Shepard Capital Partners Overview

  • Investor Type
  • PE/​Buyout

  • Status
  • Active

  • Professionals
  • 2

Professionals

  • Investments
  • 13

  • Portfolio
  • 3

  • Exits
  • 8

Exits

Shepard Capital Partners General Information

Company Description

Founded in 2009, Shepard Capital Partners is a private equity firm based in Tampa, Florida. The firm is focused on investment opportunities in the Southeastern United States. The firm focuses on residential and commercial real estate and co-investment opportunities.

Business Details

Website
www.shepardcap.com
Year Founded
2009
Investor Status
Actively Seeking New Investments
Primary Investor Type
PE/Buyout
Other Investor Types
Growth/Expansion
Real Estate
Corporate Office
  • 1414 West Swann Avenue
  • Suite 100
  • Tampa, FL 33606
  • United States
+1 (813)

Shepard Capital Partners Investments (13)

Shepard Capital Partners’s most recent investment was a with Credence Advisors. The deal was made on 01-Aug-2021.

Company Name Deal Date Deal Type Deal Size Industry Company Stage Lead Partner
Credence Advisors 01-Aug-2021 Accounting, Audit and Tax Services (B2B) Generating Revenue
Crossings of Dawsonville 01-Jan-2019 Buildings and Property
Westshore 17 01-Jan-2017 Buildings and Property
Catalina Industrial 01-Dec-2016 Other Energy
Sun Financial 21-Nov-2014 PE Growth/Expansion Other Energy Services Generating Revenue
You’re viewing 5 of 13 investments. Get the full list »

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Shepard Capital Partners Exits (8)

Shepard Capital Partners has made a total of 8 exits. Its latest exit was from Catalina Industrial on 01-Jul-2024. The exit was categorized as .

Company Name Exit Date Exit Type Exit Size
Catalina Industrial 01-Jul-2024
The Crossings at Nine Mile Road 01-Nov-2023
Sun Financial 01-May-2023
Uown Leasing 19-Feb-2020
Westshore 17 01-Nov-2019 Corporate Asset Purchase
You’re viewing 5 of 8 exits. Get the full list »

Shepard Capital Partners Investments by Industry, Year, and Region

Investments by Industry

Investments by Year

Investments by Region

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Shepard Capital Partners FAQs

  • What is Shepard Capital Partners?

    Founded in 2009, Shepard Capital Partners is a private equity firm based in Tampa, Florida.

  • When was Shepard Capital Partners founded?

    Shepard Capital Partners was founded in 2009.

  • Where is Shepard Capital Partners headquartered?

    Shepard Capital Partners is headquartered in Tampa, FL.

  • What is Shepard Capital Partners's total asset value?

    Shepard Capital Partners has around in total assets under management.

  • How many investments has Shepard Capital Partners made?

    Shepard Capital Partners has made 13 investments.

  • What has Shepard Capital Partners invested in?

    Shepard Capital Partners has made numerous investments in companies like Credence Advisors, Crossings of Dawsonville, and Westshore 17 within the Accounting, Audit and Tax Services (B2B) and Buildings and Property industries.

  • What has Shepard Capital Partners invested in recently?

    Shepard Capital Partners's latest investment was on 01-Aug-2021 in Credence Advisors, a company within the Accounting, Audit and Tax Services (B2B) industry.

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