About GroundSwell^SM

We fundamentally believe the traditional private equity model is broken. Why? Most private equity investors think their customer is their investor. We don’t. We firmly believe the owner-manager is our customer.

With that in mind, everything we do is about making our owner-managers' businesses and lives better. Not only do we want them to accomplish their financial goals but we want them to enjoy the process along the way. The same goes for our Business Ownership School^SM students. We call them Fellows.

We’ve met thousands of owner-managers and they all have different strengths that got them where they are today. But they often lack the specific knowledge, skill and time to focus on the critical tasks that will get them where they want to go. We’ve leveraged our own financial success as well as extensive research to integrate the best methods and frameworks we could find to make our customers’ lives easier and more efficient - all with the ultimate goal of orchestrating peace of mind in their lives.

We’ve also met driven and qualified college and business school grads who couldn’t get a job in private equity because they didn’t go to the right schools.

To address these issues we invested over ten years developing and refining our business model so our owner-manager customers, Fellows, investors, and we, all win. The result was our Business Ownership Platform^SM that creates Organizational Alpha^SM.

Our business model also orchestrates peace of mind and sustainable growth for individuals, families, communities, non-profits and government entities. GroundSwell^SM is the Ownership Platform^SM for individuals and organizations where informal residual interests exist (aka people deeply care about results) without the corresponding legal contracts (aka equity or legal ownership).

We love learning to be more efficient and effective in our careers and lives. Hopefully you’ve found our site authentic, rigorous, integrated and reliable. That’s who we are.

Check out our flywheel below.