Private Equity Firms in Palm Beach

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.

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.

Energy Impact Partners (EIP) is a global investment firm dedicated to accelerating the transition to a sustainable energy future. The firm strategically invests in innovative companies across the energy, mobility, smart infrastructure, and climate technology sectors. EIP's unique model fosters collaboration between brilliant entrepreneurs and some of the world's most influential corporate partners, including leading utilities and industrial companies, to drive innovation and scale solutions globally.Founded in 2015 by Hans Kobler, EIP was established with the premise of advancing climate innovation through a collaborative approach. Kobler, a veteran in energy and climate technology investing, brought together a team with deep expertise in venture capital, growth equity, and operational roles. The firm's founding vision was to bridge the gap between emerging technologies and established energy players, creating a powerful ecosystem for decarbonization.EIP's diverse portfolio showcases its commitment to a cleaner energy landscape, featuring companies like Form Energy, which is pioneering battery technology to reshape the global electric system; Dragos, an industrial cybersecurity firm focused on securing critical infrastructure; and Arcadia, a platform promoting clean, renewable power across the United States. Other notable investments include Urbint, leveraging AI for utility safety and resilience, and Enchanted Rock, providing on-demand electric reliability through microgrids.The firm boasts a comprehensive team of investors, researchers, and operators with decades of experience in the energy and technology sectors. Key leaders include co-founders Lindsay Luger and Joshua Feldman, alongside managing partners like Hans Kobler and Sameer Reddy. This deep bench of expertise allows EIP to provide not only capital but also strategic guidance, market access, and operational support to its portfolio companies, ensuring their success and maximizing their impact on the global energy transition.

Stone Point Capital, founded in 1985 as MMC Capital and based in Greenwich, Connecticut, is a leading private equity firm focused on the financial services sector. The firm manages private equity and credit strategies—including direct lending, opportunistic credit, and liquid credit—investing in companies with strong, recurring cash flows such as insurance, asset management, employee benefits, and lending services. As of 2025, Stone Point oversees approximately US $65 billion in assets across its flagship Trident PE funds and credit platforms. The firm has invested in over 160 companies, making more than 750 total investments and deployments across private and liquid credit exceeding US $6 billion in 2023, and over US $4 billion in 2024. It is known for a disciplined, relationship-driven approach and a proactive “wishlist” sourcing strategy. Stone Point operates from three primary U.S. offices—with over 190 employees—supporting its global investment reach in financial services. Leadership includes Co‑CEOs Charles Davis and James Carey, alongside senior partners overseeing PE, credit, and operations functions.