We specialize in helping service-based companies scale and exit
… by bringing our capital, experience, and network as a minority partner.
“Sharran is the the Oracle of Operators”
— Jason Capital —
Sample Track Record and Experience
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Real Estate Services
Regional real estate transaction services business with 800+ people
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Media Agency
Full-service media buying agency services for online paid advertising
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Life Insurance Agency
Full-service licensed life insurance planning and policy writing services
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Mortgage Services
Full-service mortgage brokering and banking business services
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CFO Services
Full-service fractional CFO, accounting and advisory services
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Enterprise Marketing
Enterprise-level marketing products, education, consulting and events
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Sales Systems Agency
Industry-centric lead generation and appointment services
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Health & Performance
Data-driven health optimization and human performance institute
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Influencer Platform
“Cameo for guests” where podcast and show hosts find influencer guests
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Property & Rentals
Commercial and residential integrated property management services
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Multifamily Holdings
Regional multi-family investing and property management
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Personal Insurance
Personal lines insurance agency servicing regional markets
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High Level Mastermind
Financial services industry-specific high level mastermind company
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Creative Design Agency
Full-service creative design studio and printing services company
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Virtual Assistants
Virtual assistant and worldwide staffing and management services
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Relocation Concierge
Nationwide integrated relocation concierge services platform
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Legal Services
Generational full-service, regional law firm and paralegal services
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Home Improvement
National home improvement PropTech and service provider platform
Our current portfolio of companies do over $220 million in annual revenue
Would you like to partner with us?