Clearwell Group

Clearwell Group A family office investment advisory business focused on building a lasting legacy of significance an

Clearwell Group is a A family office investment advisory business focused on building a lasting legacy of significance and stewardship. We facilitate strong family culture through investment management, estate planning, philanthropic advisory and family business consulting. Clearwell Group invests in public securities and private businesses.

Clearwell Group is pleased to announce its recapitalization of Steadfast Alliance, a leading provider of commercial land...
01/22/2025

Clearwell Group is pleased to announce its recapitalization of Steadfast Alliance, a leading provider of commercial landscape and related environmental services in Florida. Their commitment to excellence and emphasis on outstanding service align perfectly with our investment philosophy. They have a tremendous track record in the landscape industry, and we look forward to supporting Steadfast’s growth in the next stage of its success.

Tampa, FL – January 22, 2025 - Clearwell Group, a Tampa-based family office, is pleased to announce its recapitalization of Steadfast Alliance, a leading

01/10/2025

We’re thrilled to share the news that Iron Container, LLC has been recognized as the leading manufacturer of waste management containers, compactors, and related equipment by Environmental Business Review.

This recognition is a testament to Iron Container’s incredible team, commitment to quality, and dedication to their customers. We’re proud to be a part of their journey and look forward to even greater success ahead!

Clearwell Group is pleased to announce the successful exit of its investment in Valor Environmental, a leading provider ...
07/09/2024

Clearwell Group is pleased to announce the successful exit of its investment in Valor Environmental, a leading provider of erosion control and environmental services in the U.S. "Valor Environmental’s journey from a single street sweeper to a national leader in environmental services is a testament to the hard work and dedication of its team," said Ryan Cortner. Today, the company boasts a dedicated workforce of over 700 employees and serves more than 2,000 customers nationwide.

Clearwell Group, a private investment firm based in Tampa, Florida, is pleased to announce the successful exit of its investment in Valor Environmental, a

Clearwell Group promotes Tyler Franz to Principal.“Tyler has exemplified unwavering dedication and entrepreneurial-minde...
01/23/2024

Clearwell Group promotes Tyler Franz to Principal.

“Tyler has exemplified unwavering dedication and entrepreneurial-minded leadership within Clearwell Group,” said Clearwell Group Partner, Ryan Cortner. “His contributions to our direct private equity team have played a pivotal role in helping us build a family of exceptional businesses and helping those businesses meet their goals.”

Clearwell Group, a family office based in Tampa, FL, is pleased to announce the promotion of Tyler Franz to Principal.

Clearwell is pleased to announce the addition of Senior Associate Brandon Smith to its public investments team where he ...
04/05/2023

Clearwell is pleased to announce the addition of Senior Associate Brandon Smith to its public investments team where he is responsible for manager diligence, portfolio management, and technology implementation. Prior to joining Clearwell, Brandon was a founder of Localstake, an investment crowdfunding platform where he oversaw compliance, securities due diligence, and technology implementation. Click to learn more about Brandon and how Clearwell may be able to help you.
https://clearwellgroup.com/news/clearwell-group-welcomes-new-senior-associate-3/

Clearwell Group is pleased to announce the addition of Chief Compliance Officer, Dan Capozza. Prior to joining Clearwell...
07/07/2022

Clearwell Group is pleased to announce the addition of Chief Compliance Officer, Dan Capozza. Prior to joining Clearwell, Dan served in the roles of chief operating and compliance officer for multiple companies. Learn a little more about Dan, and how we may be able to help you.

Clearwell Group, a family office based in Tampa, FL, is pleased to announce the addition of Dan Capozzo, Chief Compliance Officer, VP of Operations and Sr. Investment Analyst, for Clearwell Advisors.

04/09/2019

Congratulations to the talented team at Ballast Point Ventures for their recent and successful exits in both YPrime and MolecularMD! We were thrilled to partner with you in these initiatives and we look forward to tracking along with their continued success.

We are excited to work with the combined Nu-Life Environmental and Iron Container teams to build one of the leading manu...
03/25/2019

We are excited to work with the combined Nu-Life Environmental and Iron Container teams to build one of the leading manufacturing businesses in the waste management industry. By partnering with Nu-Life, we are able to bring new products, customers, and geographies that complement our existing offerings and allow us to more comprehensively service customers in our market. Read the full update:

Tampa, FL – March 19, 2019  – Clearwell Group announced today that it has acquired Nu-Life Environmental (“Nu-Life” or “Company”), an Easley, South Carolina-based manufacturer of waste-management containers and equipment, through its portfolio company Iron Container. Founded in...

We are excited to partner with Microwize Technology, Inc. as their team has built a leading provider of revenue cycle ma...
01/02/2019

We are excited to partner with Microwize Technology, Inc. as their team has built a leading provider of revenue cycle management services. Together with Encoda, LLC, we look forward to working with the business in its next chapter of growth. Read our latest update:

Clearwell Group announced today that it has acquired the revenue cycle management (“RCM”) business of Microwize Technology, Inc. (“Microwize” or “Company”), a healthcare software and IT services company based in Paramus, New Jersey, through its portfolio company Encoda. Founded in 1997, ...

We are excited to partner with Equipco and to continue working with the Iron Container team to build one of the leading ...
10/23/2018

We are excited to partner with Equipco and to continue working with the Iron Container team to build one of the leading manufacturing businesses in our home state of Florida. Read our latest update:

Tampa, FL – October 23, 2018  – Clearwell Group announced today that it has acquired Equipco Manufacturing, Inc.  (“Equipco” or “Company”), a Miami, Florida based manufacturer of waste-management containers and compactors, through its portfolio company Iron Container. Founded i...

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610 W De Leon Street
Tampa, FL
33606

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