FI  Brownhelm Capital

https://www.brownhelmcapital.com/





     Office Locations:

Cleveland , OH

 

Stages:

  • Early
  • Growth
  • Late


 

Industries:

  • Financial Services
  • Real Estate & Construction
  • Software & Internet

  •  

    Description:

    Brownhelm Capital is a single family office focused on partnering with high quality fund managers and management teams to create long term value. In addition to investing through third party fund structures, Brownhelm enjoys a flexible mandate to invest directly and opportunistically across a company's capital structure, lifecycle, industry, and geography. The firm and founding family actively seeks direct-investment opportunities within the financial services and real estate industries, with specific areas of interest including: independent registered investment advisors (RIAs), broker dealers, asset managers, community banks, and trust companies; and vendors and providers of software, compliance, and marketing tools focused on serving the financial services industry



    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
       
       
       
    COMPANY STAGEREVENUE
    Venture Capital
    Seed Stage
    (includes "pre-seed," or
    concept stage)
    No Revenue
    Early StageMinimal
    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
       
       
     

    Investment Team:


    Name   Title
    Get the complete investment team + individual email addresses for investment team partners. Get personal images, LinkedIn links, investment specialties, office locations and more with a National Database subscription.
    Jeffrey Desich Advisor
    Max Weber Director of Investment Strategy
    Mike Dea President
    Richard A Desich Advisor
    Stephanie Guilfoyle Controller

     

    Portfolio companies include:

     

    Recent News: