Investors in Puerto Rico

Showing 1-50 out of 324 matches

Advent-Morro Equity Partners

Advent-Morro Equity Partners, established in 1989 and based in San Juan, Puerto Rico, is a private equity firm that focuses on investments across various sectors, including life sciences, healthcare, consumer goods, technology, telecommunications, distribution, education, and hospitality. The firm primarily targets opportunities in the United States and Puerto Rico, aiming to support companies with growth potential in these industries. As a Registered Investment Adviser, Advent-Morro Equity Partners is committed to fostering innovation and development in its portfolio companies while contributing to the overall economic growth of the regions it serves.
Made 3 investments in Puerto Rico

Enhanced Capital

Enhanced Capital Partners, founded in 1999 and headquartered in New York City, is a national investment firm specializing in equity and debt investments in small and mid-sized companies across the United States. With over $400 million under management, the firm focuses on various sectors, including healthcare technology, renewable energy, and affordable housing projects. Enhanced Capital employs a flexible investment approach that includes offering tax credits, tax credit lending, and impact lending to foster the growth and expansion of businesses. The firm manages multiple funds that primarily target the lower middle market, utilizing federal and state incentive programs along with public policy investment strategies to maximize growth potential and support rapid development for its portfolio companies.

Morro Ventures

Morro Ventures is a venture capital firm based in San Juan, Puerto Rico, focusing on seed and early-stage investments primarily in technology companies. Established in 2017, the firm targets opportunities in Puerto Rico, Latin America, and the United States. Morro Ventures aims to make initial investments of approximately $0.25 million, concentrating on the information technology sector. By seeking to foster innovation and growth in emerging markets, Morro Ventures plays a significant role in developing the regional entrepreneurial landscape.
Made 2 investments in Puerto Rico

Wellington Management

Wellington Management Company LLP, founded in 1928 and headquartered in Boston, Massachusetts, is a prominent investment management firm providing comprehensive solutions to institutional clients worldwide. The firm specializes in a diverse range of investment strategies, including equity, fixed income, multi-asset, and alternative investments, tailored to meet the unique return and risk objectives of its clients. Wellington Management employs a collaborative approach, leveraging proprietary research and analytical tools to identify opportunities and manage risks across global capital markets. The firm caters to a wide array of clients, including sovereign institutions, endowments, foundations, wealth managers, and insurance companies, spanning more than 50 countries. With a focus on long-term investment principles, Wellington Management fosters independent thought and debate within its teams, ensuring that resources are effectively utilized to deliver consistent results. The firm also emphasizes environmental, social, and governance (ESG) considerations in its research and investment processes, engaging with companies on key ESG topics.

Semillero Partners

Semillero Partners is a growth equity firm based in San Juan, Puerto Rico, founded in 2016. The firm specializes in early and growth-stage investments, focusing on sectors such as food, beverage, agribusiness, food technology, wellness, and sustainability. Semillero Partners aims to build genuine and trusted partnerships with entrepreneurs, particularly in overlooked and underserved markets worldwide, to enhance sustainable value for all stakeholders involved. Through its investment strategy, the firm supports companies that contribute to the circular economy and promotes innovative solutions within its target sectors.
Made 2 investments in Puerto Rico

DARMA Capital

DARMA Capital is a Puerto Rico-based investment management firm founded in 2017, with an additional office in Chicago. The firm specializes in digital assets, focusing on buyout investments and providing risk-managed exposure to a curated selection of blockchain assets. DARMA's team combines traditional investment management expertise with a deep understanding of blockchain technology, enabling them to identify assets that meet specific criteria, including return potential, liquidity, and regulatory compliance. With a strong emphasis on risk management and institutional trading, DARMA Capital aims to deliver professional investment solutions tailored to the evolving landscape of digital assets.
Made 1 investments in Puerto Rico

Blockchain Founders Fund

Blockchain Founders Fund, established in 2018 and based in Singapore, is a venture capital investment firm that focuses on investing in companies within the blockchain, web3, metaverse, gamefi, decentralized finance, and non-fungible token sectors. The firm is dedicated to fostering a more transparent and trustworthy world by adding value to emerging technology projects with practical applications. In addition to its investment activities, Blockchain Founders Fund offers venture-building services and actively consults for leading blockchain companies and organizations on emerging technologies. The firm supports both seasoned and first-time entrepreneurs through a comprehensive go-to-market program, equipping them with the necessary resources to realize their visions and drive innovation in the industry.

Magma Partners

Magma Partners is an early-stage venture capital firm established in 2014 and headquartered in Santiago, Chile. The firm specializes in supporting Latin American entrepreneurs as they expand into the US market, with a particular focus on fintech, insurtech, and blockchain startups. Magma Partners has a global reach, maintaining offices in California, Colombia, Mexico, and China, and has invested in 38 companies across various countries, including Chile, the USA, Mexico, Colombia, Peru, Argentina, Puerto Rico, and Costa Rica. Currently, the firm is investing through its second fund, which has raised $15 million from partners in Chile, the US, and China. Additionally, Magma Partners runs the Sino-Latin American accelerator, aimed at facilitating business opportunities between Chinese entrepreneurs and Latin American markets.
Made 1 investments in Puerto Rico

Elemental Impact

Elemental Impact, established in 2009 and located in Honolulu, Hawaii, is an impact investment firm dedicated to fostering positive change through strategic investments. The firm focuses on supporting companies in the energy, mobility, agriculture, circular economy, and water sectors. Elemental Impact aims to improve systems that significantly affect people's lives and has actively invested in numerous startups to facilitate this mission. By providing financial backing and resources, Elemental Impact contributes to the growth of innovative solutions that address critical global challenges.
Made 1 investments in Puerto Rico

Advantage Insurance

Advantage Insurance is a specialized provider of insurance services aimed at high-net-worth individuals and business owners, with a focus on risk management and financial planning. Headquartered in Puerto Rico, with additional offices in the United States and the Cayman Islands, Advantage operates primarily through two divisions: Life Insurance and Business Insurance. The Life Insurance division offers private placement life insurance policies and annuities, while the Business Insurance division provides captive insurance management services. Additionally, Advantage underwrites certain property and casualty insurance risks, both for its own account and on behalf of its captive insurance clients, delivering customized solutions tailored to meet the unique needs of its clientele.

Clean Harbors

Clean Harbors, Inc. is a prominent provider of environmental, energy, and industrial services across North America, serving over 50,000 customers, including many Fortune 500 companies and various governmental agencies. The company operates through two main segments: Environmental Services and Safety-Kleen. The Environmental Services segment focuses on hazardous and non-hazardous waste management, offering services such as collection, transportation, treatment, disposal, and environmental cleanup for various materials, including laboratory chemicals and household hazardous waste. The Safety-Kleen segment provides specialized parts cleaning products, automotive and industrial cleaning supplies, and waste management services, including the collection and recycling of containerized waste. Clean Harbors also offers industrial services like high-pressure cleaning and catalyst handling to various sectors, including refineries and chemical plants. Headquartered in Norwell, Massachusetts, Clean Harbors operates more than 175 locations, including over 50 waste management facilities, throughout the United States, Canada, Mexico, and Puerto Rico, with additional international operations in several countries.
Made 1 investments in Puerto Rico

Universal Health Services

Universal Health Services, Inc. is a prominent healthcare management company that owns and operates a diverse range of facilities, including acute care hospitals, behavioral health centers, surgical hospitals, and outpatient facilities. Founded in 1978 and headquartered in King of Prussia, Pennsylvania, the company operates through two primary segments: Acute Care Hospital Services and Behavioral Health Care Services. Its hospitals provide various medical services, such as general and specialty surgery, emergency care, internal medicine, and behavioral health services. As of mid-2020, Universal Health Services managed 356 inpatient facilities and 41 outpatient centers across 37 states, as well as in Washington, D.C., the United Kingdom, and Puerto Rico. The company also engages in providing commercial health insurance services and employs over 60,000 individuals through its subsidiaries. With a strong financial position, it has been able to expand and acquire additional facilities, solidifying its status as one of the largest healthcare providers in the nation.
Made 1 investments in Puerto Rico

Republic Services

Republic Services, Inc. is a leading provider of non-hazardous solid waste management services in the United States, offering collection, transfer, disposal, and recycling solutions for residential, commercial, and municipal customers. The company's operations encompass curbside waste collection, the provision of waste containers, and rental of compactors. In addition, Republic Services processes and sells recyclable materials, including corrugated containers, newsprint, aluminum, and glass. As of the end of 2019, the company operated 340 collection facilities, 212 transfer stations, 189 active landfills, and 79 recycling processing centers across 41 states and Puerto Rico. With a commitment to sustainability, Republic Services also engages in landfill gas-to-energy projects and educational initiatives aimed at promoting environmental awareness. Founded in 1996 and headquartered in Phoenix, Arizona, the company continues to play a significant role in the waste management industry, focusing on efficient and responsible waste disposal practices.
Made 1 investments in Puerto Rico

Bloomin' Brands

Bloomin' Brands, Inc. is a prominent casual dining restaurant company that operates a diverse portfolio of restaurants, including Outback Steakhouse, Carrabba’s Italian Grill, Bonefish Grill, and Fleming’s Prime Steakhouse & Wine Bar. Headquartered in Tampa, Florida, the company manages over 1,500 restaurants across 48 states in the U.S., as well as in Puerto Rico, Guam, and 21 other countries. Approximately 91,000 employees are part of the Bloomin' Brands team. The company primarily generates revenue from its operations in the United States, but it also has a presence in international markets, including Brazil and South Korea, where it owns restaurants. The business model includes both company-owned establishments and franchised locations, allowing for a broad reach within the casual dining segment.

Pep Boys

Pep Boys is an automotive aftermarket chain and retailer that offers quality auto repair and car parts. The 1980s brought an aggressive expansion program in the company’s history. To raise capital, Pep Boys split its stock 3-for-1 and moved to the New York Stock Exchange in 1982. This strategy enabled rapid growth and brought about the birth of the automotive supercenter. This concept boosted Pep Boys to more than 700 stores, almost 3,600 service bays and more than $2 billion in annual sales. Pep Boys The Road Ahead Pep Boys continued its expansion in the 1990s, including to Puerto Rico. As the automotive aftermarket need has shifted over time from a majority of auto parts customers who identify as “Do it Yourselfers” to an increasing number of customers who prefer service centers to take care of their automotive maintenance and repair, Pep Boys has expanded its service business. Today Pep Boys provides service for more than six million cars and car owners each year. More than 23 million rewards members have signed up for special offers in stores. Since 2009, Pep Boys has focused on the development of service and tire centers within its existing markets as its primary growth strategy. Today the company operates more than 7,400 service bays in nearly 800 stores nationwide. At the same time, in some of its traditional supercenters, the company has expanded to include speed shops within its retail stores, which cater to the growing number of car enthusiasts who have fun working on performance cars, like hot rods, muscle cars, and off-road trucks. In 2012, Pep Boys created a new service and retail customer experience, which it refers to as The Road Ahead. Similar to the experience found at some high-end car dealerships, new Pep Boys stores feature customer lounges with amenities such as complimentary Wi-Fi and flat screen TV's near its full-service maintenance and repair shops, as well as a diverse retail product assortment in the automotive aftermarket. With almost 20,000 friendly and knowledgeable associates living the legacy of Manny, Moe, and Jack, Pep Boys’ vision is to be the best place to shop and care for cars.

Primeritus Financial Services

Primeritus Financial Services is a national provider of repossession management and related services for the auto finance industry in the United States and Puerto Rico. The company specializes in offering outsourced repossession management, remarketing, title services, and skip tracing solutions. By utilizing a nationwide network of certified agents and employing unique investigative techniques, Primeritus Financial Services helps clients efficiently recover collateral while allowing them to focus on their core business functions. Its services are designed to enhance existing recovery efforts for credit lenders, providing valuable support in the collateral recovery process.

AutoZone

AutoZone, Inc. is a prominent retailer and distributor of automotive replacement parts and accessories, operating over 6,300 stores across the United States, Mexico, Brazil, and Puerto Rico. The company provides a comprehensive range of products for cars, SUVs, vans, and light trucks, including new and remanufactured automotive hard parts, maintenance items, and various accessories. Its extensive inventory features components such as A/C compressors, batteries, brake systems, fuel pumps, and diagnostic tools, as well as non-automotive items like cell phone accessories and cleaning products. AutoZone caters to both do-it-yourself and commercial customers, offering services such as commercial credit, delivery of parts, and automotive diagnostic software. With its headquarters in Memphis, Tennessee, AutoZone emphasizes customer service and support, equipping its knowledgeable staff to assist consumers in diagnosing vehicle issues and selecting appropriate replacements. Founded in 1979, the company remains committed to innovation and community service.

JetBlue Airways

JetBlue Airways Corporation is a low-cost passenger airline based in Long Island City, New York, founded in 1998. The airline operates a diverse fleet that includes Airbus A321, Airbus A320, Airbus A321neo, and Embraer E190 aircraft, providing air transportation services primarily on point-to-point routes. As of the latest data, JetBlue serves approximately 100 destinations across the United States, the Caribbean, Latin America, Canada, and England, with a significant focus on New York and other key cities such as Boston, Fort Lauderdale, Los Angeles, Orlando, and San Juan, Puerto Rico. The company's operations are divided into three main segments: Domestic & Canada, Caribbean & Latin America, and Atlantic, with the majority of its revenue generated from the Domestic & Canada segment. JetBlue aims to deliver high-quality service to its passengers, offering features like assigned seating and in-flight entertainment, while maintaining a low-cost business model.

The Aaron's Company

The Aaron's Company Inc. is a specialty retailer based in Atlanta, Georgia, that offers lease-purchase solutions for a variety of consumer goods. It specializes in the sale and lease ownership of furniture, home appliances, consumer electronics, and accessories through approximately 1,400 company-operated and franchised stores across the United States, Canada, and Puerto Rico, as well as through its e-commerce platform. The company's product range includes items such as televisions, computers, and major household appliances, featuring well-known brands like Sony, Dell, and Frigidaire. Aaron's operates primarily through two business segments: its core leasing and sales operations and its manufacturing division, which produces bedding and upholstered furniture. The company's lease-to-own model aims to provide accessible options for consumers, reaching around 40-50% of the U.S. population.

U.S. Small Business Administration

The U.S. Small Business Administration (SBA) was created in 1953 as an independent agency of the federal government to aid, counsel, assist and protect the interests of small business concerns, to preserve free competitive enterprise and to maintain and strengthen the overall economy of our nation. We recognize that small business is critical to our economic recovery and strength, to building America's future, and to helping the United States compete in today's global marketplace. Although SBA has grown and evolved in the years since it was established in 1953, the bottom line mission remains the same. The SBA helps Americans start, build and grow businesses. Through an extensive network of field offices and partnerships with public and private organizations, SBA delivers its services to people throughout the United States, Puerto Rico, the U. S. Virgin Islands and Guam. Overview & History Since its founding on July 30, 1953, the U.S. Small Business Administration has delivered millions of loans, loan guarantees, contracts, counseling sessions and other forms of assistance to small businesses. The SBA was officially established in 1953, but its philosophy and mission began to take shape years earlier in a number of predecessor agencies, largely as a response to the pressures of the Great Depression and World War II. The Reconstruction Finance Corporation (RFC), created by President Herbert Hoover in 1932 to alleviate the financial crisis of the Great Depression, was SBA's grandparent. The RFC was basically a federal lending program for all businesses hurt by the Depression, large and small. It was adopted as the personal project of Hoover's successor, President Franklin D. Roosevelt, and was staffed by some of Roosevelt's most capable and dedicated workers. Concern for small business intensified during World War II, when large industries beefed up production to accommodate wartime defense contracts and smaller businesses were left unable to compete. To help small business participate in war production and give them financial viability, Congress created the Smaller War Plants Corporation (SWPC) in 1942. The SWPC provided direct loans to private entrepreneurs, encouraged large financial institutions to make credit available to small enterprises, and advocated small business interests to federal procurement agencies and big businesses. The SWPC was dissolved after the war, and its lending and contract powers were handed over to the RFC. At this time, the Office of Small Business (OSB) in the Department of Commerce also assumed some responsibilities that would later become characteristic duties of the SBA. Its services were primarily educational. Believing that a lack of information and expertise was the main cause of small business failure, the OSB produced brochures and conducted management counseling for individual entrepreneurs. Congress created another wartime organization to handle small business concerns during the Korean War, this time called the Small Defense Plants Administration (SDPA). Its functions were similar to those of the SWPC, except that ultimate lending authority was retained by the RFC. The SDPA certified small businesses to the RFC when it had determined the businesses to be competent to perform the work of government contracts. By 1952, a move was on to abolish the RFC. To continue the important functions of the earlier agencies, President Dwight Eisenhower proposed creation of a new small business agency -- the Small Business Administration (SBA). In the Small Business Act of July 30, 1953, Congress created the Small Business Administration, whose function was to "aid, counsel, assist and protect, insofar as is possible, the interests of small business concerns." The charter also stipulated that the SBA would ensure small businesses a "fair proportion" of government contracts and sales of surplus property. By 1954, SBA already was making direct business loans and guaranteeing bank loans to small businesses, as well as making loans to victims of natural disasters, working to get government procurement contracts for small businesses and helping business owners with management and technical assistance and business training. The Investment Company Act of 1958 established the Small Business Investment Company (SBIC) Program, under which SBA licensed, regulated and helped provide funds for privately owned and operated venture capital investment firms. They specialized in providing long-term debt and equity investments to high-risk small businesses. Its creation was the result of a Federal Reserve study that discovered, in the simplest terms, that small businesses could not get the credit they needed to keep pace with technological advancement. In 1964, SBA began to attack poverty through the Equal Opportunity Loan (EOL) Program. The EOL Program relaxed the credit and collateral requirements for applicants living below the poverty level in an effort to encourage new businesses that had been unable to attract financial backing, but were nevertheless sound commercial initiatives. SBA has grown in terms of total assistance provided and its array of programs tailored to encourage small enterprises in all areas. SBA's programs now include financial and federal contract procurement assistance, management assistance, and specialized outreach to women, minorities and armed forces veterans. The SBA also provides loans to victims of natural disasters and specialized advice and assistance in international trade.

Sanctor Capital

Sanctor Capital is a venture capital investment firm founded in 2021 and based in San Juan, Puerto Rico. The firm focuses on deploying capital in both primary and secondary markets, with a specific interest in web3 and blockchain companies. By employing a thesis-driven approach, Sanctor Capital aims to identify and support innovative projects within the rapidly evolving digital landscape.

Evertec

Evertec, Inc. is a prominent transaction processing company operating in Latin America and the Caribbean. The firm is organized into four primary segments: Payment Services for Puerto Rico and the Caribbean, Payment Services for Latin America, Merchant Acquiring, and Business Solutions. It offers a range of services including merchant acquiring, which allows businesses to process electronic payments via debit, credit, prepaid, and electronic benefit transfer cards. Additionally, Evertec provides payment processing services that support financial institutions in managing credit and debit transactions, alongside fraud monitoring solutions. The company also delivers business process management services such as core banking solutions, IT consulting, and cash processing to a diverse clientele that includes financial institutions, merchants, and government entities. With a robust electronic payment network, Evertec processes approximately two billion transactions annually and primarily markets its services through a dedicated sales force. Founded in 1988 and headquartered in San Juan, Puerto Rico, Evertec has established itself as a leader in its field.

RCM Technologies

RCM Technologies, Inc. is a provider of business and technology solutions across the United States, Canada, Puerto Rico, and Serbia. The company operates through three main segments: Engineering, Specialty Health Care, and Information Technology. The Engineering segment delivers a wide range of services, including project management, engineering design, quality assurance, and configuration management. The Specialty Health Care segment offers staffing and placement services for various healthcare professionals, including therapists and nurses, while also providing a full suite of care services to hospitals and facilities. The Information Technology segment focuses on enterprise business solutions, infrastructure solutions, and productivity enhancements tailored to various industries. RCM Technologies serves clients in sectors such as aerospace and defense, energy, financial services, healthcare, and education. Founded in 1971 and headquartered in Pennsauken, New Jersey, RCM Technologies has established a strong reputation for delivering effective solutions that enhance operational performance for both commercial and government clients.

Service Corporation International

Service Corporation International is a provider of deathcare products and services in the United States and Canada, operating through two main segments: funeral services and cemeteries. The company manages a network of funeral service locations and cemeteries, offering a range of services that include professional arrangements, cremation, embalming, and memorialization. Additionally, it provides various funeral merchandise such as caskets, urns, and memorial products. Cemetery operations include interment rights, memorial markers, and related services. The company markets its offerings under several brands, including Dignity Memorial and National Cremation Society. As of the end of 2019, Service Corporation International operated 1,471 funeral service locations and 482 cemeteries across 44 states, 8 Canadian provinces, the District of Columbia, and Puerto Rico. Founded in 1962 and headquartered in Houston, Texas, the company has established itself as a leading entity in the deathcare industry.

HCP & Company

HCP & Company, established in 2003 and headquartered in Chicago, is a growth equity firm that focuses on investments in the consumer goods, healthcare, and financial services sectors across North America. The firm has successfully raised $215 million in committed institutional capital through two funds and has executed 17 platform and add-on acquisition transactions in the United States and Puerto Rico. HCP & Company aims to support companies operating in the healthcare services, consumer products, and education sectors, leveraging its expertise to foster growth and enhance value for its portfolio.

Wealth Union

Wealth Union is a venture capital investment firm founded in 2020 and based in San Juan, Puerto Rico. It operates as a global network that connects crypto-focused investors, entrepreneurs, blockchain developers, and financial traders. The firm specializes in investments within the cryptocurrency and blockchain sectors, leveraging its expansive network to identify and support innovative projects in these rapidly evolving markets.

Pan-American Life Insurance Company

Pan-American Life Insurance Company, established in 1911 and headquartered in New Orleans, Louisiana, provides a range of insurance and financial services across the Americas. As a subsidiary of Pan-American Life Insurance Group, it offers individual and group life, accident, and health insurance, along with employee benefits. The company serves clients in 49 states, the District of Columbia, Puerto Rico, the U.S. Virgin Islands, and throughout Latin America and the Caribbean. With a workforce of over 1,750 employees, Pan-American Life operates numerous branches and affiliates in countries such as Costa Rica, Colombia, Mexico, and several Caribbean nations, ensuring a broad reach and a commitment to delivering trusted financial solutions to its policyholders.

Pegasus Growth Capital

Pegasus Growth Capital, established in 2019 and based in Paradise Valley, Arizona, is a private equity firm that focuses on providing structured growth capital to founder-led, high-growth consumer businesses that often lack access to institutional funding. The firm operates through its venture capital fund, which invests primarily in the consumer products and services sectors across the United States. By targeting underserved markets, Pegasus Growth Capital aims to support and accelerate the growth of innovative companies.

Encompass Health Corp.

Encompass Health Corporation is a provider of post-acute healthcare services in the United States, operating through two main segments: Inpatient Rehabilitation and Home Health and Hospice. The Inpatient Rehabilitation segment offers specialized rehabilitative care for patients recovering from various medical conditions, including stroke, neurological disorders, and orthopedic issues. This care is available on both inpatient and outpatient bases. The Home Health and Hospice segment primarily serves patients in the Southeast and Texas, delivering a range of Medicare-certified home health services such as skilled nursing, physical therapy, and medical social work, as well as hospice care for terminally ill patients and their families. As of late 2020, Encompass Health operated 137 hospitals, 242 home health locations, and 83 hospice locations across 39 states and Puerto Rico. Founded in 1983 and headquartered in Birmingham, Alabama, the company was previously known as HealthSouth Corporation before rebranding in January 2018.

Crowley

Crowley Maritime Corporation is a U.S.-owned marine solutions, transportation, and logistics company that operates in both domestic and international markets. It provides a range of services through six primary business segments: Puerto Rico/Caribbean liner services, Latin America liner services, logistics, marine contract solutions, deep sea petroleum transportation, and petroleum transportation, distribution, and sales in Alaska. The company also offers vessel design, construction management, and vessel management services for its own fleet. Founded in 1892 by Thomas Crowley, the company has evolved over the years and now operates as a holding company for its various business lines and subsidiaries, a structure established in 1992. Crowley is entirely owned by the Crowley family and its employees, and it focuses on delivering safe and reliable operations across its diverse service offerings, which also include supply chain management and government-oriented logistics.

DoNotPay

DoNotPay, Inc. is a technology company that provides an AI-driven platform designed to assist individuals with legal information and self-help services. Founded in 2015 and based in San Francisco, the company offers a chatbot application that enables users to navigate various legal challenges, such as filing lawsuits, claiming awards, and contesting traffic violations. The platform also assists users in dealing with bureaucratic processes, canceling subscriptions, and finding hidden financial resources. Available to residents of the United States, Puerto Rico, and the United Kingdom, DoNotPay aims to democratize access to legal services by providing tools that empower individuals to address their legal issues without the need for expensive attorneys.

Kimco Realty

Kimco Realty Corp. is a real estate investment trust (REIT) that specializes in the ownership and operation of shopping centers. With a focus on neighborhood and community retail spaces, the company manages a significant portfolio across North America, including interests in shopping centers in the United States, Puerto Rico, Canada, Mexico, and South America. As of recent reports, Kimco Realty owns interests in approximately 569 shopping centers, totaling around 87 million square feet of leasable space. The company is involved in the acquisition, development, and management of these properties, reflecting its commitment to enhancing the shopping experience in key markets. Over the years, Kimco has engaged in various transactions to optimize its portfolio, further solidifying its position as a leading player in the retail real estate sector.

Finnovista

Finnovista is a venture capital firm and accelerator that focuses on the fintech and insurtech sectors, primarily in Latin America and Spain. Founded in 2012 and headquartered in Madrid, with an additional office in Mexico City, Finnovista aims to empower the transformation of financial services and insurance by fostering collaboration between large corporates and startups. The firm runs a three-month acceleration program and engages in co-investments, contributing to the growth of innovative companies. Finnovista is recognized as a leading investor in the fintech space and hosts FINNOSUMMIT, a prominent conference in the region. Additionally, it develops acceleration and innovation programs for notable clients such as Visa and BBVA, positioning itself as a key player in the startup ecosystem. Through its initiatives, Finnovista seeks to enhance financial inclusion and drive innovation within the financial sector.

MoonSail Capital

MoonSail Capital LLC is a private equity firm founded in 2017 and based in San Juan, Puerto Rico, with an additional office in California. The firm specializes in lower middle-market investments, targeting companies in the United States and Puerto Rico. MoonSail Capital focuses on providing equity and debt investments to businesses through various strategies, including growth initiatives, acquisitions, recapitalizations, and management buyouts. The firm is particularly interested in sectors such as behavioral health, homecare, practice management, diagnostics, transportation, rehabilitation, staffing, insurance and benefits, and medical equipment.

Southwest Airlines

Southwest Airlines Co. is a major passenger airline based in Dallas, Texas, providing scheduled air transportation services primarily within the United States and select near-international destinations. As of late 2019, the airline operated a fleet of 747 Boeing 737 aircraft, serving 101 destinations across 40 states, the District of Columbia, and Puerto Rico, along with ten near-international countries including Mexico and the Bahamas. Known for its focus on customer service, Southwest Airlines caters to over 100 million customers annually, distinguishing itself with a point-to-point network and an open-seating cabin configuration that primarily targets leisure travelers. The airline also offers various ancillary services, such as EarlyBird Check-In and pet transportation, alongside a loyalty program called Rapid Rewards. Additionally, it provides digital platforms to enhance customer experience throughout the travel journey. Founded in 1967, Southwest Airlines remains committed to operational efficiency and community engagement.

Santander UK

Santander UK, headquartered in London, is a commercial bank that offers a comprehensive suite of banking and financial services to personal, business, and corporate clients within the United Kingdom and internationally. The bank operates through several segments, including Retail Banking, which provides mortgages, current accounts, savings products, credit cards, personal loans, and various types of insurance; Corporate & Commercial Banking, which serves small and medium-sized enterprises with loans, treasury services, and asset finance; and Corporate & Investment Banking, focusing on large corporates and financial institutions with services such as trade finance and cash management. Santander UK also emphasizes customer relationships, providing dedicated support to ensure transparent and tailored banking solutions. The bank has a significant presence in the mortgage and savings markets and utilizes a multi-channel approach, including branches, ATMs, and digital platforms, to reach its customers. Established in 2004, Santander UK operates as a subsidiary of Banco Santander.

AlphaChain

AlphaChain is a venture capital firm established in 2018 and located in San Juan, Puerto Rico. It focuses on investing in early-stage startups within the blockchain technology sector, supporting projects that contribute to the development of decentralized finance (DeFi). By partnering with innovative teams, AlphaChain aims to advance the technology stack necessary for building a decentralized future. The firm believes in the transformative potential of DeFi to reshape the global financial system and drive significant value creation, laying the groundwork for a new internet of value.

Zenus Bank

Zenus Bank is an independent digital bank established in 2019 and headquartered in San Juan, Puerto Rico. The bank focuses on delivering innovative and secure banking solutions to customers worldwide, particularly targeting those in emerging economies who seek alternatives to traditional local banks. By leveraging technology, Zenus aims to offer a transparent and user-friendly banking experience that competes with established financial institutions globally. Through its digital platform, Zenus Bank provides a range of services designed to help clients manage their finances more effectively.

Caribbean Property Group

Caribbean Property Group, founded in 1998, is a prominent private equity real estate investor based in New York, with additional offices in West Palm Beach and San Juan, Puerto Rico. The firm specializes in a diverse range of real estate sectors, including commercial, hospitality, residential, retail, office, and industrial properties across Central America, the Caribbean, and South America. Caribbean Property Group aims to achieve superior risk-adjusted returns through equity and debt investments, employing opportunistic and value-added strategies. Its services encompass asset management, property management, development, leasing, investor reporting, legal compliance, and capital markets execution. The firm has successfully undertaken various transactions, including a discretionary fund co-sponsored by notable financial institutions and numerous standalone partnerships for real estate investment advisors, hedge funds, family offices, and high-net-worth individuals.

Eli Lilly and Company

Eli Lilly & Company, founded in 1876 and headquartered in Indianapolis, Indiana, is a prominent American pharmaceutical firm engaged in the discovery, development, manufacture, and sale of a wide range of pharmaceutical products. The company operates in various therapeutic areas, including neuroscience, cardiometabolic, cancer, and immunology, with key products such as Zyprexa, Cymbalta, Humalog, and Verzenio. Eli Lilly's products are distributed in approximately 135 countries, with manufacturing facilities in the United States, Puerto Rico, and 25 other nations. In addition to its commercial endeavors, the Eli Lilly & Company Foundation supports initiatives aimed at improving patient outcomes and educational opportunities for underserved communities, particularly in early childhood education and STEM fields.

Cbeyond

Cbeyond is an Atlanta-based provider of IP-based communications and broadband Internet services tailored for small and mid-sized businesses. The company focuses on delivering a comprehensive suite of managed communication and information technology services, including local and long-distance voice services, mobile data, email, voicemail, web hosting, secure backup, and file sharing. Additionally, Cbeyond offers virtual private networks, desktop security, hosted Microsoft Exchange, and mobile workforce management solutions. By serving a diverse customer base across the United States, Canada, and Puerto Rico, Cbeyond aims to support the growing entrepreneurial class with reliable and innovative technology solutions.

PopHealthCare

PopHealthCare L.L.C. specializes in data analytics solutions aimed at improving health outcomes for high-risk populations. The company offers two key programs: RiskSight, which focuses on risk adjustment and revenue management, and CareSight, a program dedicated to managing high-risk populations. Their services encompass member identification, outreach, and engagement, utilizing advanced predictive analytics and comprehensive assessments. Additionally, they provide collaboration and coordination of care for individuals with complex medical and behavioral conditions, including in-home medical support and telephonic assistance. Serving a diverse clientele that includes local, regional, and national health plans as well as provider organizations involved in Medicare Advantage and Medicaid, PopHealthCare is committed to enhancing member quality of life and satisfaction while helping health organizations optimize revenues and reduce medical costs. Established in 2012 and based in Tempe, Arizona, the company operates as a subsidiary of GuideWell Mutual Holding Corporation and partners with over 35 health plans across the United States and Puerto Rico.

Watsco Ventures

Founded in 2014, Watsco Ventures is a venture capital arm of Watsco based in Miami, Florida. The firm seeks to invest in B2B, B2C, retail, information technology, the Internet of Things, augmented reality, big data, digital health, e-commerce, health technology, SaaS, and mobile sectors based in the United States & Canada regions.

Regis

Regis Corporation, headquartered in Minneapolis, operates and franchises a large network of hairstyling and hair care salons across the United States, Canada, the United Kingdom, and Puerto Rico. The company manages its operations through two main segments: Company-owned Salons and Franchise Salons, offering a variety of services including haircutting, styling, hair coloring, and the sale of beauty products. As of mid-2020, Regis operated approximately 6,923 salons, with a significant number being franchised. The salons primarily operate under well-known brands such as SmartStyle, Supercuts, Cost Cutters, Roosters, and First Choice Haircutters, catering mainly to price-conscious customers. Regis also provides various digital solutions, including salon management software and mobile applications for booking services. Additionally, the company runs accredited cosmetology schools, further contributing to the beauty industry. Founded in 1922, Regis has built a robust presence in the salon sector, focusing on accessibility and affordability for its clientele.

National Storage Affiliates Trust

National Storage Affiliates Trust is a Maryland-based real estate investment trust that specializes in the ownership, operation, and acquisition of self-storage properties primarily situated in the top 100 metropolitan areas across the United States. As of September 30, 2020, the Trust owned and operated 788 self-storage facilities in 35 states and Puerto Rico, encompassing approximately 49.5 million rentable square feet. It is recognized as one of the largest self-storage property owners and operators in the country, competing among both public and private entities. National Storage Affiliates utilizes contributions from its Participating Regional Operators and pursues third-party acquisitions to support its growth strategy within the self-storage sector.

Accipital

Accipital is a private equity firm established in 2018 and based in San Juan, Puerto Rico. The firm operates as an international investment entity characterized by its flexible structure and opportunistic investment strategy. Accipital engages in investments across a diverse range of asset classes, company stages, geographic locations, and industries, allowing it to adapt to different market conditions and opportunities.

White Field Capital

White Field Capital Partners, LLC is a private equity firm based in San Juan, Puerto Rico, with additional offices in Denver, Colorado, and Charlotte, North Carolina. Established in 2010, the firm focuses on growth capital investments in small to middle-market companies across various sectors, including healthcare, distribution, financial services, project management, talent management, digital marketing, and business services. White Field Capital primarily seeks to invest in businesses with enterprise values up to $200 million, revenues exceeding $30 million, and EBITDA of at least $5 million. The firm aims for equity investments ranging from $5 million to $30 million, targeting majority stakes and a minimum annual return rate of 20 percent. Notably, White Field Capital avoids investing in companies with significant governmental influence, industries facing major challenges, real estate, venture capital, and distressed firms. Its investment activities are concentrated in the United States, Europe, Latin America, and North America.

Advance Auto Parts

Advance Auto Parts, headquartered in Roanoke, Virginia, is a prominent automotive aftermarket retailer in the United States, specializing in parts, accessories, batteries, and maintenance products. The company operates over 3,900 stores across 39 states, Puerto Rico, and the Virgin Islands, employing more than 55,000 individuals. Advance Auto Parts serves both the do-it-yourself market and professional installers, with approximately 60% of its sales directed toward professionals. The retailer emphasizes inventory availability and service speed, relying on an efficient hub and spoke distribution model to meet customer demands. Since its founding in 1932 by Arthur Taubman, the company has maintained a commitment to core values such as honesty, integrity, and mutual trust.

Acadia Healthcare

Acadia Healthcare Company, Inc. develops and operates a comprehensive network of behavioral health facilities, including inpatient psychiatric hospitals, residential treatment centers, outpatient clinics, and therapeutic programs. Founded in 2005 and headquartered in Franklin, Tennessee, Acadia aims to address the mental health and addiction needs of communities across the United States, the United Kingdom, and Puerto Rico. Its facilities provide a range of services, including acute inpatient care for individuals at risk of harming themselves or others, specialty treatment for addiction and co-occurring disorders, and community-based outpatient services for children and adolescents with emotional or behavioral issues. The company primarily generates revenue from Medicaid in the U.S. and the National Health Service in the U.K. As of December 31, 2019, Acadia operated 585 facilities with 18,200 beds, emphasizing a commitment to quality care and a supportive environment for patients, staff, and the communities it serves.

Freedom Mortgage

Freedom Mortgage Corporation, also known as Jefferson Home Mortgage and Loan, LLC, is a residential mortgage lender based in Mount Laurel, New Jersey. Founded in 1990, the company specializes in providing a range of mortgage services, including origination and servicing through retail, wholesale, correspondent, and commercial divisions. Its offerings encompass residential mortgage lending, refinancing options, FHA loans, and VA financing for active military members, veterans, and their surviving spouses. Additionally, Freedom Mortgage provides commercial real estate lending, renovation loans, and small business financing solutions. The company serves a diverse clientele across the United States, the District of Columbia, Puerto Rico, and the Virgin Islands, with a mission to promote homeownership.