Investment Portfolio

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.

NetLaw is a digital estate-planning platform built for financial advisors, their clients, and attorneys. It delivers attorney-led wills, trusts, and succession-planning services via a secure, scalable technology solution—making legacy planning efficient, transparent and advisor-inclusive.

A regional waste management and hauling services business serving residential, commercial, and construction markets. The company specializes in roll-off dumpster rentals, bulk waste removal, and material transportation across the Tri-State area, with a focus on reliable service and operational efficiency.

A permanent home for energy/utility services companies. Baseload partners with founder-owned, profitable businesses and supports long-term growth without the pressure of a short-term exit, operating with a decentralized model where existing leadership stays in charge.

A search platform focused on acquiring founder-owned businesses in commercial and industrial services. Led by Mike Speaker, who previously acquired and served as Co-CEO of Revive Med Spa through a prior search fund, SixFive is pursuing recurring-revenue businesses with opportunities for operational improvement and add-on growth.

A national accounting platform focused on serving SMB clients through local, relationship-driven partner firms. Led by Matt Walters, who previously helped build a top-100 accounting firm through 33 acquisitions in 18 months, Haro Ross is pursuing a disciplined roll-up strategy in tax, accounting, and advisory services.