Ferndale Capital Management, LLC
Alternative Retirement Solutions for U.S. Baby Boomers
Trust Transparency Liquidity
About Ferndale Capital Management, LLC
Ferndale Capital is a private investment entity formed in 2013 to acquire U.S. small businesses. Via Ferndale Group of Companies (www.ferndalegroupcos.com), an operating company wholly owned by Ferndale Capital, business owners are offered an opportunity to both maximize cash proceeds at closing and implement a succession plan that empowers and enriches the next generation of non-family management. In special instances where incumbent ownership stays involved for an extended period, Ferndale will consider a minority investment as a means to effecting a change of control in the future. Ferndale also manages a proprietary pool of high yielding equities and non-investment grade bonds.
Sam Slater is the founder and managing member of Ferndale Capital and Chairman/CEO of Ferndale Group of Companies. Ferndale's advisory committee consists of two legal professionals and an operating executive. The North Carolina portfolio company employs two full time equivalents.
Over the past 20 years, Sam has experienced a unique mix of positions across corporate finance, commercial lending, consulting and company management. While maintaining an entrepreneurial approach, Ferndale seeks to leverage its institutional experience while developing a framework by which owner-operators can begin a wealth diversification strategy and achieve greater growth and value from their business prior to full exit or through selling a minority interest.
Sam has focused on working with lower middle market clients in a variety of settings as an investment banking professional at Raymond James and earlier a corporate loan officer at Royal Bank of Scotland (working in England) and the U.S. subsidiary, RBS Citizens Bank. Prior to, Sam was with PricewaterhouseCoopers from 2004 to 2008 focusing on financial due diligence as well as international corporate finance (working in England). Sam's operating experience prior to Ferndale, came from working in various capacities for the President of a middle market broadcasting company. His career began as a financial analyst at ING Barings and First Union Corporation after graduating college in 1996.
Sam's community involvement is based on an active role in: the Brick Presbyterian Church Prison Ministry and developing a Parole Assistance Fund, the ASPCA's Dog Walking and Socialization program, and Fifth Avenue Presbyterian's Bowery Mission. Sam is becoming more active with UrbanPathways, a large organization serving homeless New Yorkers.
Sam earned an MBA from Fordham University and BA from Union College.