Why Partner With Caz?
Gain access to exclusive investments and expertise
Utilize our tools and leverage our expertise to expand your offering
Differentiate yourself from your competition
Since our inception in 2001, we have dedicated ourselves to finding the best opportunities to invest our personal capital while also providing our relationships with the ability to co-invest alongside us. Individually we are small, but collectively we are the equivalent of a large institutional investor with superior access and buying power.
We Invest Our Own Capital – We always invest our personal capital alongside you. We have ~$350 million of our capital committed to our investment vehicles and are typically the largest investor in each of them.
We Provide Access to Innovative Investing – Because of the scale of the investments we make, we have access to opportunities generally unavailable to families with less than $250-$500 million of investable assets.
We Align Our Interests with Yours – The majority of our compensation is performance-based. In most cases, if our co-investors don’t make money we don’t get paid. This ultimate alignment of interests is why we focus on finding the absolute best risk/reward opportunities available.
We partner with you in a mutually beneficial way to help you serve your clients.
10+ Years of Thematic Investing
Experience Our Ecosystem
“CAZ has the uncanny ability to provide valuable insights and knowledge of our industry and our investments that is hard to match.”
“We can always count on CAZ to respond and act quickly, which isn’t easy for most investors. Therefore, CAZ is typically one of the first phone calls we make.”
“CAZ Investments has been an incredibly valuable partner for us, providing strategic guidance and a dedication to our partnership that sets them apart.”
We see more than 500 private equity deals per year but typically invest in less than 5. We won't ask you to do anything with your clients' money that we aren't already doing with ours.
Partnering With Caz in 3 Easy Steps
Let us help you future-proof your business.