Capital, Experience, & Insight
Your Partner in Growth
Growth Capital for Founders and Middle-Market Companies
We are a New England based growth capital firm that invests in leading middle market growth companies. We focus on companies in the business services, healthcare and transformative technologies and seek to partner with and empower outstanding management teams with a track record of success and a desire to execute on well-defined growth initiatives.
120COMBINED YEARS
OF GROWTH CAPITAL
INVESTING
$4B AMOUNT
INVESTED
85+INVESTMENTS
15+ACQUISITIONS/
EXITS
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.
Does Your Business Qualify for QSBS?
A potentially significant tax advantage for founders and investors.
For founders and investors in qualifying startups, Qualified Small Business Stock (QSBS) can provide one of the most valuable federal tax benefits available at a successful exit.
Contact us to start a conversation about your eligibility.
TARGET COMPANIES
- Tech & Tech-enabled Services Businesses
- $5-$50 million in Revenue
- High Growth and Demonstrated Momentum
- Repeatable Sales Processes
- Capital Efficient
The below companies are listed in order of the most recent capital raise. Affiliate firm U.S. Boston Capital Corporation registered Broker Dealer served as placement agent.
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.
Willard L. Umphrey, JD, CFA
Chairman
Leon Okurowski, MBA
Co-founder & Vice-President
John McClellan
Principal
William Beckett
Principal
Based outside Boston, we partner with clients across New England to guide growth, strategic transitions, and successful exits.