B2B CFO Investment Company

The firm sources almost entirely through its advisory arm, B2B CFO, which embeds fractional CFOs inside over 1,000 privately held US companies. Those CFOs witness financial performance, management quality, and owner intentions over multi-year engagements. When an owner decides to sell, recapitalize, or seek growth capital, the investment company has an informational head start that external buyers cannot match, often serving as the first capital call rather than a competitive bidder.

Jerry L. Mills, the founder and CEO, has final authority over investment decisions. He is supported by a central investment committee, but the firm's structure does not involve external limited-partner advisory boards or outside capital allocators overriding decisions. The partnership model gives Mills discretion over both the advisory network and the capital deployed from the investment vehicle.

The firm targets established US private companies with $1M–$80M in annual revenue, often owner-operated businesses in manufacturing, distribution, business services, and select technology niches. Investments frequently arise from recapitalizations, management buyouts, or growth-equity rounds where the firm's advisory CFO already serves the company, giving it deep operating knowledge before committing capital.

Because it deploys proprietary capital with no external LP redemption pressure or fund-life deadlines, the investment company can hold positions indefinitely. The firm has stated publicly that its preferred posture is to remain invested alongside founders who choose to continue operating their companies, rather than forcing liquidity events on a fixed schedule. This patient-capital approach is central to its pitch to business owners.