Sharpstown Hathaway
000
EST. MMXIV — Strategic Holdings & Capital

Building Enduring Value

A diversified holdings corporation maintaining strategic positions in advertising, technology, and established enterprises across the American business landscape.

Explore Our Holdings
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Advertising
Information Systems
Capital Markets
Enterprise Software
Strategic Consulting
Digital Infrastructure
Portfolio Management
Operational Excellence
Advertising
Information Systems
Capital Markets
Enterprise Software
Strategic Consulting
Digital Infrastructure
Portfolio Management
Operational Excellence

Capital with conviction.
Growth with discipline.

(01)

Sharpstown Hathaway LLC operates as a diversified holdings corporation, maintaining strategic positions across advertising firms, information systems companies, and established enterprises that form the backbone of American commerce.

Our investment philosophy is built on disciplined capital allocation through rigorous analysis of market fundamentals. We identify ventures with demonstrated earnings potential, sound management teams, and clear paths to sustainable competitive advantage.

Through prudent capital stewardship and active portfolio management, we assist corporations in achieving their full market potential. Our portfolio companies benefit from substantial capital resources, operational oversight, and our network of professional affiliations spanning three decades of American business.

Our team comprises experienced executives, investment professionals, and industry veterans who understand not just the mechanics of value creation, but the patience required to let compounding work its quiet magic over decades.

0B
Assets Under Management
Across all portfolio entities
0+
Portfolio Companies
Active strategic positions
0yr
Average Hold Period
Long-term value creation
0%
Annual Return (CAGR)
Since inception 2014
01

We think in decades, not quarters.

While the market fixates on quarterly earnings, we're building enterprises designed to compound value across generations. Our longest-held position has been in our portfolio for over fourteen years—and we're just getting started.

02

Capital is patient. Conviction is not.

We move with deliberation when deploying capital but with urgency when we see opportunity. Our investment committee can mobilize resources within 72 hours of identifying a target that meets our rigorous criteria.

03

Operations are the moat.

We don't just write checks. Every portfolio company benefits from our operational playbook—refined across 37 companies and three complete economic cycles. Our team embeds with management to unlock latent value.

Our Portfolio

We maintain active positions across three core verticals, each with dedicated management and operational support.

A
Advertising & Media

Meridian Group

Full-service advertising consortium operating across broadcast, digital, and experiential channels. Serves Fortune 500 clients across North America with integrated campaigns.

T
Information Systems

Axiom Technologies

Enterprise software and cloud infrastructure provider specializing in data management platforms for regulated industries including healthcare and financial services.

C
Capital & Finance

Cornerstone Capital

Diversified financial services firm providing structured credit, mezzanine financing, and special situations investments to middle-market enterprises.

D
Digital Infrastructure

Nexus Data Systems

Operates tier-3 data centers and edge computing nodes across the Sun Belt region, serving enterprise clients requiring low-latency distributed computing.

S
Strategic Consulting

Whitfield Advisory

Management consulting practice focused on operational transformation, post-merger integration, and performance improvement for portfolio companies and external clients.

E
Established Enterprises

Heritage Industries

Diversified manufacturing and distribution holding spanning industrial components, specialty chemicals, and precision-engineered systems for defense and aerospace.

I

Identify

We source opportunities through our proprietary network of industry relationships cultivated over three decades. Every prospective investment undergoes a rigorous 90-day evaluation spanning financial modeling, management assessment, and competitive analysis.

II

Invest

Our capital deployment is structured around meaningful ownership stakes that align incentives. We prefer controlling or significant minority positions where we can influence strategic direction and operational execution alongside management teams.

III

Improve

Post-investment, our operations team embeds with portfolio companies to drive performance improvement. From supply chain optimization to digital transformation, we bring institutional knowledge to every engagement.

SH
"In this age of unprecedented opportunity, our commitment to excellence in American business continues to generate superior results for our portfolio companies and their stakeholders."
— Office of the Chairman

Executive Leadership

JW
James W. Crawford
Chairman & Chief Executive

30+ years in private equity and corporate strategy. Former Managing Director at Goldman Sachs. MBA, Harvard Business School.

MR
Margaret R. Chen
President & COO

Led operational transformation at three Fortune 500 companies. Expert in post-merger integration and performance optimization.

DK
David K. Patterson
Chief Investment Officer

Former Head of Special Situations at Blackstone. Manages all capital allocation and portfolio strategy across the firm.

SL
Sarah L. Nakamura
General Counsel

Securities and corporate governance specialist. Previously partner at Sullivan & Cromwell. Yale Law School.

Let's build something together.

Whether you're a founder seeking growth capital, a business owner exploring succession options, or an institutional partner looking for co-investment opportunities—we'd like to hear from you.

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