Our associates develop strong partnerships with your management. We have the flexibility to
partner with your existing management team, or to partner with new management to identify and
negotiate the best investment opportunities for your unique situation.
Bearing Partners

Kevin Glaser &
Dylan Lin

Bearing Partners, LLC
309 East Paces Ferry Rd NE
Suite 400
Atlanta, GA  30305


Bearing Partners is an independent financial sponsor and a trusted advisor to lower middle-market businesses. For principal investments, we seek to partner with strong management teams and founder(s) across a number of industries with EBITDA ranging from $1M to $8M. Our advisory practice is focused on helping founder-led, family-owned and private equity-backed businesses with their corporate and operating strategies as well as transactional advisory including M&A and capital raises.


Beth Jacobs

900 5th Avenue
New York, NY  10021

Garros Group Investment Banking

Phil Fresen

Garros Group LLC
32 Windermere Terrace
Short Hills, NJ 07078


Garros Group LLC is an investment banking boutique serving leading companies and investors in the media and information services industry. We have a specialty focus on “technology enabled marketing services”, including internet advertising, digital media, e-commerce, social media, mobile, online video and data-driven targeted marketing.

Linch Capital David Linch 3060 Peachtree Road NW
Suite 1570
Atlanta, GA 30305
Linch Capital assists companies seeking equity or debt growth capital, pursuing a divestitures or acquisitions, and seeking financial advisory services. Our focus is on growth companies in the technology, digital and traditional media, or financial services technology sectors with operations based in the Southeastern United States.
Strategic Capital Partners James Freeman &
Ricky Novak
3060 Peachtree Road, NW
Suite 1830
Atlanta, GA 30305
Strategic Capital Partners is a boutique investment bank that focuses on gaining access to capital markets through the development of tax mitigation and operational business strategies that focus on green, sustainable, and socially responsible initiatives.
Upwelling Capital Group Joncarlo Mark
2800 Fifth St.
Suite 120
Davis, CA 95618


Upwelling Capital Group is a California-based investment management firm that provides customized advisory and capital solutions to institutional private equity investors. Founded in 2011, Upwelling’s services include comprehensive investment management support including strategy development, portfolio construction, investment sourcing, due diligence, and monitoring. In addition, Upwelling provides legacy portfolio solutions through active portfolio management, partnership restructurings and portfolio rebalancing strategies. 


Bridge Capital Associates, Inc., Member FINRA/SIPC