Confluence
Capital & Investments

Our Approach

Our deliberate investment strategy is centered in the confluence of key, long-term industry trends and rigorous, asset-level analysis.
While maintaining a watchful eye for opportunistic entry points, we hold a long-term outlook, actively supporting the operating businesses and partnerships that make up our multi-generational portfolio.

Thoughtful.

Opportunistic.

Dependable.

Thoughtful

Opportunistic

Dependable

Our Focus
Confluence Capital & Investments is a single family office with a flexible mandate, making investments across asset classes and strategies. We seek to cultivate and build enduring partnerships with those we trust.

Mature-Stage Investments

  • Lower-middle market
  • Seeking to partner with management team
  • Direct and co-investments
Current and past portfolio spans education, business services, real estate management, and equipment leasing

Growth-Stage Investments

  • Clear path to profitability
  • Direct and co-investments
Current and past portfolio spans digital services, software, and hardware solutions

Secondaries

  • LP portfolio and GP-leds
  • IRR & DPI-focused opportunities with clear path to exit
Experience in over fifty transactions

Real Estate

  • Stabilized & value-add properties
  • Student housing, multi-family, telecom, self-storage, medical/life sciences
Properties held internationally and across eight US states

More About Confluence

Uncover the essence of Confluence Capital & Investments – a single-family office with a global outlook committed to cultivating enduring partnerships. We epitomize a legacy of shrewd investments and unwavering values.
Operating with a flexible approach, we deftly navigate the financial landscape with precision, targeting opportunities aligned with our long-term vision. Our ethos centers on building trust and forging lasting partnerships, empowering us to confidently navigate the dynamic market terrain.
In addition to our own capital, Confluence maintains a network of like-minded family offices and other capital partners.
For general inquiries, contact us here by filling out the form or at info@confluence-cap.com
For any inquiries, partnership opportunities, or questions regarding our services, please don’t hesitate to reach out to us at Confluence Capital & Investments. Our dedicated team is committed to providing tailored solutions to meet your financial needs.
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