Strategic Investment

Advisory

Capital Placement

Praxis Principal Group is a private investment and advisory firm that acquires, restructures, and scales lower-middle-market businesses and real estate across the United States. We operate at the intersection of finance and execution, bridging the gap between institutional capital and on-the-ground operators. Our mandate is simple: Preserve value, unlock liquidity, and create lasting enterprise stability for lenders, owners, and investors.

Operators with a Capital Mindset: Praxis Principal Group was built by operators who understand that numbers alone don’t tell the story. We combine financial discipline, operational depth, and transactional experience to identify overlooked value and execute high-impact turnarounds or transitions. We specialize in situations that traditional lenders, brokers, or private equity funds find too small, too complex, or too early. By structuring flexible engagements — advisory, recapitalization, or direct investment — we provide clarity and continuity where it’s needed most.

Our Differentiation:

  •  Institutional-Grade Diligence with entrepreneurial agility

  • Capital-Light Control Structures (note purchases, recaps, operator JVs)

  •  Proven Operating Playbooks from hospitality, real estate, and consumer sectors

  • Integrated Advisory + Principal Platform — we earn fees and build equity in parallel

We collaborate with commercial banks, SBA lenders, and special asset divisions to stabilize and reposition underperforming credits. Our team provides hands-on turnaround advisory and selectively acquires discounted debt or equity positions to preserve collateral value.

Capabilities include:

  • Turnaround and workout advisory

  • Note purchases at discount (30–60¢ / $)

  • Debt-for-equity swaps and management transitions

  • Collateral disposition and operator continuity

Outcomes: reduced charge-offs, accelerated resolution timelines, and measurable recovery ratios.

Distressed & Special Assets

For owners navigating retirement, partnership changes, or partial exits, Praxis structures recapitalizations and buyouts that balance liquidity, legacy, and long-term stability.

Capabilities include:

  • Partner buyouts and management-led acquisitions

  • Minority and majority recaps

  • Valuation and readiness consulting

  • Structured advisory retainers with success-based fees

Outcomes: seamless transition of control, retained employment base, and enhanced lender confidence.

Transitional & Succession Transactions

We support profitable, expansion-stage companies seeking strategic investors or acquisition partners. Praxis acts as both an advisor and capital bridge, aligning growth capital with proven operators.

Capabilities include:

  • Capital raise and investor syndication

  • Buy-side advisory and integration planning

  • Strategic roll-up and bolt-on acquisition targeting

  • Growth-stage governance and capital structuring

Outcomes: accelerated growth, improved cost of capital, and institutional scalability.

Growth & Strategic Capital

A trusted private investment and advisory firm

WHO WE SERVE

  • Banks & Special Asset Divisions – seeking credible operators and secondary-market buyers.

  • Private Business Owners – planning succession, restructuring debt, or raising capital.

  • Private Investors & Family Offices – pursuing co-investment or high-yield, asset-backed opportunities.

  • Advisors & Consultants – looking for partnership or licensing opportunities under the Praxis model.

WHO WE ARE (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.

Learn more

Process Overview

Each deal is evaluated through our proprietary Praxis Decision Matrix, balancing capital exposure, control potential, and risk-adjusted return.

Origination & Intake

  • Identify and classify opportunity: distressed, transitional, or growth.

Evaluation & Structuring

  • Rapid diligence, valuation snapshot, and engagement outline.

Engagement & Execution

  • Advisory, recap, or acquisition execution

Monitoring & Monetization

  • Track KPIs, collect fees, manage assets or exits

MONETIZATION FRAMEWORK

Praxis monetizes across three complementary revenue verticals

Advisory & Fee-Based Services

  • Turnaround, recap, and transaction advisory (1–6% success fees)

    • Case Example: $3M recapitalization for regional services firm → 2% fee = $60K, completed in 90 days.

  • Finder and referral fees for capital introduction

    • Case Example: $5M asset sale → 3% success fee = $150K, 120 days.

  • Retainers for valuation, readiness, or sell-side representation

Principal & Control Investments

  • Note purchases and debt-for-equity conversions

    • Case Example: $1M commercial note acquired for $400K → resold at $800K = 2× ROI, 6 months.

  • Management buy-ins and minority recaps

    • Case Example: $500K investment for 25% stake → $1.25M valuation in 24 months.

  • SPV acquisitions and co-investment platforms

    • Case Example: $1M EBITDA firm acquired for $3M → $1M annual cashflow with 4× projected exit multiple.

Platform & Licensing Ventures

  • Subscription-based data and M&A referral networks

  • Syndicate and SPV management fees (2% AUM / 20% carry)

  • Training and certification for institutional partners

Contact Us

We work exclusively with banking professionals and authorized officers. Please complete the form to initiate a confidential discussion.

Or, send us an email at contact@praxisprincipalgroup.com