Shepard Capital Partners, LLC

InvestorScreen: Done

Description

Shepard Capital Partners, LLC invests proprietary and investor funds in lower middle market companies in Florida and the Southeast. The firm seeks to partner with established, cash flowing businesses that are experiencing capital needs beyond what is available from traditional senior lenders. Typical transactions include growth capital, acquisitions, buy-outs, buy-ins, and recapitalizations. The profile of our target clientele are growing companies with: ■ 36+ months of positive cash flow ■a sustainable competitive advantage in their market and industry ■a recurring revenue model with potential for expansion ■a smart and energized management team Through our own operating knowledge and experience, Shepard Capital is able to assist our portfolio companies in developing and executing on winning strategies for the future.

AI Sector Summary

Shepard Capital Partners is an opportunistic generalist firm targeting lower middle market companies in the Southeast with recurring revenue and strong cash flows, typically in manufacturing, distribution, and business services sectors.

Location

Tampa, Florida, United States

Industry

Investment Management

Investor Type

pe, independent sponsor

Target Sectors

generalist, real estate

Verticals

Business ServicesIndustrial / Manufacturing

Financials

Revenue

EBITDA

Employees

2

Founded

2007

Sectors (from search)

generalist · lower middle market companies, cash flow positive businesses, residential and commercial real estate

Classify Status

Done

Prospects

0 people

No prospects linked to this account.

Outreach History

Outreach sequencing tables are not yet in Supabase.

ID: 8233Airtable: reczgYgVCymHvX0cDCreated: 10/04/2026