Palm Peak Capital

The three co-founders and managing partners — Daniel M. Florian, M. Steven Liff, and Jeremy Stone — collectively run the firm. The leadership page names them as the sole managing partners, with no additional investment committee members disclosed.

Palm Peak focuses on lower middle-market industrial manufacturing and business services companies in North America. The firm’s website alternates between 'middle market' and 'lower middle market' language, but consistently emphasizes partnering with founder-led teams that can benefit from operational support.

Yes. The firm employs a Director of Portfolio Operations, Adam Schwab, and structures its value proposition around providing strategy and operating resources to portfolio companies. The website states its role is to deliver capital, strategy, and operating resources to help companies reach 'Peak Performance.'

As of the latest website review, no specific portfolio companies or completed deals have been named. The absence of disclosed holdings or transaction press releases is unusual for a firm with a publicly facing website and an 11-person team.

The firm has not disclosed its capital base, whether it operates as a committed fund, a deal-by-deal syndicate, or a family office structure. The three managing partners are named as co-founders, but no wealth origin or institutional limited partners have been identified.