LP Profile

Greentree Financial Group

Multi Family Office (MFO)Plantation, United States
Plantation
Headquarters
Investment Focus

About Greentree Financial Group

Founded in 1999, Greentree Financial Group, Inc. is a family office with locations in Plantation, Florida and Cornelius, NC. Based on the belief that the U.S. capital markets are the best and most efficient in the world, Greentree leverages its expertise to assist high-growth companies in accessing the U.S. capital markets through a public listing. In addition to navigating clients through the complexities of a public listing, Greentree also assists numerous public companies with its ongoing periodic compliance filing needs. The partners at Greentree work to build a long-term growth strategy that is custom tailored to fit the client’s needs.

Preferred Investment Types

Bridge FinancingCo-InvestingConvertible NoteDirect InvestingEquity FinancingGrowth CapitalListed EquitiesMergers & Acquisitions/BuyoutsPIPEPre-IPORecapitalizationRestructuring & TurnaroundsSecuritiesSenior DebtShort-Term InvestmentsSmall-Cap/Micro-Cap FundStructured Equity

Preferred Sectors & Themes

AI/Robotics/Machine LearningHealthcare ServicesHealthTech/MedTechBiomedical Technology & Medical ResearchPharmaceutical Research & DevelopmentBusiness & Administrative ServicesCapital MarketsDiversified Finance ConsultingCorporate Finance ConsultingLegal & Tax Services Emerging TechnologyTechnologyHealthcareHealthcare & Life SciencesDigital Health TechnologiesBiotechnology & Life SciencesProfessional Business ServicesCommercial & Professional ServicesTraditional Investments (Liquid Assets)

Preferred Geographies

United States
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FAQ

Frequently asked questions

What type of investor is Greentree Financial Group?

Greentree Financial Group is a multi family office (mfo) based in Plantation, United States.

Where is Greentree Financial Group headquartered?

Greentree Financial Group is headquartered in Plantation, United States.

What does Greentree Financial Group invest in?

Greentree Financial Group focuses on Bridge Financing, Co-Investing, Convertible Note, Direct Investing, Equity Financing, Growth Capital, Listed Equities, Mergers & Acquisitions/Buyouts.

How can I contact Greentree Financial Group?

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