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Shearwater Capital Group
Shearwater Capital is a fee-only registered investment advisory firm serving clients from across the United States. It offers comprehensive investment...
Overview
Shearwater Capital is a fee-only registered investment advisory firm serving clients from across the United States. It offers comprehensive investment management and financial planning services to physicians and their families, using an evidence-based approach grounded in academic finance. As a fiduciary, the firm places clients' interests first. Founded by two physicians in 1999, it is a physician-led firm focused exclusively on guiding physicians and their families through every stage of their financial lives.
General information
Firm type
Private Equity
Year founded
2013
Location
Region
North America
Country
United States
City
St. Louis
Corporate office
St. Louis, MO, United States
Principals
Jeffrey J. Brown
Principal and Chief Investment Officer
Eric S. Malden
Principal and Chief Technology Officer
Jared A. Meese
Chief Compliance Officer
Jeffrey J. Brown
principal and chief investment officer
Sector focus
Frequently asked questions
Does Shearwater participate in auctions or competitive sale processes?
The firm's stated strategy emphasizes proprietary negotiations with corporate sellers rather than broad auctions. By targeting carve-outs and spin-offs that require operational separation capabilities — a skillset many financial sponsors lack — Shearwater positions itself to source transactions where a limited buyer universe keeps competitive tension lower than in standard M&A processes.
What operational capabilities does Shearwater bring to portfolio companies?
Shearwater's carve-out model requires building or rebuilding the standalone corporate functions — financial reporting, IT systems, human resources, procurement — that an acquired entity previously depended on from its parent. The firm's value-creation approach centers on this operational separation and subsequent margin improvement, rather than relying solely on leverage or multiple arbitrage.
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