PE  Private Equity Group

     Office Locations:

12800 University Park, Suite 275
Fort Myers, FL 33907
Phone: 239-590-9066
Fax: 239-590-9065



  • Middle Market



  • Business Services
  • Financial Services
  • Manufacturing & Industrial
  • Real Estate & Construction



    Private Equity Group is a diversified investment group focused on four key areas: Real Estate - large tracts of land, finished lots, existing inventory, and portfolios of commercial and residential assets; Operating Businesses - existing operations with strong management teams; Construction - vertical construction, land development, leasing, redevelopment, and management of income-producing buildings; and Asset Management - liquid vehicles such as mutual funds, other publicly traded equities, government-backed certificates and time deposits. For operating company acquisitions, net profit margins of target companies must be in excess of 12% within a targeted industry, offering opportunity for expansion and consolidation. Private Equity Group does not invest in startups, nor does it expand acquired businesses by introducing products or services that have not demonstrated solid market demand. The firm has completed more than $2 billion in transactional business.

    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
    Venture Capital
    Seed Stage
    (includes "pre-seed," or
    concept stage)
    No Revenue
    Early StageMinimal
    Growth Stage
    (also called Mid-stage)
    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.
    Amanda M. Bokan Vice President
    Andrew A. Bokan General Counsel
    Bruce C. Russell President
    Carol A. Douglas President
    Donald R. Schrotenboer President


    Portfolio companies include:


    Recent News: