Capital, Experience And Insight. Your Partner in Growth.
Welcome to the U.S. Boston Capital Growth
Our Track Record
95COMBINED YEARS
OF GROWTH CAPITAL
INVESTING
$400mmAMOUNT
INVESTED
28PORTFOLIO
COMPANIES
50NUMBER OF
INVESTMENTS
TALK TO US
781-259-0249
VIDEO SPOTLIGHT
Entrepreneur Andy Palmer at Tamr, Inc. discusses working with U.S. Boston Growth Capital.
This testimonial was not paid for and there are no material conflicts.
Our Services
Capital Raising →
Our team helps growth-stage companies secure the right capital partners and financing solutions to accelerate expansion and execute strategic initiatives.
Founder Financial Planning →
From white-labeled products and our own Pear Tree funds to customized portfolios, we develop personalized financial strategies for entrepreneurs, executives, and business owners that align their wealth with long-term goals.
Business Growth Investment Advising →
We provide strategic guidance and market expertise to help management teams navigate growth opportunities, financing decisions, and key milestones—positioning their businesses for long-term success.
Exit Planning Strategy →
We help founders prepare for a successful exit by maximizing Section 1202 (QSBS) tax benefits and developing tax-efficient strategies to preserve and grow wealth before, during, and after a liquidity event.
Why U.S. Boston?
With deep experience supporting growth-oriented businesses, we partner with proven management teams in Boston across New England to provide the capital, expertise, and strategic guidance needed to turn strong ideas into enduring companies.
For over 30 years we’ve raised money for growth companies, primarily in New England and the Middle Atlantic states. Our team has over 85 years of collective experience in private equity and venture debt. We invest in proven leaders with ideas that can break their industries’ molds.
We Partner, Not Just Invest
We collaborate with you to provide strategic guidance and support long-term growth.
A Long-Term Perspective
Our team builds lasting relationships and supports companies through every stage of their growth journey.
A Holistic View of Success
Our approach aligns business growth, capital strategy, and long-term wealth goals to help entrepreneurs succeed.
Customized Capital Solutions
We deliver tailored financing strategies designed around each company’s unique goals and opportunities.
Schedule a Conversation
Schedule a 30-minute conversation — and let's walk through your options.
An Experienced Team You Can Trust
Our principals combine financial expertise, strategic insight, and a hands-on approach to guide founders, management teams, and business owners. Based outside Boston, we partner with clients across New England to guide growth, strategic transitions, and successful exits.
Willard L. Umphrey, JD, CFA
Chairman
Leon Okurowski, MBA
Co-founder & Vice-President
John McClellan
Principal
William Beckett
Principal
QSBS Planning Experts
Planning to sell your business? Get the expert help needed.
Our advisors combine business preparation, QSBS tax planning, and wealth strategy to help founders navigate liquidity events, optimize tax benefits, and preserve more of their wealth.
Exit Planning for Entrepreneurs & Founders
Build a tax-efficient exit strategy designed around your business and long-term wealth goals.
Exit Planning for Wealth Management Firms
Extend your firm’s capabilities with specialized QSBS expertise and liquidity event support.