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REPRESENTATIVE INVESTMENTS

Benefit from in-depth research into public investments and exclusive access to curated private opportunities.

Private Equity

We believe the benefits of private equity include increased diversification, and the ability to invest in private companies at valuations below those we might find in similar publicly traded companies. Carmel Capital Partners focuses on private equity opportunities where we can provide either growth or transition capital. Growth investments provide capital to a company that lacks the internal cash flow to execute its growth plan. Transition capital is provided when an existing owner seeks to sell all or a portion of his ownership interest.

Fastest Labs

Fas-Tes Franchise Systems, LLC is currently one of the fastest-growing drug, alcohol, and DNA testing lab franchises in the industry. A franchisor that, through 100+ active franchisees across the US, provides non-medical drug and alcohol testing services to individuals throughout the nation, especially in Texas, the Great Plains area, and throughout the South and Southwest.

Investment Date: April 6, 2023

Mach 1 Foods

Mach 1 Foods operates 21 Sonic Drive-in restaurants throughout Utah and Idaho. The company provides pre-packaged meal services intended to offer nutritious meals for customers who can't find time to cook. The company specializes in offering multiple services including custom meals, macro plans, program designs, professional chefs, and dietician-planned meals.

Investment Date: November 1, 2021

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Fulcrum Building Group

Fulcrum was formed in 2019 with the acquisition of two lumber, building, and material (LBM) suppliers located in the Destin / Ft. Walton Beach area of North West Florida. Fulcrum serves custom home builders and the repair/remodel market from Panama City, FL to Navarre, FL. The LMB market is highly fragmented and FBG has established a strong platform from which it can consolidate the market in the Florida Panhandle area.

Investment Date: July 3, 2019

Quantum Restaurant Group

QRG is the fifth largest Little Caesars franchisee in North America, and operates 59 stores in five states. An initial investment was made in 2017 with the acquisition of 45 stores, and a follow-on acquisition of 14 additional stores occurred in 2019.  Our goal is to continue to expand QRG through both new store construction and additional acquisitions.  QRG’s corporate headquarters are located in Chattanooga, TN.

Investment Date: October 14, 2017

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Assets Under Management

+0

Direct Investment Opportunities

0

Familes Served

AUM approximated as of May 2024

Real Estate

Irrespective of the asset, we only select those opportunities that offer a prudent mix of risk and return. Our default is always to favor capital preservation over return. Carmel is focused on value-add opportunities where an asset has been neglected by design or the current owner lacks the capital or sophistication to improve the property and maximize its value.

Broadmoor Towne Center

Location: Colorado Springs, CO

Purchase Date: April 1, 2022

Investment Type: Value Add

Description: 143,797 SF  Mixed Use

Kent Kwik Travel Center

Location: Odessa, TX

Purchase Date: September 2022

Investment Type: Yield

Description: Travel Center

Kiln Coworking

Location: San Diego, CA

Purchase Date: August 15, 2022

Investment Type: Reposition

Description: Coworking Business

Sawgrass Commerce Center

Location: Sunrise, FL

Purchase Date: May 22, 2018

Investment Type: Yield

Description: 153,188 SF – Office

Texas Self Storage

Location: Fort Worth & Austin, TX

Purchase Date: March 2022

Investment Type: Value Add

Description: Self Storage

Heber City Multifamily

Location: Salt Lake City, UT

Purchase Date: January 2021

Investment Type: Rentals

Description: 93 Unit Townhomes

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Broadmoor Towne Center

Location: Colorado Springs, CO

Purchase Date: April 1, 2022

Investment Type: Value Add

Description: 143,797 SF  Mixed Use

Kent Kwik Travel Center

Location: Odessa, TX

Purchase Date: September 2022

Investment Type: Yield

Description: Travel Center

Kiln Coworking

Location: San Diego, CA

Purchase Date: August 15, 2022

Investment Type: Reposition

Description: Coworking Business

Sawgrass Commerce Center

Location: Sunrise, FL

Purchase Date: May 22, 2018

Investment Type: Yield

Description: 153,188 SF – Office

Texas Self Storage

Location: Fort Worth & Austin, TX

Purchase Date: March 2022

Investment Type: Value Add

Description: Self Storage

Heber City Multifamily

Location: Salt Lake City, UT

Purchase Date: January 2021

Investment Type: Rentals

Description: 93 Unit Townhomes

Advice. Relationships. Results.

We build diversified and durable portfolios that can be sustained through challenging market conditions.