Client Profile

DL Perkins Capital specializes in serving the unique needs of successful business owners and entrepreneurs. As such, our clients are wealthy, competent and successful people that more often than not possess good business and investment instincts of their own, not to mention an innate sense for value and quality service. Even so, our clients know the value of having a talented and capable advisor they can partner with to help make sound investment decisions that are appropriate to their unique situation and risk tolerances. Of course, and handle the details of execution.

Many of our clients also appreciate the opportunity DL Perkins Capital uniquely provides in the way of access to quality private equity investment opportunities. Made possible through DL Perkins Capital’s relationships with Acquisition Advisors, DL Perkins Capital provides their clients* with access to opportunities to invest, on occasion and a minority basis, in established private companies and, if and when appropriate, participate in the vetting process and board level oversight of portfolio companies.

DL Perkins, LLC is truly unique and positively focused on serving the special needs and interests of successful business owners and entrepreneurs.  If this is you, we’d like to talk to you about our unique approach to sound investing.

* limited to appropriateness and suitability