Selected Investments
A portfolio engineered
for multi-cycle compounding.
12+
Active Positions
$500M+
Deployed Capital
8
Industry Verticals
6
Realized Exits
The Book
Holdings & commitments.
Investment
Sector
Geography
Vintage
Status
Meridian Residential Trust
2,400-unit portfolio across Texas, Florida, and Georgia.
Multifamily Real Estate
Sun Belt, USA
2018
· Hold
Atlas Industrial Partners
Last-mile logistics platform serving top-25 MSAs.
Logistics & Industrial
Midwest, USA
2019
· Hold
Continental Hospitality Group
Twelve independent properties under one operating platform.
Boutique Hospitality
USA & Caribbean
2020
· Hold
Vertex AI Systems
AI infrastructure for regulated financial services.
Enterprise Technology
North America
2022
· Growth
Beacon Specialty Credit
Direct-origination senior debt fund, $180M deployed.
Private Credit
USA
2020
· Active
Harborline Industrial
Founder-succession buyout, doubled EBITDA in 36 months.
Manufacturing
Midwest, USA
2021
· Hold
Northwind Energy Transition
Battery storage and grid services platform.
Energy Infrastructure
Western USA
2023
· Growth
Lumen Healthcare Services
Multi-site outpatient services consolidator.
Healthcare Services
Southeast USA
2023
· Growth
Cresswell Hospitality Capital
Mezzanine debt to independent hospitality operators.
Real Estate Credit
International
2024
· Active
Case Study
Harborline Industrial
Acquired in 2021 from a founder seeking succession. Through targeted capex, operational rigor, and two bolt-on acquisitions, EBITDA doubled within 36 months.
2.1×
EBITDA Growth
36mo
Hold Period
2
Bolt-Ons
HL
Manufacturing · 2021
Detailed portfolio metrics available to qualified investors upon request.