Since its founding, the firm has closed more than 20 transactions across logistics, fintech, lending, craft spirits, accounting, technology, and insurance. Its operating companies include AMX Logistics, Advanced Warehousing Technologies, BluePenguin Payments, The Acceleration Group (TAG), TAG Reserve Spirits, Vantage CFO, and Carter Williams Insurance.

M&T Capital pairs investment capital with executive leadership and hands-on operating expertise — partnering directly with founders to streamline operations, accelerate revenue, and build long-term enterprise value. Portfolio companies share a common back-office platform spanning finance, insurance, payments, and operations, creating a self-reinforcing ecosystem in which each platform strengthens the next.