Exclusive, late-stage private equity opportunities

High-Value Equity Meets Late-Stage Opportunity

Private & Unique Deals

Data-Driven Due Diligence

Risk Reduction & Prevention

Exclusive late-stage opportunities

Our team is deeply integrated into a wide vine of successful companies and thriving industries. We translate decades of relationship building into useful actionable opportunities for our clients. You’ll find truly unique private equity deals only available to qualified purchasers or accredited investors through our network.


Reliable due diligence supported by facts – not feelings.

Our private equity opportunities are derived from data, logic, and provable trends. We go through formal systems and processes to prospect, track, analyze key performance metrics of companies being vetted. We’ll provide professional objective research you can trust.

Don’t let anyone throw your money at high-risk buzzword startups and fads. You’ll be left praying for a unicorn to keep your life on track. These strategies are reckless, stressful, and risky – but unfortunately all too common.

Instead, meet with an independent RIA from our firm – you’ll discover which private equity deals are best aligned with your investment goals.

Exclusive Access:

Vetted for risk-reduction by brilliant minds and machines.

After decades of experience, our team has developed several systems of analyzing and assessing risks. You can expect a wide range of vetting from seasoned analysts.

Add a non-correlated asset class to your portfolio with a proper private equity investment strategy. Meet your independent RIA (Registered Investment Advisor) to craft a custom game plan for your goals.

Ready to get started?

Our Exclusive Private Equity investing deals are timely, and limited. Therefore – availability is always changing.

Private Equity deals are currently: AVAILABLE to Qualified Individuals


Get In Touch

For common inquiries please review our FAQ page.

We can be reached by telephone at (719) 575-9000 or use the contact form below to reach out to a Bauer Heitzmann associate by email.

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Frequently Asked Questions

What is private equity?

Private equity is an alternative investment that is not publicly traded. Often times private equity deals consist of capital and/or shares of ownership of privately owned companies, digital assets, or real estate.  

What are the benefits of private equity investing?

The benefits of private equity enable more flexibility and risk reduction:

  • Active involvement or control over returns
  • Increased incentives for success
  • More potential growth than publicly traded assets
  • Hedge against publicly traded stocks, commodities, bonds, etc.
What are the cons of private equity?

The cons of private equity are typically dependent on the relationship between investor and operators.

  •  Limited eligibility to invest
  • Potentially conflicting interests of investors vs owners/operators
Am I eligible to invest in private equity?

Eligibility depends upon the specific deals available. So unfortunately there is no direct answer. Contact an a wealth manager today and tell them you’re interested in private equity deals. You’ll be given options of current available options – or you can be the first to be informed when a new deal arises.

What type of companies/industries use private equity?

Technically, any privately owned company is eligible to utilize private equity. However, we focus our investment into late-stage companies with a reliable trajectory. Learn how private equity can reduce downside risk in bear markets and recessions. Meet your wealth manager today.