A diversified mix of
high-growth companies.
Spanning logistics, fintech, specialty finance, spirits, insurance, and technology-enabled services.
Deep expertise across seven sectors.
Logistics & Warehousing
Asset-based trucking, freight management, and tech-enabled warehousing.
Fintech & Payments
Next-gen B2B payments turning AP into a revenue center.
Lending & Specialty Finance
Purchase order, production run, and inventory financing for growth brands.
Craft Spirits & Distribution
Premium founder-led spirits brands with national distribution reach.
Accounting & Outsourced CFO
CFO, controllership, and full accounting services for growth companies.
Insurance & Risk Management
Commercial insurance and risk advisory for high-growth operators.
SaaS & Tech-Enabled Services
Software and service platforms that drive efficiency and automation.
The Platform Flywheel
Each platform strengthens the next — a self-reinforcing ecosystem built for scalable, profitable growth.
The platforms we're building.
AMX Logistics
Asset-based trucking and logistics provider with national reach — full truckload, dedicated fleet, and freight management, with a newly launched Expedited Division for time-sensitive freight. Recently acquired JIT-EX, expanding the Mid-South footprint.
amxtrucking.comJIT-EX (AMX Logistics)
For-hire truckload carrier headquartered in Memphis, TN with a Nashville terminal — regional, local, and dedicated truckload services plus crossdock, transloading, drayage, and flatbed capabilities across the lower 48.
jit-ex.comAdvanced Warehousing Technologies
Tech-enabled warehousing and logistics project solutions — scaled from startup to a multi-million-dollar platform under M&T leadership.
adv-warehousing.comBluePenguin Payments
Next-gen B2B payments platform replacing checks and ACH with virtual cards — revenue scaled from $3M to $40M+ with valuation up 10x in 12 months.
bluepenguin.comThe Acceleration Group
Specialty finance platform providing purchase order, production run, and inventory financing to high-performing brands.
tagcapfunding.comTAG Reserve Spirits
Portfolio of premium, founder-led craft spirits brands backed by TAG's financing, operations, and distribution expertise.
tagreservespirits.comVantage CFO
Outsourced CFO, controllership, and full accounting services — $1M+ ARR in the first 8 months and tripled in size since.
vantage-cfo.comCarter Williams Insurance
Commercial insurance and risk management advisory with 35+ years of experience serving logistics, industrial, and high-growth companies.
carterwilliams.agencySaaS & Service Platforms
Additional software and technology-enabled service assets driving efficiency and automation across the portfolio.
Your Company Next?
We're always looking for founder-led businesses ready to scale with an operating partner.
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