We partner with exceptional entrepreneurs to build businesses that deliver transformative economic and social value.

Who We Are

We are a dynamic group of close-knit, diverse investors who never stopped being operators, visionaries, and entrepreneurs, united behind a bold vision of what’s possible.

Our Story

Founded in 2008 as the family office of entrepreneur Allen Nance, Southern Equity became a multi-family office in 2021. An entrepreneur first, Allen founded three companies from 2000 – 2015 that consistently ranked among the fastest-growing businesses in the United States. Southern Equity maintains an entrepreneurial approach, always investing our own capital first before inviting co-investors.

Today, Southern Equity has invested in more than 50 companies worldwide. These businesses generate over $1B in annual revenue and employ more than 5,000 people — and growing.

Our Story

Founded in 2008 as the family office of entrepreneur Allen Nance, Southern Equity became a multi-family office in 2021. An entrepreneur first, Allen founded three companies from 2000 – 2015 that consistently ranked among the fastest-growing businesses in the United States. Southern Equity maintains an entrepreneurial approach, always investing our own capital first before inviting co-investors.

Today, Southern Equity has invested in more than 50 companies worldwide. These businesses generate over $1B in annual revenue and employ more than 5,000 people — and growing.

Entrepreneurs First. Investors Second.

As entrepreneurs ourselves, we understand the challenge of finding the right opportunity. We have built businesses and know firsthand what it means to drive revenues, navigate uncertainty, and generate value. Our entrepreneurial approach translates to 3 pillars: an unparalleled global network, trusted advice for the long-term, and a mission-driven strategy.

Unparalleled
Global Network

We bring together our world-class network of business-owning partners and investors to enable them to benefit from the wisdom and experience of other exceptional leaders.

Trusted Advice,
Long-Term Capital

We offer strategic advisory services and long-term capital through our affiliated funds to help our clients sustain and grow their assets, manage their legacies, and create social impact.

Mission-Driven

Our mission is to deliver enhanced returns and create value over the long term. Each of our businesses reflect Southern Equity’s strong relationship culture, personalized approach, and commitment to exceptional performance with uncompromising integrity.

Our Mantra

We don’t sit still for long. We’re excited about what’s happening all around us. We’re relentlessly curious — we don’t let our experience get in the way of learning. And this is why we leave no stone unturned in our quest to create value.

Our Values

Our values drive where and how we invest.
Our values inform us to where we invest, and how we support our companies:

Principled imagination

Thinking differently gets attention. Thinking differently and being right can change the world.

Uncompromised integrity

We adhere to the highest standards of integrity, maintaining and deepening our partners’ trust.

Profound gratitude

We take nothing for granted, particularly our relationships. We are profoundly grateful to our investment partners, our teams, and for every opportunity to make a difference.

Success is a team sport

Our success is the direct result of the depth and breadth of our relationships. If we forget about getting our share and focus on doing our part, we all prosper.

Relentlessly pursue excellence

We strive to be the best at what we do, applying our global talent and scale to generate compelling outcomes for our partners.

Unwavering stewardship

We know that trust is earned and vital to investment. We are fiduciaries and stewards to our investment partners, our teams, and to the businesses that we invest in.

Thematic Investors

View Our Portfolio