January 14th, 2021
Clearwell Group Announces Promotion
Clearwell Group, a family office investment advisory firm, is pleased to announce the promotion of Tyler Franz to Vice President.
Partner, Ryan Cortner, commented, “I am pleased to announce the promotion of my colleague to Vice President. Tyler is a high-capacity contributor to our direct investment team. His integrity, maturity, and hard work support our efforts to build a family of businesses continuing the legacies started by great family entrepreneurs.”
Tyler Franz joined Clearwell Group in August 2017 and previously served as Senior Associate. Mr. Franz is responsible for sourcing and analysis of investment opportunities, managing prospects through closing, and monitoring portfolio companies. His expanded role will include leading and executing investments for Clearwell Group. Prior to joining Clearwell Group, Mr. Franz worked with Ballast Point Ventures as a Senior Associate, where he was responsible for sourcing and analysis of growth equity investment opportunities, conducting due diligence on investments under consideration, and supporting existing portfolio companies in the healthcare, software, and financial technologies industries. Tyler began his career in investment banking at Raymond James in the Transportation & Infrastructure Group.
ABOUT CLEARWELL GROUP
Clearwell Group is a family office based in Tampa, Florida. The goal of Clearwell Group’s direct investment effort is to build a family of businesses continuing the legacies started by great family entrepreneurs. Our principals have over 40 years of investment experience covering hundreds of individual investments in dozens of industries. We welcome family businesses into our family and are committed to building lasting, well-capitalized, meaningful businesses, and brands.
CLEARWELL GROUP’S DIRECT INVESTMENT CRITERIA
We are a family office based in Tampa, FL. The goal of our direct investment effort is to build a family of businesses continuing the legacies started by great family entrepreneurs.
Clearwell Group makes control and meaningful minority investments in companies located in the southeastern United States with a focus on the state of Florida.
FINANCIAL CRITERIA FOR OUR INVESTMENTS IS AS FOLLOWS:
- Buyouts: $1M+ EBITDA
- Growth Capital: $1M+ Revenue
- Real Estate: Tax-Efficient Development
Industries of particular interest include manufacturing, business services, healthcare, software, and financial services. We work with exceptional, entrepreneurial-minded management teams with a vision for growth. We welcome family businesses into our family and are committed to building lasting, well-capitalized, meaningful businesses, and brands.