Shorewood Capital is family-owned and invests the capital of its affiliates in other businesses, venture investments, real estate and securities. We value the opportunity to partner with operators and existing management by aligning our incentives so they can participate in the value they help create. We make minority investments in businesses led by highly effective entrepreneurs with the potential to capture significant market share of a growing and attractive market.
Exceptional Leadership
Founders and management teams with strong judgment, integrity, and the ability to execute through complexity.
Attractive Market Dynamics
Businesses operating in growing markets with structural tailwinds and the potential to capture meaningful share over time.
Scalable Business Models
Companies with clear paths to durable growth, strong unit economics, and the ability to compound value.
Aligned Partnerships
Opportunities where incentives are aligned and we can partner constructively alongside management and other stakeholders.
Flexible Capital Needs
Situations where patient, long-term capital can support growth, transitions, or opportunistic investment.
Relentless Pursuit of Excellence
We hold ourselves to a high standard grounded in preparation, continuous learning, and disciplined execution.
Long-Term Orientation
We make decisions with a long-term perspective prioritizing integrity, enduring relationships, and outcomes we will be proud of over time.
Aligned Incentives
We invest alongside operators and structure partnerships so that success is shared and incentives remain aligned over the long term.
Josh Terry
Founder & President
Josh Terry is the Founder and President of Shorewood Capital, a Dallas-based single-family investment firm. He is an experienced investor across public and private markets with over 20 years of experience spanning structured credit, private equity, real estate, venture investments and public securities.
He is also the President of Acis Capital Management, an investment adviser that has issued over $3 billion in securitizations since inception. Josh co-founded Acis in 2011 and helped grow the firm to approximately $3.7 billion in assets under management before his departure in 2016. He re-acquired the business and returned as President in 2019.
Earlier in his career, Josh ran the trading desk and structured products team at Highland Capital, where he served on the investment committee and managed fixed income portfolios totalling over $10 billion of assets. He began his career in investment banking at Stephens Inc.
In 2018, he was named a finalist for the Good Works Under 40 Award presented by the Dallas Foundation and The Dallas Morning News for his work with Uplift Education.
Josh graduated summa cum laude from Baylor University with a BBA in Finance and Economics, where he also played on the men’s soccer team. He holds the Chartered Financial Analyst® designation. He lives in Dallas with his wife and two children.