Capital strategy,
built to last.

Birch Equity is a family-owned strategic investment partner. We preserve and grow capital through innovative, strategic and disciplined private alternative investments, alongside like-minded co-investors and proven operators.

For investors For founders & sponsors

What we do

An owner’s approach to private investing.

We invest for the best term

Sometimes that means holding a position for years. Sometimes it means realizing a strong return over a shorter term. We do what is best for everyone with a stake in the outcome. Our holdings are diversified across healthcare, real estate and the financial sector.

We invest alongside others

Some opportunities are larger than one family should take on alone. We share those with a small circle of accredited co-investors who think about risk and time the way we do.

We back proven operators

We look for owner-operators and sponsors with a clear plan, honest numbers and a reason to want an engaged, aligned partner.

What we look at

Alternative investments, kept simple.

We focus on investments we can understand, visit and stay close to.

Operating businesses

Minority or majority stakes in established, owner-operated companies.

Real estate

Direct investments and sponsor-led projects, with a focus on Texas.

Sponsor-led deals

Investing as a limited partner alongside experienced, aligned sponsors.

For accredited investors

Looking for alternative investments?

Introduce yourself. When an opportunity fits your interests, we’ll share it with you directly, along with the full documents.

Introduce yourself

For founders & sponsors

Raising capital?

Tell us about your business or project. We read every submission and reply when there’s a potential fit.

Tell us about it

Who we are

A family, not just a fund.

Birch Equity is owned and managed by Weston and Shanna Nichols. Weston and Shanna have been happily married since 1991, and they love working together. When you work with Birch, you work directly with our family.