Family Investment Office

Backing Entrepreneurs Who Build Enduring Businesses

We partner with ambitious searchers and operators to acquire, grow, and steward small businesses across North America. Patient capital. Hands-on partnership. Lasting impact.

Our Story View Portfolio
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Our Approach

How We Partner
with Entrepreneurs

We believe the best businesses are built by operators with deep industry knowledge, a bias for action, and the drive to lead. We provide the capital, mentorship, and long-term commitment they need.

01

Identify & Acquire

We back talented entrepreneurs in finding and acquiring the right business — whether through a search fund, a direct acquisition, or a co-investment alongside aligned partners.

02

Operational Partnership

Post-acquisition, we work alongside our CEOs as engaged board members and strategic advisors. We bring pattern recognition from across our portfolio without imposing a playbook.

03

Long-Term Stewardship

We invest with a permanent ownership mindset. Our family capital allows us to hold businesses indefinitely, aligning our incentives with the desires of the entrepreneurs we work with.

Our Story

Built on Relationships,
Driven by Purpose

Davis/Macleod was founded on the belief that the search fund model represents one of the most compelling paths to entrepreneurship and value creation in the lower middle market.

As a family investment office, we bring more than capital to the table. We bring decades of operational experience, a network of trusted advisors and operators, and the patience that comes from investing our own money alongside our partners.

Learn More About Us
Davis/Macleod
Get in Touch

Let's Build Something Together

Whether you're a searcher exploring the entrepreneurial path or a business owner considering succession, we'd welcome the conversation.

info@dmfund.co