Investment Portfolio

A traditional search fund led by a Harvard Business School graduate, focused on acquiring and operating a single exceptional business.

A management services organization (MSO) building a network of boutique law firms. Catalex provides operational support and strategic resources, enabling talented lawyers to focus on delivering superior client service.

Leading e-commerce consolidator.

Permanent capital vehicle for buy and build platforms backed by the founders from ZBS Partners.

A traditional search fund led by a Wharton JD / MBA graduate, focused on acquiring and operating a single exceptional business.

A traditional search fund led by a US Navy Nuclear Submarine Officer & Scuba Diver and Wharton MBA graduate, focused on acquiring and operating a single exceptional business.

A traditional search fund led by a Wharton MBA graduate, focused on acquiring and operating a single exceptional business.

Rent to Retirement provides turnkey rental properties across U.S. markets, offering investors a fully managed path to building passive income. The company handles sourcing, renovation, leasing, and property management, enabling simple and consistent long-term real-estate ownership.

Morrow Hill is a national tenant-representation firm focused on real estate for franchise systems. The company manages site selection, lease negotiation, and multi-market expansion for franchise brands and their operators, providing a single-point-of-contact model that streamlines growth across the U.S.