Clearwell Group

Family Office Tampa, Florida, United States ·Founded 2009

Overview

A family office investment advisory business focused on building a lasting legacy of significance and stewardship.\\We facilitate strong family culture through investment management, estate planning, philanthropic advisory and family business consulting. Clearwell Group invests in public securities and private businesses.\\Clearwell Group makes control and meaningful minority investments in companies located in the southeastern United States, with a focus on the state of Florida. We invest with the belief that businesses should generate positive investment return in addition to positive significance. Clearwell Group supports high-integrity entrepreneurs with a collaborative approach to creating value that leverages experience and network. This approach aligns the interests of Clearwell Group with management to achieve the best possible outcome with the right amount of capital over the right period of time. Industries of particular interest include manufacturing, business services, healthcare, software, and financial services. Read more about our investment criteria at https://clearwellgroup.com/portfolio/

Investment Focus

  • Companies headquartered in the southeastern United States
  • At least $2 million in EBITDA
  • Control equity investments

Portfolio Companies

CompassFlash-RiteClear CompaniesSteadfast AllianceNational Boiler ServiceIron ContainerGaskins LeCrawAdvanced Drying SystemsValor Environmental

Reach Clearwell Group directly

Verified work email, phone and LinkedIn for the full team — one spreadsheet, one payment, yours to keep.

Unlock full contacts →

Frequently asked questions about Clearwell Group

What sectors does Clearwell Group invest in?

Clearwell Group invests in Healthcare, Manufacturing, Industrial Services, Environmental Services, Infrastructure Services and Commercial Landscape Maintenance, and is based in Tampa, Florida, United States. Clearwell Group is listed as a family office in the ConnectSafely investor database.

What stage does Clearwell Group invest at?

Clearwell Group backs companies at Growth and Buyout.

Which regions does Clearwell Group invest in?

Clearwell Group invests across United States.

Who are the partners at Clearwell Group?

Team members listed for Clearwell Group include Emery Ellinger (Vice President) and Ryan Cortner (Partner).

What companies has Clearwell Group invested in?

Clearwell Group's portfolio includes Compass, Flash-Rite, Clear Companies, Steadfast Alliance, National Boiler Service, Iron Container, Gaskins LeCraw and Advanced Drying Systems.

How do I contact Clearwell Group?

Clearwell Group's contact details — including phone and LinkedIn — are listed in the ConnectSafely investor database, along with its website and the LinkedIn profiles of its partners.

Last updated · Source: ConnectSafely investor database