Private Equity

A Family of Businesses

Our Goal

Build a family of businesses, continuing the legacies started by great family entrepreneurs through our direct investment efforts.

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.

When you’ve poured heart and soul into both your business and your people, the thought of selling it, or even a portion can bring great anxiety. Partnering with Clearwell has not only quelled that anxiety, but it has brought the peace and confidence that it takes to fuel the growth we are experiencing. Every meeting ends with the same question from Clearwell, ‘How can we serve you better?’ That approach is fresh, exciting and motivating. We couldn’t be happier!

 John Faulkner, Steadfast Alliance

The word ‘partner’ is significant. We are excited to partner with Clearwell Group, who shares in our vision, culture, and stewardship for our clients and teammates. Who we are is as important as what we do, and this partnership helps reinforce our values.

JJ Mandato, Valor Environmental

Clearwell Group is unlike any private equity firm I’ve worked with, they’re responsive, genuinely supportive, and bring an incredible network of resources to the table. They operate more like true partners than investors, always showing up with both insight and action when it matters most.

Michaela Crook, Iron Container

Clearwell has an impressive resume but what’s more impressive is their character, commitment to success and dedication to giving back-locally and globally. While they give you the freedom to run your business, they are always there for support with their steady leadership and guidance.

Casey Weldon, Advanced Drying Systems

As our first institutional investor, Clearwell Group proved to be an ideal partner. Over their four-year backing of Encoda, our company grew three-fold. We met monthly to discuss strategies to scale our business, and they were consistently available when needed. Clearwell Group gave us the autonomy to run operations while remaining supportive and engaged, and we credit their partnership as a key factor in our success.

Michael Kallish, Encoda

How we Build a Family of Businesses

Clearwell Group makes control equity investments in companies located in the southeastern United States with a focus on the state of Florida. We invest with the belief that businesses should generate positive investment return in addition to positive significance. We support high-integrity entrepreneurs with a collaborative approach to creating value that leverages experience and network. This aligns our interests with management to achieve the best possible outcome with the right amount of capital over the right period of time.

Unlike the traditional fund structure, we bring patient capital to bear without artificial time constraints. We are committed to building lasting and well-capitalized businesses. Industries of particular interest include manufacturing, business services, environmental services, healthcare, software, and financial services.

Through our investments, we have the privilege of supporting nearly 1,000 jobs across several companies throughout the southeast United States.

Investment Criteria

Southeastern
headquartered companies

$2+ million EBITDA

Control equity investments

Our Approach

Work with high-integrity
entrepreneurs

Bring patient capital
to bear

No artificial time
constraints

Collaborative approach
with management

Leverage the experience
and network of all partners

Provide the right amount
of capital over the right
period of time

Portfolio

Clear Companies

Industry

Infrastructure Services

Status

Active

Steadfast Alliance

Industry

Commercial Landscape Maintenance

Status

Active

National Boiler Service

Industry

Industrial Services

Status

Active

Iron Container

Industry

Manufacturing

Status

Active

Gaskins LeCraw

Industry

Engineering and Surveying

Status

Exited September 2025

Advanced Drying Systems

Industry

Remediation

Status

Exited April 2025

Valor Environmental

Industry

Environmental Services

Status

Exited June 2024

Compass

Industry

Healthcare

Status

Exited May 2022

Encoda

Industry

Tech-Enabled Services

Status

Exited November 2021

Real Estate

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

Tell us about your business. We’d love to learn more.