JR Dallas Wealth
Investment criteria

What we look for.

We back durable businesses and well-located assets, usually through a platform that can take on further acquisitions. Our criteria are broad by design.

Control and non-control

We take controlling positions and minority positions alongside strong operators.

Platform first

In both strategies we prefer a platform. Add-on acquisitions follow, and we commit follow-on capital to the right ones.

Patient capital

We invest our own capital. Holding periods follow the asset, not a fund calendar.

Private Equity

Lower middle-market companies.

EBITDA
$2 million minimum, $5 million preferred
Check size
Flexible
Position
Control or non-control
Geography
United States, with a focus on Texas
Sectors
Technology · Health Care · Industrials · Home Services · Business Services · Distribution and Logistics · Energy Services

Real Estate

Projects and platforms.

Strategy
Value-add, development and new construction, through operating platforms and joint ventures
Asset types
Residential · Commercial and office · Medical and healthcare · Data centers and cloud infrastructure
Check size
Flexible
Position
Control, joint venture or non-control
Geography
United States, with a focus on Texas
Partners and guests at a private gathering

If your opportunity fits, we would like to hear from you.

Submit an opportunity