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Acquisition and Investment

Professionalism and Integrity.  Acquisitions Up to $15 Million.

Acquisition: Portfolio
Client 4

Retail Properties

Our primary focus is acquiring retail properties in South Florida, Colorado and the greater Cincinnati region. We prefer grocery-anchored neighborhood centers, retail strip centers and single-tenant triple-net properties in downtown areas. Our secondary focus is to expand our office portfolio with small, well-located office buildings and our residential portfolio with single-family homes or small apartment buildings.

Client 1

Lower Middle Market Companies

We invest in lower middle market companies (those with $5-$50 mil. in annual revenue) that have experienced consistent revenue growth, possess a product or service that unambiguously adds value, and a management team with a proven track record.  We have significant operating experience in the investment advisory, real estate, consumer goods, and legal cannabis industries.

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