Investors in Montana

Showing 1-50 out of 266 matches

Next Frontier Capital

Next Frontier Capital is a private equity firm based in Bozeman, Montana, established in 2015. The firm focuses on early-stage investments in various sectors, including biotechnology, clean technology, healthcare, and technology. Through its venture capital funds, such as Next Frontier Venture Fund II and Fund III, the firm primarily targets companies in the Mountain region of the United States. Next Frontier Capital partners with mission-driven entrepreneurs to build innovative technology companies, with a particular emphasis on sectors like artificial intelligence, machine learning, mobile applications, and software-as-a-service.
Made 15 investments in Montana

Health Care Service Corporation

Health Care Service Corporation (HCSC), founded in 1936, is the largest non-investor-owned health insurer in the United States, operating Blue Cross and Blue Shield plans in Illinois, Montana, New Mexico, Oklahoma, and Texas. Serving nearly 14.7 million members, HCSC employs around 23,000 individuals across more than 60 local offices. The company provides a range of health insurance products, including group life, disability, and dental solutions, through its affiliates and subsidiaries. HCSC has a history of being a pioneer in health coverage, offering early access to treatments such as transplants and cancer therapies. It is recognized for promoting value-based care models that enhance collaboration among stakeholders to improve patient experiences. Committed to community well-being, HCSC engages in charitable activities, volunteerism, and partnerships to support the communities where its members and employees live and work.

SpringTime Ventures

Seed stage fund focused on technology investments in the Rockies.
Made 1 investments in Montana

Service Provider Capital

Service Provider Capital is a venture capital firm founded in 2014 and based in Golden, Colorado. The firm specializes in co-investing in Series A deals, primarily alongside institutional venture funds. It focuses on seed-stage companies across various sectors, including artificial intelligence, machine learning, blockchain, cannabis, cybersecurity, e-commerce, education technology, fintech, hardware, information technology, robotics, and healthcare. Additionally, Service Provider Capital manages funds that target specific regional markets, such as the Midwest, emphasizing investments in software and healthcare technology systems. The firm typically seeks minority stakes and engages in syndicated investments to support the growth of innovative startups.
Made 3 investments in Montana

Alliance of Angels

Alliance of Angels is a Seattle-based angel investment group established in 1997, recognized as the largest and most active in the Pacific Northwest. The organization focuses on early-stage investments in sectors such as life sciences, consumer goods, and technology. Each year, Alliance of Angels invests over $10 million into more than 20 companies, contributing to a cumulative investment of over $100 million in over 200 companies since its inception. The group has celebrated more than 40 successful exits, resulting in returns exceeding a billion dollars. Its network comprises over 140 active angel investors and is supported by a $6.6 million seed fund, enhancing its capacity to foster and support emerging businesses.
Made 2 investments in Montana

Stockman Bank

Stockman Bank operates as a comprehensive financial center, offering a range of banking services including personal, business, agricultural, and real estate banking throughout Montana. In addition to traditional banking services, Stockman Bank also encompasses Stockman Wealth Management, which specializes in investment management and financial planning for a diverse clientele. This includes individuals, high net worth individuals, corporations, and various organizations such as pension funds and charitable entities. Founded in 2002 and headquartered in Billings, Montana, with additional offices in Helena and Missoula, Stockman Bank is dedicated to providing tailored financial solutions to meet the needs of its customers across the state.

Sorenson Capital

Sorenson Capital is a Utah-based investment firm founded in 2003, specializing in growth-focused investments in the United States. With over $1 billion in capital under management, the firm engages in venture capital, growth equity, and small- to middle-market buyout investments. Sorenson Capital aims to support companies at various stages of development, providing financial resources and strategic guidance to help them scale. Additionally, the firm operates Sorenson Ventures, established in 2017, which concentrates on early-stage investments in the software and security sectors. This division is staffed by experienced entrepreneurs and industry veterans, typically investing up to $15 million throughout the lifecycle of its investments. The initial funding for Sorenson Capital's first fund was provided by the James LeVoy Sorenson family.
Made 1 investments in Montana

Marwit

Marwit is a California-based private investment firm founded in 1962, specializing in the lower middle market. The firm collaborates with management teams to develop industry-leading companies, primarily focusing on mid-market businesses with EBITDA ranging from $4 million to $20 million. Since 1994, Marwit has completed over 50 buyouts, recapitalizations, and growth equity investments. The firm currently manages $200 million in equity capital for its limited partners and is actively investing from its second institutional fund. Marwit owns 11 businesses that collectively generate approximately $600 million in revenue and employ around 2,000 people across 17 states and three countries. As one of the oldest private equity firms in the Western United States, Marwit is recognized for its extensive experience and commitment to building successful companies.

Consolidated Investment Group

Consolidated Investment Group is a privately-held investment company focused on capital markets, commercial real estate, and more.

Rand Capital

Rand Capital Corporation is a business development company based in Buffalo, New York, that specializes in private equity investments. The firm focuses on providing equity and debt financing to lower middle market and small to medium-sized privately held companies, particularly those engaged in innovative products, technologies, or services. It primarily invests in sectors such as healthcare, consumer products, manufacturing, software, and professional services. Rand Capital targets companies with annual revenues up to $10 million and EBITDA up to $5 million, typically investing between $0.5 million and $1.5 million, with total investment rounds ranging from $1 million to $5 million. The firm seeks to be a lead investor and prefers to take minority stakes while aiming for a board seat in its portfolio companies. Rand Capital generally holds its investments for five to seven years and emphasizes opportunities in the Western and Upstate New York region, as well as areas within a three to five-hour drive from Buffalo, including parts of Canada. Established in 1969, Rand Capital combines venture capital with management expertise to foster business growth.

Krystal Financial Corp.

Krystal Financial Corp. is a private equity firm specializing in equity investments and equity-like structures. Within equity-like structures it specializes in subordinate debt with significant warrants and/or a large co-investment, convertible debt, and convertible preferred shares. The firm does not invest in direct real estate and direct resource extraction businesses with the exception of real estate and resource extraction services businesses. The firm typically invests in all sectors. The firm primarily invests in the Pacific Northwest focusing on Vancouver (Lower Mainland) and the rest of British Columbia, Western Canada, and the North-Western United States. The firm seeks to invest between $2 million and $10 million in established businesses with EBITDA greater than $1 million. It seeks to make both majority investments with majority representation on the board and significant minority investments which is generally 20% or greater. Krystal Financial Corp. was founded in 2004 and is based in Vancouver, Canada.

Black Oak Capital

Provides flexible financing solutions to lower middle market companies in the form of both debt and equity investments.

True West Capital Partner

True West Capital Partners Fund I is a mezzanine fund managed by True West Capital Partners. The fund is located in Los Angeles, California and invests in North America. The fund targets investments in the business commercial service, industrial and manufacturing sectors.

Akers Capital

Akers Capital, LLC is a venture capital firm based in Fair Oaks, California, specializing in investments in emerging technology companies. Founded in 1998, the firm primarily focuses on sectors such as networking and Internet infrastructure, computer software, and Internet-based services. Akers Capital targets investments in private companies located in the Northwestern United States and California, specifically those with enterprise values ranging from $20 million to $45 million and EBITDA between $3 million and $5 million. The firm manages the Pac West Technology Fund I, LP, which aims for maximum capital appreciation through actively managed investments. Akers Capital conducts thorough due diligence on potential investment candidates and provides ongoing support to its portfolio companies, leveraging its network and expertise to reduce business risks and enhance growth opportunities.

Roser Ventures

Roser Ventures is a venture capital firm based in Boulder, Colorado, managing the Roser Partnership III fund. This early-stage fund focuses on investing in the United States, specifically targeting sectors such as software, business products, services, information technology, and technology, media, and telecommunications. Through its investments, Roser Ventures aims to support innovative companies and foster growth within these industries.

Westward Partners

Westward Partners, LLC is a private equity firm based in Seattle, Washington, that specializes in buyouts and middle market investments. Founded in 2010, the firm primarily targets privately held companies in sectors such as aggregates, business services, consumer products, energy services, forest products, manufacturing, packaging, and transportation and logistics. Additionally, Westward Partners invests in oil services businesses involved in the construction, supply, and maintenance of energy infrastructure projects in the Alberta region. The firm's investment strategy is concentrated in Western North America, particularly in states like Washington, Oregon, Idaho, Montana, California, Nevada, Arizona, Colorado, and Alaska, as well as in British Columbia and Alberta. Westward Partners typically seeks companies with revenues ranging from $10 million to $75 million and EBITDA between $3 million and $10 million, aiming to generate attractive long-term returns through alternative asset investments.

Laird Norton Company

Their investment approach is adapted to keep pace with a dynamic marketplace.

Chartwell Investments

Chartwell Investments Inc. is a private equity firm established in 1992 and headquartered in New York, specializing in investments in medium-sized and niche lower middle market companies. The firm primarily targets acquisition of control positions, buyouts, recapitalizations, growth equity investments, operational turnarounds, restructurings, and industry consolidations, while typically avoiding venture capital and high technology sectors. Chartwell has a diverse industry focus, with particular interest in branded consumer products, light industrials, healthcare services, energy equipment, and infrastructure-related products. The firm generally invests between $25 million and $200 million in companies with EBITDA ranging from $5 million to $25 million and sales between $50 million and $500 million. Chartwell prefers negotiated transactions and has no fixed exit timeline, allowing for a long-term investment strategy. The firm is keen on collaborating with family and entrepreneurially-owned businesses, as well as select corporate divestitures, while considering international investments that involve U.S. partnerships.

Da Davidson

Davidson Investment Advisors, Inc. is a privately owned investment management firm based in Great Falls, Montana, with additional offices in Seattle and San Francisco. The firm primarily serves individuals, high net worth clients, investment companies, pension plans, corporations, employee benefit plans, foundations, trusts, pooled investment vehicles, and charitable organizations. It manages customized equity, fixed income, and balanced portfolios, as well as mutual funds. The firm invests in the U.S. public equity and fixed income markets, focusing on government agency bonds, investment-grade corporate bonds, and treasury securities. It employs a bottom-up approach to stock selection, utilizing both fundamental and quantitative analysis, and combines in-house and external research to inform its investment decisions. D.A. Davidson & Co., a subsidiary of Davidson Companies, offers a range of financial services including corporate finance, security trading, public financing, and retirement planning, while also providing investment banking services such as mergers and acquisitions and strategic advisory. Established in 1935, D.A. Davidson operates across multiple states, reinforcing its commitment to delivering comprehensive financial solutions.

Copeley Capital

Copeley Capital Management is a private equity firm based in Charlotte, North Carolina, established in 2003. The firm specializes in growth capital, acquisitions, turnarounds, industry consolidations, recapitalizations, and corporate divestitures, primarily targeting mature, later-stage, and middle-market companies. Copeley Capital focuses on investing in small businesses across various sectors, including specialty manufacturing, healthcare, industrial manufacturing, waste and recycling, and consumer products and services. It typically seeks to invest in companies located east of the Rockies, particularly in the Southeast, Great Lakes, Midatlantic, Midwest, Mountain, Northeast, and Southwest regions of the United States. The firm targets companies with EBITDA between $1.5 million and $10 million and enterprise values ranging from $5 million to $50 million. Copeley Capital aims for change of control and majority equity investments, usually maintaining its investments for four to eight years before exiting through sales to strategic buyers or other financial groups.

Shasta Ventures

Shasta Ventures, founded in 2004 and headquartered in Menlo Park, California, is a private equity firm that specializes in early-stage investments, primarily focusing on seed to series B-stage software companies in the United States. Over the past 15 years, the firm has supported more than 30 startups in achieving significant milestones, including going public or being acquired, by providing essential capital and expertise. In addition to its general investment activities, Shasta Ventures manages the Shasta Camera Fund, which focuses on pre-seed and seed investments in innovative technologies such as Augmented Reality, Virtual Reality, and camera-first Computer Vision applications. This dedicated fund aims to support visionaries by investing up to $0.1 million per entrepreneur, with plans for 20 to 30 investments in groundbreaking ideas.

Next Point Capital

Next Point Capital Corporation is a private equity firm based in Henderson, Nevada, established in 2010. The firm specializes in investments in the lower middle market, focusing on leveraged buyouts, equity, and turnaround opportunities. It targets small and medium-sized businesses, particularly in sectors such as food service, aerospace, industrial parts distribution, art publishing, and brand management. Next Point Capital typically invests between $1 million and $5 million in companies located in the Western United States, with a preference for those generating over $10 million in revenue and having an enterprise value ranging from $5 million to $15 million. The firm employs a strategy of taking control ownership in its portfolio companies, offering long-term, patient capital to support working capital needs, acquisitions, and recapitalizations. In its debt investments, Next Point Capital focuses on senior, subordinated, and uni-tranche loans, while its equity investments encompass change-in-control transactions, restructurings, and distressed sales.

Arable Capital

Arable Capital Partners, LLC is a private equity firm established in 2016, with headquarters in Bellevue, Washington, and an additional office in Bakersfield, California. The firm specializes in management-led buyouts within the food and agriculture sectors, focusing on areas such as logistics, storage, and agricultural inputs. Arable Capital primarily invests in companies based in the Western United States and prefers longer hold periods, typically 15 years or more, for both majority and minority investments. The firm emphasizes a local and entrepreneurial approach to agriculture investing, leveraging an experienced team with access to capital for substantial transactions.

Unique Partners

Unique Investment Corporation is a financial firm based in Huntington Beach, California, founded in 1993. The firm specializes in private equity and focuses on investing in small and middle-market companies located in the western United States. In addition to its private equity activities, Unique Investment also offers consulting and financial planning services, as well as opportunities in real estate investments.

Reference Capital

Reference Capital Management, LLC is a venture capital firm based in Portland, Oregon, established in 2006. It specializes in incubation, seed, start-up, and early-stage investments, primarily targeting companies located in the Northwest and West Coast regions of the United States and Canada. The firm focuses on sectors where the Northwest has competitive advantages, particularly emphasizing environmental stewardship and innovative technologies. As the General Partner for the Sustainability Investment Funds, Reference Capital seeks to invest in companies that effectively utilize their resources, including materials, employees, and community assets, to achieve sustainable growth. The firm aims to capitalize on these strategies to generate exceptional returns in both national and international markets.

DVSM, LLC

DVSM, LLC is an Oregon-based investment firm founded in 1991 that specializes in managing equity capital for lower mid-market companies across the Western United States. With a focus on collaboration, DVSM aims to work closely with the management of the companies it invests in, leveraging its expertise and resources to support their growth and development. The firm currently manages funds with over $925 million in equity capital, positioning itself as a significant player in the investment landscape.

Fontis

Fontis is an investment management firm established in 2005 that focuses on late venture and buyout investments primarily in North America. The firm targets early-stage and mid-market companies within the consumer goods and media sectors, particularly those serving the Hispanic, Latino, and Asian markets in the Western United States. Fontis invests between $5 million and $15 million per transaction in companies generating revenues of $10 million to $70 million. The firm has a diverse investment approach that includes sectors such as ethnic media, financial services, and food-related businesses, with an emphasis on Spanish-language media and consumer credit companies. While it aims to support minority-market enterprises, the companies it invests in do not necessarily have to be minority-owned.

Tregaron Capital

Tregaron Capital is a private equity firm based in Palo Alto, California, focused on mezzanine debt and equity investments in small to mid-sized companies primarily located in the western United States. Established in 2001, the firm targets companies with enterprise values ranging from $6 million to $30 million and revenue levels between $4 million and $100 million, specifically seeking businesses with EBITDA between $1 million and $5 million. Tregaron Capital invests in various sectors, including business services, information technology, healthcare, franchising, and light manufacturing. The firm provides capital for acquisition financing, growth initiatives, leveraged recapitalizations, and management buy-outs, often taking a leading role as an outside equity investor and aiming for a majority stake in its portfolio companies. Tregaron typically invests between $1 million and $15 million, utilizing personal capital, balance sheet resources, and family office funds to support its investment strategy.

RLG Capital

RLG Capital invests in private companies to the point of control and helps further their capital.

AllegisCyber

AllegisCyber is a private investment firm based in San Francisco that focuses on the technology sector in the United States. Originally part of AVI Capital, AllegisCyber became independent in 1995. The firm manages the AllegisCyber Growth Fund, located in Palo Alto, which specifically targets investments in the cybersecurity sector, aiming to support growth and expansion within this crucial industry.

Gorge Holdings

Founded in 2008, Gorge Holdings is a private equity firm based in Portland, Oregon. The firm seeks to invest in lower middle-market companies. The firm prefers to invest in the light manufacturing and distribution industries.

Gardner Standard

Gardner Standard is a private investment firm that focuses on investing in small middle-market companies.

Curious Capital

Curious Capital is a venture capital firm specializing in pre-seed, startups, and seed stage investments. The firm considers investments in technology. The firm typically invests in Seattle and the greater Pacific Northwest. Curious Capital is based in Seattle, Washington.

Brightpath Capital Partners

Brightpath Capital Partners, LP is an investment firm based in Oakland, California, that specializes in supporting talented management teams and high-growth businesses primarily in the San Francisco Bay Area and the broader Western United States. The firm focuses on making investments in companies that operate within socially and environmentally responsible sectors, including business services, education, clean technology, healthy food, and wellness. Brightpath typically invests between $1 million and $5 million in late-stage venture and growth-stage firms that demonstrate a minimum revenue of $5 million. The firm aims to create jobs, generate economic wealth, and promote sustainable practices within the communities it serves, emphasizing a commitment to both economic and social value. Established in 2010, Brightpath continues to focus on businesses that align with its mission of fostering positive environmental and social impact.

MedVenture Associates

MedVenture Associates is a California-based private equity firm, established in 1986, that focuses on early-stage investments in healthcare and medical technologies across North America. The firm, formerly located in Lincoln, specialized in identifying and funding innovative companies within the medical device, medical information technology, pharmaceutical, and biotechnology sectors. Throughout its operation, MedVenture Associates managed multiple venture capital funds aimed at supporting companies engaged in healthcare devices, life sciences, and related manufacturing. Although it has closed all its funds as of December 31, 2017, the firm played a significant role in fostering advancements in medical practice by investing in entrepreneurs and technologies poised to transform the healthcare landscape.

Appian Ventures

Appian Ventures Inc. is a venture capital firm based in Littleton, Colorado, that focuses on investing in early to late-stage technology and software companies. The firm specializes in real-time enterprise applications and virtual enterprise management software, targeting sectors such as knowledge management, eCommerce, business process optimization, and supply chain management. Additionally, it invests in areas related to application management and network management. Appian Ventures typically invests between $500,000 and $5 million, with initial investments generally ranging from $1 million to $2 million. The firm primarily focuses on companies located in the Western United States, aiming to enhance business performance through the strategic use of network connectivity.

Vista Ventures

Vista Ventures, established in 2000 and based in Boulder, Colorado, is an early-stage venture capital firm that focuses on investing in companies within the software, digital media, and network sectors. Known for often leading investment rounds, Vista Ventures typically collaborates with other firms to form strong syndicates, aiming to leverage a diverse array of resources and contacts for the benefit of their portfolio companies. The firm generally takes a board seat with its investments, fostering strong working relationships with management teams. In addition to financial support, Vista Ventures offers valuable coaching on various operational aspects, including team building, strategy, and sales and marketing, to help its portfolio companies succeed.

Stanton Road Capital

Stanton Road Capital is a Los Angeles-based investment management firm focused on select commercial real estate and private equity strategies. SRC is an entrepreneurial investor that brings a disciplined, institutional approach to underwriting, structuring, and managing its investments. They focus on underserved segments of the middle-market and aim to create lasting value for their private and institutional capital partners.

TriWest Capital Partners

TriWest Capital Partners is a private equity firm based in Calgary, Canada, specializing in equity investments primarily in the mid-market sector. Founded in 1998, the firm focuses on management buyouts, growth capital, succession planning, corporate divestitures, and special situation transactions, primarily within the industrial, manufacturing, and services sectors. TriWest seeks to invest in established businesses, particularly those with annual revenues between $10 million and $200 million and EBITDA ranging from $10 million to $100 million, although it is open to opportunities outside this range. The firm typically aims for a majority stake in its investments, which generally span a four- to seven-year timeframe. TriWest Capital Partners has raised over $775 million in committed capital and emphasizes adding value through the operational and transactional expertise of its managing directors.

Socius Capital

Socius Capital, LLC is a private equity firm specializing in investments in partnership disputes, generational transitions, growth through acquisitions, recapitalizations, and management led buyout. The firm seeks to provide mezzanine financing. It primarily invests debt and equity in middle market companies. The firm does not invest in startups, turnarounds, real estate, construction, restaurants or traditional retail. It makes investments in manufacturing, distribution, value added distribution, business services, industrial services especially repair and maintenance, healthcare services, and service sectors. The firm typically targets companies based throughout the Western and Southern United States. It primarily invests in companies with capital requirement between $3 million and $15 million. The firm seeks to invest in companies with a minimum EBITDA of $1.5 million. It prefers to be a majority and minority shareholder. The firm may acquire equity directly from departing shareholders or employ a leveraged recapitalization. It seeks to acquire a board seat and holds its investments for a period between four and six years. The firm generally, exists through an outright sale or by the company or partner shareholders repurchasing the equity position. Socius Capital, LLC was founded in 2005 and is based in Tampa, Florida with additional offices in Sun valley, Idaho; San Francisco, California; and Denver, Colorado.

vSpring Capital

vSpring Capital, a private equity and venture capital firm founded in 2000 and based in Salt Lake City, Utah, specialized in seed, startup, and early-stage investments, as well as selective later-stage investments. The firm focused primarily on information technology and life sciences sectors, particularly in the Intermountain West region of the United States, with an emphasis on areas such as enterprise software, networking, communications, security software, drug discovery, and medical devices. vSpring Capital aimed to invest between $250,000 and $5 million, often taking on the role of lead investor and securing a board seat in portfolio companies. The firm was known for its labor-intensive, service-oriented approach, providing operational assistance to enhance value, facilitate introductions to key partners, and aid in executive recruitment. In 2012, vSpring Capital was acquired by Signal Peak Ventures, after which both firms operated under the Signal Peak Ventures name.

Second Avenue Partners

Second Avenue Partners provide management, strategy and capital for early stage companies. The following companies are in their portfolio... -Rubicon Interactive -Sports Technologies Inc. -Ice Energy -Newsvine -Azaleos -You Software -Revenue Science -Insitu Group -Bocada -HouseValues.com -WaveMarket -Terabeam -Essention

Grosvenor Capital Management Customized Fund Investment Group

Grosvenor Capital Management Customized Fund Investment Group is an investment firm specializing in direct and fund of fund investments. It seeks to invest in primary fund investments, secondary fund investments, and co-investments across the private equity, infrastructure, and real estate sub-asset classes. For direct investments, it prefers to invest in seed/start-up, early venture, mid venture, late venture, middle market, growth capital, recapitalization, mature, and PIPES transactions. For fund of funds investments, the firm seeks to invest in venture capital and private equity funds including buyout, mezzanine, real estate, secondary and distressed debt funds. The firm’s areas of focus include buyouts, venture capital, growth equity, regionally-focused investments, small and emerging managers, emerging domestic managers, and co-investments. The firm invests in energy, materials, environmental and facilities services, commercial security and safety services, security and alarm systems, residential security and personal safety services, media, consumer staples, biotechnology, life sciences tools and services, computer components, semiconductors, telecommunication services, waste water treatment, water purification, alternative energy resources, and electric power by solar energy sectors. It invests in United Arab Emirates, Europe, Michigan, Idaho, Montana, Oregon, and Washington. The firm makes equity investment between $2 million and $15 million in companies with minimum sales value of $20 million and Enterprise value of upto $200 million. It focuses on creation of private equity investment programs for clients which includes institutional investors, high-net-worth individuals, families, financial institutions, and advisors across the United States. The firm was formerly known as Credit Suisse Customized Fund Investment Group. Grosvenor Capital Management Customized Fund Investment Group was founded in 1999 and is based in Chicago, Illinois with additional offices in the Birmingham, Michigan; London, United Kingdom; Hong Kong, Hong Kong; and Singapore, Singapore. As of January 2, 2014, Grosvenor Capital Management Customized Fund Investment Group operates as a subsidiary of Grosvenor Capital Management L.P.

Novus Ventures

Novus Ventures is a California-based private equity firm established in 1994 that specializes in early-stage investments in technology companies. The firm aims to support the growth and financial success of its portfolio by participating as both an investor and a strategic partner. By focusing on information technology, Novus Ventures seeks to build and enhance technology-based businesses, positioning them effectively for success in the digital economy.

Palisades Growth

Palisades Growth Capital is a private equity firm based in Los Angeles, California, founded in 2001. The firm specializes in investing in early-stage technology companies, primarily focusing on sectors such as business-to-business software, education technology, digital health, property technology, e-commerce, advertising technology, supply chain, sales technology, human capital management, security, and other technology-related fields. Palisades aims to partner with exceptional entrepreneurs and leverage its industry knowledge, financial expertise, and connections to support the growth of its portfolio companies, particularly in Southern California. As a Registered Investment Adviser, Palisades Growth Capital is committed to navigating the complexities of the investment landscape while fostering innovation and development in the technology sector.

SouthPac Partners

SouthPac Partners Inc. is a private equity firm based in Vancouver, Canada, specializing in management buyouts, growth capital, and turnaround investments. The firm targets companies primarily in the information technology, real estate, financial services, consumer, and services sectors, with a focus on opportunities in British Columbia, Western Canada, and the Northwestern United States. SouthPac Partners typically invests between $10 million and $50 million per transaction, seeking companies that generate annual revenues of at least $20 million and have a minimum EBITDA of $3 million. The firm generally prefers to acquire a majority stake in its investments. Founded in 2017, SouthPac Partners is committed to supporting the growth and development of private operating businesses and real estate assets.

Cowles Company

Cowles Company is a fourth generation family-owned enterprise that operates a portfolio of legacy companies and seeks to invest in high potential growth businesses for the long-term benefit of shareholders, customers, employees and the communities in which it operates.

RAIN Source Capital

RAIN Source Capital works with interested angel investors to establish a RAIN fund in their area. RAIN Source provides each RAIN fund with legal templates, investment tools, management expertise, and financing experience. RAIN fund members are accredited angel investors, typically defined as individuals with annual income exceeding $200,000 and/or having a net worth of more than $1 million.

RenewableTech Ventures

RenewableTech Ventures is an early and growth stage venture fund investing in renewable energy, clean technology, energy conservation, green materials and other technologies. RenewableTech Ventures has established an international network of leading industry contacts, technology leaders and co-investors to help companies succeed. With over 40 years of combined experience in clean tech, venture capital, operations and entrepreneurship the team at RenewableTech Ventures is the leading clean tech venture investor in the Rocky Mountain region of Canada and the United States. Specialties Renewable Energy, Clean Technology, Venture Capital Investing, Energy Conservation, Green Materials

Pivotal Investments

Pivotal Investments is a private equity firm based in Portland, Oregon, established in 2012. It focuses on early-stage investments in consumer-facing healthcare and technology companies across the United States and Canada. Additionally, Pivotal Investments emphasizes the sustainable economy, seeking opportunities in sectors such as clean energy, safe water, clean air, green materials, and sustainable agriculture. By adopting a disciplined investment approach, the firm aims to recognize and cultivate exceptional value both in the present and for the future.