And Investments

After reviewing the unique opportunities and track records of lead investors in various industries, the Co/Investor Club invites members to participate alongside best-in-class investors.

The Co/Investor Club also includes:

  • Networking opportunities with like-minded people
  • Access to lead investor research
  • Management presentations
  • Screening tools for due diligence
  • Weekly member-only newsletter
  • Investment opportunity webinars
  • Lunch-at-the-Club participation opportunities

Value-Oriented Positive Investments

The Co/Investor Club introduces family offices, institutional & accredited investors to unique investment opportunities alongside best-in-class industry leaders.

As a Club member you can expect to find deal access in these areas:

  • Public Company Equity
    • Open Market
    • Growth or M & A Capital Raise
  • Middle to Lower Middle Market Private Equity
    • Best-in-Class Funds
    • Fundless Sponsored
    • Search Funds
  • Private Debt
  • Preferred or Convertible Equity (Public & Private Companies)
  • Real Estate

Partner Investor Companies

Amergent Hospitality Group

Amergent Hospitality Group, Inc. is a public company that owns, operates and franchises restaurant brands in the U.S. and abroad.

Capitala Group

Capitala Group is an SEC-registered investment adviser that customizes financing solutions for lower middle-market companies and financial sponsors.

The Waterfront Group

From acquisition and development to sales and post-sale coordination, The Waterfront Group handles more than just real estate.

Special Equities Group (SEG)

The Special Equities Group assists investors and companies in the emerging growth companies market.


“The highest rates of return I’ve ever achieved were in the 1950s. I killed the Dow. You ought to see the numbers. But I was investing peanuts then. It’s a huge structural advantage not to have a lot of money. I think I could make you 50% a year on $1 million. No, I know I could. I guarantee that.”

                     — Warren Buffett, July 4, 1999