Updated:
McCombie Group Family Office
McCombie Group Family Office was established in 2010 by David W. McCombie III. Its client families built wealth via operating companies in heavy equipment,...
McCombie Group Family Office
McCombie Group Family Office was established in 2010 by David W. McCombie III. Its client families built wealth via operating companies in heavy equipment, food distribution, and manufacturing. The firm maintains headquarters in Coral Gables, Florida. The firm deploys capital through direct co-investments and SPVs alongside private equity commitments. Confirmed strategies include buyouts, growth equity, mezzanine, distressed, and venture capital. Geographic reach covers North America and South America. Sector exposure spans AgriTech & FoodTech, Healthcare Services, InsurTech, Industrial Tech, FinTech, and RegTech. The advisory business supplies access to founder-led lower-middle-market companies seeking sales, capital raises, or acquisitions. Team size and total deployment figures remain undisclosed. David W. McCombie III holds additional roles on the University of Miami Citizens Board and as Membership Chair of the Miami YPO chapter. No dated operational events from the last 24 months appear in available records. The firm combines multi-family office capital with an in-house investment bank. This structure generates internal sourcing of opportunities that external allocators cannot replicate.
General information
Firm type
Multi Family Office
Year founded
2010
Location
Region
North America
Country
United States
City
Coral Gables
Corporate office
Coral Gables, FL, United States
Principals
David W. McCombie III
Founder and CEO
Altss tracks 1 additional named team member for this firm — including direct investment leads, IR, and operating principals not listed on the public website.
Book a demoSector focus
Frequently asked questions
Who runs investment decisions at McCombie Group Family Office?
David W. McCombie III serves as Founder and CEO and leads investment decisions. Jay Lipsey acts as Partner on the investment side.
How does McCombie Group Family Office source proprietary deal flow?
The firm sources deals through its M&A advisory practice that works with founder-led mid-market companies. This internal pipeline feeds both advisory mandates and direct capital deployments.
Does McCombie Group Family Office participate in fund commitments or only direct deals?
The firm executes both private equity fund commitments and direct co-investments via SPVs. It maintains flexibility across structures.
What investment stages does McCombie Group Family Office typically target?
The firm covers buyout, growth equity, mezzanine, distressed and turnaround, and venture capital stages.
Where does the underlying wealth come from?
Client families accumulated wealth through operating businesses in heavy equipment dealerships, food distribution, and niche manufacturing.
What is McCombie Group Family Office's known posture on co-investments alongside external GPs?
The firm participates in co-investments alongside external managers when opportunities align with its sector and geographic focus.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
Need institutional-grade insight on family offices?
Altss delivers:
Prefer a guided tour?
We’ll walk you through: