WHO ARE WE?

​

Speedwell Group, LLC is now Speedwell Monaco, Inc. as a result of the merger of Speedwell Group, our former business investment and investment sourcing firm with Monaco Properties, our former real estate investment and development firm.

​

We are a Texas-based "C" corporation that focuses on identifying investment and acquisition on behalf of our own account and those of a very select group of partner/clients. These investments can be either minority or majority and are typically in the range of $10 million to over $50 million*. Corporate investments generally meet six requirements:

​

1)    Location. We invest in US-based companies with the majority of their workforce being located in the United States. We prefer larger, business-friendly metropolitan areas but will look at opportunities with strong metrics in other US locations;

​

2)    Industry. While essentially industry-agnostic, we typically conduct industry-specific searches as our investment criteria changes from time to time. As a general rule, we typically shy away from commodity-based industries (sand, gravel, nuts & bolts, etc.), government-controlled industries (utilities, Medicare, etc.) and industries that face legal or ethical challenges (tobacco, alcohol, sexually-based, etc.);

​

3)    Culture. We look for companies with solid people-focused cultures (including employees, customers, vendors and communities);

​

4)    Scale. While we will look at non-cash flow positive companies given the right situation, we typically make minority and majority investments of $10 million to more than $50 million in established businesses that can support such an investment based on existing cash flow—thus a certain amount of scale is required.

​

5)    Multiples. Our partner/clients are “performance-based” investors, not “potential-based” investors. Thus, we look at past and current performance to determine value—although in certain situations, given a good plan, we can mitigate this  requirement somewhat; and

​

6)    Tenure. We prefer to invest in established companies and leadership teams that have weathered a few “storms”. As typically long-term investors, we anticipate more storms ahead during our investment period. How a business survived the 2008 recession is an important discussion point.

​

*funds can be used for working/growth capital (organic and/or M&A), partner buyouts and even wealth diversification (providing ownership with a partial exit while remaining in charge of the company’s destiny)

​

Real Estate activities

​

Along with our development and financial partners, we look to make investments of $10 million to $25 million in select multi-unit real estate projects focused on an aging demographic. We prefer projects with at least 100 beds/units and a combination of independent, assisted living & memory care in markets with strong demographics and friendly regulatory environments. We will also consider independent living projects in select markets. Recent & current senior living activities are in Arizona, Utah, Colorado and Texas (we are open to other markets where demand and the economics merit such a project).

​

WHO AM I?

​

For more than 40 years, I have been an entrepreneur, real estate developer and most of all have been an investor. I have served in senior leadership roles on 3 continents, have started or bought and sold several companies (some sadly, failed), have served on numerous Boards, have sourced the acquisition / investment in numerous nearly two dozen companies, and have raised hundreds of millions of dollars in capital.

​

I am a member of the Association of M&A Advisors (AM&AA) and hold a CM&AA (Certified M&A Advisor) designation. I also have a Texas real estate license.

​

Please feel free to reach out to us should you have any questions or should you have any interest.

​

Thank you. We look forward to hearing from you.