Skip to content
1001 E W.T. Harris Blvd · Charlotte, NC 28262
Private Investment·Middle Market·Real Estate
(704) 780-5627
Portfolio

34 Companies.
One Standard.

A selection of current and realized investments across middle-market equity, commercial real estate, private credit, and special situations.

Current Investments

Active Portfolio.

Real Estate · Industrial Charlotte, NC Invested 2019

Charlotte Metro Industrial Portfolio

1.4M SF across 8 industrial and logistics properties in the Charlotte metro. Acquired in a sale-leaseback from a Fortune 500 tenant.

Healthcare Services Southeast US Invested 2018

Coastal Medical Group

28-location specialty healthcare platform built through acquisition and organic growth. Serves four Southeast states with cardiology, orthopedics, and primary care.

Business Services Southeast US Invested 2020

ClearPath Workforce Solutions

Regional staffing, payroll services, and HR technology platform serving mid-market employers across the Southeast. Revenue: $180M.

Manufacturing South Carolina Invested 2021

Palmetto Manufacturing Holdings

Specialty plastics and precision components manufacturer serving automotive, aerospace, and industrial end markets. 380 employees across two facilities.

Private Credit National Invested 2017

Bluegate Credit Partners

Senior secured and mezzanine lending platform with $380M in commitments outstanding across 14 portfolio companies.

Special Situations Raleigh-Durham, NC Invested 2022

Triangle Data Centers

Colocation and managed hosting acquired from corporate carve-out. 120,000 SF across three facilities. Repositioned as edge computing platform.

Considering a
Transaction?

Business owners, advisors, and intermediaries are welcome to bring opportunities directly to the firm.