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Office Locations:
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610 W. De Leon St.
Tampa, FL 33606
Phone: 813-435-5600
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Consumer Products & Services
Financial Services
Information Technology
Life Sciences & Healthcare
Software & Internet
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Clearwell Group, a Tampa-based family office investment manager, invests with the belief that businesses can generate positive impact in addition to investment return. Investments support high integrity entrepreneurs with a collaborative approach to creating value that leverages our experience and network. This aligns Clearwell's interests with management to achieve the best possible outcome, with the right amount of capital, over the right period of time. Clearwell makes meaningful minority and control investments in companies with revenue ranging from $0 to $30 million across the business cycle with the greatest focus on expansion or growth stage companies in the southeastern United States (buyouts: $1+ million EBITDA, growth capital: $1+ million revenue). Industries of particular interest include healthcare, de-risked technology, beverages, consumer products, financial services and software. The principals have over 35 years of investment experience covering hundreds of individual investments in dozens of industries.
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Investment Firm Key
VC = Venture Capital
PE = Private Equity
A = Angel
I = Incubator
MB = Merchant Bank
VD = Venture Debt
FI = Family Investment Office
FOF = Fund of Funds
ED = Economic Development Office
TT = Technology Transfer Office
CVC = Corporate Venture Capital
SEC = Secondary Purchaser
HF = Hedge Fund/Mutual Fund
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| COMPANY STAGE | REVENUE |
| Venture Capital | |
Seed Stage
(includes "pre-seed," or
concept stage) | No Revenue |
| Early Stage | Minimal
Revenue |
Growth Stage
(also called Mid-stage) | $2M-$7M |
Expansion Stage
(also called Late-stage) | $7M and greater |
| Private Equity | |
| Lower Middle Market | $10M-$249M |
| Middle Market | $250M-$499M |
| Upper Middle Market | $500M-$1B |
| Large Cap | >$1B |
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