We Have Decades of Investment, Corporate Finance

and Operations Experience with Leading Global Firms


We Focus on Complete Alignment of Incentives

with Our Investors and Clients on Every Transaction


We Have Unique Access to Proprietary Deal-flow from

our Advisory Business and Our Extensive Network of Relationships


Many of Our Senior Professionals

Have Been Colleagues For a Decade or More


We Develop Personal Relationships with Our Clients and Colleagues,

and Strive to Make Working With our Firm Enjoyable


American Discovery Capital is an independent merchant banking firm focused on principal investments in leading family-owned and middle-market companies in selected high-growth sectors.

Our Founding Partners and Professionals each have decades of transactional, operational, capital markets and private equity experience, including as Global Heads of leading businesses at some of the world’s preeminent financial institutions, such as UBS Investment Bank, Merrill Lynch, Lehman Brothers, Donaldson Lufkin & Jenrette and Moelis & Company. In addition to growth capital, we assist our clients with industry experience, operational execution and an extensive network of professional relationships.

Through American Discovery Fund LP, our Principal Investment activities focus on long-term relationships with entrepreneurs and senior management of companies in search of capital and industry expertise to support organic growth, fund acquisitions or provide partial liquidity to founders or families in the midst of generational ownership transfers.

Through Discovery Advisors, our Advisory / M&A activities focus on providing financial analysis and advisory services for a select number of clients in these sectors, including corporate sales, divestitures, mergers, acquisitions, joint venture/partnership, and private capital solutions.  For over two decades, our Founding Partners have advised middle-market clients, private equity firms, and large domestic and international corporations on hundreds of the largest and most prominent M&A and capital markets transactions representing tens of billions of dollars of transaction value.


American Discovery Fund


We make investments of equity capital to enable founders, entrepreneurs and experienced management teams of lower middle-market and family-owned companies to grow their businesses and reach their full potential.   In addition to growth capital, we seek to provide portfolio companies with the benefits of our decades of collective industry experience, operational insights and extensive networks of professional relationships.  In all cases, we seek to enjoy our work and build long-term professional and personal relationships with all our partners.



When evaluating new investment opportunities, we focus on just a few highly-attractive sectors that we believe have the potential for outsized investment returns because of their size, growth, and ability to benefit over the long-term from certain industry dynamics, such as favorable demographic trends or technological transformations.

  • Enterprise Software
  • Business / IT / Professional Services
  • Healthcare Services / Life Sciences
  • FinTech



Our decades of experience and extensive network of relationships with the following organizations provides us with unique investment ideas, a robust source of deal flow and meaningful competitive advantage when sourcing investments:

  • Private Wealth Managers
  • Accounting firms
  • Law firms
  • Consulting firms
  • Business advisors
  • Privately-held and publicly-traded growth companies


We leverage our extensive network and combine it with a robust calling effort to identify opportunities where we can partner with talented management teams to invest in attractive businesses at reasonable multiples, add value to portfolio companies, and position them for attractive exits.  As a general rule, we do not participate in broad auction processes.


We seek to completely align our interests with the owners and management teams of companies in which we invest.  We position ourselves within selected sectors to be the “first call” for entrepreneurs and talented management teams in need of growth capital in order to accomplish the following:

  • Accelerate organic growth;
  • Fund attractive acquisitions;
  • Provide partial liquidity to Founders, or to assist inter-generational transfers



Our Fund adheres to a disciplined and conservative philosophy in targeting appropriate investments. We target investments that share some or all of the following attributes:

  • Strong management teams that share our partnership culture and “ownership” values, and who desire to continue to run their businesses;
  • Proprietary technology or a strong technological advantage;
  • Solid growth prospects derived from large total addressable markets (TAM);
  • Proven business models, typically with over $20 million of revenue and 20%+ expected top-line growth;
  • Current EBITDA of $3 million or higher; and
  • Low capital expenditures.



If you have a business in our targeted industries that would benefit from our industry expertise and an investment of growth capital, please Contact Us.

Discovery Advisors / M&A


On behalf of select clients, we provide M&A/Financial Advisory services to leading middle-market and family-owned companies to achieve outstanding outcomes on transactions of critical importance.

  • Sales of middle-market and family-owned businesses
  • Acquisitions / buy-side engagements
  • Capital raising / equity investments for corporate growth
  • Special situations—including joint ventures/partnerships; activist campaigns; IPO advisory, and more

Several of our Founders have decades of M&A/Financial Advisory, corporate finance, capital markets and operational experience at leading investment banking firms, private equity firms, and publicly-traded companies around the globe.

  • UBS Investment Bank (NYSE: UBS)
  • Merrill Lynch
  • Moelis & Company (NYSE: MC)
  • Donaldson, Lufkin & Jenrette (DLJ)
  • First American (NYSE: FAF)
  • Lehman Brothers


They also held global leadership positions at many of these firms, including:

  • Global Head of Technology Investment Banking
  • Global Head of Business/IT/Professional Services Investment Banking
  • Global Head of Enterprise Software Investment Banking
  • Global Head of Financial Institutions / FinTech
  • Chief Financial Officer


In these capacities, they managed large teams of investment bankers and other professionals, and completed tens of billions of dollars of M&A and Capital Markets transactions for some of the world’s leading companies.

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