Our Story

 
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Who We Are

We are a diverse team with a strong pedigree of significant private market experience.

Our expertise in private companies & real estate markets comes from decades of investment experience working together in the Southeast.

Our approach is partnering for performance, partnering with management teams & partnering with our investors to drive a return for everyone.

We seek to work with entrepreneurs & developers who are experts in their field while we strive to bring our clients a diverse set of quality investment opportunities in the Southeast.

 
 
 

 Our Team

 
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John Chadwick

Partner

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Bob Fisher

Partner

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Kali Huff

Partner

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Gordon Pollock

Partner - Private Credit

Donna Altshuler

Director of Client Services

Baxter Jackson

Director of Business Development

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Tania Grant

Principal

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Juanita Clark

Accounting

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Jordan Michael

Director of Finance

 

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