•  

    Panorama believes that investment

    success in the modern private equity

    market requires a differentiated approach

     

    Panorama was founded with the mission of returning to the roots of what made private equity successful

     

    Panorama builds on its long-standing family office, family and founder led business relationships, cultivating a Keiretsu-style interconnected network of partners who share proprietary opportunities, interact with our investors with an uncommonly high level of collaboration, share exceptional co-investments, and operate with long-term business building thinking

  • About Panorama

    Panorama targets promising companies with attractive growth characteristics and talented leadership, then we invest equity for growth and hands-on business and organizational development services

    Introduction

    Panorama Point Partners is a private equity firm based in Omaha, NE.

     

    We operate on a Keiretsu-style model, tapping into a network built on nearly 30 years of truly unique relationships including leading family offices, businesses, foundations, and entrepreneurs worldwide.

     

    Panorama was founded on a generation of investment experience by Stephen J. George, who was previously Co-Founder and Chief Investment Officer of Capricorn Investment Group, a $5 B private investment firm and Clarey L. Castner, the former CEO of the University of Nebraska Foundation.

     

    Our founding investment partners include:

    • Pierce Street Capital, the investment office of the Larsen Family (founders of Milliard Refrigerated Services, one of America’s largest refrigerated logistics companies)
    • Dr. Christoph Henkel, whose family founded Henkel AG (German DAX-30 company, $50 Billion value)
    • Foundation founded by the Michelin Family 
       

    Our Approach

    Panorama was founded with the mission of returning to the roots of what made private equity successful.

     

    By focusing on the small capitalization end of the market, our investments are negotiated (non-auction), lower entry valuations (<6x EBITDA), and usually zero debt.

     

    Panorama's typical investment candidate has an enterprise value of less than $100 million and profits ranging $2-$15 million, framed by large addressable markets and talented managers. Depending on the situation, we invest minority or shared-control opportunities.

     

    We engage actively to help them achieve their growth plans, via organic and M&A driven strategies.

    Iconoclastic Location & Global Network

    Our Omaha base empowers privileged relationships with family businesses and offices and our global investor base helps us source under the radar business gems.

     

    We are backed by some of the world's top family groups, who have created market leading businesses over generations.

     

    Our culture and approach to invest in and work with our companies - as a flexible, long-term business-building partner - differentiate us from the pack.

  • Alterra Home Loans

    Building Wealth Through Home Ownership

    Midwest Medical Transport

    Panorama takes flight with Midwest Medical

    Eat Fit Go

    It's Easy. Pick Us Up, Take Us Home, and Eat Healthy

    PENSCO Trust Company

    Over 25 years of self-directed IRA and alternative asset experience.

    ROBUR Group

    A group of high-end industrial services companies under one strategic leadership

    Addepar

    Addepar Makes Complex Portfolios Easy to Understand

    HeartFlow

    The solution for non-invasive assessment of coronary heart disease

  • We invest in under the radar small capitalization companies with promising growth opportunities

    Panorama's proprietary sourcing network, experienced underwriting, structuring and impactful post-close management services are critical to our partnership's success

    Family and Founder Led Businesses

    Investment Opportunity

    There's significant opportunity emanating from current historic generational changes and wealth transfer, particularly in America and select European countries.

     

    In America alone, there are over 20 million privately owned businesses, many of them carry enterprise valuations under $100 million and are in need of capital and business services to enhance growth.

     

    Our objective is to be the equity partner of choice for family and founder led businesses looking for a true business partner.

     

    Sourcing & Value Creation

    Panorama leverages our nearly 30 year collaborative relationships with family offices, businesses, entrepreneurs and investors that go beyond traditional sourcing channels – as a strong competitive edge in the market.

     

    Panorama's "Four Critical Tracks" (our post-close value creation model) draws upon our team and network’s operating expertise to help drive results - active board positions, strategic planning, finance, operations, sales and marketing, capital allocation, risk management and compliance, M&A, and organizational design.

     

     


     

  • Our Core Values

    • Steadfast partners – be true partners with our capital partners

    • Uncompromising integrity – demand a culture that is forthright and intellectually honest

    • Disciplined and detailed – in our execution, relentlessly drive through the details

    • Unselfish dedication – show unwavering commitment to individual and team performance

    • Dynamic and adaptive investors – practice smart flexibility in our investment activities

    • Unconventional and brave thinking – think and act in entrepreneurial ways to achieve improved outcomes

    • Resolute focus on building sustainable value – always keep the long-term mission top of mind

  • Panorama Team

    A Keiretsu-style private equity firm that works collaboratively with its capital partners to invest in proprietary opportunities

    Stephen J. George

    Founder, Managing Partner

    Chair, Investment Committee

    Co-Founder Capricorn

    VP, Goldman Sachs

    Cornell University Honors, CFA

    Clarey Castner
    Co-Founder

    Relationship Management

    CEO, University of Nebraska Endowment
    UNL

    Mark Stafford
    Managing Director*
    Member, Investment Committee*
    Founder, MS Capital
    Principal, BNY
    University of Chicago MBA

    *Consultant to Panorama

    Robert Adams
    Director
    Member, Investment Committee
    Capricorn
    Northern Trust
    Michigan State University

    Alex Lam

    Associate
    Bridgepoint Holding
    UNL MBA

    CFA

    Brian Radermacher
    Chief Financial Officer*
    CFO Systems
    University of Nevada
    CPA

    *Outsourced

    Angie Miller
    Office Manager
    Doane University
    Priority Data

  • Investment Advisory Board

    Panorama works with its Investment Advisory Board, comprised of leading investment and operational professionals, on sourcing, underwriting, business and organizational development

    Barry Uphoff, Chair

    Founder of Capricorn Healthcare

    Silver Point Capital
    John Hopkins

    U of Chicago

    Rhodes Scholar

    Dean Hollis

    Former President / COO

    ConAgra Foods
    Led a $12 B consumer brands,

    110 countries
    Senior Advisor, Oak Tree

    York Hosak

    Chair, Hamburg based family office
    Founder, consultancy for family offices

    Mark Kehaya

    CEO, Mad Vapes

    Founder, Meriturn, an operationally-centric PE firm

    Cambridge University

    Michael Sidgmore

    Venture Partner, Broadhaven Capital Partners

    Senior Vice President, iCapital Network

    Former Director, Solar Mosaic

    Goldman Sachs London
    London School of Economics

    Nenad Marovac

    Founder, DN Capital
    London/Germany
    Harvard MBA

    Rob Fetherstonaugh

    Chair, RBN Fether Capital
    Extensive work with HNW families