Who We Serve

We think like operators, and this mentality drives the ways we invest. Lullwater & Co. and its Tributaries work alongside entrepreneurs and the companies we invest in to help elevate them to the next level. By helping to clarify vision, cultivate talent, and drive results with data, our end goal is to help add value that goes far beyond capital.

How We Serve You

Our number one priority is to serve our partners. Lullwater & Co. is unlike other investment firms: our story and experience give us a competitive advantage; it is the nucleus of our edge. We are a long-term vehicle, like a holding company, allowing us to grow with our partners from the beginning.

Our core principles — learn, invest, and teach — guide the ways in which we carry out our mission that leads to demonstrable success. Additionally, we leverage technology to create value and use our experience to help guide other entrepreneurs and business owners. We will always be a place where operators (particularly underrepresented ones) are forged for success. Our service does not stop at capital: we invest ourselves in our partners, creating growth opportunities and success for years to come.

Who We Work With

At Lullwater & Co., we believe like will attract like. We work alongside entrepreneurs and business owners using lessons learned along our journeys in an effort to guide and transform. Lullwater allows us to buy whole companies, own partial stakes in businesses, and back entrepreneurs through acquisition.

  • Entrepreneurs

    As entrepreneurs ourselves, we understand the process and the journey. We strive to add value as a partner and support you each step of the way. We appreciate working with talented entrepreneurs possessing intellectual curiosity, integrity, a “team player” mentality, grit, and drive.

  • Owners

    As business owners ourselves, we understand that with ownership comes responsibility. When looking to transition out of your business to fulfill your vision for its future, finding the right investor and partner to “adopt” your baby is essential. We typically work with companies that fit the profile of having $1-5 MM in profits, recurring or recurring revenue, high-profit margins, sustainable competitive advantage, and high-caliber teams with collaborative spirits.

  • Partners (Our Tributaries)

    We enhance our ability to support entrepreneurship and effectively add value to the companies we partner with by tapping into a vast system of "Tributaries" whose experience, networks, and commitment to expanded entrepreneurial opportunity is unrivaled.

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