Palm Peak Capital

Palm Peak Capital

Palm Peak Capital was founded by Daniel Florian, M. Steven Liff, and Jeremy Stone, three managing partners who built the firm’s identity around a partnership model with founder-led industrial and business services companies. The founding team’s collective decades of experience informed a philosophy of delivering upfront, transparent diligence feedback and structuring transactions as aligned, win-win agreements. The firm targets lower-middle-market industrial manufacturing and business services companies across North America. Its approach combines equity capital with a dedicated operating team led by Director of Portfolio Operations Adam Schwab, signaling a strategy that layers strategic and operational resources on top of investment. Specific portfolio companies or deal announcements have not been publicly disclosed. Palm Peak describes its geographic focus as North America-wide, without specifying a narrower regional concentration. With 11 professionals listed on its team page, the firm operates from a single office in Boca Raton, Florida. The leadership trio of Florian, Liff, and Stone is supported by a small deal and operations team, including a vice president, three associates, and a chief financial officer. Head of Operations Lynn Skillen and Chief of Staff Lisa Merring round out the operational backbone. No adjacent vehicles, philanthropic foundations, or club memberships have been disclosed. Palm Peak’s differentiator is its explicit build-out of a portfolio-operations function — Director Adam Schwab — at a scale where many similarly sized firms outsource that role. The firm has not yet surfaced public track-record data, leaving its structural claim as more operational engagement than a typical lower-middle-market peer.