Strategic Capital

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 a way to successfully 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.

Health and Benefits Logo

Handshake Icon

Private Equity

Unique, exclusive investments with tax advantages

Discount Icon

Proprietary Capital Management

Providing businesses working capital to fund operations

Money Icon

Private Debt

Providing businesses working capital to fund growth