# Palm Peak Capital

Palm Peak Capital is an Asset Manager based in Boca Raton, United States.

## Overview

- **Organization type:** Asset Manager
- **Headquarters:** Boca Raton, United States
- **Region:** North America
- **Address:** 120 E. Palmetto Park Road, Suite 203, Boca Raton, FL 33432, United States
- **Assets under management:** Undisclosed
- **Website:** palmpeakcapital.com
- **LinkedIn:** https://www.linkedin.com/company/palm-peak-capital-llc

## Regulatory record

- **CRD number:** 334986
- **SEC file number:** 802-132347
- **Registration status:** Registered
- **Reports private funds:** Yes
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/334986

## About

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.

## Sectors

- Industrial Tech
- Business Services

## People

- 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

## 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.

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Last updated: 2026-08-11T15:07:41.444Z

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