FI  EFO Financial Group




     Office Locations:

9180 Galleria Court, Suite 600
Naples, FL 34109

 

Stages:

  • Middle Market


 

Industries:

  • Business Services
  • Financial Services
  • Manufacturing & Industrial
  • Real Estate & Construction
  • Transportation & Distribution

  •  

    Description:

    EFO Financial Group, LLC s a Naples, Florida-based real estate investment and advisory firm that specializes in the financing and acquisition of high-quality projects throughout the United States. The firm manages assets for the Esping family, and is an offshoot of EFO Holdings, L.P. (Esping Family Office), which was founded in Dallas in 1994. Bill Esping was the founder of First Data Corporation. He was also the Chairman and Chief Executive Officer of BRC Holdings, a $107 million annual revenue Dallas information technology consulting and data processing company until his death in mid-1998. His son, William Esping, is the Managing Director of EFO, which manages in excess of $300 million across several asset classes including hedge funds, private equity and real estate. Mr. Esping currently serves as the Chairman of the Board of Directors for three of EFO's portfolio companies: Melbourne Greyhound Park, LLC, Palm Beach Tan, Inc., and Laser Spine Institute, LLC. EFO Financial Group employs sophisticated real estate investment strategies targeting opportunities with superior risk-adjust return. The firm makes acquisitions across several asset classes ranging from $2 million to more than $50 million. EFO specializes in DIP lending and has successfully financed numerous companies and properties across the country, including Aqua (Naples, FL: $26 million); Twin Eagles Golf and Country Club (Naples, FL: $6 million); Mi Arbolito (San Diego, CA: $4.2 million); Phoenix Biocomposites, LLC (Minneapolis, MN: $3 million); Cypress Woods Golf and Country Club (Naples, FL: $700,000); and Key West Brewery (Key West, FL: $500,000).



    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.
    David Goduti Managing Partner
    Renzo Renzi Financial Analyst
    Robert P. Grammen Senior Partner
    William P. Esping Managing Director

     

    Portfolio companies include:


      Brightwater Club


      Clearwater Development


     

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