M&AAcquisition · Announced
Bain capital acquires Gong cha
Global bubble tea chain Gong cha has been snapped up by US private equity firm Bain Capital in a deal reportedly worth more than $US635 million ($900m).
Bubble tea
The Tennessee edition · 2026
Tennessee · Photo: Wikimedia Commons (CC BY 4.0)Investment industrycompanies in Tennessee
Private equity, venture capital, real estate funds, investment banking, family offices and more: the companies building investment industry in Tennessee, with their founders, funding, team size and business models.
188 company profiles2 with recorded fundingNovember 2026 edition
Recent investment industry business events in the United States
Funding, M&A, contract wins and launches involving 23,456 investment industry companies in the United States, last 24 months: 3470 M&A deals · 626 Contracts · 144 funding rounds · 139 launches. Newest first; companies and investors link to their Fliar profiles. Latest event in our news feed: Aug 2026.
M&AAcquisition · Announced
Ssw partners acquires Delivery hero
Delivery Hero reached a separate agreement with SSW Partners, a U.S. investment firm, which will acquire Delivery Hero businesses in 14 markets for about $1.6 billion
Online food-delivery
M&AAcquisition · Announced
Graf Global acquires Big3
Big3, the 3-on-3 basketball league founded by Ice Cube and Jeff Kwatinetz, has entered into an agreement with a special purpose acquisition company to take the organization public. The…
3-on-3 basketball league
ContractService
LG Group · client: Nvidia
Jensen Huang, CEO of NVIDIA, spent four days in Seoul and secured agreements with SK Telecom, Naver, Doosan, LG Group and Hyundai Motor. The partnerships cover memory supply, data centre…
Technology
ContractService
Hyundai Motor · client: Nvidia
Jensen Huang, CEO of NVIDIA, spent four days in Seoul and secured agreements with SK Telecom, Naver, Doosan, LG Group and Hyundai Motor. The partnerships cover memory supply, data centre…
Technology
ContractService
Naver · client: Nvidia
Jensen Huang, CEO of NVIDIA, spent four days in Seoul and secured agreements with SK Telecom, Naver, Doosan, LG Group and Hyundai Motor. The partnerships cover memory supply, data centre…
Technology
ContractService
Doosan · client: Nvidia
Jensen Huang, CEO of NVIDIA, spent four days in Seoul and secured agreements with SK Telecom, Naver, Doosan, LG Group and Hyundai Motor. The partnerships cover memory supply, data centre…
Technology
M&AAcquisition · Rumored
Blackstone acquires H&R Real Estate Investment Trust
Blackstone Inc. is in discussions with Canada's H&R Real Estate Investment Trust about a potential acquisition, according to people with knowledge of the matter.
FundingPrivate Equity
Crowe
Top 20 Firm Crowe will receive an investment from private equity giant KKR, making it among the largest accounting firms to take PE money.
Investors Kkr
Accounting
M&AAcquisition · Announced
Autodesk acquires Maintainx
Autodesk (NASDAQ:ADSK) executives said the company's recently announced acquisition of MaintainX is intended to extend its software strategy from design and construction into the…
Software
ContractTechnology
Chai Discovery · client: Pfizer
Pfizer announced a licensing agreement with Chai Discovery that gives it early access to the new Chai-3 AI platform, which could improve its ability to identify and design new drug…
Biopharmaceutical
M&AAcquisition · Completed
Brand Velocity Group acquires Rcx sports
Investment firm Brand Velocity Group has acquired RCX Sports, a youth sports platform, from Raine Partners.
Youth sports platform
M&AAcquisition · Completed
Pathstone acquires Mill Creek Capital Advisors
Family office and ultra-high-net-worth firm Pathstone has acquired Mill Creek Capital Advisors, a Philadelphia-area independent RIA with roughly $12 billion in assets and 450 client…
Independent RIA
M&AAcquisition · Completed
Peak Rock Capital acquires J.R. Dalziel Limited
An affiliate of Peak Rock Capital ("Peak Rock"), a leading private investment firm focused on the middle-market, announced today that it has completed the acquisition of J.R. Dalziel…
Food Manufacturing
M&AAcquisition · Completed
Frazier healthcare partners acquires Altruix
WindRose Health Investors, LLC completed the sale of Altruix to Frazier Healthcare Partners.
Pharmacy services
M&AAcquisition · Completed
Peak Retirement Planning Inc. acquires Accenture
Peak Retirement Planning Inc. acquired a new stake in Accenture PLC (NYSE:ACN – Free Report) in the 4th quarter, HoldingsChannel.com reports. The firm acquired 7,322 shares of the…
Information technology services
M&AAcquisition · Announced
Platinum equity acquires Horizon Organic and Wallaby brands
Los Angeles, CA—Platinum Equity announced the acquisition of Horizon Organic and Wallaby brands from Danone.
Dairy / Food and Beverage
M&AAcquisition · Announced
Cora group acquires Finastra's U.S. Mid-Market banking business
CORA Group, a portfolio of Jonas Software, an operating group of Constellation Software (TSX: CSU), today announced that it has acquired Finastra's U.S. Mid-Market banking business,…
Financial Services Software
M&AAcquisition · Announced
J.c. flowers acquires Monte paschi banque
J.C. Flowers has acquired the French banking arm of Monte Paschi Banque for an undisclosed sum, as reported by Detik Finance.
Banking
ContractSupply
Arrow · client: Nvidia
Arrow has expanded its portfolio of business solutions for the data center by entering into a distribution agreement with NVIDIA to offer its high-speed NVIDIA Mellanox Networking…
Technology
M&AAcquisition · Completed
Maxim partners acquires Stratum nutrition
Maxim Partners, a Chicago-based private equity firm, has acquired 100% of the shares previously owned by Novus Nutrition Brands.
Supplements, Foods, and Beverages Ingredients
M&AAcquisition · Completed
One rock capital partners acquires Innophos holdings
Innophos Holdings today announced the completion of its acquisition by an affiliate of One Rock Capital Partners, LLC, a private equity firm.
Specialty Materials
M&AAcquisition · Announced
Wellington management acquires Hartford funds
Boston financial giant Wellington Management is getting even bigger with a deal valued at an estimated $1.9 billion to buy longtime business partner Hartford Funds, in its first…
Financial
M&AAcquisition · Pending
Bain capital acquires Perpetual wealth management
Now Bain Capital, which had also earlier been looking at Perpetual Wealth Management, is in exclusive talks to buy the Perpetual unit. Sources say it is working hard on completing a deal.
Wealth management
M&AAcquisition · Completed
Toesca acquires Primus capital
After receiving the approval of the National Economic Prosecutor's Office in May, the financial holding company Toesca and TC Latin American Partners took control of Primus Capital, a…
Factoring
M&AAcquisition · Announced
New mountain capital acquires Asset living
New Mountain Capital is set to acquire Asset Living, a prominent player in residential property management, in a transaction valued at over $2 billion.
Residential Property Management / Real Estate Services
ContractService
Black legend capital · client: Garuda aerospace
The firm further assisted Garuda Aerospace in entering into a consulting agreement with California-based Black Legend Capital LLC for financial advisory, business development support,…
Financial advisory
M&AAcquisition · Announced
SLR acquires Anchor Environmental Consultants
UK-based sustainability-focused consulting firm SLR announced the acquisition of specialist marine and natural capital consultancy Anchor Environmental Consultants expanding its…
Marine and natural capital consultancy
LaunchRTX Spark Superchip
Nvidia
Starting this fall, Nvidia's new RTX Spark Superchip will debut in laptop and desktop computers from leading PC brands including Dell Technologies and Lenovo Group, CEO Jensen Huang said…
Microprocessor and graphics chip
Investment industry companies in Tennessee, by funding and team
Few investment industry companies in Tennessee publish revenue, so this list compares what is on record instead: recorded equity funding, team size, revenue model, age and stage. The 50 companies below lead on recorded funding and team size among 188 active companies.
Real estate fund focused on multiple properties
Real estate fundsUS$46.31mSeries B · Dec 2025
54LinkedIn · Jul 2026
Advertising / Commission on transaction
15 yr2011
0none in 3 months · last posted Apr 2026
Has made acquisitions
Business facts
- Revenue
- Not reported
- Revenue growth
- Not reported
- Revenue model
- Advertising, Commission on transaction, E-commerce - service
- Team size
- Not available
- Recorded funding
- US$46.31m · Series B · Dec 2025
- Founded
- 2011 · about 15 years old
- Stage
- Series B
- Focus
- Funds
Funding over time
US$46.31m across 13 disclosed equity rounds
Darker bars = larger roundsFounders · 1
Rick HeltonCo-Founder
- Highest education
- Master's of business administration in real estate · Vanderbilt University - Owen Graduate School Of Management
Team & hiring signals
LinkedIn headcount5411-50
LinkedIn followers2,558
Open roles2of 3 tracked · last posted Apr 2026
- Hiring: Building Engineer · Austin
- Hiring: Property Manager · Nashville, TN
Recent company signals
- Leadership Hired a President, Services & Operations
Each tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Real estate fund investing through value-added strategies
Real estate fundsUS$450kSeed · Feb 2024
—Not available
Commission on transaction / Fee-for-service
4 yr2022
—No postings tracked
Business facts
- Revenue
- Not reported
- Revenue growth
- Not reported
- Revenue model
- Commission on transaction, Fee-for-service
- Team size
- Not available
- Recorded funding
- US$450k · Seed · Feb 2024
- Founded
- 2022 · about 4 years old
- Stage
- Seed
- Focus
- Funds
Leadership · 1
Chris RopkaCEO
Each tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Manages Vanderbilt University's endowment, ensuring financial support for its mission
Limited partners—None recorded
36,018recorded
Fee-for-service
12 yr2014
—No postings tracked
Business facts
- Revenue
- Not reported
- Revenue growth
- Not reported
- Revenue model
- Fee-for-service
- Team size
- 36,018
- Recorded funding
- None recorded
- Founded
- 2014 · about 12 years old
- Stage
- Unfunded
- Focus
- Endowment funds
Leadership · 1
Shawn GoodmanManaging Director
Technology
AWS- Azure
React
Angular
Node.js
Each tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Sovereign wealth fund of Oneida Indian Nation
Limited partners—None recorded
380-28% 12 mo to Dec 2022LinkedIn · Oct 2026
Donations / Fee-for-service
23 yr2003
0none in 3 months
Business facts
- Revenue
- Not reported
- Revenue growth
- Not reported
- Revenue model
- Donations, Fee-for-service
- Team size
- 1,595 (previous snapshot 400)
- Recorded funding
- None recorded
- Founded
- 2003 · about 23 years old
- Stage
- Funding Raised
- Focus
- Sovereign wealth funds
Leadership · 1
Ray HalbritterCEO
Team & hiring signals
LinkedIn headcount3801,001-5,000
LinkedIn followers2,098
Earlier recorded team1,5952022, a different source
Patents
Patent filings29
Focus: Cashless casino gaming platforms with player tracking and hospitality service integration
CPC G07F17/3206, G07F17/32, G07F17/3244Technology
- Azure
- React
Next.js- Node.js
Vercel
Each tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Private equity firm focused on multiple sectors
Private equity funds—None recorded
2,643+0% 12 mo to Dec 2023LinkedIn · Oct 2026
E-commerce - product
60 yr1966
0none in 3 months · last posted May 2026
Business facts
- Revenue
- Not reported
- Revenue growth
- Not reported
- Revenue model
- E-commerce - product
- Team size
- 1,000 (previous snapshot 45)
- Recorded funding
- None recorded
- Founded
- 1966 · about 60 years old
- Stage
- Public
- Focus
- Growth equity
Founders · 2
Robert KirklandCo-Founder
Carl KirklandCo-Founder
Team & hiring signals
LinkedIn headcount2,6431,001-5,000
LinkedIn followers41,516
Earlier recorded team1,0002023, a different source
Open roles7of 171 tracked · last posted May 2026
Technology
- AWS
- Angular
TypeScript- Java
Sentry
Each tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Commercial bank
Investment banks—None recorded
482-1% 12 mo to Dec 2020recorded Dec 2020
Commission on transaction / Fee-for-service
19 yr2007
0none in 3 months · last posted Feb 2026
ConsumerHas made acquisitions
Business facts
- Revenue
- Not reported
- Revenue growth
- Not reported
- Revenue model
- Commission on transaction, Fee-for-service
- Team size
- 482
- Recorded funding
- None recorded
- Founded
- 2007 · about 19 years old
- Stage
- Public
- Focus
- Commercial banks, Ibs
Team & hiring signals
Open roles4of 30 tracked · last posted Feb 2026
Mobile apps
- SmartBank Mobile BankingFinance · 38,048 installs · ★ 4.7 · updated 2026-05-18
- SmartBank BusinessFinance · 746 installs · updated 2026-05-18
Technology
- AWS
- React
PHP
MySQL- Sentry
Each tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Private fund and property management firm with decades of experience
Real estate funds—None recorded
302-13% 12 mo to Dec 2022LinkedIn · Oct 2026
Fee-for-service
42 yr1984
0none in 3 months · last posted Jun 2026
Has made acquisitions
Business facts
- Revenue
- Not reported
- Revenue growth
- Not reported
- Revenue model
- Fee-for-service
- Team size
- 299
- Recorded funding
- None recorded
- Founded
- 1984 · about 42 years old
- Stage
- Unfunded
- Focus
- Funds
Founders · 2
L CarterCo-Founder & Principal
- Highest education
- South Hadley High School
C HastonCo-Founder & Principal
Team & hiring signals
LinkedIn headcount302201-500
LinkedIn followers6,937
Earlier recorded team2992022, a different source
Open roles1of 6 tracked · last posted Jun 2026
Recent company signals
- Award Elite 1% ORA Award — J Turner Research
Technology
- PHP
- MySQL
Nginx
WordPress
jQuery
Each tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Property investment management firm
Real estate funds—None recorded
70+4% 12 mo to Dec 2021LinkedIn · Oct 2026
Fee-for-service
44 yr1982
0none in 3 months · last posted May 2026
Business facts
- Revenue
- Not reported
- Revenue growth
- Not reported
- Revenue model
- Fee-for-service
- Team size
- 228 (previous snapshot 45)
- Recorded funding
- None recorded
- Founded
- 1982 · about 44 years old
- Stage
- Unfunded
- Focus
- Funds
Leadership · 1
Larry WrightPresident/CEO
- Highest education
- Master's of science in real estate · New York University
Team & hiring signals
LinkedIn headcount701,001-5,000
LinkedIn followers2,009
Earlier recorded team2282021, a different source
Open roles3of 3 tracked · last posted May 2026
Each tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Provider of entrepreneurial family office
Single family offices—None recorded
59+19% vs previous recordLinkedIn · Oct 2026
Commission on transaction / Fee-for-service
10 yr2016
0none in 3 months · last posted Jul 2025
Social impactHas made acquisitions
Business facts
- Revenue
- Not reported
- Revenue growth
- Not reported
- Revenue model
- Commission on transaction, Fee-for-service
- Team size
- 137 (previous snapshot 115)
- Recorded funding
- None recorded
- Founded
- 2016 · about 10 years old
- Stage
- Unfunded
- Focus
- Captive funds, Single family offices
Founders · 3
Ross CroleyCEO / Founder
Jon EllisonCo-Founder & Managing Partner
Lisa StinnettCo-Founder & Managing Partner
Team & hiring signals
LinkedIn headcount5911-50
LinkedIn followers4,834
Open roles0of 1 tracked · last posted Jul 2025
Technology
Cloudflare
Each tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Value-added strategy focused real estate fund
Real estate funds—None recorded
143+91% vs previous recordLinkedIn · Jul 2026
Commission on transaction / Lending
14 yr2012
0none in 3 months · last posted Jun 2026
Business facts
- Revenue
- Not reported
- Revenue growth
- Not reported
- Revenue model
- Commission on transaction, Lending
- Team size
- 132 (previous snapshot 69)
- Recorded funding
- None recorded
- Founded
- 2012 · about 14 years old
- Stage
- Funding Raised
- Focus
- Funds
Founders · 1
Adir LevitasFounder & CEO
Team & hiring signals
LinkedIn headcount14351-200
LinkedIn followers12,843
Open roles1of 1 tracked · last posted Jun 2026
- Internship: Corporate Investments Intern
Recent company signals
- Leadership Hired a Head of Research
Each tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Sector agnostic startup accelerator
Accelerators & incubators—None recorded
131-5% vs previous recordLinkedIn · Jul 2026
Fee-for-service
16 yr2010
0none in 3 months · last posted Jul 2026
Software
Business facts
- Revenue
- Not reported
- Revenue growth
- Not reported
- Revenue model
- Fee-for-service
- Team size
- 111 (previous snapshot 117)
- Recorded funding
- None recorded
- Founded
- 2010 · about 16 years old
- Stage
- Funding Raised
- Focus
- Sector agnostic
Team & hiring signals
LinkedIn headcount13111-50
LinkedIn followers21,246
Open roles2of 2 tracked · last posted Jul 2026
- Hiring: Finance & Facilities Coordinator · Nashville
Technology
- PHP
- MySQL
- Cloudflare
HubSpot- WordPress
Each tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Business valuation and financial advisory firm providing expert consulting services
Investment banks—None recorded
91+3% vs previous recordLinkedIn · Jul 2026
Fee-for-service
44 yr1982
0none in 3 months
Business facts
- Revenue
- Not reported
- Revenue growth
- Not reported
- Revenue model
- Fee-for-service
- Team size
- 91 (previous snapshot 88)
- Recorded funding
- None recorded
- Founded
- 1982 · about 44 years old
- Stage
- Unfunded
- Focus
- Ibs
Leadership · 3
Matthew CrowCEO
- Highest education
- MA · The University of North Carolina
Jeff DavisManaging Director
- Highest education
- MBA, Finance · Vanderbilt University
Timothy BronzaManaging Director
Team & hiring signals
LinkedIn headcount9111-50
LinkedIn followers3,655
Technology
- Azure
Stripe- jQuery
Each tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Makowsky Ringel Greenberg is a vertically integrated regional real estate investment company specializing in acquisition, development.
Real estate funds—None recorded
71-3% vs previous recordLinkedIn · Jul 2026
Commission on transaction / Fee-for-service
—
0none in 3 months · last posted Jun 2026
Business facts
- Revenue
- Not reported
- Revenue growth
- Not reported
- Revenue model
- Commission on transaction, Fee-for-service
- Team size
- 77 (previous snapshot 79)
- Recorded funding
- None recorded
- Founded
- Not available
- Stage
- Not available
- Focus
- Funds
Team & hiring signals
LinkedIn headcount7151-200
LinkedIn followers1,470
Open roles5of 23 tracked · last posted Jun 2026
- Hiring: Leasing Manager · Memphis, Tennessee
Technology
- PHP
- MySQL
- Nginx
- Cloudflare
- WordPress
Each tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Healthcare investment firm partnering with innovative companies to address healthcare challenges
Venture capital funds—None recorded
47+7% vs previous recordLinkedIn · Jul 2026
Commission on transaction / Fee-for-service
40 yr1986
0none in 3 months
Has made acquisitions
Business facts
- Revenue
- Not reported
- Revenue growth
- Not reported
- Revenue model
- Commission on transaction, Fee-for-service
- Team size
- 72 (previous snapshot 67)
- Recorded funding
- None recorded
- Founded
- 1986 · about 40 years old
- Stage
- Unfunded
- Focus
- Conventional vcs, Independent funds
Founders · 2
Rock MorphisCo-Founder & Managing Director
- Highest education
- The University of Tennessee
David McClellanCo-Founder & Partner
- Highest education
- MHA · Virginia Commonwealth University
Team & hiring signals
LinkedIn headcount4711-50
LinkedIn followers4,419
Recent company signals
- Leadership Hired a Vice President
- Leadership Hired a Vice President, Strategic Engagement
Patents
Patent filings30
Focus: Animal feed grinding equipment and micronutrient supplement formulation
CPC A23K20/30, A23K20/24, B02C13/28Each tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Private equity firm focused on healthcare sector
Private equity funds—None recorded
78+28% vs previous recordLinkedIn · Jul 2026
Commission on transaction / Fee-for-service
5 yr2021
0none in 3 months
Has made acquisitions
Business facts
- Revenue
- Not reported
- Revenue growth
- Not reported
- Revenue model
- Commission on transaction, Fee-for-service
- Team size
- 55 (previous snapshot 43)
- Recorded funding
- None recorded
- Founded
- 2021 · about 5 years old
- Stage
- Unfunded
- Focus
- Growth equity
Founders · 1
Adam BoehlerFounder, CEO & Managing Partner
- Highest education
- The Wharton School
Team & hiring signals
LinkedIn headcount7851-200
LinkedIn followers9,474
Recent company signals
- Launch Launched ComoCare (behavioural health provider)
Each tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Bailey Southwell & Co. is a boutique investment bank.
Investment banks—None recorded
68+85% vs previous recordLinkedIn · Jul 2026
Fee-for-service
21 yr2005
—No postings tracked
Business facts
- Revenue
- Not reported
- Revenue growth
- Not reported
- Revenue model
- Fee-for-service
- Team size
- 48 (previous snapshot 26)
- Recorded funding
- None recorded
- Founded
- 2005 · about 21 years old
- Stage
- Not available
- Focus
- Ibs
Team & hiring signals
LinkedIn headcount6811-50
LinkedIn followers3,447
Technology
- PHP
- MySQL
- Nginx
- WordPress
Each tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Venture capital firm focused on healthcare services and digital health companies
Venture capital funds—None recorded
24+50% 12 mo to Dec 2022LinkedIn · Jul 2026
Fee-for-service
13 yr2013
0none in 3 months
Business facts
- Revenue
- Not reported
- Revenue growth
- Not reported
- Revenue model
- Fee-for-service
- Team size
- 45
- Recorded funding
- None recorded
- Founded
- 2013 · about 13 years old
- Stage
- Unfunded
- Focus
- Independent funds, Conventional vcs, Healthcare startups
Founders · 1
Jay ZeidmanCo-Founder & Managing Partner
- Highest education
- MBA, Energy · Rice University
Team & hiring signals
LinkedIn headcount242-10
LinkedIn followers2,235
Earlier recorded team452022, a different source
Each tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Investing in the US
Private equity funds—None recorded
3+22% 12 mo to Dec 2022LinkedIn · Jul 2026
Commission on transaction / Fee-for-service
15 yr2011
0none in 3 months
Has made acquisitions
Business facts
- Revenue
- Not reported
- Revenue growth
- Not reported
- Revenue model
- Commission on transaction, Fee-for-service
- Team size
- 45
- Recorded funding
- None recorded
- Founded
- 2011 · about 15 years old
- Stage
- Unfunded
- Focus
- Buyout funds
Founders · 1
Lyle BeasleyCo-Founder & Managing Partner
- Highest education
- Master's of business administration · Vanderbilt University - Owen Graduate School Of Management
Team & hiring signals
LinkedIn headcount32-10
LinkedIn followers105
Earlier recorded team452022, a different source
Technology
- PHP
- MySQL
- Nginx
- WordPress
- jQuery
Each tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Investment consulting firm
Investment consultants—None recorded
35-2% 12 mo to Dec 2022LinkedIn · Jul 2026
Fee-for-service
36 yr1990
0none in 3 months · last posted May 2026
Business facts
- Revenue
- Not reported
- Revenue growth
- Not reported
- Revenue model
- Fee-for-service
- Team size
- 42 (previous snapshot 28)
- Recorded funding
- None recorded
- Founded
- 1990 · about 36 years old
- Stage
- Funding Raised
- Focus
- Portfolio management, Private funds it
Leadership · 1
Charles GerberCEO
Investors · 1
Team & hiring signals
LinkedIn headcount3511-50
LinkedIn followers1,113
Earlier recorded team422022, a different source
Open roles1of 1 tracked · last posted May 2026
- Hiring: operations professional
Technology
Bootstrap- jQuery
Each tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Single-family office focused on aviation, financial services, hospitality, insurance, and multiple sectors
Single family offices—None recorded
40+23% vs previous recordLinkedIn · Jul 2026
Fee-for-service
78 yr1948
0none in 3 months · last posted Jan 2025
Business facts
- Revenue
- Not reported
- Revenue growth
- Not reported
- Revenue model
- Fee-for-service
- Team size
- 38 (previous snapshot 31)
- Recorded funding
- None recorded
- Founded
- 1948 · about 78 years old
- Stage
- Unfunded
- Focus
- Captive funds, Single family offices
Leadership · 2
Webb WilsonCEO
Tate WilsonCEO
Team & hiring signals
LinkedIn headcount4011-50
LinkedIn followers1,267
Open roles0of 2 tracked · last posted Jan 2025
Each tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Real estate fund focused on acquiring and managing commercial retail properties
Real estate funds—None recorded
35+39% 12 mo to Dec 2022LinkedIn · Jul 2026
Commission on transaction / Fee-for-service
17 yr2009
0none in 3 months · last posted Jun 2026
Business facts
- Revenue
- Not reported
- Revenue growth
- Not reported
- Revenue model
- Commission on transaction, Fee-for-service
- Team size
- 32
- Recorded funding
- None recorded
- Founded
- 2009 · about 17 years old
- Stage
- Unfunded
- Focus
- Funds
Team & hiring signals
LinkedIn headcount3511-50
LinkedIn followers2,988
Earlier recorded team322022, a different source
Open roles3of 5 tracked · last posted Jun 2026
- Hiring: Leasing Associate · Nashville, Tennessee
- Hiring: Commercial Property Manager · Nashville, Tennessee
Technology
- Angular
- TypeScript
Each tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Investment fund focused on healthcare innovations
Limited partners—None recorded
32-6% vs previous recordLinkedIn · Jul 2026
Fee-for-service
31 yr1995
0none in 3 months
Business facts
- Revenue
- Not reported
- Revenue growth
- Not reported
- Revenue model
- Fee-for-service
- Team size
- 30 (previous snapshot 32)
- Recorded funding
- None recorded
- Founded
- 1995 · about 31 years old
- Stage
- Unfunded
- Focus
- Endowment funds
Team & hiring signals
LinkedIn headcount3211-50
LinkedIn followers12,121
Technology
- PHP
- MySQL
- Cloudflare
- WordPress
- Bootstrap
Each tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Family foundation focused on establishing church
Limited partners—None recorded
33-6% vs previous recordLinkedIn · Jul 2026
Donations / Fee-for-service
81 yr1945
—No postings tracked
Business facts
- Revenue
- Not reported
- Revenue growth
- Not reported
- Revenue model
- Donations, Fee-for-service
- Team size
- 30 (previous snapshot 32)
- Recorded funding
- None recorded
- Founded
- 1945 · about 81 years old
- Stage
- Unfunded
- Focus
- Foundations
Team & hiring signals
LinkedIn headcount3311-50
LinkedIn followers1,925
Technology
- PHP
- MySQL
Redis- Cloudflare
- WordPress
Each tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Investment banking firm
Investment banks—None recorded
29+45% vs previous recordrecorded Dec 2022
Commission on transaction / Fee-for-service
27 yr1999
—No postings tracked
Business facts
- Revenue
- Not reported
- Revenue growth
- Not reported
- Revenue model
- Commission on transaction, Fee-for-service
- Team size
- 29 (previous snapshot 20)
- Recorded funding
- None recorded
- Founded
- 1999 · about 27 years old
- Stage
- Unfunded
- Focus
- Ibs
Founders · 1
Kevin MurphyCo-Founder & Managing Partner
Each tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Private equity firm focused on acquisition of companies
Private equity funds—None recorded
39+22% vs previous recordLinkedIn · Jul 2026
Commission on transaction / Fee-for-service
12 yr2014
0none in 3 months
Acquirer · 1 deal
Business facts
- Revenue
- Not reported
- Revenue growth
- Not reported
- Revenue model
- Commission on transaction, Fee-for-service
- Team size
- 28 (previous snapshot 23)
- Recorded funding
- None recorded
- Founded
- 2014 · about 12 years old
- Stage
- Unfunded
- Focus
- Buyout funds
Team & hiring signals
LinkedIn headcount3911-50
LinkedIn followers5,921
Recent company signals
- Partnership Partnership with L & R Industries, Inc.
- Partnership Partnership with PowerBuilt Material Handling Solutions, LLC
Technology
- Angular
- TypeScript
Each tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Private equity firm focused on restaurants and multiple sectors
Private equity funds—None recorded
43-7% 12 mo to Dec 2021LinkedIn · Jul 2026
Commission on transaction / Fee-for-service
21 yr2005
0none in 3 months
Has made acquisitions
Business facts
- Revenue
- Not reported
- Revenue growth
- Not reported
- Revenue model
- Commission on transaction, Fee-for-service
- Team size
- 27 (previous snapshot 34)
- Recorded funding
- None recorded
- Founded
- 2005 · about 21 years old
- Stage
- Unfunded
- Focus
- Growth equity
Founders · 1
Richard FitzgeraldCo-Founder & Managing Partner
- Highest education
- Master's of business administration · Columbia Business School
Team & hiring signals
LinkedIn headcount4311-50
LinkedIn followers4,246
Earlier recorded team272021, a different source
Recent company signals
- Award 2026 Top Equity Innovator — BluWave
- Partnership Partnership with Alloy Personal Training
Patents
Patent filings8
Focus: Financial software for monitoring and monetizing investment securities (G06Q40/00).
CPC G06Q40/00Each tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Renewable energy investor and developer focused on sustainable solutions across North America
Venture capital funds—None recorded
26+24% vs previous recordLinkedIn · Jul 2026
Commission on transaction / E-commerce - service
18 yr2008
0none in 3 months
Business facts
- Revenue
- Not reported
- Revenue growth
- Not reported
- Revenue model
- Commission on transaction, E-commerce - service, Fee-for-service
- Team size
- 26 (previous snapshot 21)
- Recorded funding
- None recorded
- Founded
- 2008 · about 18 years old
- Stage
- Unfunded
- Focus
- Conventional vcs, Independent funds
Leadership · 1
Jacques PouheManaging Director
- Highest education
- Bachelor's of Arts · Yale University
Team & hiring signals
LinkedIn headcount2611-50
LinkedIn followers2,775
Patents
Patent filings4
Focus: Ionized water production technology and student financial account management systems.
CPC C02F1/4618, G06Q50/2057Each tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Private equity investment firm focused on buyouts
Private equity funds—None recorded
40-14% vs previous recordLinkedIn · Jul 2026
Commission on transaction / Fee-for-service
26 yr2000
0none in 3 months
Has made acquisitions
Business facts
- Revenue
- Not reported
- Revenue growth
- Not reported
- Revenue model
- Commission on transaction, Fee-for-service
- Team size
- 25 (previous snapshot 29)
- Recorded funding
- None recorded
- Founded
- 2000 · about 26 years old
- Stage
- Unfunded
- Focus
- Buyout funds
Founders · 2
Katie GambillCo-Founder & General Partner
Denny BottorffCo-Founder & General Partner
Team & hiring signals
LinkedIn headcount4011-50
LinkedIn followers3,917
Recent company signals
- Leadership Hired a Portfolio Chief of Staff
- Award 2026 Top Private Equity Innovator — BluWave
- Award 2026 Woman of Influence — Nashville Business Journal
Each tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Global M&A advisory firm
Investment banks—None recorded
20+5% vs previous recordLinkedIn · Jul 2026
Commission on transaction / Fee-for-service
44 yr1982
0none in 3 months · last posted Jun 2026
Business facts
- Revenue
- Not reported
- Revenue growth
- Not reported
- Revenue model
- Commission on transaction, Fee-for-service
- Team size
- 21 (previous snapshot 20)
- Recorded funding
- None recorded
- Founded
- 1982 · about 44 years old
- Stage
- Unfunded
- Focus
- Ibs
Founders · 2
Joe ContaldoCo-Founder & Partner
Anthony ContaldoCo-Founder & Partner
Team & hiring signals
LinkedIn headcount2011-50
LinkedIn followers1,717
Open roles1of 1 tracked · last posted Jun 2026
- Internship: Investment Banking Summer Analyst
Each tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Accelerator focused on the startups across Southeast Tennessee
Accelerators & incubators—None recorded
22+0% vs previous recordLinkedIn · Jul 2026
Fee-for-service
16 yr2010
0none in 3 months
Business facts
- Revenue
- Not reported
- Revenue growth
- Not reported
- Revenue model
- Fee-for-service
- Team size
- 21 (previous snapshot 21)
- Recorded funding
- None recorded
- Founded
- 2010 · about 16 years old
- Stage
- Unfunded
- Focus
- Sector agnostic
Team & hiring signals
LinkedIn headcount2211-50
LinkedIn followers5,303
Technology
Webflow- jQuery
Each tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Provider of commercial real estate leasing, management, investment, and development
Service providers to banks—None recorded
20LinkedIn · Jul 2026
Fee-for-service
26 yr2000
0none in 3 months
Business facts
- Revenue
- Not reported
- Revenue growth
- Not reported
- Revenue model
- Fee-for-service
- Team size
- 19
- Recorded funding
- None recorded
- Founded
- 2000 · about 26 years old
- Stage
- Funding Raised
- Focus
- Real estate services
Founders · 3
Tom HarwellCo-Founder
- Highest education
- University of Georgia
John EakinCo-Founder & Managing Director
Chad BottorffCo-Founder
Team & hiring signals
LinkedIn headcount2011-50
LinkedIn followers1,238
Recent company signals
- Award 2026 Best Places to Work — Nashville Business Journal
- Expansion new tenant
- Award 2025 CoStar PowerBroker Quarterly Deals winner — CoStar Group
- Expansion grand opening
Technology
- Cloudflare
- jQuery
Each tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
VC and angel investment firm investing in seed-stage startups
Angel networks—None recorded
12+0% vs previous recordLinkedIn · Jul 2026
Commission on transaction / Fee-for-service
13 yr2013
—No postings tracked
Consumer
Business facts
- Revenue
- Not reported
- Revenue growth
- Not reported
- Revenue model
- Commission on transaction, Fee-for-service
- Team size
- 16 (previous snapshot 16)
- Recorded funding
- None recorded
- Founded
- 2013 · about 13 years old
- Stage
- Unfunded
- Focus
- Independent funds, Conventional vcs, Networks
Founders · 2
Don Lazas MdFounder & Managing Partner
Ted SanftOperating Partner * Co-Founder
Team & hiring signals
LinkedIn headcount1211-50
LinkedIn followers408
Each tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Private equity fund focused on multiple sectors
Private equity funds—None recorded
9+50% 12 mo to Dec 2022LinkedIn · Jul 2026
Commission on transaction / Fee-for-service
6 yr2020
0none in 3 months
Business facts
- Revenue
- Not reported
- Revenue growth
- Not reported
- Revenue model
- Commission on transaction, Fee-for-service
- Team size
- 15
- Recorded funding
- None recorded
- Founded
- 2020 · about 6 years old
- Stage
- Unfunded
- Focus
- Buyout funds
Founders · 3
William ConwayCo-Founder
- Highest education
- Dartmouth College
Marc HanoverCo-Founder
- Highest education
- MBA · The University of Memphis
Adam HanoverCo-Founder & CEO
- Highest education
- BA, History · University of Pennsylvania
Team & hiring signals
LinkedIn headcount91,001-5,000
LinkedIn followers237
Earlier recorded team152022, a different source
Each tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Venture capital fund focused on fintech startups
Venture capital funds—None recorded
26+8% vs previous recordLinkedIn · Jul 2026
Commission on transaction / Fee-for-service
10 yr2016
0none in 3 months · last posted Jun 2026
Business facts
- Revenue
- Not reported
- Revenue growth
- Not reported
- Revenue model
- Commission on transaction, Fee-for-service
- Team size
- 14 (previous snapshot 13)
- Recorded funding
- None recorded
- Founded
- 2016 · about 10 years old
- Stage
- Unfunded
- Focus
- Independent funds, Conventional vcs, Fintech startups
Founders · 2
Rick KushelCo-Founder & Managing Partner Fintop Capital
- Highest education
- Bachelor's in business · James Madison University
Jim McKelveyCo-Founder & General Partner
- Highest education
- Others · Washington University St Louis
Team & hiring signals
LinkedIn headcount2611-50
LinkedIn followers4,668
Open roles1of 1 tracked · last posted Jun 2026
- Hiring: Junior Sales Executive Goodshuffle · New York + Chicago
Recent company signals
- Partnership Partnership with PwC Deal Practice
Each tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Real-estate focused investment management firm
Real estate funds—None recorded
11+10% 12 mo to Dec 2022recorded Dec 2022
Advertising / Commission on transaction
27 yr1999
0none in 3 months · last posted Oct 2025
Business facts
- Revenue
- Not reported
- Revenue growth
- Not reported
- Revenue model
- Advertising, Commission on transaction, E-commerce - service
- Team size
- 11
- Recorded funding
- None recorded
- Founded
- 1999 · about 27 years old
- Stage
- Funding Raised
- Focus
- Funds
Leadership · 1
Mike HayesCEO
Team & hiring signals
Open roles0of 2 tracked · last posted Oct 2025
Each tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Private equity fund focused on multiple sectors
Private equity funds—None recorded
25+43% 12 mo to Dec 2020LinkedIn · Jul 2026
Commission on transaction / Fee-for-service
30 yr1996
0none in 3 months
Has made acquisitions
Business facts
- Revenue
- Not reported
- Revenue growth
- Not reported
- Revenue model
- Commission on transaction, Fee-for-service
- Team size
- 10 (previous snapshot 19)
- Recorded funding
- None recorded
- Founded
- 1996 · about 30 years old
- Stage
- Unfunded
- Focus
- Buyout funds
Leadership · 1
Avril PetersManaging Director
Team & hiring signals
LinkedIn headcount252-10
LinkedIn followers3,782
Earlier recorded team102020, a different source
Technology
- PHP
- MySQL
- Cloudflare
- WordPress
- jQuery
Each tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
A real estate investment company
Real estate funds—None recorded
12LinkedIn · Jul 2026
Commission on transaction / Renting / leasing
12 yr2014
—No postings tracked
Business facts
- Revenue
- Not reported
- Revenue growth
- Not reported
- Revenue model
- Commission on transaction, Renting / leasing
- Team size
- 10
- Recorded funding
- None recorded
- Founded
- 2014 · about 12 years old
- Stage
- Unfunded
- Focus
- Funds
Leadership · 1
Abhishek MathurChairman & CEO
Team & hiring signals
LinkedIn headcount122-10
LinkedIn followers479
Each tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Private equity firm focused on multiple sectors
Private equity funds—None recorded
8-20% vs previous recordLinkedIn · Jul 2026
Commission on transaction / Fee-for-service
38 yr1988
—No postings tracked
Has made acquisitions
Business facts
- Revenue
- Not reported
- Revenue growth
- Not reported
- Revenue model
- Commission on transaction, Fee-for-service
- Team size
- 8 (previous snapshot 10)
- Recorded funding
- None recorded
- Founded
- 1988 · about 38 years old
- Stage
- Unfunded
- Focus
- Buyout funds
Founders · 1
Barney ByrdFounder & CEO
Team & hiring signals
LinkedIn headcount811-50
LinkedIn followers1,397
Technology
- PHP
- MySQL
- WordPress
Each tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Real estate focused investment management firm
Real estate funds—None recorded
4LinkedIn · Jul 2026
Commission on transaction / Fee-for-service
17 yr2009
—No postings tracked
Business facts
- Revenue
- Not reported
- Revenue growth
- Not reported
- Revenue model
- Commission on transaction, Fee-for-service
- Team size
- 6
- Recorded funding
- None recorded
- Founded
- 2009 · about 17 years old
- Stage
- Funding Raised
- Focus
- Funds
Founders · 2
Stephen GreenFounder
Ryan HinricherFounder
Team & hiring signals
LinkedIn headcount42-10
LinkedIn followers128
Each tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Venture capital fund mainly investing in the healthcare sector
Venture capital funds—None recorded
32LinkedIn · Jul 2026
Fee-for-service
10 yr2016
0none in 3 months · last posted Sep 2025
Business facts
- Revenue
- Not reported
- Revenue growth
- Not reported
- Revenue model
- Fee-for-service
- Team size
- 5
- Recorded funding
- None recorded
- Founded
- 2016 · about 10 years old
- Stage
- Unfunded
- Focus
- Independent funds, Conventional vcs
Founders · 2
Senator FristCo-Founder & Partner
- Highest education
- Doctor of Medicine · Harvard University
Bryan CresseyCo-Founder & Senior Advisor
Team & hiring signals
LinkedIn headcount3211-50
LinkedIn followers11,167
Earlier recorded team52021, a different source
Open roles0of 2 tracked · last posted Sep 2025
Technology
- AWS
- React
- Next.js
- Node.js
- Nginx
Each tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Venture capital fund focused on impactful technology startups
Venture capital funds—None recorded
4LinkedIn · Jul 2026
Commission on transaction / Fee-for-service
10 yr2016
—No postings tracked
Social impact
Business facts
- Revenue
- Not reported
- Revenue growth
- Not reported
- Revenue model
- Commission on transaction, Fee-for-service
- Team size
- 5 (previous snapshot 4)
- Recorded funding
- None recorded
- Founded
- 2016 · about 10 years old
- Stage
- Unfunded
- Focus
- Independent funds, Conventional vcs
Founders · 2
Julie DunlapCo-founder & Chief Science Officer
Joadel AdeolaFounder and CEO
Team & hiring signals
LinkedIn headcount42-10
LinkedIn followers181
Patents
Patent filings9
Focus: Patents concentrated in computing, sensing & instrumentation
CPC G06Q30/0611, B29C33/3842, G06F30/10Each tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Blank check company focused on mobility and motion technology sectors
Special purpose acquisition companies—None recorded
3LinkedIn · Oct 2026
Subscription
6 yr2020
0none in 3 months
Acquirer · 1 deal
Business facts
- Revenue
- Not reported
- Revenue growth
- Not reported
- Revenue model
- Subscription
- Team size
- 4
- Recorded funding
- None recorded
- Founded
- 2020 · about 6 years old
- Stage
- Public
- Focus
- Multi industry
Team & hiring signals
LinkedIn headcount32-10
LinkedIn followers559
Each tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Infrastructure fund focused on mining sector
Infrastructure funds—None recorded
2LinkedIn · Jul 2026
Fee-for-service
29 yr1997
—No postings tracked
Business facts
- Revenue
- Not reported
- Revenue growth
- Not reported
- Revenue model
- Fee-for-service
- Team size
- 3
- Recorded funding
- None recorded
- Founded
- 1997 · about 29 years old
- Stage
- Unfunded
- Focus
- Funds, Diversified
Founders · 2
Jim CulverCo-Founder & CEO
Andre St-MichelCo-Founder
Team & hiring signals
LinkedIn headcount22-10
LinkedIn followers240
Patents
Patent filings46
Focus: High‑speed data converters, clock/oscillator circuits, and PCIe interface IP
CPC H03M1/1071, H03L7/091, G04F10/005Each tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Industry agnostic blank check company
Special purpose acquisition companies—None recorded
3recorded
Advertising / Commission on transaction
5 yr2021
—No postings tracked
Acquirer · 1 deal
Business facts
- Revenue
- Not reported
- Revenue growth
- Not reported
- Revenue model
- Advertising, Commission on transaction, E-commerce - service
- Team size
- 3
- Recorded funding
- None recorded
- Founded
- 2021 · about 5 years old
- Stage
- Unfunded
- Focus
- Industry agnostic
Leadership · 1
Brad MartinCEO
Each tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Provider of automated financial planning software for advisors
Investment consultants—None recorded
2LinkedIn · Jul 2026
Subscription
10 yr2016
—No postings tracked
Business facts
- Revenue
- Not reported
- Revenue growth
- Not reported
- Revenue model
- Subscription
- Team size
- 2
- Recorded funding
- None recorded
- Founded
- 2016 · about 10 years old
- Stage
- Unfunded
- Focus
- Financial planning, Wealth management it
Team & hiring signals
LinkedIn headcount22-10
LinkedIn followers50
Technology
- PHP
- MySQL
- Nginx
- WordPress
- Bootstrap
Each tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Investment bank providing M&A and growth capital advisory services
Investment banks—None recorded
68LinkedIn · Jul 2026
Commission on transaction / Fee-for-service
21 yr2005
0none in 3 months
Business facts
- Revenue
- Not reported
- Revenue growth
- Not reported
- Revenue model
- Commission on transaction, Fee-for-service
- Team size
- Not available
- Recorded funding
- None recorded
- Founded
- 2005 · about 21 years old
- Stage
- Funding Raised
- Focus
- Ibs
Founders · 2
Jeff BaileyCo-Founder & Managing Director
- Highest education
- Master's of Business Administration · The University of Tennessee
Jack BaileyCo-Founder & Managing Director
- Highest education
- BA, Political Science · Vanderbilt University
Team & hiring signals
LinkedIn headcount6811-50
LinkedIn followers3,447
Each tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Private equity fund focused on the healthcare sector
Private equity funds—None recorded
16LinkedIn · Jul 2026
Commission on transaction / Fee-for-service
5 yr2021
—No postings tracked
Business facts
- Revenue
- Not reported
- Revenue growth
- Not reported
- Revenue model
- Commission on transaction, Fee-for-service
- Team size
- Not available
- Recorded funding
- None recorded
- Founded
- 2021 · about 5 years old
- Stage
- Unfunded
- Focus
- Buyout funds
Founders · 1
Geoff ClarkFounder & Managing Partner
Team & hiring signals
LinkedIn headcount1611-50
LinkedIn followers1,419
Each tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Private equity firm focused on multiple sectors
Private equity funds—None recorded
5LinkedIn · Jul 2026
Commission on transaction / Fee-for-service
23 yr2003
—No postings tracked
Business facts
- Revenue
- Not reported
- Revenue growth
- Not reported
- Revenue model
- Commission on transaction, Fee-for-service
- Team size
- Not available
- Recorded funding
- None recorded
- Founded
- 2003 · about 23 years old
- Stage
- Unfunded
- Focus
- Buyout funds, Loans and mezzanine financing
Founders · 1
Douglas SongCo-Founder & Managing Partner
Team & hiring signals
LinkedIn headcount52-10
LinkedIn followers277
Technology
- PHP
- MySQL
- Nginx
- WordPress
Each tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Venture capital investment firm focused on early-stage companies
Venture capital funds—None recorded
18LinkedIn · Jul 2026
Commission on transaction / Fee-for-service
24 yr2002
0none in 3 months
Business facts
- Revenue
- Not reported
- Revenue growth
- Not reported
- Revenue model
- Commission on transaction, Fee-for-service
- Team size
- Not available
- Recorded funding
- None recorded
- Founded
- 2002 · about 24 years old
- Stage
- Unfunded
- Focus
- Independent funds, Conventional vcs, Growth equity
Founders · 1
John ChadwickCo-Founder & Partner
- Highest education
- Master's of business administration in finance · The Wharton School
Team & hiring signals
LinkedIn headcount1811-50
LinkedIn followers2,909
Each tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Single family office and private equity firm focused on multiple sectors
Private equity funds—None recorded
40LinkedIn · Jul 2026
Fee-for-service
78 yr1948
—No postings tracked
Business facts
- Revenue
- Not reported
- Revenue growth
- Not reported
- Revenue model
- Fee-for-service
- Team size
- Not available
- Recorded funding
- None recorded
- Founded
- 1948 · about 78 years old
- Stage
- Unfunded
- Focus
- Captive funds, Single family offices, Wealth management, Multi family offices
Founders · 2
Dorothy Elizabeth Lee Wilsonex-Co-Founder
Charles Kemmons Wilsonex-Co-Founder
Team & hiring signals
LinkedIn headcount4011-50
LinkedIn followers1,267
Each tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
No matching company in this list.
50 of 188 companies shown here · the full list is on Radar
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Explore all 188 investment industry companies in Tennessee on Radar
This page shows the top 50. Radar has the complete, filterable list with contacts and live company signals.
Open investment industry in Tennessee on Radar- Every company, not just 50All 188 investment industry companies in Tennessee, filterable by stage, funding, team size, revenue model and age.
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Explore investment industry companies in Tennessee by what you are looking for
Find top investment industry companies in Tennessee across private equity, venture capital, and investment banking. Explore investment companies and investment industry sectors in Tennessee.
8 ways to explore investment industry in Tennessee
Private equity fund companiesVenture capital and startup investor companiesReal estate investment fund companiesInvestment banking and advisory companiesFamily office and institutional investor companiesPublic investment industry companies in Tennessee
Private equity fund companies
Private equity funds investing across businesses and growth opportunities.
- Kirkland'sSee in list
Private equity firm focused on multiple sectors
Private equity funds - Greater Sum VenturesSee in list
Provider of entrepreneurial family office
Single family offices - Heritage GroupSee in list
Healthcare investment firm partnering with innovative companies to address healthcare challenges
Venture capital funds - Altitude VenturesSee in list
Venture capital firm focused on healthcare services and digital health companies
Venture capital funds - West End HoldingsSee in list
Investing in the US
Private equity funds
53 companies in TennesseeAll 42 private equity funds companies in Tennessee →
Venture capital and startup investor companies
Venture capital firms, angel networks, and early-stage investors.
- Nashville Entrepreneur CenterSee in list
Sector agnostic startup accelerator
Accelerators & incubators - Heritage GroupSee in list
Healthcare investment firm partnering with innovative companies to address healthcare challenges
Venture capital funds - Altitude VenturesSee in list
Venture capital firm focused on healthcare services and digital health companies
Venture capital funds - Skyview VenturesSee in list
Renewable energy investor and developer focused on sustainable solutions across North America
Venture capital funds - NueCura PartnersSee in list
VC and angel investment firm investing in seed-stage startups
Angel networks
24 companies in TennesseeAll 56 venture capital funds companies in Tennessee →
Real estate investment fund companies
Investment firms and funds focused on real estate assets.
- OakPointSee in list
Real estate fund focused on multiple properties
Real estate funds - McNeill Investment GroupSee in list
Real estate fund investing through value-added strategies
Real estate funds - Carter-HastonSee in list
Private fund and property management firm with decades of experience
Real estate funds - Wright InvestmentsSee in list
Property investment management firm
Real estate funds - makowsky ringel greenbergSee in list
Makowsky Ringel Greenberg is a vertically integrated regional real estate investment company specializing in acquisition, development.
Real estate funds
48 companies in TennesseeAll 2,503 real estate funds companies in United States →
Investment banking and advisory companies
Investment banks and advisory firms supporting transactions and capital.
- SmartBankSee in list
Commercial bank
Investment banks - Mercer CapitalSee in list
Business valuation and financial advisory firm providing expert consulting services
Investment banks - bailey southwell & coSee in list
Bailey Southwell & Co. is a boutique investment bank.
Investment banks - Brentwood Capital AdvisorsSee in list
Investment banking firm
Investment banks - XLCS PartnersSee in list
Global M&A advisory firm
Investment banks
34 companies in TennesseeAll 2,853 investment banks companies in United States →
Family office and institutional investor companies
Family offices, limited partners, and investment management organizations.
- Vanderbilt University Office of InvestmentsSee in list
Manages Vanderbilt University's endowment, ensuring financial support for its mission
Limited partners - Greater Sum VenturesSee in list
Provider of entrepreneurial family office
Single family offices - Kemmons Wilson CompaniesSee in list
Single-family office focused on aviation, financial services, hospitality, insurance, and multiple sectors
Single family offices - Nashville Health Care CouncilSee in list
Investment fund focused on healthcare innovations
Limited partners 
SouthWorth Capital ManagementPrivate equity firm backed by single family office
Private equity funds
22 companies in TennesseeAll 966 single family offices companies in United States →
Public investment industry companies in Tennessee
Investment industry companies in Tennessee that are publicly listed.
- Kirkland'sSee in list
Private equity firm focused on multiple sectors
Private equity funds - SmartBankSee in list
Commercial bank
Investment banks - Live Oak AcquisitionSee in list
Blank check company focused on mobility and motion technology sectors
Special purpose acquisition companies
3 companies in Tennessee
Investment industry startups in Tennessee
Recently founded investment industry companies in Tennessee.
- McNeill Investment GroupSee in list
Real estate fund investing through value-added strategies
Real estate funds - Rubicon FoundersSee in list
Private equity firm focused on healthcare sector
Private equity funds - Riverview AcquisitionSee in list
Industry agnostic blank check company
Special purpose acquisition companies 
Market Square VenturesVenture capital investment firm
Venture capital funds
OM PartnersHealthcare-focused financial and strategic advisory firm
Investment banks
14 companies in Tennessee
Investment industry companies hiring in Tennessee
Investment industry companies in Tennessee with hiring activity.
- OakPointSee in list
Real estate fund focused on multiple properties
Real estate funds - Kirkland'sSee in list
Private equity firm focused on multiple sectors
Private equity funds - SmartBankSee in list
Commercial bank
Investment banks - Carter-HastonSee in list
Private fund and property management firm with decades of experience
Real estate funds - Wright InvestmentsSee in list
Property investment management firm
Real estate funds
14 companies in Tennessee
For investors and data teams
Put this intelligence into your own tools
The figures on this page come from Fliar’s company, funding, hiring and news data. Use it through the Investor Intelligence API and company data exports, or explore every company, founder and investor in Radar.
Capital & corporate activity
Investment industry funding and M&A across the United States
767 recorded equity rounds have gone to 23,456 investment industry companies in the United States — how much, at which stage, into which sub-sectors, from whom, and how Tennessee compares. Debt, IPO and grant rounds are excluded.
equity rounds, last 12 months49
US$1.42bn
equity rounds, last 24 months166
US$2.20bn
raised over five yearsUS$4.55bn
352 rounds in the United States
M&A deals, the United States3470
last 24 months
Capital by year
amount roundsEquity funding into investment industry in the United States
Bars show US$ raised; the number under each year is equity rounds. 2026 is year to date. The peak year was 2019, with US$1.01bn across 36 rounds.
The funding ladder · five years
Rounds and typical cheque by stage
AngelUS$2.50m1 rounds · median US$2.50m
SeedUS$203.96m162 rounds · median US$961k
Series AUS$554.16m97 rounds · median US$4.92m
Series BUS$825.87m63 rounds · median US$13.03m
Series CUS$250.99m7 rounds · median US$35.00m
Series D+US$2.46bn10 rounds · median US$200.00m
Private equityUS$250.00m12 rounds · median US$250.00m
Where the money went · five years
Most-funded sub-sectors
Infrastructure fundsUS$2.42bn26 rounds · 18 companies
Real estate fundsUS$1.12bn170 rounds · 115 companies
Investment banksUS$416.96m32 rounds · 24 companies
Private equity fundsUS$210.50m29 rounds · 27 companies
Accelerators & incubatorsUS$104.86m13 rounds · 10 companies
Investment consultantsUS$44.61m22 rounds · 17 companies
Venture capital fundsUS$35.62m6 rounds · 6 companies
Tennessee in context
Tennessee’s share of the United States’s investment industry funding
Equity rounds over the last five years, 208 investment industry companies in Tennessee among 23,456 in the United States.
Corporate activity · last 24 months
M&A in the United States
3216Acquisition
148Merger
42Takeover
Most active acquirers
- Kkr128
- Blackstone126
- Bain capital95
- Tpg62
- Goldman sachs59
Most acquired or merged
- Na14
- Nvidia10
- Altus power8
- American healthcare reit7
- Goldman sachs7
Each deal appears in the events strip at the top of the page.
Go deeper in the investment industry landscape reports:
Investment Industry Landscape of the United StatesIndustry landscape report
Investment Industry Landscape of the United States
The financials above are one chapter. The full investment industry landscape of Tennessee maps the whole industry — every segment, the capital behind it, the talent market and where the next opportunities are.
- Market map of every sub-sector
- Funding & company formation by year
- Revenue, profit & financial strength
- Digital footprint: traffic, apps, releases
- Hiring, skills & pay
- Founders & leaders
- News & sentiment
- Where demand runs ahead of supply
Founders and momentum in Tennessee
Meet the people behind investment industry companies in Tennessee. 111 of 188 companies list founders or leaders; where a public LinkedIn profile matches exactly, the expanded profile shows the photo, headline, location and education.
Growing teams
Companies whose recorded headcount rose the most between the two most recent team-size snapshots. A larger team is a signal of momentum, not of profitability.
Private equity fundsPrivate equity firm focused on multiple sectors
Team size1,000Up from 45 in the previous snapshot
Founders · 2
Robert KirklandCo-Founder
Carl KirklandCo-Founder
Real estate fundsProperty investment management firm
Team size228Up from 45 in the previous snapshot
Leadership · 1
Larry WrightPresident/CEO
Limited partnersSovereign wealth fund of Oneida Indian Nation
Team size1,595Up from 400 in the previous snapshot
Leadership · 1
Ray HalbritterCEO
Real estate fundsValue-added strategy focused real estate fund
Team size132Up from 69 in the previous snapshot
Founder · 1
Adir LevitasFounder & CEO
Investment banksBailey Southwell & Co. is a boutique investment bank.
Team size48Up from 26 in the previous snapshot
Founders
Details not available
Investment consultantsInvestment consulting firm
Team size42Up from 28 in the previous snapshot
Leadership · 1
Charles GerberCEO
Investment banksInvestment banking firm
Team size29Up from 20 in the previous snapshot
Founder · 1
Kevin MurphyCo-Founder & Managing Partner
Private equity fundsPrivate equity firm focused on healthcare sector
Team size55Up from 43 in the previous snapshot
Founder · 1
Adam BoehlerFounder, CEO & Managing Partner
Venture capital fundsRenewable energy investor and developer focused on sustainable solutions across North America
Team size26Up from 21 in the previous snapshot
Leadership · 1
Jacques PouheManaging Director
Single family officesSingle-family office focused on aviation, financial services, hospitality, insurance, and multiple sectors
Team size38Up from 31 in the previous snapshot
Leadership · 2
Webb WilsonCEO
Tate WilsonCEO
Private equity fundsPrivate equity firm focused on acquisition of companies
Team size28Up from 23 in the previous snapshot
Founders
Details not available
Single family officesProvider of entrepreneurial family office
Team size137Up from 115 in the previous snapshot
Founders · 3
Ross CroleyCEO / Founder
Jon EllisonCo-Founder & Managing Partner
Lisa StinnettCo-Founder & Managing Partner
Business facts
- Revenue
- Not reported
- Revenue growth
- Not reported
- Revenue model
- E-commerce - product
- Team size
- 1,000 (previous snapshot 45)
- Recorded funding
- None recorded
- Founded
- 1966 · about 60 years old
- Stage
- Public
- Focus
- Growth equity
Founders · 2
Robert KirklandCo-Founder
Carl KirklandCo-Founder
Team & hiring signals
LinkedIn headcount2,6431,001-5,000
LinkedIn followers41,516
Earlier recorded team1,0002023, a different source
Open roles7of 171 tracked · last posted May 2026
Technology
- AWS
- Angular
- TypeScript
- Java
- Sentry
Each tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Business facts
- Revenue
- Not reported
- Revenue growth
- Not reported
- Revenue model
- Fee-for-service
- Team size
- 228 (previous snapshot 45)
- Recorded funding
- None recorded
- Founded
- 1982 · about 44 years old
- Stage
- Unfunded
- Focus
- Funds
Leadership · 1
Larry WrightPresident/CEO
- Highest education
- Master's of science in real estate · New York University
Team & hiring signals
LinkedIn headcount701,001-5,000
LinkedIn followers2,009
Earlier recorded team2282021, a different source
Open roles3of 3 tracked · last posted May 2026
Each tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Business facts
- Revenue
- Not reported
- Revenue growth
- Not reported
- Revenue model
- Donations, Fee-for-service
- Team size
- 1,595 (previous snapshot 400)
- Recorded funding
- None recorded
- Founded
- 2003 · about 23 years old
- Stage
- Funding Raised
- Focus
- Sovereign wealth funds
Leadership · 1
Ray HalbritterCEO
Team & hiring signals
LinkedIn headcount3801,001-5,000
LinkedIn followers2,098
Earlier recorded team1,5952022, a different source
Patents
Patent filings29
Focus: Cashless casino gaming platforms with player tracking and hospitality service integration
CPC G07F17/3206, G07F17/32, G07F17/3244Technology
- Azure
- React
- Next.js
- Node.js
- Vercel
Each tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Business facts
- Revenue
- Not reported
- Revenue growth
- Not reported
- Revenue model
- Commission on transaction, Lending
- Team size
- 132 (previous snapshot 69)
- Recorded funding
- None recorded
- Founded
- 2012 · about 14 years old
- Stage
- Funding Raised
- Focus
- Funds
Founders · 1
Adir LevitasFounder & CEO
Team & hiring signals
LinkedIn headcount14351-200
LinkedIn followers12,843
Open roles1of 1 tracked · last posted Jun 2026
- Internship: Corporate Investments Intern
Recent company signals
- Leadership Hired a Head of Research
Each tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Business facts
- Revenue
- Not reported
- Revenue growth
- Not reported
- Revenue model
- Fee-for-service
- Team size
- 48 (previous snapshot 26)
- Recorded funding
- None recorded
- Founded
- 2005 · about 21 years old
- Stage
- Not available
- Focus
- Ibs
Team & hiring signals
LinkedIn headcount6811-50
LinkedIn followers3,447
Technology
- PHP
- MySQL
- Nginx
- WordPress
Each tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Business facts
- Revenue
- Not reported
- Revenue growth
- Not reported
- Revenue model
- Fee-for-service
- Team size
- 42 (previous snapshot 28)
- Recorded funding
- None recorded
- Founded
- 1990 · about 36 years old
- Stage
- Funding Raised
- Focus
- Portfolio management, Private funds it
Leadership · 1
Charles GerberCEO
Investors · 1
Team & hiring signals
LinkedIn headcount3511-50
LinkedIn followers1,113
Earlier recorded team422022, a different source
Open roles1of 1 tracked · last posted May 2026
- Hiring: operations professional
Technology
- Bootstrap
- jQuery
Each tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Business facts
- Revenue
- Not reported
- Revenue growth
- Not reported
- Revenue model
- Commission on transaction, Fee-for-service
- Team size
- 29 (previous snapshot 20)
- Recorded funding
- None recorded
- Founded
- 1999 · about 27 years old
- Stage
- Unfunded
- Focus
- Ibs
Founders · 1
Kevin MurphyCo-Founder & Managing Partner
Each tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Has made acquisitions
Business facts
- Revenue
- Not reported
- Revenue growth
- Not reported
- Revenue model
- Commission on transaction, Fee-for-service
- Team size
- 55 (previous snapshot 43)
- Recorded funding
- None recorded
- Founded
- 2021 · about 5 years old
- Stage
- Unfunded
- Focus
- Growth equity
Founders · 1
Adam BoehlerFounder, CEO & Managing Partner
- Highest education
- The Wharton School
Team & hiring signals
LinkedIn headcount7851-200
LinkedIn followers9,474
Recent company signals
- Launch Launched ComoCare (behavioural health provider)
Each tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Business facts
- Revenue
- Not reported
- Revenue growth
- Not reported
- Revenue model
- Commission on transaction, E-commerce - service, Fee-for-service
- Team size
- 26 (previous snapshot 21)
- Recorded funding
- None recorded
- Founded
- 2008 · about 18 years old
- Stage
- Unfunded
- Focus
- Conventional vcs, Independent funds
Leadership · 1
Jacques PouheManaging Director
- Highest education
- Bachelor's of Arts · Yale University
Team & hiring signals
LinkedIn headcount2611-50
LinkedIn followers2,775
Patents
Patent filings4
Focus: Ionized water production technology and student financial account management systems.
CPC C02F1/4618, G06Q50/2057Each tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Business facts
- Revenue
- Not reported
- Revenue growth
- Not reported
- Revenue model
- Fee-for-service
- Team size
- 38 (previous snapshot 31)
- Recorded funding
- None recorded
- Founded
- 1948 · about 78 years old
- Stage
- Unfunded
- Focus
- Captive funds, Single family offices
Leadership · 2
Webb WilsonCEO
Tate WilsonCEO
Team & hiring signals
LinkedIn headcount4011-50
LinkedIn followers1,267
Open roles0of 2 tracked · last posted Jan 2025
Each tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Acquirer · 1 deal
Business facts
- Revenue
- Not reported
- Revenue growth
- Not reported
- Revenue model
- Commission on transaction, Fee-for-service
- Team size
- 28 (previous snapshot 23)
- Recorded funding
- None recorded
- Founded
- 2014 · about 12 years old
- Stage
- Unfunded
- Focus
- Buyout funds
Team & hiring signals
LinkedIn headcount3911-50
LinkedIn followers5,921
Recent company signals
- Partnership Partnership with L & R Industries, Inc.
- Partnership Partnership with PowerBuilt Material Handling Solutions, LLC
Technology
- Angular
- TypeScript
Each tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Social impactHas made acquisitions
Business facts
- Revenue
- Not reported
- Revenue growth
- Not reported
- Revenue model
- Commission on transaction, Fee-for-service
- Team size
- 137 (previous snapshot 115)
- Recorded funding
- None recorded
- Founded
- 2016 · about 10 years old
- Stage
- Unfunded
- Focus
- Captive funds, Single family offices
Founders · 3
Ross CroleyCEO / Founder
Jon EllisonCo-Founder & Managing Partner
Lisa StinnettCo-Founder & Managing Partner
Team & hiring signals
LinkedIn headcount5911-50
LinkedIn followers4,834
Open roles0of 1 tracked · last posted Jul 2025
Technology
- Cloudflare
Each tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Women-founded
Investment industry companies in Tennessee with at least one woman on the founding team. Expand a profile to meet the founders; teams can include both women and men.
Single family officesProvider of entrepreneurial family office
Revenue modelCommission on transaction / Fee-for-service
Founders · 3
Ross CroleyCEO / Founder
Jon EllisonCo-Founder & Managing Partner
Lisa StinnettCo-Founder & Managing Partner
Private equity fundsPrivate equity firm focused on healthcare sector
Revenue modelCommission on transaction / Fee-for-service
Founder · 1
Adam BoehlerFounder, CEO & Managing Partner
Private equity fundsPrivate equity investment firm focused on buyouts
Revenue modelCommission on transaction / Fee-for-service
Founders · 2
Katie GambillCo-Founder & General Partner
Denny BottorffCo-Founder & General Partner
Venture capital fundsVenture capital fund focused on impactful technology startups
Revenue modelCommission on transaction / Fee-for-service
Founders · 2
Julie DunlapCo-founder & Chief Science Officer
Joadel AdeolaFounder and CEO
Single family officesSingle-family office focused on multiple investments
Revenue modelAdvertising / Sponsorship
Founders · 5
Jennifer WayneCo-Founder
Josh JosephFounder and CEO
Tara JosephCo-Founder & CFO
Sophie JosephCo-Founder
Sydni JosephCo-Founder
Investment banksHealthcare-focused financial and strategic advisory firm
Revenue modelFee-for-service
Founders · 4
Jack JeongCo-Founder & Partner
Becky GreggCo-Founder & Partner
Matthew DavisCo-Founder & Vice President
Nick CarteauxCo-Founder & Partner
Real estate fundsReal estate fund focused on apartment complexes & mobile home parks
Revenue modelCommission on transaction / Fee-for-service
Founders · 3
Maurice PhilogeneCo-Founder
Erin HudsonCo-Founder
Kim WendlandCo-Founder
Limited partnersFoundation focused on animal welfare investments
Revenue modelAdvertising / Donations
Founders · 2
Tracie HoganCo-Founder
David HoganCo-Founder
Investment consultantsProvider of investment advisory & management services
Revenue modelCommission on transaction / Fee-for-service
Founders · 2
James FergusonCo-Founder
Joy GarlandCo-Founder
Real estate fundsProvides real estate investment advisory services
Revenue modelCommission on transaction / Fee-for-service
Founder · 1
Meg EpsteinFounder & CEO
Social impactHas made acquisitions
Business facts
- Revenue
- Not reported
- Revenue growth
- Not reported
- Revenue model
- Commission on transaction, Fee-for-service
- Team size
- 137 (previous snapshot 115)
- Recorded funding
- None recorded
- Founded
- 2016 · about 10 years old
- Stage
- Unfunded
- Focus
- Captive funds, Single family offices
Founders · 3
Ross CroleyCEO / Founder
Jon EllisonCo-Founder & Managing Partner
Lisa StinnettCo-Founder & Managing Partner
Team & hiring signals
LinkedIn headcount5911-50
LinkedIn followers4,834
Open roles0of 1 tracked · last posted Jul 2025
Technology
- Cloudflare
Each tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Has made acquisitions
Business facts
- Revenue
- Not reported
- Revenue growth
- Not reported
- Revenue model
- Commission on transaction, Fee-for-service
- Team size
- 55 (previous snapshot 43)
- Recorded funding
- None recorded
- Founded
- 2021 · about 5 years old
- Stage
- Unfunded
- Focus
- Growth equity
Founders · 1
Adam BoehlerFounder, CEO & Managing Partner
- Highest education
- The Wharton School
Team & hiring signals
LinkedIn headcount7851-200
LinkedIn followers9,474
Recent company signals
- Launch Launched ComoCare (behavioural health provider)
Each tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Has made acquisitions
Business facts
- Revenue
- Not reported
- Revenue growth
- Not reported
- Revenue model
- Commission on transaction, Fee-for-service
- Team size
- 25 (previous snapshot 29)
- Recorded funding
- None recorded
- Founded
- 2000 · about 26 years old
- Stage
- Unfunded
- Focus
- Buyout funds
Founders · 2
Katie GambillCo-Founder & General Partner
Denny BottorffCo-Founder & General Partner
Team & hiring signals
LinkedIn headcount4011-50
LinkedIn followers3,917
Recent company signals
- Leadership Hired a Portfolio Chief of Staff
- Award 2026 Top Private Equity Innovator — BluWave
- Award 2026 Woman of Influence — Nashville Business Journal
Each tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Social impact
Business facts
- Revenue
- Not reported
- Revenue growth
- Not reported
- Revenue model
- Commission on transaction, Fee-for-service
- Team size
- 5 (previous snapshot 4)
- Recorded funding
- None recorded
- Founded
- 2016 · about 10 years old
- Stage
- Unfunded
- Focus
- Independent funds, Conventional vcs
Founders · 2
Julie DunlapCo-founder & Chief Science Officer
Joadel AdeolaFounder and CEO
Team & hiring signals
LinkedIn headcount42-10
LinkedIn followers181
Patents
Patent filings9
Focus: Patents concentrated in computing, sensing & instrumentation
CPC G06Q30/0611, B29C33/3842, G06F30/10Each tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Business facts
- Revenue
- Not reported
- Revenue growth
- Not reported
- Revenue model
- Advertising, Sponsorship
- Team size
- Not available
- Recorded funding
- None recorded
- Founded
- 2020 · about 6 years old
- Stage
- Unfunded
- Focus
- Sfos
Founders · 5
Jennifer WayneCo-Founder
Josh JosephFounder and CEO
- Highest education
- Bachelor's in english · University Of Illinois At Chicago
Tara JosephCo-Founder & CFO
Sophie JosephCo-Founder
Sydni JosephCo-Founder
- Highest education
- University of Kentucky
Team & hiring signals
LinkedIn headcount112-10
LinkedIn followers695
Technology
- Cloudflare
- Webflow
- jQuery
Each tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Business facts
- Revenue
- Not reported
- Revenue growth
- Not reported
- Revenue model
- Fee-for-service
- Team size
- Not available
- Recorded funding
- None recorded
- Founded
- 2023 · about 3 years old
- Stage
- Unfunded
- Focus
- Ibs
Founders · 4
Jack JeongCo-Founder & Partner
- Highest education
- Bachelor's of Arts · Washington and Lee University
Becky GreggCo-Founder & Partner
- Highest education
- Vanderbilt University
Matthew DavisCo-Founder & Vice President
- Highest education
- MBA · Vanderbilt University
Nick CarteauxCo-Founder & Partner
Team & hiring signals
LinkedIn headcount82-10
LinkedIn followers1,115
Open roles0of 1 tracked · last posted Sep 2025
- Hiring: Investment Banking Analyst I/II · Nashville Metropolitan Area
Each tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Business facts
- Revenue
- Not reported
- Revenue growth
- Not reported
- Revenue model
- Commission on transaction, Fee-for-service
- Team size
- Not available
- Recorded funding
- None recorded
- Founded
- 2020 · about 6 years old
- Stage
- Unfunded
- Focus
- Funds
Founders · 3
Maurice PhilogeneCo-Founder
- Highest education
- Master's of science in management · Bowie State University
Erin HudsonCo-Founder
- Highest education
- Southern California University Of Health Sciences
Kim WendlandCo-Founder
Technology
- Angular
- TypeScript
- HubSpot
Each tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Social impact
Business facts
- Revenue
- Not reported
- Revenue growth
- Not reported
- Revenue model
- Advertising, Donations, Sponsorship
- Team size
- Not available
- Recorded funding
- None recorded
- Founded
- 2018 · about 8 years old
- Stage
- Unfunded
- Focus
- Foundations
Founders · 2
Tracie HoganCo-Founder
David HoganCo-Founder
Each tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Business facts
- Revenue
- Not reported
- Revenue growth
- Not reported
- Revenue model
- Commission on transaction, Fee-for-service
- Team size
- Not available
- Recorded funding
- None recorded
- Founded
- 2018 · about 8 years old
- Stage
- Unfunded
- Focus
- Diversified
Founders · 2
James FergusonCo-Founder
Joy GarlandCo-Founder
- Highest education
- Accounting · East Tennessee State University
Team & hiring signals
LinkedIn headcount42-10
LinkedIn followers84
Each tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Business facts
- Revenue
- Not reported
- Revenue growth
- Not reported
- Revenue model
- Commission on transaction, Fee-for-service
- Team size
- Not available
- Recorded funding
- None recorded
- Founded
- 2016 · about 10 years old
- Stage
- Unfunded
- Focus
- Funds
Founders · 1
Meg EpsteinFounder & CEO
Team & hiring signals
LinkedIn headcount811-50
LinkedIn followers2,754
Each tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Recently founded
Investment industry companies in Tennessee founded in the last four years, newest first.
Angel networksNetwork of accredited investors advancing transformative healthcare solutions
Founded2024Unfunded
Founders
Details not available
Venture capital fundsVenture capital investment firm
Founded2023Unfunded
Founders · 2
Martin Brown CpaGeneral Partner and Co-Founder
John BruckCo-Founder ,General Partner & Limited Partner
Investment banksHealthcare-focused financial and strategic advisory firm
Founded2023Unfunded
Founders · 4
Jack JeongCo-Founder & Partner
Becky GreggCo-Founder & Partner
Matthew DavisCo-Founder & Vice President
Nick CarteauxCo-Founder & Partner
Accelerators & incubatorsVenture portfolio group and investment management firm
Founded2023Unfunded
Leadership · 1
Dave ChessonCEO
Real estate fundsReal estate investment firm
Founded2023Unfunded
Founder · 1
Miad BallaiFounder and CEO
Real estate fundsReal estate investments focused on value-added yields
Founded2023Funding Raised
Founder · 1
Brandon MichaelFounder
Venture capital fundsVenture capital firm investing in early-stage tech startups
Founded2023Unfunded
Founders
Details not available
Investment consultantsProvider of investment advisory services
Founded2023Unfunded
Founders
Details not available
Real estate fundsReal estate fund investing through value-added strategies
Founded2022Seed
Leadership · 1
Chris RopkaCEO
Accelerators & incubatorsStartup studio accelerator firm focused on B2B healthcare sector
Founded2022Unfunded
Founder · 1
Rodney HamiltonCo-Founder, CEO & MD
Business brokersProvider of financial services
Founded2022Unfunded
Founder · 1
John BarberoFounder & CEO
Real estate fundsReal estate fund focused on multiple strategies
Founded2022Unfunded
Founders · 2
Capp CulverCo-Founder
Raymond ButtsCo-Founder
Business facts
- Revenue
- Not reported
- Revenue growth
- Not reported
- Revenue model
- Commission on transaction, Fee-for-service
- Team size
- Not available
- Recorded funding
- None recorded
- Founded
- 2024 · about 2 years old
- Stage
- Unfunded
- Focus
- Networks
Team & hiring signals
LinkedIn headcount32-10
LinkedIn followers80
Each tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Business facts
- Revenue
- Not reported
- Revenue growth
- Not reported
- Revenue model
- Fee-for-service
- Team size
- Not available
- Recorded funding
- None recorded
- Founded
- 2023 · about 3 years old
- Stage
- Unfunded
- Focus
- Conventional vcs, Independent funds
Founders · 2
Martin Brown CpaGeneral Partner and Co-Founder
- Highest education
- Bachelor's in business administration · Haslam College Of Business At The University Of Tennessee
John BruckCo-Founder ,General Partner & Limited Partner
- Highest education
- Sustainability · University Of Illinois At Urbana - Champaign
Team & hiring signals
LinkedIn headcount182-10
LinkedIn followers538
Each tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Business facts
- Revenue
- Not reported
- Revenue growth
- Not reported
- Revenue model
- Fee-for-service
- Team size
- Not available
- Recorded funding
- None recorded
- Founded
- 2023 · about 3 years old
- Stage
- Unfunded
- Focus
- Ibs
Founders · 4
Jack JeongCo-Founder & Partner
- Highest education
- Bachelor's of Arts · Washington and Lee University
Becky GreggCo-Founder & Partner
- Highest education
- Vanderbilt University
Matthew DavisCo-Founder & Vice President
- Highest education
- MBA · Vanderbilt University
Nick CarteauxCo-Founder & Partner
Team & hiring signals
LinkedIn headcount82-10
LinkedIn followers1,115
Open roles0of 1 tracked · last posted Sep 2025
- Hiring: Investment Banking Analyst I/II · Nashville Metropolitan Area
Each tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Business facts
- Revenue
- Not reported
- Revenue growth
- Not reported
- Revenue model
- Fee-for-service
- Team size
- Not available
- Recorded funding
- None recorded
- Founded
- 2023 · about 3 years old
- Stage
- Unfunded
- Focus
- Conventional vcs, Independent funds, Sector agnostic, Vc-backed
Leadership · 1
Dave ChessonCEO
Team & hiring signals
LinkedIn headcount72-10
LinkedIn followers71
Each tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Business facts
- Revenue
- Not reported
- Revenue growth
- Not reported
- Revenue model
- Advertising, Commission on transaction, E-commerce - service
- Team size
- Not available
- Recorded funding
- None recorded
- Founded
- 2023 · about 3 years old
- Stage
- Unfunded
- Focus
- Funds
Founders · 1
Miad BallaiFounder and CEO
- Highest education
- Master's of science in marketing · Stockholm School Of Economics
Team & hiring signals
LinkedIn headcount12-10
LinkedIn followers80
Each tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Business facts
- Revenue
- Not reported
- Revenue growth
- Not reported
- Revenue model
- Commission on transaction, Fee-for-service
- Team size
- Not available
- Recorded funding
- None recorded
- Founded
- 2023 · about 3 years old
- Stage
- Funding Raised
- Focus
- Funds
Founders · 1
Brandon MichaelFounder
Team & hiring signals
LinkedIn headcount12-10
LinkedIn followers52
Recent company signals
- Expansion Added another storage facility to the portfolio
Each tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Business facts
- Revenue
- Not reported
- Revenue growth
- Not reported
- Revenue model
- Fee-for-service
- Team size
- Not available
- Recorded funding
- None recorded
- Founded
- 2023 · about 3 years old
- Stage
- Unfunded
- Focus
- Conventional vcs, Independent funds
Each tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Business facts
- Revenue
- Not reported
- Revenue growth
- Not reported
- Revenue model
- Fee-for-service
- Team size
- Not available
- Recorded funding
- None recorded
- Founded
- 2023 · about 3 years old
- Stage
- Unfunded
- Focus
- Consultancy services, Diversified
Each tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Business facts
- Revenue
- Not reported
- Revenue growth
- Not reported
- Revenue model
- Commission on transaction, Fee-for-service
- Team size
- Not available
- Recorded funding
- US$450k · Seed · Feb 2024
- Founded
- 2022 · about 4 years old
- Stage
- Seed
- Focus
- Funds
Leadership · 1
Chris RopkaCEO
Each tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Business facts
- Revenue
- Not reported
- Revenue growth
- Not reported
- Revenue model
- Fee-for-service
- Team size
- Not available
- Recorded funding
- None recorded
- Founded
- 2022 · about 4 years old
- Stage
- Unfunded
- Focus
- Healthcare, Industry focused, Specialized, Startup studio
Founders · 1
Rodney HamiltonCo-Founder, CEO & MD
- Highest education
- MD · UTHSC
Team & hiring signals
LinkedIn headcount32-10
LinkedIn followers146
Each tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Business facts
- Revenue
- Not reported
- Revenue growth
- Not reported
- Revenue model
- Commission on transaction, Fee-for-service
- Team size
- Not available
- Recorded funding
- None recorded
- Founded
- 2022 · about 4 years old
- Stage
- Unfunded
- Focus
- Car dealers, Commercial brokers
Founders · 1
John BarberoFounder & CEO
Team & hiring signals
LinkedIn headcount22-10
LinkedIn followers40
Each tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Business facts
- Revenue
- Not reported
- Revenue growth
- Not reported
- Revenue model
- Advertising, Commission on transaction, E-commerce - service
- Team size
- Not available
- Recorded funding
- None recorded
- Founded
- 2022 · about 4 years old
- Stage
- Unfunded
- Focus
- Funds
Founders · 2
Capp CulverCo-Founder
- Highest education
- The University of Chicago Booth School of Business
Raymond ButtsCo-Founder
- Highest education
- The University of Tennessee
Each tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Explore Tennessee investment industry companies by sub-sector
The most common specialisations among investment industry companies in Tennessee. Open a company to see what it sells, who runs it and how far it has come.
Private equity funds · 38
38 investment industry companies in Tennessee work in private equity funds. Shown: the best-documented.
Private equity fundsPrivate equity firm focused on multiple sectors
Revenue modelE-commerce - product
Founders · 2
Robert KirklandCo-Founder
Carl KirklandCo-Founder
Single family officesProvider of entrepreneurial family office
Revenue modelCommission on transaction / Fee-for-service
Founders · 3
Ross CroleyCEO / Founder
Jon EllisonCo-Founder & Managing Partner
Lisa StinnettCo-Founder & Managing Partner
Private equity fundsPrivate equity firm focused on healthcare sector
Revenue modelCommission on transaction / Fee-for-service
Founder · 1
Adam BoehlerFounder, CEO & Managing Partner
Private equity fundsInvesting in the US
Revenue modelCommission on transaction / Fee-for-service
Founder · 1
Lyle BeasleyCo-Founder & Managing Partner
Single family officesSingle-family office focused on aviation, financial services, hospitality, insurance, and multiple sectors
Revenue modelFee-for-service
Leadership · 2
Webb WilsonCEO
Tate WilsonCEO
Private equity fundsPrivate equity firm focused on acquisition of companies
Revenue modelCommission on transaction / Fee-for-service
Founders
Details not available
Private equity fundsPrivate equity firm focused on restaurants and multiple sectors
Revenue modelCommission on transaction / Fee-for-service
Founder · 1
Richard FitzgeraldCo-Founder & Managing Partner
Private equity fundsPrivate equity investment firm focused on buyouts
Revenue modelCommission on transaction / Fee-for-service
Founders · 2
Katie GambillCo-Founder & General Partner
Denny BottorffCo-Founder & General Partner
Private equity fundsPrivate equity fund focused on multiple sectors
Revenue modelCommission on transaction / Fee-for-service
Founders · 3
William ConwayCo-Founder
Marc HanoverCo-Founder
Adam HanoverCo-Founder & CEO
Private equity fundsPrivate equity fund focused on multiple sectors
Revenue modelCommission on transaction / Fee-for-service
Leadership · 1
Avril PetersManaging Director
Private equity fundsPrivate equity firm focused on multiple sectors
Revenue modelCommission on transaction / Fee-for-service
Founder · 1
Barney ByrdFounder & CEO
Private equity fundsPrivate equity fund focused on healthcare and specialty industry sectors
Revenue modelCommission on transaction / Fee-for-service
Founders · 2
Scott MrazCo-Founder & Managing Partner
Rob ReistetterCo-Founder & Managing Partner
Business facts
- Revenue
- Not reported
- Revenue growth
- Not reported
- Revenue model
- E-commerce - product
- Team size
- 1,000 (previous snapshot 45)
- Recorded funding
- None recorded
- Founded
- 1966 · about 60 years old
- Stage
- Public
- Focus
- Growth equity
Founders · 2
Robert KirklandCo-Founder
Carl KirklandCo-Founder
Team & hiring signals
LinkedIn headcount2,6431,001-5,000
LinkedIn followers41,516
Earlier recorded team1,0002023, a different source
Open roles7of 171 tracked · last posted May 2026
Technology
- AWS
- Angular
- TypeScript
- Java
- Sentry
Each tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Social impactHas made acquisitions
Business facts
- Revenue
- Not reported
- Revenue growth
- Not reported
- Revenue model
- Commission on transaction, Fee-for-service
- Team size
- 137 (previous snapshot 115)
- Recorded funding
- None recorded
- Founded
- 2016 · about 10 years old
- Stage
- Unfunded
- Focus
- Captive funds, Single family offices
Founders · 3
Ross CroleyCEO / Founder
Jon EllisonCo-Founder & Managing Partner
Lisa StinnettCo-Founder & Managing Partner
Team & hiring signals
LinkedIn headcount5911-50
LinkedIn followers4,834
Open roles0of 1 tracked · last posted Jul 2025
Technology
- Cloudflare
Each tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Has made acquisitions
Business facts
- Revenue
- Not reported
- Revenue growth
- Not reported
- Revenue model
- Commission on transaction, Fee-for-service
- Team size
- 55 (previous snapshot 43)
- Recorded funding
- None recorded
- Founded
- 2021 · about 5 years old
- Stage
- Unfunded
- Focus
- Growth equity
Founders · 1
Adam BoehlerFounder, CEO & Managing Partner
- Highest education
- The Wharton School
Team & hiring signals
LinkedIn headcount7851-200
LinkedIn followers9,474
Recent company signals
- Launch Launched ComoCare (behavioural health provider)
Each tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Has made acquisitions
Business facts
- Revenue
- Not reported
- Revenue growth
- Not reported
- Revenue model
- Commission on transaction, Fee-for-service
- Team size
- 45
- Recorded funding
- None recorded
- Founded
- 2011 · about 15 years old
- Stage
- Unfunded
- Focus
- Buyout funds
Founders · 1
Lyle BeasleyCo-Founder & Managing Partner
- Highest education
- Master's of business administration · Vanderbilt University - Owen Graduate School Of Management
Team & hiring signals
LinkedIn headcount32-10
LinkedIn followers105
Earlier recorded team452022, a different source
Technology
- PHP
- MySQL
- Nginx
- WordPress
- jQuery
Each tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Business facts
- Revenue
- Not reported
- Revenue growth
- Not reported
- Revenue model
- Fee-for-service
- Team size
- 38 (previous snapshot 31)
- Recorded funding
- None recorded
- Founded
- 1948 · about 78 years old
- Stage
- Unfunded
- Focus
- Captive funds, Single family offices
Leadership · 2
Webb WilsonCEO
Tate WilsonCEO
Team & hiring signals
LinkedIn headcount4011-50
LinkedIn followers1,267
Open roles0of 2 tracked · last posted Jan 2025
Each tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Acquirer · 1 deal
Business facts
- Revenue
- Not reported
- Revenue growth
- Not reported
- Revenue model
- Commission on transaction, Fee-for-service
- Team size
- 28 (previous snapshot 23)
- Recorded funding
- None recorded
- Founded
- 2014 · about 12 years old
- Stage
- Unfunded
- Focus
- Buyout funds
Team & hiring signals
LinkedIn headcount3911-50
LinkedIn followers5,921
Recent company signals
- Partnership Partnership with L & R Industries, Inc.
- Partnership Partnership with PowerBuilt Material Handling Solutions, LLC
Technology
- Angular
- TypeScript
Each tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Has made acquisitions
Business facts
- Revenue
- Not reported
- Revenue growth
- Not reported
- Revenue model
- Commission on transaction, Fee-for-service
- Team size
- 27 (previous snapshot 34)
- Recorded funding
- None recorded
- Founded
- 2005 · about 21 years old
- Stage
- Unfunded
- Focus
- Growth equity
Founders · 1
Richard FitzgeraldCo-Founder & Managing Partner
- Highest education
- Master's of business administration · Columbia Business School
Team & hiring signals
LinkedIn headcount4311-50
LinkedIn followers4,246
Earlier recorded team272021, a different source
Recent company signals
- Award 2026 Top Equity Innovator — BluWave
- Partnership Partnership with Alloy Personal Training
Patents
Patent filings8
Focus: Financial software for monitoring and monetizing investment securities (G06Q40/00).
CPC G06Q40/00Each tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Has made acquisitions
Business facts
- Revenue
- Not reported
- Revenue growth
- Not reported
- Revenue model
- Commission on transaction, Fee-for-service
- Team size
- 25 (previous snapshot 29)
- Recorded funding
- None recorded
- Founded
- 2000 · about 26 years old
- Stage
- Unfunded
- Focus
- Buyout funds
Founders · 2
Katie GambillCo-Founder & General Partner
Denny BottorffCo-Founder & General Partner
Team & hiring signals
LinkedIn headcount4011-50
LinkedIn followers3,917
Recent company signals
- Leadership Hired a Portfolio Chief of Staff
- Award 2026 Top Private Equity Innovator — BluWave
- Award 2026 Woman of Influence — Nashville Business Journal
Each tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Business facts
- Revenue
- Not reported
- Revenue growth
- Not reported
- Revenue model
- Commission on transaction, Fee-for-service
- Team size
- 15
- Recorded funding
- None recorded
- Founded
- 2020 · about 6 years old
- Stage
- Unfunded
- Focus
- Buyout funds
Founders · 3
William ConwayCo-Founder
- Highest education
- Dartmouth College
Marc HanoverCo-Founder
- Highest education
- MBA · The University of Memphis
Adam HanoverCo-Founder & CEO
- Highest education
- BA, History · University of Pennsylvania
Team & hiring signals
LinkedIn headcount91,001-5,000
LinkedIn followers237
Earlier recorded team152022, a different source
Each tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Has made acquisitions
Business facts
- Revenue
- Not reported
- Revenue growth
- Not reported
- Revenue model
- Commission on transaction, Fee-for-service
- Team size
- 10 (previous snapshot 19)
- Recorded funding
- None recorded
- Founded
- 1996 · about 30 years old
- Stage
- Unfunded
- Focus
- Buyout funds
Leadership · 1
Avril PetersManaging Director
Team & hiring signals
LinkedIn headcount252-10
LinkedIn followers3,782
Earlier recorded team102020, a different source
Technology
- PHP
- MySQL
- Cloudflare
- WordPress
- jQuery
Each tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Has made acquisitions
Business facts
- Revenue
- Not reported
- Revenue growth
- Not reported
- Revenue model
- Commission on transaction, Fee-for-service
- Team size
- 8 (previous snapshot 10)
- Recorded funding
- None recorded
- Founded
- 1988 · about 38 years old
- Stage
- Unfunded
- Focus
- Buyout funds
Founders · 1
Barney ByrdFounder & CEO
Team & hiring signals
LinkedIn headcount811-50
LinkedIn followers1,397
Technology
- PHP
- MySQL
- WordPress
Each tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Has made acquisitions
Business facts
- Revenue
- Not reported
- Revenue growth
- Not reported
- Revenue model
- Commission on transaction, Fee-for-service
- Team size
- Not available
- Recorded funding
- None recorded
- Founded
- 2021 · about 5 years old
- Stage
- Unfunded
- Focus
- Growth equity
Founders · 2
Scott MrazCo-Founder & Managing Partner
- Highest education
- Bachelor's of Business Administration · Ithaca College
Rob ReistetterCo-Founder & Managing Partner
- Highest education
- Master's of Business Administration, Management · Harvard Business School
Team & hiring signals
LinkedIn headcount212-10
LinkedIn followers1,675
Recent company signals
- Award Drug Development Solutions Company of the Year — Life Sciences Review
Each tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Venture capital funds · 35
35 investment industry companies in Tennessee work in venture capital funds. Shown: the best-documented.
Single family officesProvider of entrepreneurial family office
Revenue modelCommission on transaction / Fee-for-service
Founders · 3
Ross CroleyCEO / Founder
Jon EllisonCo-Founder & Managing Partner
Lisa StinnettCo-Founder & Managing Partner
Venture capital fundsHealthcare investment firm partnering with innovative companies to address healthcare challenges
Revenue modelCommission on transaction / Fee-for-service
Founders · 2
Rock MorphisCo-Founder & Managing Director
David McClellanCo-Founder & Partner
Venture capital fundsVenture capital firm focused on healthcare services and digital health companies
Revenue modelFee-for-service
Founder · 1
Jay ZeidmanCo-Founder & Managing Partner
Venture capital fundsRenewable energy investor and developer focused on sustainable solutions across North America
Revenue modelCommission on transaction / E-commerce - service
Leadership · 1
Jacques PouheManaging Director
Angel networksVC and angel investment firm investing in seed-stage startups
Revenue modelCommission on transaction / Fee-for-service
Founders · 2
Don Lazas MdFounder & Managing Partner
Ted SanftOperating Partner * Co-Founder
Venture capital fundsVenture capital fund focused on fintech startups
Revenue modelCommission on transaction / Fee-for-service
Founders · 2
Rick KushelCo-Founder & Managing Partner Fintop Capital
Jim McKelveyCo-Founder & General Partner
Venture capital fundsVenture capital fund mainly investing in the healthcare sector
Revenue modelFee-for-service
Founders · 2
Senator FristCo-Founder & Partner
Bryan CresseyCo-Founder & Senior Advisor
Venture capital fundsVenture capital fund focused on impactful technology startups
Revenue modelCommission on transaction / Fee-for-service
Founders · 2
Julie DunlapCo-founder & Chief Science Officer
Joadel AdeolaFounder and CEO
Accelerators & incubatorsVenture capital-backed sector-agnostic accelerator focused on veteran-led startups
Revenue modelFee-for-service
Founder · 1
Derren BurrellFounder and Managing Partner
Venture capital fundsVenture capital investment firm focused on early-stage companies
Revenue modelCommission on transaction / Fee-for-service
Founder · 1
John ChadwickCo-Founder & Partner
Venture capital fundsVenture capital investment firm
Revenue modelFee-for-service
Founders · 2
Martin Brown CpaGeneral Partner and Co-Founder
John BruckCo-Founder ,General Partner & Limited Partner
Venture capital fundsVenture capital firm focused on life science and technology sector
Revenue modelFee-for-service
Founder · 1
Joe CookFounder & Managing Director
Social impactHas made acquisitions
Business facts
- Revenue
- Not reported
- Revenue growth
- Not reported
- Revenue model
- Commission on transaction, Fee-for-service
- Team size
- 137 (previous snapshot 115)
- Recorded funding
- None recorded
- Founded
- 2016 · about 10 years old
- Stage
- Unfunded
- Focus
- Captive funds, Single family offices
Founders · 3
Ross CroleyCEO / Founder
Jon EllisonCo-Founder & Managing Partner
Lisa StinnettCo-Founder & Managing Partner
Team & hiring signals
LinkedIn headcount5911-50
LinkedIn followers4,834
Open roles0of 1 tracked · last posted Jul 2025
Technology
- Cloudflare
Each tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Has made acquisitions
Business facts
- Revenue
- Not reported
- Revenue growth
- Not reported
- Revenue model
- Commission on transaction, Fee-for-service
- Team size
- 72 (previous snapshot 67)
- Recorded funding
- None recorded
- Founded
- 1986 · about 40 years old
- Stage
- Unfunded
- Focus
- Conventional vcs, Independent funds
Founders · 2
Rock MorphisCo-Founder & Managing Director
- Highest education
- The University of Tennessee
David McClellanCo-Founder & Partner
- Highest education
- MHA · Virginia Commonwealth University
Team & hiring signals
LinkedIn headcount4711-50
LinkedIn followers4,419
Recent company signals
- Leadership Hired a Vice President
- Leadership Hired a Vice President, Strategic Engagement
Patents
Patent filings30
Focus: Animal feed grinding equipment and micronutrient supplement formulation
CPC A23K20/30, A23K20/24, B02C13/28Each tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Business facts
- Revenue
- Not reported
- Revenue growth
- Not reported
- Revenue model
- Fee-for-service
- Team size
- 45
- Recorded funding
- None recorded
- Founded
- 2013 · about 13 years old
- Stage
- Unfunded
- Focus
- Independent funds, Conventional vcs, Healthcare startups
Founders · 1
Jay ZeidmanCo-Founder & Managing Partner
- Highest education
- MBA, Energy · Rice University
Team & hiring signals
LinkedIn headcount242-10
LinkedIn followers2,235
Earlier recorded team452022, a different source
Each tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Business facts
- Revenue
- Not reported
- Revenue growth
- Not reported
- Revenue model
- Commission on transaction, E-commerce - service, Fee-for-service
- Team size
- 26 (previous snapshot 21)
- Recorded funding
- None recorded
- Founded
- 2008 · about 18 years old
- Stage
- Unfunded
- Focus
- Conventional vcs, Independent funds
Leadership · 1
Jacques PouheManaging Director
- Highest education
- Bachelor's of Arts · Yale University
Team & hiring signals
LinkedIn headcount2611-50
LinkedIn followers2,775
Patents
Patent filings4
Focus: Ionized water production technology and student financial account management systems.
CPC C02F1/4618, G06Q50/2057Each tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Consumer
Business facts
- Revenue
- Not reported
- Revenue growth
- Not reported
- Revenue model
- Commission on transaction, Fee-for-service
- Team size
- 16 (previous snapshot 16)
- Recorded funding
- None recorded
- Founded
- 2013 · about 13 years old
- Stage
- Unfunded
- Focus
- Independent funds, Conventional vcs, Networks
Founders · 2
Don Lazas MdFounder & Managing Partner
Ted SanftOperating Partner * Co-Founder
Team & hiring signals
LinkedIn headcount1211-50
LinkedIn followers408
Each tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Business facts
- Revenue
- Not reported
- Revenue growth
- Not reported
- Revenue model
- Commission on transaction, Fee-for-service
- Team size
- 14 (previous snapshot 13)
- Recorded funding
- None recorded
- Founded
- 2016 · about 10 years old
- Stage
- Unfunded
- Focus
- Independent funds, Conventional vcs, Fintech startups
Founders · 2
Rick KushelCo-Founder & Managing Partner Fintop Capital
- Highest education
- Bachelor's in business · James Madison University
Jim McKelveyCo-Founder & General Partner
- Highest education
- Others · Washington University St Louis
Team & hiring signals
LinkedIn headcount2611-50
LinkedIn followers4,668
Open roles1of 1 tracked · last posted Jun 2026
- Hiring: Junior Sales Executive Goodshuffle · New York + Chicago
Recent company signals
- Partnership Partnership with PwC Deal Practice
Each tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Business facts
- Revenue
- Not reported
- Revenue growth
- Not reported
- Revenue model
- Fee-for-service
- Team size
- 5
- Recorded funding
- None recorded
- Founded
- 2016 · about 10 years old
- Stage
- Unfunded
- Focus
- Independent funds, Conventional vcs
Founders · 2
Senator FristCo-Founder & Partner
- Highest education
- Doctor of Medicine · Harvard University
Bryan CresseyCo-Founder & Senior Advisor
Team & hiring signals
LinkedIn headcount3211-50
LinkedIn followers11,167
Earlier recorded team52021, a different source
Open roles0of 2 tracked · last posted Sep 2025
Technology
- AWS
- React
- Next.js
- Node.js
- Nginx
Each tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Social impact
Business facts
- Revenue
- Not reported
- Revenue growth
- Not reported
- Revenue model
- Commission on transaction, Fee-for-service
- Team size
- 5 (previous snapshot 4)
- Recorded funding
- None recorded
- Founded
- 2016 · about 10 years old
- Stage
- Unfunded
- Focus
- Independent funds, Conventional vcs
Founders · 2
Julie DunlapCo-founder & Chief Science Officer
Joadel AdeolaFounder and CEO
Team & hiring signals
LinkedIn headcount42-10
LinkedIn followers181
Patents
Patent filings9
Focus: Patents concentrated in computing, sensing & instrumentation
CPC G06Q30/0611, B29C33/3842, G06F30/10Each tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Business facts
- Revenue
- Not reported
- Revenue growth
- Not reported
- Revenue model
- Fee-for-service
- Team size
- Not available
- Recorded funding
- None recorded
- Founded
- 2017 · about 9 years old
- Stage
- Unfunded
- Focus
- Independent funds, Conventional vcs, Sector agnostic, Vc-backed
Founders · 1
Derren BurrellFounder and Managing Partner
- Highest education
- Master's in education · Air War College
Team & hiring signals
LinkedIn headcount132-10
LinkedIn followers9,934
Open roles1of 1 tracked · last posted Jun 2026
- Hiring: VP of Engineering · Duranango, CO & Tulsa, OK (spacecraft propulsion)
Each tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Business facts
- Revenue
- Not reported
- Revenue growth
- Not reported
- Revenue model
- Commission on transaction, Fee-for-service
- Team size
- Not available
- Recorded funding
- None recorded
- Founded
- 2002 · about 24 years old
- Stage
- Unfunded
- Focus
- Independent funds, Conventional vcs, Growth equity
Founders · 1
John ChadwickCo-Founder & Partner
- Highest education
- Master's of business administration in finance · The Wharton School
Team & hiring signals
LinkedIn headcount1811-50
LinkedIn followers2,909
Each tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Business facts
- Revenue
- Not reported
- Revenue growth
- Not reported
- Revenue model
- Fee-for-service
- Team size
- Not available
- Recorded funding
- None recorded
- Founded
- 2023 · about 3 years old
- Stage
- Unfunded
- Focus
- Conventional vcs, Independent funds
Founders · 2
Martin Brown CpaGeneral Partner and Co-Founder
- Highest education
- Bachelor's in business administration · Haslam College Of Business At The University Of Tennessee
John BruckCo-Founder ,General Partner & Limited Partner
- Highest education
- Sustainability · University Of Illinois At Urbana - Champaign
Team & hiring signals
LinkedIn headcount182-10
LinkedIn followers538
Each tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Business facts
- Revenue
- Not reported
- Revenue growth
- Not reported
- Revenue model
- Fee-for-service
- Team size
- Not available
- Recorded funding
- None recorded
- Founded
- 2002 · about 24 years old
- Stage
- Unfunded
- Focus
- Conventional vcs, Independent funds
Founders · 1
Joe CookFounder & Managing Director
Team & hiring signals
LinkedIn headcount132-10
LinkedIn followers922
Each tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Real estate funds · 29
29 investment industry companies in Tennessee work in real estate funds. Shown: the best-documented.
Real estate fundsReal estate fund focused on multiple properties
Revenue modelAdvertising / Commission on transaction
Founder · 1
Rick HeltonCo-Founder
Real estate fundsReal estate fund investing through value-added strategies
Revenue modelCommission on transaction / Fee-for-service
Leadership · 1
Chris RopkaCEO
Real estate fundsPrivate fund and property management firm with decades of experience
Revenue modelFee-for-service
Founders · 2
L CarterCo-Founder & Principal
C HastonCo-Founder & Principal
Real estate fundsProperty investment management firm
Revenue modelFee-for-service
Leadership · 1
Larry WrightPresident/CEO
Real estate fundsValue-added strategy focused real estate fund
Revenue modelCommission on transaction / Lending
Founder · 1
Adir LevitasFounder & CEO
Real estate fundsMakowsky Ringel Greenberg is a vertically integrated regional real estate investment company specializing in acquisition, development.
Revenue modelCommission on transaction / Fee-for-service
Founders
Details not available
Real estate fundsReal estate fund focused on acquiring and managing commercial retail properties
Revenue modelCommission on transaction / Fee-for-service
Founders
Details not available
Real estate fundsReal-estate focused investment management firm
Revenue modelAdvertising / Commission on transaction
Leadership · 1
Mike HayesCEO
Real estate fundsA real estate investment company
Revenue modelCommission on transaction / Renting / leasing
Leadership · 1
Abhishek MathurChairman & CEO
Real estate fundsReal estate focused investment management firm
Revenue modelCommission on transaction / Fee-for-service
Founders · 2
Stephen GreenFounder
Ryan HinricherFounder
Real estate fundsReal estate funds focused on debt and equity investments
Revenue modelCommission on transaction / Fee-for-service
Leadership · 1
John GoodCEO
Real estate fundsReal estate investment firm focused on multiple strategies
Revenue modelCommission on transaction / Renting / leasing
Founder · 1
Benjamin WeprinFounder & CEO
Has made acquisitions
Business facts
- Revenue
- Not reported
- Revenue growth
- Not reported
- Revenue model
- Advertising, Commission on transaction, E-commerce - service
- Team size
- Not available
- Recorded funding
- US$46.31m · Series B · Dec 2025
- Founded
- 2011 · about 15 years old
- Stage
- Series B
- Focus
- Funds
Funding over time
US$46.31m across 13 disclosed equity rounds
Darker bars = larger roundsFounders · 1
Rick HeltonCo-Founder
- Highest education
- Master's of business administration in real estate · Vanderbilt University - Owen Graduate School Of Management
Team & hiring signals
LinkedIn headcount5411-50
LinkedIn followers2,558
Open roles2of 3 tracked · last posted Apr 2026
- Hiring: Building Engineer · Austin
- Hiring: Property Manager · Nashville, TN
Recent company signals
- Leadership Hired a President, Services & Operations
Each tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Business facts
- Revenue
- Not reported
- Revenue growth
- Not reported
- Revenue model
- Commission on transaction, Fee-for-service
- Team size
- Not available
- Recorded funding
- US$450k · Seed · Feb 2024
- Founded
- 2022 · about 4 years old
- Stage
- Seed
- Focus
- Funds
Leadership · 1
Chris RopkaCEO
Each tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Has made acquisitions
Business facts
- Revenue
- Not reported
- Revenue growth
- Not reported
- Revenue model
- Fee-for-service
- Team size
- 299
- Recorded funding
- None recorded
- Founded
- 1984 · about 42 years old
- Stage
- Unfunded
- Focus
- Funds
Founders · 2
L CarterCo-Founder & Principal
- Highest education
- South Hadley High School
C HastonCo-Founder & Principal
Team & hiring signals
LinkedIn headcount302201-500
LinkedIn followers6,937
Earlier recorded team2992022, a different source
Open roles1of 6 tracked · last posted Jun 2026
Recent company signals
- Award Elite 1% ORA Award — J Turner Research
Technology
- PHP
- MySQL
- Nginx
- WordPress
- jQuery
Each tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Business facts
- Revenue
- Not reported
- Revenue growth
- Not reported
- Revenue model
- Fee-for-service
- Team size
- 228 (previous snapshot 45)
- Recorded funding
- None recorded
- Founded
- 1982 · about 44 years old
- Stage
- Unfunded
- Focus
- Funds
Leadership · 1
Larry WrightPresident/CEO
- Highest education
- Master's of science in real estate · New York University
Team & hiring signals
LinkedIn headcount701,001-5,000
LinkedIn followers2,009
Earlier recorded team2282021, a different source
Open roles3of 3 tracked · last posted May 2026
Each tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Business facts
- Revenue
- Not reported
- Revenue growth
- Not reported
- Revenue model
- Commission on transaction, Lending
- Team size
- 132 (previous snapshot 69)
- Recorded funding
- None recorded
- Founded
- 2012 · about 14 years old
- Stage
- Funding Raised
- Focus
- Funds
Founders · 1
Adir LevitasFounder & CEO
Team & hiring signals
LinkedIn headcount14351-200
LinkedIn followers12,843
Open roles1of 1 tracked · last posted Jun 2026
- Internship: Corporate Investments Intern
Recent company signals
- Leadership Hired a Head of Research
Each tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Business facts
- Revenue
- Not reported
- Revenue growth
- Not reported
- Revenue model
- Commission on transaction, Fee-for-service
- Team size
- 77 (previous snapshot 79)
- Recorded funding
- None recorded
- Founded
- Not available
- Stage
- Not available
- Focus
- Funds
Team & hiring signals
LinkedIn headcount7151-200
LinkedIn followers1,470
Open roles5of 23 tracked · last posted Jun 2026
- Hiring: Leasing Manager · Memphis, Tennessee
Technology
- PHP
- MySQL
- Nginx
- Cloudflare
- WordPress
Each tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Business facts
- Revenue
- Not reported
- Revenue growth
- Not reported
- Revenue model
- Commission on transaction, Fee-for-service
- Team size
- 32
- Recorded funding
- None recorded
- Founded
- 2009 · about 17 years old
- Stage
- Unfunded
- Focus
- Funds
Team & hiring signals
LinkedIn headcount3511-50
LinkedIn followers2,988
Earlier recorded team322022, a different source
Open roles3of 5 tracked · last posted Jun 2026
- Hiring: Leasing Associate · Nashville, Tennessee
- Hiring: Commercial Property Manager · Nashville, Tennessee
Technology
- Angular
- TypeScript
Each tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Business facts
- Revenue
- Not reported
- Revenue growth
- Not reported
- Revenue model
- Advertising, Commission on transaction, E-commerce - service
- Team size
- 11
- Recorded funding
- None recorded
- Founded
- 1999 · about 27 years old
- Stage
- Funding Raised
- Focus
- Funds
Leadership · 1
Mike HayesCEO
Team & hiring signals
Open roles0of 2 tracked · last posted Oct 2025
Each tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Business facts
- Revenue
- Not reported
- Revenue growth
- Not reported
- Revenue model
- Commission on transaction, Renting / leasing
- Team size
- 10
- Recorded funding
- None recorded
- Founded
- 2014 · about 12 years old
- Stage
- Unfunded
- Focus
- Funds
Leadership · 1
Abhishek MathurChairman & CEO
Team & hiring signals
LinkedIn headcount122-10
LinkedIn followers479
Each tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Business facts
- Revenue
- Not reported
- Revenue growth
- Not reported
- Revenue model
- Commission on transaction, Fee-for-service
- Team size
- 6
- Recorded funding
- None recorded
- Founded
- 2009 · about 17 years old
- Stage
- Funding Raised
- Focus
- Funds
Founders · 2
Stephen GreenFounder
Ryan HinricherFounder
Team & hiring signals
LinkedIn headcount42-10
LinkedIn followers128
Each tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Has made acquisitions
Business facts
- Revenue
- Not reported
- Revenue growth
- Not reported
- Revenue model
- Commission on transaction, Fee-for-service
- Team size
- Not available
- Recorded funding
- None recorded
- Founded
- 2020 · about 6 years old
- Stage
- Unfunded
- Focus
- Funds
Leadership · 1
John GoodCEO
Team & hiring signals
LinkedIn headcount411-50
LinkedIn followers713
Each tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Has made acquisitions
Business facts
- Revenue
- Not reported
- Revenue growth
- Not reported
- Revenue model
- Commission on transaction, Renting / leasing
- Team size
- Not available
- Recorded funding
- None recorded
- Founded
- 2008 · about 18 years old
- Stage
- Unfunded
- Focus
- Funds
Founders · 1
Benjamin WeprinFounder & CEO
Team & hiring signals
LinkedIn headcount19451-200
LinkedIn followers18,446
Open roles0of 1 tracked · last posted Aug 2025
Recent company signals
- Award Worthy100 list for 2025 — Worthy Media Group
Patents
Patent filings87
Focus: Scalable blockchain infrastructure: transaction processing, sharding, load balancing, and proof‑of‑work separation.
CPC G06Q20/367, H04L9/0637, H04L9/3239Technology
Vue.js- Node.js
- Cloudflare
Zendesk- Vercel
Each tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Investment banks · 26
26 investment industry companies in Tennessee work in investment banks. Shown: the best-documented.
Investment banksCommercial bank
Revenue modelCommission on transaction / Fee-for-service
Founders
Details not available
Investment banksBusiness valuation and financial advisory firm providing expert consulting services
Revenue modelFee-for-service
Leadership · 3
Matthew CrowCEO
Jeff DavisManaging Director
Timothy BronzaManaging Director
Investment banksBailey Southwell & Co. is a boutique investment bank.
Revenue modelFee-for-service
Founders
Details not available
Investment banksInvestment banking firm
Revenue modelCommission on transaction / Fee-for-service
Founder · 1
Kevin MurphyCo-Founder & Managing Partner
Investment banksGlobal M&A advisory firm
Revenue modelCommission on transaction / Fee-for-service
Founders · 2
Joe ContaldoCo-Founder & Partner
Anthony ContaldoCo-Founder & Partner
Investment banksInvestment bank providing M&A and growth capital advisory services
Revenue modelCommission on transaction / Fee-for-service
Founders · 2
Jeff BaileyCo-Founder & Managing Director
Jack BaileyCo-Founder & Managing Director
Investment banksFull-service whiskey partner, guiding brands and distilleries from barrel to bottle
Revenue modelFee-for-service
Founder · 1
Jeff HopmayerFounder & Managing Partner
Investment banksHealthcare-focused financial and strategic advisory firm
Revenue modelFee-for-service
Founders · 4
Jack JeongCo-Founder & Partner
Becky GreggCo-Founder & Partner
Matthew DavisCo-Founder & Vice President
Nick CarteauxCo-Founder & Partner
Investment banksProvider of performance improvement and business transformation advisory services
Revenue modelFee-for-service
Founders · 3
Dan MondorCo-Founder & Managing Director
Robert BarbieriManaging Director & Co-founder
Doug KahnManaging Director & Co-founder
Investment banksM&A, valuation, and strategic advisory services for privately-held businesses
Revenue modelFee-for-service
Founders
Details not available
Investment banksHealthcare boutique investment bank providing capital and M&A advisory services
Revenue modelCommission on transaction / Fee-for-service
Founder · 1
Kevin EsvalFounder and President
Investment banksInvestment bank & corporate advisory firm
Revenue modelFee-for-service
Founders
Details not available
ConsumerHas made acquisitions
Business facts
- Revenue
- Not reported
- Revenue growth
- Not reported
- Revenue model
- Commission on transaction, Fee-for-service
- Team size
- 482
- Recorded funding
- None recorded
- Founded
- 2007 · about 19 years old
- Stage
- Public
- Focus
- Commercial banks, Ibs
Team & hiring signals
Open roles4of 30 tracked · last posted Feb 2026
Mobile apps
- SmartBank Mobile BankingFinance · 38,048 installs · ★ 4.7 · updated 2026-05-18
- SmartBank BusinessFinance · 746 installs · updated 2026-05-18
Technology
- AWS
- React
- PHP
- MySQL
- Sentry
Each tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Business facts
- Revenue
- Not reported
- Revenue growth
- Not reported
- Revenue model
- Fee-for-service
- Team size
- 91 (previous snapshot 88)
- Recorded funding
- None recorded
- Founded
- 1982 · about 44 years old
- Stage
- Unfunded
- Focus
- Ibs
Leadership · 3
Matthew CrowCEO
- Highest education
- MA · The University of North Carolina
Jeff DavisManaging Director
- Highest education
- MBA, Finance · Vanderbilt University
Timothy BronzaManaging Director
Team & hiring signals
LinkedIn headcount9111-50
LinkedIn followers3,655
Technology
- Azure
- Stripe
- jQuery
Each tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Business facts
- Revenue
- Not reported
- Revenue growth
- Not reported
- Revenue model
- Fee-for-service
- Team size
- 48 (previous snapshot 26)
- Recorded funding
- None recorded
- Founded
- 2005 · about 21 years old
- Stage
- Not available
- Focus
- Ibs
Team & hiring signals
LinkedIn headcount6811-50
LinkedIn followers3,447
Technology
- PHP
- MySQL
- Nginx
- WordPress
Each tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Business facts
- Revenue
- Not reported
- Revenue growth
- Not reported
- Revenue model
- Commission on transaction, Fee-for-service
- Team size
- 29 (previous snapshot 20)
- Recorded funding
- None recorded
- Founded
- 1999 · about 27 years old
- Stage
- Unfunded
- Focus
- Ibs
Founders · 1
Kevin MurphyCo-Founder & Managing Partner
Each tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Business facts
- Revenue
- Not reported
- Revenue growth
- Not reported
- Revenue model
- Commission on transaction, Fee-for-service
- Team size
- 21 (previous snapshot 20)
- Recorded funding
- None recorded
- Founded
- 1982 · about 44 years old
- Stage
- Unfunded
- Focus
- Ibs
Founders · 2
Joe ContaldoCo-Founder & Partner
Anthony ContaldoCo-Founder & Partner
Team & hiring signals
LinkedIn headcount2011-50
LinkedIn followers1,717
Open roles1of 1 tracked · last posted Jun 2026
- Internship: Investment Banking Summer Analyst
Each tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Business facts
- Revenue
- Not reported
- Revenue growth
- Not reported
- Revenue model
- Commission on transaction, Fee-for-service
- Team size
- Not available
- Recorded funding
- None recorded
- Founded
- 2005 · about 21 years old
- Stage
- Funding Raised
- Focus
- Ibs
Founders · 2
Jeff BaileyCo-Founder & Managing Director
- Highest education
- Master's of Business Administration · The University of Tennessee
Jack BaileyCo-Founder & Managing Director
- Highest education
- BA, Political Science · Vanderbilt University
Team & hiring signals
LinkedIn headcount6811-50
LinkedIn followers3,447
Each tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Business facts
- Revenue
- Not reported
- Revenue growth
- Not reported
- Revenue model
- Fee-for-service
- Team size
- Not available
- Recorded funding
- None recorded
- Founded
- 2012 · about 14 years old
- Stage
- Unfunded
- Focus
- Ibs
Founders · 1
Jeff HopmayerFounder & Managing Partner
- Highest education
- University of Denver
Team & hiring signals
LinkedIn headcount511-50
LinkedIn followers3,309
Technology
- PHP
- MySQL
- WordPress
Each tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Business facts
- Revenue
- Not reported
- Revenue growth
- Not reported
- Revenue model
- Fee-for-service
- Team size
- Not available
- Recorded funding
- None recorded
- Founded
- 2023 · about 3 years old
- Stage
- Unfunded
- Focus
- Ibs
Founders · 4
Jack JeongCo-Founder & Partner
- Highest education
- Bachelor's of Arts · Washington and Lee University
Becky GreggCo-Founder & Partner
- Highest education
- Vanderbilt University
Matthew DavisCo-Founder & Vice President
- Highest education
- MBA · Vanderbilt University
Nick CarteauxCo-Founder & Partner
Team & hiring signals
LinkedIn headcount82-10
LinkedIn followers1,115
Open roles0of 1 tracked · last posted Sep 2025
- Hiring: Investment Banking Analyst I/II · Nashville Metropolitan Area
Each tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Business facts
- Revenue
- Not reported
- Revenue growth
- Not reported
- Revenue model
- Fee-for-service
- Team size
- Not available
- Recorded funding
- None recorded
- Founded
- 2017 · about 9 years old
- Stage
- Unfunded
- Focus
- Ibs
Founders · 3
Dan MondorCo-Founder & Managing Director
- Highest education
- BS, Electrical Engineering · University of Manitoba
Robert BarbieriManaging Director & Co-founder
- Highest education
- Leadership · Harvard Business School
Doug KahnManaging Director & Co-founder
Team & hiring signals
LinkedIn headcount811-50
LinkedIn followers66
Each tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Business facts
- Revenue
- Not reported
- Revenue growth
- Not reported
- Revenue model
- Fee-for-service
- Team size
- Not available
- Recorded funding
- None recorded
- Founded
- 2002 · about 24 years old
- Stage
- Unfunded
- Focus
- Ibs
Team & hiring signals
LinkedIn headcount72-10
LinkedIn followers262
Each tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Business facts
- Revenue
- Not reported
- Revenue growth
- Not reported
- Revenue model
- Commission on transaction, Fee-for-service
- Team size
- Not available
- Recorded funding
- None recorded
- Founded
- 2000 · about 26 years old
- Stage
- Unfunded
- Focus
- Ibs
Founders · 1
Kevin EsvalFounder and President
Team & hiring signals
LinkedIn headcount62-10
LinkedIn followers119
Technology
- PHP
- MySQL
- Nginx
- WordPress
- Bootstrap
Each tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Business facts
- Revenue
- Not reported
- Revenue growth
- Not reported
- Revenue model
- Fee-for-service
- Team size
- Not available
- Recorded funding
- None recorded
- Founded
- 2006 · about 20 years old
- Stage
- Unfunded
- Focus
- Ibs
Team & hiring signals
LinkedIn headcount42-10
LinkedIn followers611
Technology
- PHP
- MySQL
- WordPress
- jQuery
Each tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Explore more lists: nearby cities and other sectors in Tennessee
110 more company lists you can search, plus the Radar directory pages for each place.
Investment industry in nearby cities
- Oakland66 investment industry companiesExplore on Radar
- San Jose69 investment industry companiesExplore on Radar
- Palo Alto359 investment industry companiesExplore on Radar
- Mountain View34 investment industry companiesExplore on Radar
- Santa Clara56 investment industry companiesExplore on Radar
- San Mateo73 investment industry companiesExplore on Radar
- Redwood City42 investment industry companiesExplore on Radar
- Berkeley35 investment industry companiesExplore on Radar
- Santa Monica133 investment industry companiesExplore on Radar
- San Diego221 investment industry companiesExplore on Radar
- Los Angeles789 investment industry companiesExplore on Radar
Investment industry in other US cities
- New York City3,486 investment industry companiesExplore on Radar
- Chicago740 investment industry companiesExplore on Radar
- Austin376 investment industry companiesExplore on Radar
- Boston621 investment industry companiesExplore on Radar
- Miami392 investment industry companiesExplore on Radar
- Seattle222 investment industry companiesExplore on Radar
- Denver276 investment industry companiesExplore on Radar
- Atlanta385 investment industry companiesExplore on Radar
- Houston405 investment industry companiesExplore on Radar
- Dallas497 investment industry companiesExplore on Radar
- Philadelphia138 investment industry companiesExplore on Radar
- Washington355 investment industry companiesExplore on Radar
Other sectors in Tennessee
- Business Services Companies in Tennessee, United States 689
- Healthcare Companies in Tennessee, United States 587
- Enterprise Applications Companies in Tennessee, United States 573
- Consumer Companies in Tennessee, United States 435
- Real Estate and Construction Companies in Tennessee, United States 422
- Financial Services Companies in Tennessee, United States 385
- HealthTech Companies in Tennessee, United States 348
- Consumer Goods Companies in Tennessee, United States 265
- Media & Entertainment Companies in Tennessee, United States 232
- Retail Companies in Tennessee, United States 232
- Food and Agriculture Companies in Tennessee, United States 224
- Healthcare IT Companies in Tennessee, United States 204
- FinTech Companies in Tennessee, United States 203
- Transportation and Logistics Companies in Tennessee, United States 177
- Life Sciences Companies in Tennessee, United States 170
- High Tech Companies in Tennessee, United States 155
- Marketing Services Companies in Tennessee, United States 148
- Auto Companies in Tennessee, United States 131
- Industrial Goods and Manufacturing Companies in Tennessee, United States 131
- Services for Healthcare Providers Companies in Tennessee, United States 124
- IT Services Companies in Tennessee, United States 120
- Energy Companies in Tennessee, United States 109
- MarketingTech Companies in Tennessee, United States 100
- Education Companies in Tennessee, United States 95
- HRTech Companies in Tennessee, United States 94
- EdTech Companies in Tennessee, United States 92
- Banks Companies in Tennessee, United States 89
- Travel and Hospitality Companies in Tennessee, United States 89
- Clinic Chains Companies in Tennessee, United States 87
- Building Materials Companies in Tennessee, United States 83
- Real Estate and Construction Tech Companies in Tennessee, United States 82
- Auto Retail & Aftersales Companies in Tennessee, United States 81
- Enterprise Software Companies in Tennessee, United States 81
- SaaS Companies in Tennessee, United States 81
- Trucking Companies in Tennessee, United States 77
- Manufacturing Services Companies in Tennessee, United States 76
- Enterprise Infrastructure Companies in Tennessee, United States 73
- Food and Agriculture Tech Companies in Tennessee, United States 73
- Transportation and Logistics Tech Companies in Tennessee, United States 72
- Clinics Companies in Tennessee, United States 70
- Rehabilitation and Long-Term Care Companies in Tennessee, United States 69
- Professional Consumer Services Companies in Tennessee, United States 68
- Environment Companies in Tennessee, United States 64
- Facility Management Services Companies in Tennessee, United States 61
- Telecom Companies in Tennessee, United States 60
- Sustainability Tech Companies in Tennessee, United States 60
- Chemicals and Materials Companies in Tennessee, United States 58
- Asset Management Companies in Tennessee, United States 57
- Food Service Chains Companies in Tennessee, United States 57
- Freight Forwarders Companies in Tennessee, United States 57
- Travel and Hospitality Tech Companies in Tennessee, United States 57
- Finance & Accounting Services Companies in Tennessee, United States 56
- HR Services Companies in Tennessee, United States 56
- Venture Capital Funds Companies in Tennessee, United States 56
- Internet First Media Companies in Tennessee, United States 54
- Music Tech Companies in Tennessee, United States 52
- Insurance Distribution Companies in Tennessee, United States 52
- Auto Tech Companies in Tennessee, United States 51
- Logistics Tech Companies in Tennessee, United States 51
- Investment Tech Companies in Tennessee, United States 50
- Nonprofits Companies in Tennessee, United States 50
- K-12 EdTech Companies in Tennessee, United States 48
- Legal Services Companies in Tennessee, United States 48
- Real Estate Brokers Companies in Tennessee, United States 47
- Auto Components Companies in Tennessee, United States 45
- Internet of Things - Industry Applications Companies in Tennessee, United States 44
- Energy Tech Companies in Tennessee, United States 43
- Private Equity Funds Companies in Tennessee, United States 42
- Healthcare Booking Platforms Companies in Tennessee, United States 41
- Sports Tech Companies in Tennessee, United States 41
- Construction Contractors Companies in Tennessee, United States 39
- Foundations Companies in Tennessee, United States 39
- Home Furnishing Products Companies in Tennessee, United States 39
- Home Healthcare Companies in Tennessee, United States 39
- Vertical SaaS Companies in Tennessee, United States 39
- Environment Tech Companies in Tennessee, United States 37
- Real Estate & Infrastructure Developers Companies in Tennessee, United States 37
- Aerospace, Maritime and Defense Companies in Tennessee, United States 37
- Insurance Carriers Companies in Tennessee, United States 36
- Native AI Companies in Tennessee, United States 36
- Continued Learning Companies in Tennessee, United States 35
- Finance & Accounting Tech Companies in Tennessee, United States 35
- Management Consulting Services Companies in Tennessee, United States 35
- Artificial Intelligence Companies in Tennessee, United States 34
- Waste & Water Management Companies in Tennessee, United States 34
- Banking Tech Companies in Tennessee, United States 33
- Alcoholic Beverage Products Companies in Tennessee, United States 32
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