Daniel Drew Email & Phone Number

Keswick Partners is a private equity firm founded to serve business owners and management teams in the lower middle-market. We are investing out of our $100 million fund, making majority and minority equity investments in value-added distribution, specialty service, and niche manufacturing companies across the United States with $2 million to $5 million of EBITDA. Our investment team, based in Tampa, FL and Charlotte, NC, has worked together for nearly 15 years providing liquidity solutions and management equity opportunities to founder-owned and family-owned businesses. We look to partner with talented, passionate management teams to support them in their companies' continued growth and development. We build relationships with management on the principles of trust, integrity, and active collaboration. Our goal is to achieve mutually beneficial long-term outcomes through reliance on stewardship and cooperation.

Wexford, Pa, Us

Wexford, Pa, Us

Wexford, Pa, Us

Milwaukee, Wi, Us

Cleary Gull Inc. is an independent investment banking firm advising private equity fundsand privately held and small publicly traded companies on middle market sales,divestitures, mergers and acquisitions, private debt and equity capital raises, and othertransactions.Cleary Gull has extensive experience in the manufacturing, consumer, business &industrial services, and software and technology industries.At Cleary Gull, our reputation is based on the experience, skill, and integrity that we bringto each transaction. Our seasoned bankers are relentless in their commitment to producegreat outcomes for each client.We have successfully completed 200 middle-market transactions and delivered more than$7 billion in transaction value. Our team brings expertise and relationships that extendacross industries and borders.Cleary Gull Inc. is a member of FINRA / SIPC

Milwaukee, Wi, Us

Cleary Gull Inc. is an independent investment banking firm advising private equity fundsand privately held and small publicly traded companies on middle market sales,divestitures, mergers and acquisitions, private debt and equity capital raises, and othertransactions.Cleary Gull has extensive experience in the manufacturing, consumer, business &industrial services, and software and technology industries.At Cleary Gull, our reputation is based on the experience, skill, and integrity that we bringto each transaction. Our seasoned bankers are relentless in their commitment to producegreat outcomes for each client.We have successfully completed 200 middle-market transactions and delivered more than$7 billion in transaction value. Our team brings expertise and relationships that extendacross industries and borders.Cleary Gull Inc. is a member of FINRA / SIPC

Racine, Wi, Us

Developed an approach for fundamentally analyzing companies through evaluating equity research reports, company 10K and 10Qs, along with recent news and press releases related to the company’s industryDevised an investment recommendation format that provided a summary of a company for portfolio managersFormat included company profile, breakdown of revenue, investment thesis, key drivers, and valuation tablePerformed due diligence reports on a quantitatively approved list of stocks and completed five write ups per dayCompiled a summary spreadsheet of all fixed income assets under management