BBB Accredited · ISO Network
SAVVY Capital Management
Privately Held · Boca Raton, FL

Strategic capital. Disciplined conviction. Lasting value.

A privately held acquisition, advisory, finance, and management firm — leveraging our own capital to acquire, advise, and actively scale companies across nine asset classes.

01
The Firm

A family-owned firm that backs operators with capital, conviction & care.

```
Who we are

Acquisition. Advisory.
Finance. Management.

SAVVY Capital Management is a privately held acquisition, advisory, finance, and management firm headquartered in Florida — with offices in New York, New Jersey, and Rhode Island. Our family-owned practice focuses on asset acquisition and operating a full-service business development firm.

We leverage our own capital to strategically grow a diverse portfolio, offer clients creative financing options, and provide a wide range of corporate advisory services. We are activist investors and turnaround specialists with a proven track record of increasing profitability.

We've earned Better Business Bureau™ Accredited Business Status. Our executive team brings over a century of combined experience in Private Equity, Investment Banking, M&A, and Leveraged Buyouts.

"We selectively source, structure, and scale value opportunities — actively steering capital, strategy, and operations in every position we take."
— Investment Philosophy
Asset Classes

Where we invest.

i
Startups & Growth
Innovative new businesses and companies poised for growth.
ii
Cash-Flowing Businesses
Established companies with strong, reliable financials — full acquisition or strategic equity.
iii
Distressed Businesses
Problem companies acquired at reasonable valuations we can turn around.
iv
Technology & Media
Tech, digital, and media — we focus on the future.
v
Leveraged Buyouts
Partnering with employees and management teams to acquire the companies they work for.
vi
Public Equities
Value, growth, and IPOs across the public markets.
vii
Cryptocurrencies
Among the first movers — we continue to add positions to our portfolio.
viii
Real Estate
Valuable properties and the financial and legal paperwork that governs them.
ix
Intellectual Property
We own and manage valuable trademarks and copyrights.
Industries of Expertise
New TechnologiesArtificial IntelligenceDecentralized FinanceSoftware / Internete-CommerceConsumer ProductsRetailSports, Media & EntertainmentFinancial Services / Real EstateHealthcareAlternative EnergyPublishingConstructionRestaurants & Bars New TechnologiesArtificial IntelligenceDecentralized FinanceSoftware / Internete-CommerceConsumer ProductsRetailSports, Media & EntertainmentFinancial Services / Real EstateHealthcareAlternative EnergyPublishingConstructionRestaurants & Bars
```
02
Services

Four practices. One firm.

```
i · Advisory

Strategic corporate guidance

A full spectrum of strategic corporate solutions to help entrepreneurs and SMB owners start or grow their businesses — planning, deal structure, financial modeling, valuation, capital structuring.

ii · Finance

Fintech capital sourcing

Customized financing options for business owners and real estate speculators. We work as finders representing licensed lenders — no upfront fees, contingent on success.

iii · Media Management

AI-powered marketing

Traditional sales and marketing combined with cutting-edge AI. We handle everything from campaign strategy to execution and fulfillment.

iv · Property Management

Exclusive real estate

We manage our own real estate, secure atypical opportunities, and invite clients into private transactions not typically available to the general public.

Process

How a partnership begins.

i
Introduction
We meet, learn your story, and understand what you're building.
ii
Analyze
We rigorously analyze your company and prepare a fair, considered offer.
iii
Structure
We structure the deal — flexibly — to fit your team, valuation, and goals.
iv
Close & Scale
We close. Then we actively help you scale with capital and operating expertise.
```
03
Advisory Division

Strategic planning. Business development.

A complete suite of analysis, services, and execution support for entrepreneurs, founders, and SMB owners — from formation through profitable exit.

```
What we deliver

Analysis & Services

  • Business Analysis
  • Services Analysis
  • Product Analysis
  • Operational Analysis
  • Market Analysis
  • Competitive Analysis
  • Market Research
  • Financial Analysis
  • Customized Business Plan
  • 3-Year Pro Forma
  • Fair Market Value (FMV)
  • Capital Structuring
  • Financing
  • Crowdfunding Management
  • Project Management
  • Productivity Strategies
  • Product & Services Development
  • Product Improvement
  • Services Improvement
  • Operational Efficiency
  • Expense Reduction
  • Partnership Development
  • Strategic Alliances & JVs
  • Mergers & Acquisitions
  • Sales & Marketing
  • Brand Management
  • Social Media Management
  • Public Relations
The outcome

Advantages of utilizing our services

  • Acquire New Customers
  • Develop New Revenue Channels
  • Build Partnerships & Joint Ventures
  • Increase Revenue
  • Reduce Debt & Expenses
  • Speed of Growth
  • Organic Growth or Through Targeted Acquisitions
  • Expeditious Scaling
  • Quick Access to Capital
  • Stronger Operations
  • Increased Productivity
  • Become More Competitive
  • Enhanced Market Access
  • Brand Visibility
  • Sustainable Growth
  • Develop a Profitable Exit (if you choose that path)
Note: This is "corporate advisory" — distinct from "Investment Advisory." We are not Registered Investment Advisors and do not provide investment, tax, or legal advice. See our Legal Disclosures.
— Important
```
04
Finance Division

Capital, when you need it.

Our Fintech reps provide the capital that start-ups, business owners, and real estate investors need — sourced through an extensive network of licensed lenders and revenue-based financing providers.

```

Our Finance representatives provide the capital that start-ups, business owners, and real estate investors need. We possess a unique advantage over any single direct lender — due to our long-standing relationships and independent sales agreements with a diverse group of lenders, we can offer the most exceptional products and services without being limited by a single lender's terms.

Our extensive network ensures that no request, regardless of size or risk, falls outside our scope. We do not shop for loan offers, and we only run an initial soft credit pull to test the waters — there will be no initial effect on your credit score.

As we begin working with you, our Fintech Division uses the latest finance technology to precisely identify lending partners that best suit your requirements. We develop a comprehensive Capital Structuring strategy for your company that can blend debt and equity — including funding options for start-up businesses.

We consider more than just credit scores. For business owners, our underwriters evaluate time in business, industry, strengths, and accounts receivable. For real estate developers, we look at project type, borrower experience, and loan-to-value ratio.

We can usually fund a business within one to two days. Having immediate access to capital allows businesses to handle unexpected emergencies, disruptions, expansion, and acquisitions — we'll spearhead the entire process for a seamless, gratifying transaction.

Ready to begin?

Apply for capital now.

No upfront fees. Soft credit pull only. We're paid by the lender after your financing is secured — never by you.

Apply For Financing  ↗
Upfront Fees
$0
Funding Time
1–2 days
Credit Check
Soft only
Finance Options

Lending across every situation.

Business Lending

  • Term Loans
  • Revenue-Based Loans
  • Real Estate Secured Business Loans
  • Unsecured Loans
  • SBA Loans
  • Lines of Credit
  • Start-Up Financing
  • Equipment Financing
  • Accounts Receivable Financing
  • Invoice Factoring Financing
  • Franchise Financing
  • Leveraged Buy-Outs

Real Estate Lending

  • Acquisition
  • New Build
  • Multi Family
  • Rental
  • Airbnb
  • Fix and Flip
  • Development
  • Construction
Preferred Industries
Healthcare (All) Medi Spas Contractors Retail Restaurants & Bars Salons & Spas Auto Repair
```
05
Featured Portfolio

Selected transactions.

i
Diabetic Help Center
Healthcare
Strategic equity position — healthcare platform.
ii
Central Coast Catholic
Mission · Media
Advisory engagement and expansion capital.
iii
Premier Sports Media
Sports · Media
Operating partnership across content & distribution.
iv
Classic Carriage Rentals Inc.
Services
Full acquisition with operating leadership transition.
v
Tied with a Bow
Retail
Lifestyle brand — growth investment.
vi
WAVE
Technology
Communications & mobile technology.
vii
Rides 4 Paws
Animal Welfare
Advisory services & expansion capital.
viii
Domina Nostra Publishing
Publishing
Publishing house — advisory and strategic capital.
06
Trusted Partners

A network built on integrity — and shared standards.

As an Independent Sales Organization (ISO), we partner with licensed lenders, providers, and service firms that meet our standards for compliance, transparency, and care.

```
Partner logo
Partner logo
Partner logo
Partner logo
Partner logo
Partner logo
Partner logo
Partner logo
Partner logo
Partner logo
Partner logo
Partner logo
Partner logo
Partner logo
Partner logo
Partner logo
Partner logo
Partner logo
Partner logo
Partner logo
Partner logo
Partner logo
Partner logo
Partner logo
Partner logo
Partner logo
Partner logo
Partner logo
Partner logo
Partner logo
```
07
08
Standards & Compliance

Built on character. Bound by integrity.

Our family-owned firm is guided by faith, core beliefs, and uncompromising ethics — backed by full transparency around our legal role and operating practices.

```

SAVVY Capital Management is a family-owned and managed firm.

As a family, our faith and core beliefs guide every aspect of our lives, including our business practices.

We strive to live and work by the principles outlined in "Vocation of the Business Leader" from "The Pontifical Council for Justice and Peace," and we conduct our business in accordance with this every day.

Our firm thrives on partnerships built on a foundation of strong character and uncompromising ethics. We are committed to ethical business practices and seek to collaborate with partners who share these core values.

Our commitment to integrity guides every action we take. We believe in cultivating honest and fair business relationships and expect the same high standards from our partners and clients.

"We believe in cultivating honest and fair business relationships — and expect the same high standards from our partners and clients."
— Our Code
```
09
Get in Touch

Let's start a conversation.

Seeking capital, considering a sale, or weighing a strategic partnership? Reach the firm directly — we read every message.

```

Send us a message.

Fill out the form below and we'll get back to you. All inquiries are handled confidentially.

Message sent.

Thanks for reaching out — we've received your message and will be in touch shortly.

Let's connect

Building something worth backing?

```