• We are invested operating partners. We deliver capital and expertise to transform your business to be more successful and more profitable.

We invest in and transform traditional privately-held businesses that are stuck in some way (people, processes, product). We maximize your business’ returns and potential.

 

The Team

We are Invested Operating Partners who have the depth and breadth of knowledge and experience to transform your business.

Tim Caldwell

Executive

Avi E. Ram

International Entrepreneur

Brennan Sweeney

Business Optimizer

Craig Sumerel

M&A Strategist

George Parker

Growth Funding Sherpa

Some of Our Clients

Modster

Client

StickOut

Client

Metabolic Research Center

Client

Latest News

"X" Space Launch Open House

The X Space at Xavier University launched yesterday and was celebrated with an open house event.  A large number of […]

Read More ›

John Mullins, London Business School - Better Business Models: The Five Elements

Would highly recommend his book: “The New Business Road Test”  

Read More ›

How to Pick an Advisor

How do I pick the right advisors for my business?   A fair and common question that is asked by […]

Read More ›