Investors by trade, operators at heart. Seasoned team of large-cap M&A investors with real experience owning and operating small businesses. Backed by an advisory board consisting of public company C-suite executives, startup founders, and small business entrepreneurs.

Who we are

Our Team

  • Michael Surratt

    FOUNDER

    Previously private equity investor at TPG and investment banker at Barclays. Co-owns a wash & fold business in NYC and previously founded and ran a large ecommerce platform.

  • Richard

    ADVISOR

    COO at private family office. Previously CEO at Voyager Sopris Learning and CFO at Arbitron (NYSE: ARB), ProQuest, and Independence Airlines. MBA from Stanford GSB. 30+ years public company M&A and FP&A.

  • Gavin

    ADVISOR

    Operations at Northern Virginia-based charity. Previously owner operator of Rainbow International Restoration franchise and operations at Argentum Development Company and Pepsi Cola. 40+ years operations experience.

  • Dan

    ADVISOR

    Advises small businesses on scaling operations sustainably. Previously COO at Yondr and early employee at Tesla focused on ops and finance management. Deep operational knowledge.