Wychwood Holdings, Llc

What Wychwood Holdings, Llc does

Wychwood Holdings, LLC is a private family office founded in 2018 by Brian T. Fitzpatrick and headquartered at 180 Central Ave, Naples, Florida. The firm provides flexible capital — majority equity, minority equity, debt, and combinations — to small-to-mid market businesses needing $1 million to $10 million for management buyouts, leveraged acquisitions, growth equity, project finance, real estate, platform consolidations, and special situations. In addition to investee companies, the firm serves high net worth individuals and institutions seeking family-office co-investment or partnership exposure.

Wychwood's portfolio spans roughly 12 companies across diversified verticals: signage manufacturing (Forge Sign Works, Allied Signage, Bergen Sign Company), fitness (Alpha Fit Club), beauty and cosmetics manufacturing (Pure Culture Beauty, MANA Products, Bentley Labs), aviation equipment (Lightspeed Aviation), healthcare (Clyra Medical Technologies), real estate and proptech (Wychwood Holdings Real Estate, Relm Inc.), and men's skincare (Geologie). Deal sourcing is conducted directly through a 30-plus-year relationship network rather than third-party intermediaries, with no public APIs, SDKs, or external integrations in place. Operating geographies include the United States and Singapore.

The firm's economics come from investment returns — equity gains, debt interest, and realized exits — rather than management or transaction fees. Demonstrated outcomes include a 2.3x Multiple on Invested Capital (MOIC) within two years on the first portfolio realization (Forge Signworks), and over $12 million in acquisitive revenue contributed to that platform through three follow-on M&A transactions. Following the 2021 sale of Bentley Laboratories to a strategic buyer, Wychwood hired Managing Director Michael J. Fitzpatrick (formerly of Invesco's Private Equity, Private Debt, Distressed Debt, and Performing Senior Loans teams) and formed a senior investment committee to accelerate deal flow. The firm is family-controlled with no disclosed institutional limited partners.

Name

Wychwood Holdings, Llc

Legal name

Wychwood Holdings, LLC

Website

https://wychwoodholdings.com

Company type

Private

Founded year

2018

Operating status

Operating

Short description

Wychwood Holdings, LLC is a private family office that deploys flexible equity and debt capital ($1M-$10M per deal) into small-to-mid market businesses. Founded in 2018 and headquartered in Naples, Florida, it serves owners seeking acquisition, restructuring, or growth financing across diversified verticals.

Ownership category

akta.pro rank

Product category

Private Equity and Family Office Investment Services

NAICS

Portfolio Management and Investment Advice (52394), Offices of Other Holding Companies (551112)

SIC

Investment Advice (6282), Security Brokers, Dealers & Flotation Companies (6211)

akta.pro primary industry

Family Office Services (Single & Multi-Family Office) (FSABADAF)

akta.pro secondary industry

Family Office Investment Platforms & Direct Investing (PE/VC/Co-Invest) (FSAAADAH)

Keywords

• Family office services
• Private equity investing
• Private debt financing
• Small-mid market capital
• Special situations investing

Headquarters

HQ city

Naples

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2B

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales, Others

Revenue model

1. Investment Returns: Revenue generated through returns on investments in portfolio companies including equity gains, debt interest, and realized exits. The firm has demonstrated a 2.3x MOIC return within two years on its first portfolio realization.

Go-to-market motion1 record

Distribution channels1 record

Marketing channels1 record

Core offering

Wychwood Holdings is a private family office that deploys capital across the capital structure — majority equity, minority equity, debt, and combinations thereof — into small-to-mid market businesses. Typical investment sizes range from $1M to $10M. The firm has deployed approximately $30 million across 11 investments from 2022 to 2025 spanning M&A platform consolidations, minority equity, venture capital, special situations private credit, and real estate.

Product overview

Wychwood Holdings is a private family office investment firm (not a technology product company). The company operates a diversified portfolio of 12 portfolio companies across multiple industries including signage manufacturing (Forge Sign Works, Allied Signage, Bergen Sign Company), fitness (Alpha Fit Club), beauty and cosmetics (Pure Culture Beauty, MANA Products, Bentley Labs), aviation (Lightspeed Aviation), healthcare (Clyra Medical Technologies), real estate (Wychwood Holdings Real Estate, Relm, Inc.), and men's skincare (Geologie). The investment approach includes M&A platform consolidations, minority equity, venture capital, special situations private credit, and real estate. Target investment size ranges from $1M to $10M. The company was founded in 2018 and has deployed close to $30 million across 11 investments in the last 3 years.

Differentiator

Problem solved

Functional benefit

Products and services

• Equity Capital Investment Majority and minority equity investments in small-to-mid market businesses requiring capital for growth, acquisitions, restructurings, management buyouts, leveraged acquisitions, growth equity, and project finance.
• Debt Capital Financing Debt financing and special situations private credit investments in small-to-mid market businesses, deployed either as standalone structures or combined with equity.
• M&A Platform Consolidation Platform M&A strategy building consolidated businesses through acquisitions, exemplified by three platform M&A transactions at Forge Signworks contributing over $12 million in acquisitive revenue.
• Opportunistic Real Estate Investment Select opportunistic real estate investments conducted through Wychwood Holdings Real Estate and related entities, including platform investments such as Relm, Inc., an AI-powered real estate database.

Quantifiable outcome

• 2.3x MOIC within two years on first portfolio realization
• +1 more outcomes

Segments3 records

Ideal customer profiles3 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Partnerships

Four partnerships are on record, tiered core and minor.

• Forge SignworkscoreStrategic or Co-development Partner · 1 September 2021First acquisition under Wychwood Holdings. Brian T. Fitzpatrick, Jr. structured the acquisition and currently serves as CEO. The company is a high-end sign design, build, and installation company operating across the country.
• Seton Hall University (Stillman School of Business)coreStrategic or Co-development PartnerFitzpatrick Family Foundation for Education has established multiple scholarship funds at Seton Hall University's Stillman School of Business, including undergraduate scholarships, graduate scholarships for Stillman students, and an entrepreneurship programmatic endowed fund supporting the Center for Innovation and Entrepreneurship.
• Team WalkercoreStrategic or Co-development PartnerThe Fitzpatrick Family Foundation funds the New Structured Study Program at Team Walker, a non-profit that improves quality of life for children of Jersey City through academic programs. The program addresses specific needs of classified students with learning differences.
• Aspiring KindnessminorStrategic or Co-development PartnerBrian T. Fitzpatrick, Jr. is a Founder and Board Member of Aspiring Kindness, a not-for-profit organization supporting Emergency Responders.

Scale indicators4 records

Recent moves8 records

Expansion highlights5 records

Direct peers

• CID Capital: Family-office-affiliated private investment firm focused on lower mid-market companies, overlapping with Wychwood's flexible-capital, relationship-driven approach.
• Ironwood Capital: Lower middle-market investment firm providing equity and mezzanine capital to small businesses, closely comparable in check size and flexibility focus.
• Pritzker Private Capital: Family-office-backed private investment firm partnering with middle-market businesses across the capital structure, a structurally similar model to Wychwood's flexible-capital approach.
• Sopris Capital Associates: Lower middle-market private investment firm providing flexible capital including equity and debt to small businesses, closely matching Wychwood's $1M-$10M ticket range.
• Presidio Investors: Family-office-backed private investment firm targeting lower middle-market operating companies with flexible capital solutions, peer in structure and target market.
• Bayshore Capital: Lower mid-market private investment firm focused on flexible capital solutions for operating companies, similar in thesis and flexible structure to Wychwood Holdings.
• Trinity Hunt Capital Partners: Lower middle-market private equity firm making control and non-control investments in growth-oriented businesses, directly overlapping Wychwood's mandate.
• Larch Capital Partners: Family-office-style private investment firm focused on lower middle-market companies with flexible structured capital, directly analogous to Wychwood's model.
• MPE Partners: Lower middle-market private equity firm investing in manufactured products and services with flexible capital structures, comparable target segment and toolset.
• FFL Partners: Single-family-office-affiliated PE firm targeting lower middle-market companies with flexible capital solutions, directly comparable in check size and approach to Wychwood.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat3 records

Key risks6 records

Key highlights7 records

Customer concentration

• LinkedInlinkedin.com/company/wychwood-holdings-llc

Revenue estimate

Valuation estimate

Number of profiles

Profiles4 records

Subsidiaries12 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Wychwood Holdings, Llc