We are a boutique private investment firm focused on providing Capital as well as the Leadership and Expertise needed to take our portfolio companies to the next level.

Company OVERVIEW

CAO Strategic Partners was founded in 2016 and is focused on making active, strategic, long-term equity investments in small capitalization, growing private companies that have a proprietary or strongly differentiated product or service. Once invested, we work with our partners to ensure the business is fully capitalizing on organic and inorganic growth opportunities and addressing any operational inefficiencies that are inhibiting profitability or value maximization.

Patient Capital

Long-lasting relationships

Passion

We love what we do

Integrity

Our reputation is at stake

Experience

Decades behind the wheel

Sector FOCUS

Financial Services

Fintech

Insurance

Insuretech

Business Services