Reg D 506(c) Private Equity • Delaware Registered

Acquiring essential businesses
in the real economy.

Prosperity Wealth deploys capital into manufacturing, energy, and infrastructure acquisitions, targeting companies that form the foundational layer of commerce. We acquire with discipline and operate with purpose.

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Fund Snapshot
$50M
Target Fund Size • Reg D 506(c)
22%
Target Net Return • Preferred Rate
$100K
Minimum Investment • Accredited Investors Only
3
Core Sectors • Manufacturing, Energy, Infrastructure
⚙
Precision Manufacturing
Capital-light models and asset-heavy businesses where machinery and facilities provide a meaningful valuation floor. We seek defensible niches with pricing power.
⚡
Energy Infrastructure
Power generation, distribution, and related infrastructure assets with long-term contracted revenue. Essential services that are durable through economic cycles.
🏢
Core Infrastructure
Transportation networks, utilities, and industrial services with high barriers to entry and sticky customer bases. Assets the economy cannot function without.
Investment Strategy

Two levers.
One disciplined thesis.

We target businesses with high essentiality: the picks-and-shovels of the real economy. Our edge lies in sourcing opportunities others overlook, including distressed situations where structural issues are fixable and asset quality is preserved, then applying operational rigor to unlock value.

01
Operational Alpha
We move beyond financial engineering. Each acquisition comes with a 100-day operational plan: procurement centralization, energy efficiency improvements, and sales channel digitalization.
Active Ownership Value Creation
02
Distressed Sourcing
Our SBA foreclosure niche provides proprietary deal flow. We triage opportunities by NAICS code, distinguishing structural distress from cyclical distress to find fixable balance sheets hiding quality assets.
SBA Channel Margin of Safety
03
Essentiality Filter
Every opportunity is scored on revenue durability, asset recovery value, and operational upside. We prioritize mandatory services over discretionary ones, with inflation pass-through as a core underwriting requirement.
Revenue Durability Asset Floor
04
Pre-Mortem Analysis
Before committing capital, we write the failure story from five years forward. This mandatory exercise surfaces hidden risks and ensures our mitigation plan is built into the investment thesis from day one.
Risk Management Scenario Planning
05
Structured Underwriting
Every deal is stress-tested across worst-case, base-case, and best-case scenarios with a focus on Debt Service Coverage Ratio and Yield-on-Cost. Capital preservation is the first principle.
DSCR Yield-on-Cost
06
Exit Clarity
We underwrite every acquisition with a defined exit thesis. Who buys this in five years, and at what multiple? Strategic acquirers, larger private equity, and public market comparables anchor each deal's terminal value.
Exit Strategy Multiple Expansion
Acquisition Framework

From sourcing
to ownership.

A rigorous, repeatable process from deal origination through operational improvement, designed to generate consistent risk-adjusted returns across economic environments.

I
Source and Triage
SBA foreclosure notices, proprietary broker relationships, and direct-to-owner outreach. Cross-referenced against NAICS codes for infrastructure and manufacturing relevance.
II
Interrogate, Not Just Analyze
Our IC-grade due diligence framework challenges every assumption. The moat analysis, financial stress test, and pre-mortem exercise are required before any term sheet is issued.
III
Acquire at a Discount
We target transactions priced at a discount to replacement cost or liquidation value, providing a structural margin of safety independent of future operational improvement.
IV
Operate and Improve
First 100 days: implement the operational plan. Procurement, energy, digitalization. Then stabilize and scale. Active ownership is the alpha engine, not passive capital deployment.
V
Realize and Return
Execute the pre-defined exit to a strategic or financial acquirer, return capital with preferred distributions, and report transparently to all fund investors throughout the hold period.
Target Portfolio Metrics
Target Net Return 22%
Minimum Investment $100,000
Fund Size $50M
Target Hold Period 3 to 7 Yrs
Fund Structure Reg D 506(c)
Investor Qualification Accredited Only
Leadership

The team behind
Prosperity Wealth.

Decades of experience across capital markets, CFO services, real estate, and business development. Aligned around a single mission: acquiring essential businesses and building lasting value.

Cheryl Adams
Cheryl Adams
Fractional CFO • Executive Partner

A financial architect with over a decade of executive leadership, Cheryl brings institutional CFO rigor to every capital decision. Former CFO of PKG Inc., Interim CFO at Joule Case, and President of the Idaho Aerospace Alliance, she translates financial complexity into decisive action and ensures every acquisition is built to scale.

John Raymond
John Raymond
Consultant • CFO Services and Business Strategy

Founder of Devote Consulting, John delivers CFO services, business valuations, and acquisition advisory to growth-stage companies and private investors. With 15 years of experience across real estate, acquisitions, and financial strategy, he applies the analytical framework of a CFO and the instincts of an entrepreneur to every investment decision.

Nathanael Dardon
Nathanael Dardon
Director • Business Development and Strategic Partnerships

With more than 20 years of experience across real estate and business strategy, Nathanael brings a proven track record of sourcing acquisition targets and building the investor relationships that close deals. His deep network spans domestic and international markets, and his background in high-stakes negotiation makes him a critical force in deal origination and partnership development for the fund.

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Email invest@prosperitywealth.fund
Web prosperitywealth.fund
Fund Registration Reg D 506(c) • Delaware LLC
Eligible Investors Accredited Investors Only

IMPORTANT DISCLOSURES: This website is for informational purposes only and does not constitute an offer to sell, or a solicitation of an offer to buy, any securities. Any such offer or solicitation will be made only by means of the official Private Placement Memorandum (PPM) and only to qualified accredited investors as defined under Rule 501 of Regulation D of the Securities Act of 1933. Prosperity Wealth is a private equity fund registered in the State of Delaware and operates under Regulation D Rule 506(c). Investing in private equity funds involves significant risks including possible loss of the entire investment. Past performance is not indicative of future results. Target returns referenced herein are projections based on current deal pipeline and market conditions; actual returns may differ materially. This offering is not registered with the SEC and is exempt from registration under Rule 506(c). For Accredited Investors Only.