INVESTMENT STRATEGY

Opportunity. Partnership. Triumph. We seek founder- and family-owned businesses in the Southeast with up to $25 million in annual revenue. Specializing in technology, telecommunications, business-to-business and manufacturing services companies, we provide targeted funds and hands-on leadership. We are involved. We want to work with companies that expect a partial or full exit for its founders. For aging founders or family-owned businesses, we provide liquidity, a sense of financial security, and the peace-of-mind knowing that your legacy is in competent hands.

COMPANY CRITERIA

​Interested in swimming upwards? We can help.



BlueWaters Investment Group seeks companies that are at a tipping point in their development. Either the company is ready to grow, or the founders and family are ready to be less involved in the business. We seek partners that:

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  • Can see the next growth phase, but need a strategic roadmap and funds
  • Earn up to $25 million in annual revenues, though we can combine with other private equity firms on deals representing up to $50 million annual revenues
  • Are a technology, telecommunications, business-to-business manufacturing or services company
  • Are a founder- or family-owned
  • Located in the Southeastern United States

INDUSTRY PREFERENCE​

Looking for an expert in your area? We can advise.

 

BlueWaters Investment Group focuses on companies in industries in which we have a breadth of experience. This serves both of us best.



  • Technology, including services and manufacturing companies
  • Telecommunications, particularly mobile devices and services
  • Business-to-business manufacturing companies
  • Service companies



STRONG PARTNERSHIP

Need more than just a check? We invest ourselves.

 

BlueWaters Investment Group provides both targeted investments and hands-on leadership to our portfolio of companies.



  • Business strategy and market assessments
  • Operations streamlining and expansion
  • Sales and revenue growth planning
  • Human capital growth

MORE THAN JUST AN INVESTOR

At BlueWaters, we’re interested in growing companies through investment and leadership. If that is what you’re looking for too, then let’s meet.

Contact Us