Background

From humble beginnings as the real estate investment arm for a key residential brokerage, we have expanded our operations and network to include solutions for small and large business M&A, commercial and residential real estate, large land developments, and everything in between.

We are based out of the Washington, D.C. metropolitan area, but we service nationwide.

Our small but capable direct team comes from all different backgrounds, including federal technology consulting, aerospace engineering, insurance, brokerage operations, and various capital management strategies.

We pride ourselves on wearing many hats and maintaining flexibility and creativity to assess and provide solutions. No situation is too unique.

Leadership

• Bryan Tate – Managing Partner

  • Global beverage executive turned investment operator. Bryan brings multi-sector experience in operations, M&A, and portfolio management across hospitality, real estate, and consumer brands.

• Skyler Lubreski – Partner, Origination & Capital Relations

  • Ex-engineer and technology consultant, Sky specializes in sourcing deal flow from commercial lenders and private credit institutions, with a background in underwriting and financial modeling.

• Advisory Partners: Network of CPAs, attorneys, and SBA consultants supporting transaction diligence and execution.