Our Principals Bring Over 90 Years
Experience in Mergers & Acquisitions, and Corporate Finance.

A SIMILAR CULTURE, investment philosophy, and work ethic are all important. So too is the ability to uncover and source great ideas, build deep relationships, and deliver exceptional and consistent results.

At SHEFFORD, we believe these qualities truly distinguish us. Our founding partners have worked together for more than eight years and share the same philosophy of value creation that Shefford employs in managing its investments.

Our founding partners and Investment Committee are supported by a powerful team of intermediaries, investment and industry experts and back-office personnel.

Culture & Values

SHEFFORD’S FOUNDERS ESTABLISHED a culture based on their own partnership and friendship. We partner with whom we do business and maintain a shared sense of ownership across the firm. Today these core values remain ingrained in every aspect of our organization. They are also reflected by the values we live by:


Teamwork is at the heart of how we operate. We take enormous pride in our approach, operating pro-actively and collaboratively across businesses and geographies to achieve the best possible results. We continually look to help one another and work together toward common goals. We know from experience that we can achieve much more collectively than any of us could individually.


We conduct ourselves with integrity in everything we do. Our reputation – as individuals and as a firm – is paramount to us. Our word is our bond and “we say what we mean and we do what we say.” We are self-critical – acknowledging our mistakes and trying always to learn from them.


We readily accept accountability for our actions, inactions and decisions, both individually and as a firm. We also embrace the implied responsibilities of our approach: the obligation to speak up and say what we think and to respect and listen to our colleagues. We have the institutional and personal fortitude to say “no,” even at the eleventh hour. We deliver on our commitments – to our stakeholders, our partners, and one another.


We aspire to be the best at what we do and to lead by example. We set high personal and company standards, and then consistently try to exceed them. We attract self-motivated, highly capable, results-oriented people and invest heavily in their development. Our focus on impact and results creates a vibrant and meritocratic environment, directly linking individual performance with the firm’s investment success.

Shefford Group, LLC.

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