# Shepard Capital Partners

Shepard Capital Partners is a Private Equity based in Tampa, United States.

## Overview

- **Organization type:** Private Equity
- **Headquarters:** Tampa, United States
- **Region:** North America
- **Address:** Tampa, FL, United States
- **Founded:** 2009
- **Assets under management:** Undisclosed
- **Website:** shepardcap.com
- **LinkedIn:** https://www.linkedin.com/company/shepard-capital-partners-llc

## Regulatory record

- **Reports private funds:** No

## About

Shepard Capital Partners, LLC invests proprietary and investor funds in lower middle market companies in Florida and the Southeast. The firm seeks to partner with established, cash flowing businesses that are experiencing capital needs beyond what is available from traditional senior lenders. Typical transactions include growth capital, acquisitions, buy-outs, buy-ins, and recapitalizations. The profile of our target clientele are growing companies with: ■ 36+ months of positive cash flow ■a sustainable competitive advantage in their market and industry ■a recurring revenue model with potential for expansion ■a smart and energized management team Through our own operating knowledge and experience, Shepard Capital is able to assist our portfolio companies in developing and executing on winning strategies for the future.

## Sectors

- Real Estate
- FinTech
- Financial Services
- Healthcare Services
- Business Services

## Offices

- Jacksonville Beach, FL, United States

## People

- David Reed — Founder
- Chris Reed — Contact for Syndication Opportunities

## Questions

### Who runs the firm and makes investment decisions?

David Reed founded the firm in 2009 and is the named principal. Chris Reed is the contact point for syndication opportunities. The firm has not publicly disclosed a broader investment committee or additional managing partners.

### What is the firm's geographic focus?

Shepard Capital concentrates on the Southeastern United States. Its portfolio includes operating businesses and real estate assets in Florida, Georgia, and North Carolina. The firm has also participated in passive investments as far afield as the United Kingdom.

### How did the Uown Leasing investment play out?

Shepard Capital entered Uown Leasing with a growth capital investment in 2012 and a preferred equity investment in 2014. It acquired a controlling stake in 2018 and restructured operations. In February 2020, the firm sold its controlling interest to a Miami-based investment firm while retaining an ongoing equity position in the combined entity.

### Does the firm prefer control or minority positions?

Shepard Capital targets both control buyouts and minority growth capital. The firm has explicitly stated an interest in control buyouts within the finance/leasing and home services markets, while its investments in companies like samstaff and Credence Advisors involved preferred equity or board participation without full operational control.

## Related profiles

- [Shenzhen Valley Ventures](https://altss.com/profile/shenzhen-valley-ventures)
- [Shepherd Financial Investment Advisory](https://altss.com/profile/shepherd-financial-investment-advisory)

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Last updated: 2026-06-03T20:00:00.000Z

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