Private Equity, Private Debt, and Proprietary Capital Management
Here at The Terra Cotta Financial Group, we take a personal view of private equity - from the position of the business owner. We view it as a key strategy for Business Succession. These are the businesses that are run by our client families. They are the backbone of our country and individual communities. We have introduced, and then taken our clients through, the consultative process as a way to sucessfully realize the liquidity event they have worked toward all their lives. Our Partners have been through the process personally and have a wealth of knowledge and guidance to offer to help you to realize your dreams and enter into the next stages of your inspired life.
Unique, exclusive investments with tax advantages
Proprietary Capital Management
Providing businesses working capital to fund operations
Providing businesses working capital to fund growth
Ryan leads the private debt affiliate firm, Oxygen Working Capital (OWC) and is a member of The Terra Cotta Financial Group Executive Team. He sets the strategic direction for OWC and is responsible for operational management and business development. In addition, Ryan oversees risk management processes within the private debt portfolio, including: credit, keyman, facilities, capital placement and concentrations.
Chief Financial Officer
Michael is responsible for all aspects of corporate financial management and reporting for The Terra Cotta Financial Group and Oxygen Working Capital, including forecasting, budgeting, compliance and reporting. He leads the implementation of financial initiatives and the development of risk controls to ensure the safeguarding of corporate and client capital.