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Palm Peak Capital
Palm Peak Capital is a private equity firm that invests in leading lower middle market industrial and business services companies across North America.
Palm Peak Capital
Palm Peak Capital is a private equity firm that invests in leading lower middle market industrial and business services companies across North America. Its role is to provide comprehensive support for talented teams including capital, strategy, and operating resources, to help great companies achieve Peak Performance. The firm partners with founders and management teams and focuses on industrial and services sectors.
General information
Firm type
Asset Manager
Location
Region
North America
Country
United States
City
Boca Raton
Corporate office
120 E. Palmetto Park Road, Suite 203, Boca Raton, FL 33432, United States
Principals
Daniel M Florian
Co-Founder & Managing Partner
M. Steven Liff
Co-Founder & Managing Partner
Jeremy Stone
Co-Founder & Managing Partner
Dante Pavone
Vice President
Thomas Pinel
Senior Associate
Parker Hewitt
Senior Associate
Nick Close
Associate
Lynn Skillen
Head of Operations
Adam Schwab
Director, Portfolio Operations
Melanie Papatestas
Chief Financial Officer
Lisa Merring
Chief of Staff
Sector focus
Frequently asked questions
Who runs investment decisions at 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.
How does Palm Peak Capital define its investment target?
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.
Does Palm Peak Capital provide operational support beyond capital?
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.'
Has Palm Peak Capital publicly announced any portfolio companies?
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.
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.
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