Clearwell Group
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Our Investment Criteria & Direct Investment Portfolio

A Family of Businesses.

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 35 years of investment experience covering hundreds of individual investments in dozens of industries. Clearwell Group makes control and meaningful minority investments in companies located in the southeastern United States with a focus on the state of Florida. 

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buyouts

We partner with leaders of established businesses that require capital to support the partial or full sale of their business. Our financial and human capital is deployed to support recapitalizations, management buyouts, and industry consolidations. We are committed to building lasting and well-capitalized businesses.

Growth Capital

We partner with leaders of established businesses requiring capital to accelerate growth through internal investment, acquisition of complementary products or services, or the acquisition of competitors. We will also make select investments to effect business recapitalization resulting in a partial liquidity event.

Real Estate

We invest in commercial, industrial, and multi-family residential properties with a strong preference for opportunities located in the state of Florida. We are not income investors, but rather focus on the total return potential of each property and the opportunity to add value beyond rehabilitation. 

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Financial Criteria:

  • Buyouts: $1+ million EBITDA

  • Growth Capital: $1+ million 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.

Our Approach

 
  • We work with high-integrity entrepreneurs
  • We bring patient capital to bear
  • We do not hold our partners to artificial time constraints
  • We take a collaborative approach with management
  • We leverage the experience and network of all partners
  • Provide the right amount of capital over the right period of time
 

Our Portfolio

Iron Container |  Buyout

 

VESTAGEN | Growth Capital

 

Compass Surgical Partners | Growth Capital

ENCODA | Growth Capital

 

Molecular MD | Growth Capital

 

G.H. Anderson & Co. | REal Estate

Caresync | GRowth & Venture Capital

 

First Aid Shot Therapy | Venture Capital

 

Our next investment...

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