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AdaptFirst Investments
Tax Preparation and Planning | Investment Research | Proactive Portfolio Mgmt | Bookkeeping | Financial Planning | AdaptFirst Tax and Investments is a holistic...
AdaptFirst Investments
Tax Preparation and Planning | Investment Research | Proactive Portfolio Mgmt | Bookkeeping | Financial Planning | AdaptFirst Tax and Investments is a holistic financial services firm bringing together tax planning and preparation, bookkeeping, investment management, and financial planning for families and businesses.
General information
Firm type
RIA
Year founded
2016
Location
Region
North America
Country
United States
City
Greensboro
Corporate office
Greensboro, NC, United States
Principals
Chuck Hite
CEO
Sector focus
Frequently asked questions
What is AdaptFirst's investment model — permanent capital or fund structure?
AdaptFirst deploys permanent family capital with no fund lifecycle. This allows the firm to hold businesses indefinitely and focus on long-term operational value creation rather than managing to an exit timeline.
What deal size and geography does AdaptFirst target?
The firm seeks control positions in companies with $2–10 million of EBITDA, concentrated in the Southeastern United States. This regional focus leverages Hite's network and limits competition from larger institutional buyers who often bypass these targets.
How does AdaptFirst source deals?
The firm sources primarily through the founder's network in the Southeast, built over a career of operating and selling a services business. This often surfaces founder-owned companies that are not broadly marketed and lack traditional sell-side advisor representation.
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