Co-Invested through a fundless sponsor in a roll-up of specialty dental practices.
Co-Invested through a growth fund on a number of innovative franchise and multi-unit businesses in the consumer and food services industries.
Co-Invested with other family offices in a roll-up of industrial warehouse properties.
Co-Invested with other family offices in a communications services provider.
Co-invested through a private equity fund on a number of high quality hospitality assets located throughout the United States.
Made a number of secured loans to developers to fund property acquisitions.
Made Limited Partnership investments in various Private Equity and Venture Funds.
Provide investment advisory services for co-investments made with an office-focused Real Estate Fund.
Provide investment advisory services related to investments made in Montana real estate.