We specialize in helping service-based companies scale and exit

… by bringing our capital, experience, and network as a minority partner.

“Sharran is the the Oracle of Operators”

— Jason Capital —

Sample Track Record and Experience

  • Real Estate Services

    Regional real estate transaction services business with 800+ people

    💰 Sold Business

  • Media Agency

    Full-service media buying agency services for online paid advertising

    💪 Still Growing

  • Life Insurance Agency

    Full-service licensed life insurance planning and policy writing services

    💪 Still Growing

  • Mortgage Services

    Full-service mortgage brokering and banking business services

    💰 Sold Majority Stake

  • CFO Services

    Full-service fractional CFO, accounting and advisory services

    💪 Still Growing

  • Enterprise Marketing

    Enterprise-level marketing products, education, consulting and events

    💪 Still Growing

  • Sales Systems Agency

    Industry-centric lead generation and appointment services

    💪 Still Growing

  • Health & Performance

    Data-driven health optimization and human performance institute

    💪 Sold Minority Stake

  • Influencer Platform

    “Cameo for guests” where podcast and show hosts find influencer guests

    💪 Still Growing

  • Property & Rentals

    Commercial and residential integrated property management services

    💰 Sold Business

  • Multifamily Holdings

    Regional multi-family investing and property management

    💪 Stil Growing

  • Personal Insurance

    Personal lines insurance agency servicing regional markets

    💪 Still Growing

  • High Level Mastermind

    Financial services industry-specific high level mastermind company

    💪 Still Growing

  • Creative Design Agency

    Full-service creative design studio and printing services company

    💰 Sold Majority Stake

  • Virtual Assistants

    Virtual assistant and worldwide staffing and management services

    💪 Still Growing

  • Relocation Concierge

    Nationwide integrated relocation concierge services platform

    💰 Sold Business

  • Legal Services

    Generational full-service, regional law firm and paralegal services

    💪 Still Growing

  • Home Improvement

    National home improvement PropTech and service provider platform

    💰 IPO - Went Public

Our current portfolio of companies do over $220 million in annual revenue

Would you like to partner with us?