Skip to content

Strategies & Approach

Strategy and Approach

Perspective That Moves Businesses Forward

At Carmichael & Russ Capital, we focus on building enduring value through disciplined investing and thoughtful execution.

Our approach is straightforward: identify opportunity, structure investments for flexibility, and support growth with patience and experience.

We pursue:

  • Platform Investments – Majority acquisitions of established businesses with strong fundamentals and clear paths for expansion.

  • Add-On Acquisitions – Targeted investments that enhance scale, reach, or capabilities of existing portfolio companies.

  • Private Credit – Tailored lending solutions designed to meet unique business needs while preserving owner equity.

  • Real Estate Development – Select projects with long-term demand, value creation, and stability at their core.

  • Private Placements & Co-Investments – Minority and non-control stakes where we bring capital and perspective alongside trusted partners.

Our guiding principle is consistency: every investment is structured to create durable outcomes while maintaining flexibility for evolving opportunities.

A conversation could be the start of building what’s next.