Green Circle Capital Partners is a boutique investment bank and financial advisory firm that identifies, vets, and shares select growth-stage and middle markets gems that represent “special situations” across a variety of verticals within the exploding ecosystem of Health & Wellness (particularly those that make Natural Products or are otherwise tech-enabled) with institutions, family offices and select high net worth individuals.
Through Green Circle, investors who are interested in the exciting opportunities and upside presented by growing companies can receive professional, ethical and sophisticated recommendations and advisory support.
A summary explanation of Green Circle’s screening process might be based upon what we internally refer to as a “triple filter,” wherein we view the opportunity based upon:
For us to take an initial interest a potential client must have a product or service that is unique, innovative, scalable, and has the potential to be a leader in a large category. However, a great product or service is not enough. Our confidence in the management and stewards of the company must be a key factor in our interest.
Once a potential client has excited us with their product/service and company we still need to see tremendous risk/reward opportunity based upon investment factors that might include things like market conditions, valuation, impending events, etc., or what we sometimes refer to as “special situations.” When a potential client meets all three of these qualifications it can make for an extraordinary investment opportunity and something we might therefore eagerly share with our investors. If you are an institutional or accredited individual investor interested in seeing our select dealflow please email email@example.com. We thank you for your consideration.
If you are an institutional, family office, or accredited investor
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