An entrepreneurial investment group run by operators.
Welcome to Castle. We provide succession capital to owners to build on their legacy.
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We are Castle - an investment group run by operators.
We build on the very things that make your business unique — the people, culture, and customers — to preserve and grow your life’s work.
$100M+
Capital deployed in last five years
10+
Investments
500+
Employees at portfolio companies
Whats owners are saying
Sheret and Michael have a proven record of successfully identifying and closing on unique opportunities. I have co-invested alongside them as they create value for all stakeholders.
Colonel Chris Hadfield
Astronaut, Business Leader
Castle’s deep knowledge of investment operations and their ability to quickly position our unique products, and value proposition was highly valuable in guiding us through a complex process.
Glenn Anschutz
Former CEO of OneShield
They impressed me and continued to impress me as we worked together. Solid businessmen with high-level skills and attention to detail. They excel at assessing and prioritizing the needs of the business.
John Domsy
Founder of Cardata
Michael and Sheret grasped SeQent’s value and presented a clear path to take the organization to the next level. Their plan was concise and embraced both my staff and the legacy of SeQent.
Scott Burns
CTO of SeQent
Types of investments we make
Why Castle?
Our experience as former operators drives our commitment to long-term value creation. We pride ourselves on being flexible, independent, and agile, delivering exceptional results across diverse industries. At Castle, we're dedicated to building your future on a solid foundation, valuing good people as much as good businesses.
What Others Offer
- Generic transition plans for owner-operators
- Generic strategies and playbooks that overlook the business’ unique needs
- Rigid deal structures that don't put your interests first
- Cumbersome governance from an ivory tower
What Castle Offers
- Respect for your business's uniqueness and a hands-on approach to learning its ins and outs.
- Custom-tailored transition plans for owner-operators
- Empathy towards your needs. We appreciate your battle scars from operating.
- A pipeline of operational talent to support growing teams.
- We can move at your speed. We have full authority over investment decisions.
What we care about
Partnering with awesome people
The cornerstone of our approach is to foster a shared sense of goals with the outgoing ownership group.
Exploring industries agnostically
We're not afraid to venture into niche markets, embracing unique opportunities. Software and services are our speciality.
Strong unit economics
We value nice margin,and steady businesses. $1-3M in cash flow is our sweet spot.
Valued customers
You champion customer relationships and your customers love you.
Team and culture
Team and culture are everything; it's what drives success and innovation.
