Michael J. Wurth
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Hey Michael — similar PE background, been deep in healthcare services origination thinking lately. Would be good to connect.
Hey Michael, see we both navigated from banking into PE, though my focus was European growth equity rather than building a search fund. the typical setup I see is PitchBook + CRM + a couple of sector-specific tools, maybe some outbound support. the stack looks impressive on paper, but it stays disconnected from live thesis and network intel. origination basically restarts from zero each time — no compounding edge builds. interested if that's the reality at Serviam or if things look different on your end? — Russ PS: been wiring a couple of similar healthcare services groups with exactly this kind of integrated origination engine — always interesting to hear what others are seeing.
Hey Michael, see we both navigated from banking into PE, though my focus was European growth equity rather than building a search fund. the typical setup I see is PitchBook + CRM + a couple of sector-specific tools, maybe some outbound support. the stack looks impressive on paper, but it stays disconnected from live thesis and network intel. origination basically restarts from zero each time — no compounding edge builds. interested if that's the reality at Serviam or if things look different on your end? — Russ PS: been wiring a couple of similar healthcare services groups with exactly this kind of integrated origination engine — always interesting to hear what others are seeing.
hey Michael — was thinking about this more. I hit this exact wall doing growth equity — tonnes of data subscriptions, decent CRM, but nothing connecting it all systematically. spent more time stitching than actually originating. did you ever run into that at Serviam, or was it just us? — Russ
hey Michael — all good on timing. I'm in and around healthcare services origination all day — if you ever want to swap notes on what's working, I'm around. — Russ
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Prospect Research
## PROSPECT INFORMATION: Name: Michael J. Wurth Title: Managing Partner and Principal Fund: Serviam Capital Background: Michael J. Wurth is currently a Regional Vice President at Succession Capital Alliance (SCA), based in Newport Beach, California. He joined the firm in January 2021 and transitioned to his current RVP role in January 2023. His professional focus is on advanced life insurance planning, premium financing, and estate planning for high-net-worth clients, specifically supporting advisors across a broad territory including Southern California, the Southwest, Florida, and Alaska. Beyond his primary career in finance, Michael is an active entrepreneur and community leader. In 2019, he founded SERVIAM Capital, a Search Fund aimed at acquiring and operating small-to-medium enterprises. He is deeply committed to classical education and faith-based initiatives; he is a board member for the USC Caruso Catholic Center and co-founder of The Camino Schools, a classical K-8 institution in Aliso Viejo, CA. His background is highly international. He worked for Apple for nearly four years, including a two-year stint in Beijing as a Financial Analyst for iPhone sales in Greater China, where he was the only non-native Chinese speaker on a 250-person team. He also founded "United Students for Africa," a 501(c)(3) organizing volunteer opportunities in Ghana and Tanzania. He holds undergraduate degrees in International Business and Chinese from USC (Magna Cum Laude) and an MBA from IESE Business School in Barcelona. He is proficient in Mandarin Chinese and Spanish. Key Skills: Premium Financing, Advanced Life Insurance Planning, Estate Planning, Financial Analysis, Impact Investing, Search Funds, and International Business Development. Recent LinkedIn Activity: March 10, 2026: Reshared a post about the Advanced Sales Summit in Scottsdale, stating: "Great way to kick off SCA Conference season. Huge thanks to Holly Snyder joining us and the entire Nationwide team for putting together a first-class event." December 1, 2025: Posted a hiring notice for a Medical Case Manager, noting the role requires "proven expertise handling HNW clients and complex cases." August 7, 2025: Promoted upcoming events: "2026 is going to be incredible. Let us know if you're interested in attending any of the below conferences. They're going to fill up quickly!" June 10, 2025: Shared location details for the 2026 SCA Forum expansion, mentioning: "I didn't think it would be possible to one-up our SCA Forum 2025, but I guess our team found a way to do it." February 19, 2025: Posted about his educational venture: "If you're in Orange County and looking for the best academic, spiritual, and personal formation for your children in grades K - 8, consider applying to The Camino School." December 6, 2024: Celebrated the school's opening: "We can't thank Chris Weir enough for his passion and dedication to this project. It's been an amazing journey and we are so excited to share this with our community and change the world, one student and one family at a time." June 10, 2024: Shared major company news: "Big news coming out of Newport Beach today. Excited to join forces with AmeriLife and take SCA, and the advisors we work with, to the next level!" February 28, 2024: Reflected on an industry event: "Finishing up a fantastic conference with Pacific Life at the Four Seasons in Las Vegas. Got to share some of our biggest successes with our advisor partners last year." February 13, 2024: Commented on his alma mater: "Two of the best years of my life were spent at IESE! For anyone interested in a top-tier MBA, don't forget to look at the incredible options outside the US!" Fund details: - Description: Serviam Capital was founded in 2019 by Michael Wurth and Larry Wurth. Serviam's mission is to put clients' capital to use in traditional investment vehicles with an emphasis on excellent client service and impactful investments while providing returns that are to be expected by Private Equity firms. - Website: https://www.serviamcapital.net/ - Location: San Clemente, California, United States - Lead qualification: Research: - Query: =Serviam Capital Michael J. Wurth recent investments fund thesis - Answer: Michael J. Wurth co-founded Serviam Capital in 2019, focusing on virtue-based, purpose-driven investment management. Serviam Capital has not raised any funding rounds yet. Michael J. Wurth's recent investments include senior housing and memory care facilities.