ABOUT SHERPA CAPITAL
A family investment company built on experience, integrity and a long-term mindset.
Sherpa Capital is a privately held family investment company that deploys capital across a diverse range of asset classes and operating businesses. Our team brings deep experience in underwriting, structuring, and managing investments across real estate, private lending, operating companies, and strategic partnerships.
We are long-term, patient investors who prioritize capital preservation while seeking attractive risk-adjusted returns. Every investment we make is guided by the same principles: discipline, integrity, and a commitment to building lasting value.
OUR INVESTMENT FOCUS
Real Estate
Opportunistic and value-add acquisitions and development.
Business Acquisitions
Acquiring and operating companies with strong fundamentals.
Infrastructure & Energy
Power, renewables and critical infrastructure.
Private Lending
Senior secured loans and structured finance solutions.
Private Equity
Investments in high-quality businesses with growth potential.
Strategic Partnerships
Joint ventures and co-investments with aligned partners.
INVESTMENT APPROACH
Disciplined capital deployment guided by experience, diligence and a long-term horizon.
01
Capital Preservation
We prioritize downside protection through rigorous underwriting and conservative leverage. Every investment is structured to withstand market cycles.
02
Active Partnership
We work closely with operators, sponsors and co-investors to align incentives and drive value creation through active engagement and operational expertise.
03
Diversified Strategy
Our multi-asset approach spans real estate, private lending, operating businesses, and strategic partnerships, providing diversification across sectors and geographies.
PLATFORM
We Provide Capital. We Build Value.
We partner with entrepreneurs, developers, and business owners to create value through flexible financing, strategic investments, and operational expertise
PRIVATE CAPITAL
• Private Credit
• Development Financing
• Acquisition Financing
• Asset-Based Lending
• Strategic Partnership
REAL ESTATE
• Acquisition
• Development
• Value-Add Opportunities
• Long-Term Ownership
• Equity Investment
BUSINESS INVESTMENTS
• Growth Capital
• Joint Ventures
• Family-Owned Businesses
• Succession Opportunities
featured investments
Insurance M&A Capital Solution
Structured equity investment supporting acquisition growth within the insurance sector.
Ground-Up Multifamily Development
Equity investment and developing multifamily community.
Manufacturing Sale-Leaseback
Industrial real estate acquisition providing liquidity to an operating company.
Small Business Growth Capital
Flexible financing solution supporting working capital and business expansion.
Multifamily Acquisition
Acquisition of an existing multifamily asset focused on long-term ownership.
Integrity
We do the right thing, always.
Excellence
We strive to be the best at what we do.
Partnership
We succeed when our partners succeed.
Stewardship
We are responsible stewards of capital.
Jack Kenworthy
INVESTMENT ASSOCIATE
jack@sherpami.com
Jackson represents the next generation of the firm. He supports underwriting, deal execution, and portfolio monitoring across the firm's investment platforms.
Jim Heglund
DIRECTOR OF BUSINESS DEVELOPMENT
jim@sherpami.com
Jim brings over four decades of experience in real estate development and capital markets. He manages key relationships and drives new business initiatives across all investment verticals.
Jake Heglund
FOUNDER & MANAGING PRINCIPAL
jake@sherpami.com
Jake founded Sherpa Capital and brings decades of experience in investment management, real estate, and private equity. He leads the firm's strategic vision and oversees all investment activities.
OUR TEAM
Three generations of leadership. One shared commitment to creating value.
Jen Falicki
OFFICE MANAGER
Jen oversees the firm’s day-to-day operations, financial administration, and client communications. She helps ensure the firm operates efficiently while supporting relationships across the business.
Contact Sherpa Capital
We invite inquiries from potential investors, strategic partners, and professional advisors seeking disciplined capital solutions.
Direct inquiry
info@sherpami.com
Prefer to reach us directly? Send an email and we will respond at our earliest convenience.