Tailored to meet needs of each investor. Stress-tested and quantitatively analyzed against risk tolerance and investment objectives.
All portfolios are not created equal. An efficient portfolio maximizes the expected return for any given level of risk. We use our proprietary research and analytics with the goal of creating efficient portfolios across the risk spectrum. All our portfolio solutions are diversified and stress tested to ensure they meet our standards. The investments that are selected undergo our due diligence process and are only used if our founders would consider them for their own personal accounts.
Our mission is to deliver superior investment outcomes, which we define as:
We are a family office formed originally to serve the needs of our founders and a tight-knit group of friends and colleagues in the investment community. Tekmen Wells pools together its resources and offers the following services to its member families:
Focused on direct sourcing and structuring of lower middle-market buyouts and venture capital opportunities.
We provide access to a wide range of private equity and venture capital investments. We have a dedicated deal team with over 20 years of institutional private equity and venture capital experience generating proprietary deal flow of direct investments into attractive middle market companies.
We originate our own leveraged buyouts and growth financing transactions, and make those opportunities available to our clients.
Our in-house deal flow is proprietary, undergoes due diligence, and is structured by an experienced team. We are highly selective in the deals we bring to market.
Leveraged Buyouts of Middle-Market Companies
Late Stage Growth Capital Financings of Middle-Market Companies
Venture Capital Deal Flow
We are SEC registered and subject to strict US Federal compliance guidelines.
Client assets reside in client’s name at Pershing, BNY Mellon