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
