PRIVATE EQUITY
REAL ESTATE
VENTURE CAPITAL
GROWTH EQUITY

“The first rule of investing is: Don’t Lose. And the second rule of investing is: Don’t forget the first rule.”

– Warren Buffett

Coastal Investment Company, LLC is an investor in various real estate and private business investments, some or all of which are described and highlighted on this website. This website should not in any way be viewed as investment advice about or an offer to sell securities, nor an invitation from Coastal to provide any advisory services.

ABOUT

Coastal Investment Company is hyper focused on the private equity real estate and business sector in a number of related asset classes. We participate in single asset and multi asset Investment Opportunities.

Extensive Due Diligence

Coastal Investment Company consults with and employs multiple independent research and due diligence firms across the country. These firms are made up of attorneys and accountants that are specifically trained to provide us with a detailed and thorough assessment of the top syndicated real estate and business opportunities. This includes criminal and financial background checks of sponsors and developers, stress testing of financial models to make sure the mathematical assumptions hold up under stressful market environments and a thorough review of the partnership documents to make sure the agreements are fair and balanced.

Additionally, we make sure to put boots on the ground in the local areas to make sure assets are in place, demand drivers are legitimate and construction is in progress. This comprehensive analysis provides the foundation needed to ensure only the best-in-class, grade A opportunities are targeted.

Venture Capital & Growth Equity Sectors

Manufacturing
Software
Technology
Healthcare
Data storage
Oil & Gas (energy and renewables)
Medical
Construction
Engineering

Real Estate Sectors

Coastal Investment Company participates in the following commercial real estate asset classes.

Multi-family
Retail
Office
Self-Storage
Hotels
Mobile Homes
Land
Industrial
Essential Retail
Gas Station

Investment Opportunities & Strategic Team/Resources

Coastal Investment Company has assembled a comprehensive and knowledgeable team to ensures that we identify the best available opportunities that provide for potential capital appreciation and tax advantage benefits.

OUR VISION

Coastal Investment Company’s mission is to identify real estate and business opportunities. Coastal Investment Company invests in multi-family housing, self-storage facilities and other projects located throughout the United States. Using the combined knowledge and experience of its management team, Coastal Investment Company believes that it is in a prime position to identify attractive investment opportunities and be a trusted partner to our investment sponsors.

OUR TEAM

STRATEGIC PARTNERS

MATT CHANCEY, CFP - Coastal Equities Broker Dealer/RIA
Author & Creator Of “Your Guide To Taxes & Your Roth Conversion“

Matt Chancey is a certified financial planner that works with high income and high net worth clients nationally to legally reduce taxes on income or capital gains.

Mr. Chancey has been in the finance industry for over 15 years and as well as working directly with high profile clients, he is highly sought after for education, teaching, and guest speaking within the industry.

He is a respected advisor and has been featured in many national media outlets including the Orlando Sentinel, The Wall Street Journal, ABC, NBC, CBS, Fox News, CNBC digital, Bloomberg, and Investment News.

In Stores Spring of ‘23!

RICHARD F. HAYES, CPA
Hayes & Varga – A Division of MKA

Richard has over 30 years of public accounting experience. His areas of expertise include real estate, construction, hospitality, professional service businesses, aesthetic medical and general business. Richard & Renee Varga formally merged their boutique firm with MKA in November 2019. This merger was truly a union of strengths.

If we had to sum up Richard’s philosophy about managing a public accounting firm it would read: “Let’s go lite on marketing and focus on client service! If we take care of our existing clients, they will provide all the new business we need.”

Richard’s role at the firm and with clients is advisory. He utilizes his experience in public accounting and as an entrepreneur to assist clients with tax planning and structuring as well as financial decisions. Richard also spends his time seeking the latest in tax reduction strategies.

Previous firm experience includes 8 years at Clifton Larson Allen, and 25 years as founder, and later, partner in a boutique firm. Richard also has hands on experience as an entrepreneur, having been involved as a shareholder in several start-up businesses and has also acted as CFO for other businesses.

Education & Training

Certified Public Accountant – Florida

Bachelor of Science – University of Central Florida

Professional Activities

Florida Institute of Certified Public Accountants

American Institute of Public Accountants

AICPA Tax Section

Civic Activities

UCF Athletics Booster & Season Ticket Holder

Board Member, 1 More Kid

Ryan Hanks

Development Partner

As the Founder and CEO of Madison Capital Group, LLC, Hanks is a minority owner and board member of Coastal One, broker-dealers, and registered investment advisors. He also serves on the advisory board of New Republic Bank based in Charlotte, N.C. and is a member of the Charlotte Apartment Association (CAA), Urban Land Institute (ULI), National Multi-Housing Council (NMHC), Self-Storage Associated (SSA), and the Center for Transit-Oriented Development (CTOD). Hanks attended Liberty University to study Business Administration.

Responsible for overseeing the company’s investment and operating strategy, Ryan Hanks has more than 20 years of commercial real estate experience. He has been involved in more than $6 billion in commercial real estate transactions. He founded Cameron Property Company with a specific purpose: creating an opportunistic real estate venture in the alternative asset class space that would focus on seeking opportunistic returns in the Southeast region.

Michael J. Bruno

McDermott Will & Emery - Partner

Tax Law Firm

Michael Bruno focuses his practice on domestic and international tax planning for multinational companies, funds, and entrepreneurial families.

Michael has written numerous articles on international tax planning and frequently submits comments on statutory & regulatory promulgations.

As a strong proponent for pro bono legal services, Michael founded the Transactional Equal Justice Program with Legal Services of Greater Miami, which offers free legal advice to non-profits and low-to-moderate income small business owners, helping them to launch a business.

David N. Solander

McDermott Will & Emery - Partner
Compliance Law Firm

David N. Solander advises financial services firms on various regulatory, compliance and transactional matters arising in the asset management industry in and outside the United States. He focuses primarily on advising managers of private funds (hedge/trading, private equity, real estate, venture capital and other alternative structures) on regulatory issues arising under the Investment Company Act of 1940, the Investment Advisers Act of 1940 and other federal securities laws. David provides compliance advice to managers of all sizes, with respect to internal compliance reviews and assessing and developing compliance programs.

In addition, David assists managers with investment product structuring, organization, offering and operational matters, including mergers and acquisitions of investment advisers and provides support and guidance for investment advisers during examination or enforcement by the SEC. He also represents managers and sponsors in connection with fund formation for hedge funds, private equity funds and venture capital funds, with specific expertise in fund formation related to trading and investing in cryptocurrency, digital assets, and companies utilizing blockchain technology.

K. Michael Swann

Snyderburn, Rishoi & Swann - Partner
Compliance Law Firm

Since 1984, Snyderburn, Rishoi & Swann has represented investors, corporations, brokers and brokerage firms with a variety of civil and regulatory issues involving federal and state securities laws.

They represent securities brokerage firms, securities brokers and investment advisors as defense counsel when they have problems with government regulators such as the SEC or FINRA.

One reason you want Snyderburn, Rishoi & Swann on your team is that the firm’s partners bring significant securities experience to the table. Philip J. Snyderburn is the former Director of Securities for the State of Florida, Department of Banking and Finance, now known as the Department of Financial Services. He co-authored the last major rewrite of Florida’s securities laws in 1978.

Skinner Louis, Esq.

Foreign Investment EB-5 Attorney

Skinner is the Founder and Managing Partner of The Louis Law Firm, a full service insurance and EB-5 business immigration law firm. Currently, Skinner’s law firm is handling over $150 million worth of insurance policy disputes and has recovered on 1000’s of claims. Skinner also has his Masters in Taxation, which has produced an entrepreneurial spirit within his practice.

Skinner has not forgotten his humble beginnings. Being the child of Haitian immigrants has made him dedicate his practice to helping immigrants navigate opportunities through the American legal and financial system. Skinner is responsible for Coastal securing foreign investment through the specialized EB-5 process. He bridges the gap between foreign investors and Coastal investment opportunities. Through EB-5 visas, Skinner is helping create American jobs, while providing massive capital raising opportunities for founders and creatives throughout the nation. He has established a worldwide network of investors that has helped make Coastal a sought out capital partner for foreign investors.

When Skinner is not connecting people around the world, he enjoys the beautiful City of Orlando with his amazing wife and precious two daughters.

MANAGEMENT TEAM

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GREG MEERBAUM
Chief Executive Officer

Tel: 561-703-8865

greg@coastalinvco.com

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TYLER BLOECHINGER
Chief Finance Officer

Tel: 561-504-1560

tyler@coastalinvco.com

KEITH AHRENS
Chief Operating Officer

Tel: 407-929-5345

keith@coastalinvco.com

Coastal Media Co. was founded in 2014 by Greg Meerbaum and Tyler Bloechinger. In 2017, Keith Ahrens joined the team after a successful career with a top Fortune 500 company. Since then, they have launched and operated numerous businesses and investments in a wide variety of asset classes and have generated sales and operations of over $450,000,000.

The management team understands the importance of choosing high quality opportunities. As a combined management team, their personal portfolio includes interests in businesses and real estate with a combined overall asset value of over $2,500,000,000 (amount includes total value of the assets, not the specific value of the management team’s portfolio). Coastal Investment Company was created to identify unique and selective projects and assets that are not publicly available. The private equity market and its products must be navigated carefully with expert due diligence and a focus on how to determine which groups can hit their investment targets with high probabilities. They strive to find opportunities where they can partner with sponsors and assist in the creation of asset value.

TRAVIS BARR
Chief Construction Officer

Travis graduated from the University of Central Florida in 2009 with a major in marketing and a minor in real estate development. Travis played football for the UCF Knights where he was a star linebacker from 2005-2006 , and led the team to the 2005 Hawaii Bowl.

Since 2014, Travis has owned and operated TD Barr Construction in the Central Florida area. He has specialized in both residential/commercial development and cell tower site selection/consulting with some of the worlds largest companies. Travis' attention to detail has earned the respect of clients, lenders and others within the commercial/residential construction industry. He is committed to providing the maximum level of client satisfaction in every area of real estate.

SEAN CASPER
Managing Director

Sean Casper is the Managing Director for Coastal Investment Company, LLC. Sean comes from a 15-year background as a Residential Real Estate corporate leader. Sean moved to Coastal from the largest independent brokerage in the Country, Compass a Fortune 500 company, where he was the Regional Vice President of the Florida region. Sean’s experience has led him to oversee more than $15 Billion in commercial and residential sales volume transactions throughout his career.

Sean is responsible for introducing Coastals’ real estate private equity fund offerings to their investors and managing operations of the business alongside the C-suite team. Sean works with the board of directors to offer strategic direction, provide advice on utilization of company resources, communicate company and fund updates to investors and source new real estate syndication opportunities.

Sean’s is well respected by his mentors, staff and customers based on his core values of integrity, empathy and adaptability. Sean sets the example, measuring success through growth and development with his sleeves rolled up servant leadership style.

Sean lives in Delray Beach, Florida with his wife and two young children. When Sean is not talking real estate, you can find him with his family, swimming, cycling or running as Sean is an avid triathlete.

ALYSSA STEWART
Chief Technology Officer / Executive Assistant

Alyssa is a skilled developer with a vast knowledge of all aspects of the technology industry. She is experienced in a wide variety of web and software programming languages and applications. She has had years of experience with electrical components and computer infrastructure and is well rounded in all aspects of programming. Alyssa is the one that keeps us all on line, in line, all the time.

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BRANDON SHORES
Consultant

Brandon Shores has worked in commercial real estate for seven years in Miami as part of one of the top teams at Newmark. Brandon has drawn on his in depth understanding of finance and the impact cash flows have on asset valuations. He has been successful in applying financial analyses to create effective real estate strategies when looking to invest in any commercial real estate asset class; from office to retail to multifamily. His access to specialized investments and robust resources has proven successful for his clients and investors. Brandon received a Bachelor of Science degree in finance from the University of Central Florida and Bachelor of Accountancy degree from Florida Atlantic University.

KYLE ISRAEL
International Consultant

Kyle graduated from the University of Central Florida with a degree in interpersonal/organizational communication '08. Kyle was the starting Quarterback for the knights and led the program to its first ever conference championship in 2007. After graduation, Kyle spent time playing professionally overseas in Germany, Russia, and Poland.

For the last decade, Kyle has been an entrepreneur. Most notably from 15’ – 19’ he oversaw Franchise expansion, growth, fundraising, site selection and operations for a Central Florida restaurant franchise-taking them from 0-14 locations in four years. Prior to Coastal Investment Company, Kyle was co-founder & President of the startup NESTRE Health & Performance. Kyle successfully navigated the companies early fundraising rounds which gave him the unique experience fundraising in the Angel, Venture Capital, and Private Equity spaces. Today Kyle lives in Berlin, Germany where he will anchor our international investment efforts.

JAMAAL MAY

Professional Athlete Consultant

Jamaal is the President and Founder of The Prominent Group, a business management company specializing in sport and athlete development. He also serves in a business development capacity raising VC funding and securing partners for sports-tech and ed-tech startups. In addition to his successful career, the Locust Grove, GA, native was a defensive back for Georgia State University from 2010-2014, where he graduated with a Bachelor's Degree in Exercise Science. He continued his post-graduate education at the University of Central Florida and earned his MBA and Master's in Sport Business Management from the renowned DeVos Sport Business Management Program.

Previously, Jamaal has worked with Frisco, Texas-based sports agency, Team Sports Agency, along with the Kansas City Chiefs, Tampa Bay Buccaneers, and Oregon State Athletics Student-Athletes where he served in various personal and professional athlete development capacities. Jamaal, an entrepreneur by nature, also co-founded the Albert Wilson Foundation in 2016 and Trey Four Media in 2021. He is passionate about serving and creating pathways and opportunities for underserved youth in Metro Atlanta and throughout South Florida.

PATRICK PIXLEY
Consultant

Patrick is a native of Central Florida, He began his real estate career in 2014 and has continued to increase his sales and expertise year after year. Patrick’s extensive knowledge of the area is powered by his many years of extensive market research and feet on the ground approach. Patrick was awarded by Orlando Real Producers as one of the Top 35 Under 35 in Central Florida for 2019. Patrick has helped hundreds of buyers and sellers reach their goals, and prides himself on his tenacious and driven attitude. He now heads a team of realtors, instilling a solid foundation of customer service and reliability in all practices. He is well known by his clients to go above and beyond in all aspects of the transaction. He also prides himself on being committed to the Greater Orlando Real Estate Community.

STEVE JONES
Consultant

Steve Jones is a real estate and business executive with over 35 years industry experience from start-up phase to multi-billion dollar companies. His strength is rapidly scaling businesses by identifying the right leadership teams, focusing on product differentiation, and training employees to achieve operational excellence. He received a B.S. in Architecture from the Georgia Institute of Technology, and has taken Post-Graduate Real Estate and Business Courses from Georgia State University.

For 30 years, he worked for a global real estate company where he became an International Director and was part of the Project and Development Services Management Executive Committee. His expertise was in the multi-site restaurant / retail sector where he started and grew that national practice in to the largest specialty Project and Development Services practice. Due to his success in growing that practice, he was asked to grow the other national specialty project management practices which included Healthcare, Higher Education, Hospitality, Industrial, Sustainability and Brand Experience. They collectively achieved around 20% annual growth. His passion is helping teams deliver on their clients’ business goals by providing training on project management methodology, leadership development, relationship management and product differentiation.

Steve currently raises capital and invests in real estate and early-stage companies to help them grow. He believes that investors need alternatives other than the stock market to achieve asset preservation and exponential financial growth.

Steve enjoys mentoring others and he is on the board of several for-profit and non-profit companies.

LARRY FERRERE
Consultant

Larry Ferrere has been a serial software and services executive with over 40 years of enterprise and supply chain business expertise having worked globally to help grow companies and improve their business operations and efficiency while increasing revenue, profitability, and industry leadership. His leadership roles have spanned strategy, marketing, and business development across the manufacturing, retail, logistics, and healthcare industry segments, that also included raising venture and private capital and helping companies through their initial public offering and merger and acquisition processes. In 2001 he founded InterimONE, an executive management and strategy advisory firm, that has helped reposition and grow leading private and public companies by providing CxO leadership. Mr. Ferrere has also served on the Board of Directors and in Advisory Board roles for a variety of software technology companies.

ANGEL CORTES

Consultant

Angel Cortes has spent over 30 years in Automotive retail, holding key positions with some of the largest companies such as AutoNation, Sonic and Asbury. Angel has also been the owner of a Kia franchise. Angel has spent many years as an owner operator in the Hospitality, Hair/skin care, Music Entertainment and Advertising industries. Today, he’s actively involved in real estate investing and focused on the acquisition side of Private Equity with mid-size companies. Angel has lived in the exclusive Arnold Palmer’s Bay hill golf community for over 27 years and enjoys spending time with his family and his seven Grandchildren.

ALEX GOLDEN

Consultant

Alex brings over a decade of experience in real estate sales, marketing and property finance. Alex was a founding agent in the Southeast Florida territory for one of the country's largest real estate firms.

Alex brings a fresh take on the classic values of customer service and results oriented practices from working in the high-end luxury market of South Florida. He brings a wealth of knowledge on property and equity markets with a passion for economics and investment opportunities.