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.
We like to acquire majority ownership (51 to 100%) in family-owned small businesses, help them grow, and support them through our team of accountants and financial professionals. We value the opportunity to partner with operators and/or existing management by aligning our incentives so they can participate in the value they help create.
We also occasionally make minority venture investments in start-ups led by highly effective entrepreneurs with the potential to capture significant market share of a growing and attractive market.
If you are interested in selling us a business, recommending an investment, or joining our growing management team, please connect with us.
We are committed to excellence through hard work, continuous learning, goal setting, measurement and achievement.
We want to be proud of our current actions decades from now, because we maintain a high level of integrity, develop meaningful relationships, don’t sacrifice the long-term for the short-term and lead fulfilling lives and careers.
We foster a meritocratic, transparent, collaborative culture and reward all of our team members according to the value each contributes.
Josh Terry is the Founder and President of Shorewood Capital, a family-owned holding company based in Dallas, Texas.
Josh is also the Founder and President of Acis Capital Management, an investment adviser that has issued over $3 billion in securitizations since inception. Josh co-founded Acis in 2011, which he helped grow to $3.7 billion in assets under management before his departure in 2016. At Acis, Josh has served as portfolio manager for all accounts under management, including an award winning-hedge fund, several separately managed accounts, and seven CLOs. Josh rejoined Acis as President in February 2019 after acquiring it.
Josh previously ran the trading desk and structured products team at Highland Capital, where he also served on the investment committee and managed fixed income portfolios totaling over $10 billion of assets. He started his career at Stephens Inc. on the investment banking team. Josh has over ten years of experience investing in a wide range of asset classes, including structured products, bank loans, high yield bonds, distressed investments, credit default swaps, private equity, real estate and public equities.
In 2018, Josh was honored as one of five finalists for the Good Works Under 40 Award presented by the Dallas Foundation and Dallas Morning News for his charity work with Uplift Education.
Josh received a BBA in Finance and Economics, summa cum laude, from Baylor University, where he played on the men’s soccer team. He has earned the right to use the Chartered Financial Analyst® designation. Josh lives in Dallas, Texas with his wife, Jennifer, and their two children.