# Shearwater Capital Group

Shearwater Capital Group is a Private Equity based in St. Louis, United States.

## Overview

- **Organization type:** Private Equity
- **Headquarters:** St. Louis, United States
- **Region:** North America
- **Address:** St. Louis, MO, United States
- **Founded:** 2013
- **Assets under management:** Undisclosed
- **Website:** shearwatercapital.com
- **LinkedIn:** https://www.linkedin.com/company/shearwater-capital-llc

## Regulatory record

- **Reports private funds:** No

## About

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.

## Sectors

- physicians and their families

## People

- 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

## Questions

### Why is Shearwater based in St. Louis?

The firm's St. Louis headquarters positions it within a dense industrial and manufacturing corridor that spans the Midwest. Proximity to family-owned industrial companies, corporate divestiture candidates, and a network of operating executives in the region supports the firm's sourcing model. Public records have not disclosed whether the principals have roots in the St. Louis business community that anchor the location choice.

### 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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Last updated: 2026-08-11T15:08:04.536Z

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