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.
Private Equity
Unique, exclusive investments with tax advantages
Proprietary Capital Management
Providing businesses working capital to fund operations
Private Debt
Providing businesses working capital to fund growth