incubation, and philanthropic endeavors, committing substantial capital and volunteer hours to initiatives focused on economic mobility, housing stability, and arts & culture.The team at ROCK Family Office leverages extensive expertise across a multitude of industries, reflecting the diverse nature of its portfolio. With a global team of over 20,000 members across its Family of Companies, the firm brings together professionals with backgrounds in finance, technology, real estate, sports management, and community development. This collective knowledge and experience enable ROCK to provide strategic guidance, foster innovation, and drive growth across its wide array of businesses and philanthropic initiatives, all while adhering to its core mission of creating a positive societal impact.

Schechter Investment, operating as Schechter Investment Advisors, is a boutique wealth advisory and financial services firm dedicated to serving high-net-worth families and entrepreneurs. The firm offers a comprehensive suite of wealth management services, including investment portfolio management, wealth and estate planning, multi-family office services, individualized financial planning, private investments, philanthropic planning, tax strategies, and insurance design. They emphasize a client-first approach, leveraging their independence from financial institutions to tailor plans specific to their clients' goals and providing access to alternative investments such as private credit, private equity, hedge funds, commodities, and real estate.The firm's roots trace back over 80 years, with its life insurance business established in 1939. It has been under three generations of family ownership, with Marc Schechter currently serving as CEO. Schechter Investment Advisors was acquired by Arax Investment Partners on June 3, 2025, and now operates as a division of Arax Advisory Partners, LLC. This acquisition has further expanded its capabilities and reach, particularly in the Midwest, while its Advanced Design Life Insurance business remains a separate, independent entity.While Schechter Investment Advisors primarily focuses on providing comprehensive wealth management and investment advisory services, Marc Schechter, through Schechter Private Capital (SPC), has personally made over 25 direct investments in private growth companies. These notable investments include companies like Peloton, DraftKings, Industrious, GHOST, and Cirkul, showcasing an interest in consumer and technology-driven ventures.Schechter Investment boasts a multi-disciplinary team of approximately 70 professionals, including experts with diverse credentials such as JDs, CPAs, LLMs, CLUs, PFSs, CAPs, MBAs, CFA charterholders, CFP practitioners, and CIMA consultants. This broad range of expertise allows the firm to offer sophisticated financial counsel and a concierge experience, addressing the complex financial needs of its affluent clientele across the United States.

Taurus Investment Holdings is a global commercial real estate investment and development firm with a long-standing track record of success. The firm employs an entrepreneurial approach, focusing on opportunities where innovative strategies can be applied to maximize returns for its investors. Taurus' integrated suite of investment strategies and management capabilities supports its platforms across various real estate sectors, leveraging strong local expertise to target properties with intrinsic long-term value.Established in 1976, Taurus Investment Holdings has European roots dating back to the mid-1970s. The firm's fully integrated real estate operating platform has acquired or developed approximately $11.4 billion in assets across industrial, multifamily, office, mixed-use, and renewable energy sectors. Taurus' mission is centered on delivering attractive risk-adjusted returns for its investors and enhancing the areas in which it operates.The firm's portfolio includes a diverse mix of assets, with recent activities highlighting acquisitions in the multifamily and industrial sectors across the United States, including properties in Massachusetts, Atlanta, Minneapolis, Arizona, Texas, and South Jersey. Taurus also engages in development projects, such as the NOVO Avian Pointe multifamily community. Beyond traditional real estate, Taurus has shown an interest in renewable energy, participating in a Seed Round with Yongjia Solar.Taurus is led by an experienced team, including Peter A. Merrigan as CEO & Managing Partner, Erik R. Rijnbout as Chief Operating Officer, Victoria Lackey as Chief Financial Officer, and William Garey as Chief Investment Officer. The firm's multidisciplinary expertise, with in-house experts in various real estate fields and renewable energy, enables them to create targeted and scalable investment strategies across three continents.

TRM Equity is a private equity firm that specializes in making control investments in middle-market industrial businesses. The firm focuses on companies with a history of profitability that are currently experiencing financial or operational stress. TRM Equity employs an operationally intensive approach to transform these businesses into well-run, best-in-class organizations. They are adept at navigating complex situations, including corporate carve-outs, industry consolidations, family-owned business transitions, bankruptcies, work-outs, and other special situations. Target investments typically have revenues up to US$300 million, with EBITDA ranging from $0 to $20 million and enterprise values between $30 million and $200 million.Founded in 2019, TRM Equity's core team has a long-standing history of working and investing together for over 15 years in a predecessor fund, Speyside Equity Fund I LP. This consistent approach has been applied across targeted manufacturing industries, demonstrating a track record of outsized returns. The firm's strategy is rooted in leveraging its team's extensive financial, operating, and transactional experience to fundamentally improve operations within its portfolio companies.TRM Equity's investment portfolio includes notable companies such as Grede Holdings (Browntown Foundry and Iron Mountain Foundry), Innovative Hearth Products (IHP), and Elyria Foundry. The firm also successfully acquired and later sold a majority interest in Wellman Dynamics, an aerospace supplier specializing in large-scale, complex magnesium and aluminum castings. These investments highlight TRM Equity's focus on manufacturing-related businesses, including metal forming, niche high value-add manufacturing, specialty chemicals, and food/ingredients sectors.The senior investment team at TRM Equity, including Managing Directors Jeffrey Stone and Robert Sylvester, possesses significant operating experience, having served in roles at portfolio companies or in prior capacities. Jeffrey Stone's background includes investment banking and leadership roles in manufacturing, while Robert Sylvester brings expertise from his own accounting firm and PricewaterhouseCoopers, with a focus on manufacturing carve-outs. Christy Nehro serves as the Operations Manager, overseeing critical aspects of the firm's daily functions. This blend of financial acumen and hands-on operational experience is central to TRM Equity's strategy of expediting the transformation of acquired businesses.

Venetian Associates, LLC is a Michigan-based family office that specializes in direct investments within the lower-middle market. The firm primarily targets consumer products companies across North America, focusing on businesses with opportunities for sustained growth. Their investment strategy emphasizes long-term value creation through operational improvements and the execution of strategic plans, rather than relying solely on financial engineering. They aim to build enduring partnerships with management teams, fostering relationships built on experience, trust, and integrity.Established in 2013, Venetian Associates was founded by managing partners who bring extensive backgrounds in various critical business areas, including operations, manufacturing, retail, distribution, finance, and mergers and acquisitions. The team boasts over a century of combined experience, which they leverage to identify and acquire niche companies with significant growth prospects. The firm is particularly interested in transaction types such as acquisitions of family-owned or closely held businesses, ownership transitions, management buyouts, recapitalizations, and corporate divestitures.The firm's investment focus is primarily on the Consumer and Manufacturing sectors. They seek companies with highly motivated management teams, a leading market position or a strong niche presence, and clear opportunities for both organic growth and add-on acquisitions. While specific portfolio companies are not publicly detailed, their strategy indicates a hands-on approach to developing businesses within their target industries.The leadership team at Venetian Associates includes Ray Dallavecchia III, a Managing Partner and Founder, who is responsible for identifying and acquiring companies, directing strategic initiatives, and sourcing investment opportunities. Other key members include a Partner and Chief Financial Officer, a Director of Business Intelligence & Analytics, and a Senior Associate. The team's collective expertise, particularly in consumer products and manufacturing, stems from significant prior roles, including leadership positions at companies like POOF®-Slinky®, Inc.