FI  Clearwell Group

http://clearwellgroup.com





     Office Locations:

610 W. De Leon St.
Tampa, FL 33606
Phone: 813-435-5600

 

Stages:

  • Early
  • Expansion
  • Growth


 

Industries:

  • Consumer Products & Services
  • Financial Services
  • Information Technology
  • Life Sciences & Healthcare
  • Software & Internet

  •  

    Description:

    Clearwell Group, a Tampa-based family office investment manager, invests with the belief that businesses can generate positive impact in addition to investment return. Investments support high integrity entrepreneurs with a collaborative approach to creating value that leverages our experience and network. This aligns Clearwell's interests with management to achieve the best possible outcome, with the right amount of capital, over the right period of time. Clearwell makes meaningful minority and control investments in companies with revenue ranging from $0 to $30 million across the business cycle with the greatest focus on expansion or growth stage companies in the southeastern United States (buyouts: $1+ million EBITDA, growth capital: $1+ million revenue). Industries of particular interest include healthcare, de-risked technology, beverages, consumer products, financial services and software.



    Investment Firm Key

       VC = Venture Capital
       PE = Private Equity
       A = Angel
       I = Incubator
       MB = Merchant Bank
       VD = Venture Debt
       FI = Family Investment Office
       FOF = Fund of Funds
       ED = Economic Development Office   
       TT = Technology Transfer Office
       CVC = Corporate Venture Capital
       SEC = Secondary Purchaser
       HF = Hedge Fund/Mutual Fund
       
       
       
    COMPANY STAGEREVENUE
    Venture Capital
    Seed Stage
    (includes "pre-seed," or
    concept stage)
    No Revenue
    Early StageMinimal
    Revenue
    Growth Stage
    (also called Mid-stage)
    $2M-$7M
    Expansion Stage
    (also called Late-stage)
    $7M and greater
    Private Equity
    Lower Middle Market$10M-$249M
    Middle Market$250M-$499M
    Upper Middle Market$500M-$1B
    Large Cap>$1B
       
       
     

    Investment Team:


    Name   Title
    Get the complete investment team + individual email addresses for investment team partners. Get personal images, LinkedIn links, investment specialties, office locations and more with a National Database subscription.
    Douglas J. Free Managing Member
    Mary G. Bruder Office Manager
    Ryan Cortner Partner

     

    Portfolio companies include:

     

    Recent News: