Acquiring Potential. Building Legacy.

Our approach

Thoughtful Acquisition, Long-Term Growth

We are a family-owned business that takes a strategic, hands-on approach to acquiring and operating small businesses. We’re not just investors—we’re operators who believe in building lasting value.

What we look for

We seek established small businesses with strong foundations, dedicated teams, and untapped potential. Our goal is to step in as responsible owners, preserving what makes each business special while driving sustainable growth.

Experience & Specialties

  • Item description

Sam and Hilary Swan

Operating

  • Sam Swan

    FOUNDER

  • Sam Swan

    CEO

  • Hilary Swan

    FOUNDER/ PRINCIPAL CONSULTANT

Investments

  • Reliable Premium Management

  • Taskray

  • Culinary Creative Group

“The Swan Family Trust doesn’t just acquire businesses—we are building legacy. Our mission is to honor the past, strengthen the present, and create a future where our businesses thrive for generations to come.”

-Hilary Swan