Target profile Lower middle market growth companies in Florida and the Southeast with 36+ months of positive cash flow, a sustainable competitive advantage, recurring revenue, and capable leadership present primary acquisition and growth capital opportunities for Shepard Capital Partners.

Funding needs Companies seeking capital beyond traditional senior lenders for growth, acquisitions, buy-outs, buy-ins, or recapitalizations are potential targets for partnership and customized financing solutions.

Portfolio synergy Identify potential alignments with portfolio-operating expertise in strategy execution to attract businesses that can benefit from Shepard’s hands-on support and capital structure optimization.

Tech-enabled reach Leverage the firm’s digital footprint and platforms (WordPress, Shopify, Open Graph) to locate growth-stage firms with e-commerce, recurring revenue, and scalable models within the Southeast.

Near-term partners Recent joint-venture activity with Sight Real Estate indicates collaboration potential; pursue co-investment or strategic partnerships with allied operators to expand deal flow and distribution channels.