Pivotal Group

Phoenix, United States
An entrepreneurial investment firm focused on multiple asset classes.

About Pivotal Group

Pivotal Group is a Financial Services company based in Phoenix (United States). An entrepreneurial investment firm focused on multiple asset classes. It operates on a Professional Services model. Pivotal Group has completed 2 acquisitions, including Pan Am Education and Wellements. Pivotal Group offers products and services including Private Equity, Private Credit, Real Estate, and Public Equity. Its focus areas include Finance, Investment Management, Private Equity and Real Estate Investment.

Company details

Pivotal Group is recognized as a private entrepreneurial investment firm operating without the constraints of traditional fund-based models. With over 40 years of experience, the firm is engaged in active investments across various asset classes including private equity, private credit, real estate, and public equity. Companies with strong business models and management teams are identified, and their value is enhanced through strategic guidance and financial support. The firm is headquartered in Phoenix, United States, and continues to seek opportunities to expand its portfolio.

  • Headquarters Phoenix, United States
  • Sectors
    Financial Services
  • Phone
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  • Website pivotalgroup.com
Key Metrics

Products & Services of Pivotal Group

Pivotal Group offers a comprehensive portfolio of products and services, including Private Equity, Private Credit, Real Estate, and Public Equity.

Private Equity
Investment

Investments in private companies are managed and supported.

Private Credit
Investment

Credit solutions for businesses are provided and structured.

Real Estate
Investment

Real estate opportunities are identified and invested in.

Public Equity
Investment

Public market investments are handled and optimized strategically.

People of Pivotal Group

5 people are tracked at Pivotal Group (2 in leadership, 3 in team).

NameRoleGroup
Richard Garner
Chief Operating OfficerLeadership
F. Francis Najafi
Founder and CEOLeadership
Jackie Ferentheil Reed
Office ManagerTeam
Michelle Alameda
Executive AssistantTeam
Christine Levinson
Executive AssistantTeam
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Complete people profiles for Pivotal Group

Full employee and board profiles, team structure, tenure and professional contact details require an active premium plan.

  • Full employee list
  • Team structure
  • Board tenure
  • Professional contacts

Verified entity values are shown only after access is granted.

Investments & Acquisitions by Pivotal Group

Pivotal Group has strategically engaged in corporate development activities, having acquired 2 companies. Notable acquisitions include Pan Am Education and Wellements.

Acquisitions
Company NameDescriptionDomainLocationFoundedAcquiredAmount
Online tools are provided for teachers to conduct classes.
panameducation.comChandler, United States2010Oct 2012β€’β€’β€’β€’
Organic baby wellness products and supplements are manufactured for infants.
wellements.comPhoenix, United States2000Dec 2004β€’β€’β€’β€’
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Complete acquisition details for Pivotal Group

Acquired stakes, deal sources and the complete acquisition history require an active premium plan.

  • Acquired stakes
  • Deal sources
  • Complete history
  • Exports

Verified entity values are shown only after access is granted.

Timeline of Pivotal Group

2 dated milestones of Pivotal Group across 8 years, from founding to its latest funding, stage changes and deals.

  1. Acquisition Acquires Wellements.
  2. Acquisition Acquires Pan Am Education.

Web traffic of Pivotal Group

Websites that share an audience with Pivotal Group (pivotalgroup.com).

Similar websites

Websites whose visitors overlap most with Pivotal Group. Affinity shows how closely the audiences match.

WebsiteDomainAudience affinityMonthly visitsGlobal rankProfile
globalcapacity.com
38%
View details

Top companies in Private Equity Funds

3 companies that operate in the same segment as Pivotal Group (Private Equity Funds) in United States, ranked by their profile score on The Company Check.

CompanyDescriptionFoundedLocationTotal fundingRevenueEmployees
Alternative asset investment management firm
1997Los Angeles, California, United StatesUSD 6.2 B3,200
Private equity and debt investments are managed for businesses.
2004Los Angeles, California, United StatesUSD 3.15 B3,200
Multiple sectors are invested in by this private equity firm.
1976New York, New York, United StatesUSD 20.29 B4,830
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Frequently Asked Questions about Pivotal Group

Pivotal Group is headquartered in Phoenix, United States. It is registered at Phoenix, Arizona, United States.

Pivotal Group is recognized as a private entrepreneurial investment firm operating without the constraints of traditional fund-based models. With over 40 years of experience, the firm is engaged in active investments across various asset classes including private equity, private credit, real estate, and public equity. Companies with strong business models and management teams are identified, and their value is enhanced through strategic guidance and financial support. The firm is headquartered in Phoenix, United States, and continues to seek opportunities to expand its portfolio.

Pivotal Group offers Private Equity, Private Credit, Real Estate, and Public Equity.

Pivotal Group has made 2 acquisitions, including Pan Am Education, and Wellements.

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