Our Services
Providing capital solutions tailored to meet your growth needs
PE Investments
We provide growth capital solutions to help emerging and established companies scale with confidence.
Subordinated Debt
Flexible funding solutions through subordinated debt for various investment needs.
Private Lending
Investment-related residential lending options
About Us
We makes Private Equity investments in a range of companies and industries, as well as issuing private lending debt.
Planning Futures
Since 1999, we have helped create programs and portfolios to meet long-term financial goals. Have questions about investments, taxes, retirement, and/or estate planning? One of our credentialed professionals would be glad to help.
A Proven Approach
We start by clarifying our fee structure & explaining the different ways we can help. Then we analyze your goals & compare them to your current portfolio. Then we recommend an investment strategy designed to meet your risk tolerance.
Why Us?
Our team is comprised of people with different kinds of finance experience, but we all have this in common--a commitment to ethics & integrity. We’re all fully licensed & credentialed. You can count on unbiased recommendations and impartial guidance.
Our Team
Highly responsive and creative PE investors with Family values.
Don Glisson Jr.
President
Dr. Samantha Glisson Hill
Director
Doug Glenn, JD
Advisor
Jodi Burns
Accountant
Frequently Asked Questions
Please contact us if you cannot find an answer to your question.
Who are we?
A family office investing in a wide range of businesses and industries
What is your average investment size?
We generally have a minimum check size of $250,000 and a maximum of $1,000,000 depending on the investment thesis and risk involved.
What is your typical investment structure?
Deal dependent but our typical structures are straight equity, subordinated debt and traditional debt.