Amzak Capital Management: Company Profile

Background

Overview

Amzak Capital Management is a diversified investment firm specializing in private equity, real estate, fixed income, and industrial businesses. Founded by the Kazma family, the firm is headquartered in Boca Raton, Florida, and operates primarily in the Americas region. Amzak's mission is to preserve and generate wealth through active and flexible investment management, leveraging its entrepreneurial heritage. The firm's vision is to be a leading asset manager and private equity investor, recognized for its strategic approach and commitment to value creation.

Industry Significance

Amzak Capital Management holds a significant position in the investment management industry, particularly within the private equity and real estate sectors. Its diversified portfolio and strategic investments have contributed to the firm's reputation as a key player in wealth preservation and generation.

Key Strategic Focus

Core Objectives

Amzak's primary objectives include:

• Wealth Preservation and Generation: Implementing strategies that safeguard and grow capital for stakeholders.

• Diversified Investment Portfolio: Maintaining a balanced mix of assets across private equity, real estate, fixed income, and industrial sectors.

• Active Management: Engaging in proactive investment management to identify and capitalize on opportunities.

Areas of Specialization

The firm specializes in:

• Private Equity: Investing in companies with platform potential, typically generating $40 million to $200 million in sales and $4 million to $25 million in EBITDA.

• Real Estate: Originating, structuring, and servicing real estate debt and equity investments nationwide.

• Fixed Income: Managing fixed income securities to provide stable returns.

• Industrial Businesses: Investing in and managing industrial companies to drive growth and operational excellence.

Key Technologies Utilized

While specific technological platforms are not detailed in the available information, Amzak employs advanced financial modeling, data analytics, and market research tools to inform investment decisions and manage its diversified portfolio effectively.

Primary Markets Targeted

Amzak focuses on markets within the Americas, with a particular emphasis on the Southeastern United States, as evidenced by its investments in companies like Trace Staffing Solutions, headquartered in Savannah, GA.

Financials and Funding

Funding History

Amzak has demonstrated a strong capacity to secure substantial funding to support its investment activities:

• October 2025: Closed a $200 million warehouse facility with Axos Bank to expand its multifamily construction lending platform.

• January 2018: Acquired the majority ownership of StampTech, Inc., merging its operations with AOC MetalWorks, forming a metal stamping and fabrication platform with revenues exceeding $80 million.

Total Funds Raised

While specific cumulative funding figures are not disclosed, Amzak's strategic investments and partnerships indicate a robust financial foundation supporting its diverse portfolio.

Notable Investors

Specific details about individual investors are not publicly disclosed. However, partnerships with financial institutions like Axos Bank highlight Amzak's ability to attract significant investment from reputable entities.

Utilization of Capital

Capital raised is strategically allocated across various sectors:

• Real Estate: Financing multifamily construction projects to address housing demands in supply-constrained markets.

• Industrial Manufacturing: Expanding metal fabrication and stamping capabilities through acquisitions like StampTech and AOC MetalWorks.

• Staffing Solutions: Supporting the growth of staffing companies such as Trace Staffing Solutions to enhance service offerings in the Southeastern U.S.

Pipeline Development

Key Pipeline Candidates

Amzak's pipeline includes:

• Multifamily Construction Projects: Ongoing financing of over 5,500 units across 21 projects in states like Florida, South Carolina, Texas, Arizona, Connecticut, and New Jersey.

• Industrial Manufacturing Ventures: Integration of StampTech and AOC MetalWorks to strengthen metal stamping and fabrication operations.

• Staffing Solutions Expansion: Growth initiatives for Trace Staffing Solutions, including geographic expansion and service diversification.

Stages of Development

The firm is involved in various stages of development:

• Real Estate: Active financing and development of multifamily projects.

• Industrial Manufacturing: Post-acquisition integration and operational scaling.

• Staffing Solutions: Strategic growth and market penetration efforts.

Target Conditions

Amzak targets:

• Supply-Constrained Real Estate Markets: Addressing housing shortages through multifamily construction.

• Growing Industrial Manufacturing Sectors: Enhancing capabilities in metal fabrication and stamping.

• Expanding Staffing Needs: Meeting the demand for staffing solutions in the Southeastern U.S.

Anticipated Milestones

Key milestones include:

• Real Estate: Completion and occupancy of multifamily units.

• Industrial Manufacturing: Achieving operational synergies and revenue growth post-merger.

• Staffing Solutions: Expansion into new markets and service lines.

Technological Platform and Innovation

Proprietary Technologies

Specific proprietary technologies are not detailed in the available information.

Significant Scientific Methods

Amzak employs advanced financial modeling, data analytics, and market research methodologies to inform investment decisions and manage its diversified portfolio effectively.

Leadership Team

Key Executives

• Mike Kazma: President of Amzak Capital Management.

• Luis Espinal: Head of Real Estate at Amzak.

• Tom Collins: President of AOC MetalWorks.

• Pam Cole: Founder of Trace Staffing Solutions.

Professional Backgrounds and Contributions

• Mike Kazma: Leads Amzak's strategic direction and oversees investment operations.

• Luis Espinal: Manages real estate investments, including the multifamily construction lending platform.

• Tom Collins: Guides the integration and growth of AOC MetalWorks post-merger.

• Pam Cole: Drives the expansion and operational excellence of Trace Staffing Solutions.

Leadership Changes

Recent Appointments

• Scott Roth: Promoted to CEO of Trace Staffing Solutions as part of the recapitalization in April 2017.

Predecessor Roles

• Pam Cole: Transitioned from CEO to Chairman of the Board following the recapitalization.

Competitor Profile

Market Insights and Dynamics

The investment management industry is characterized by a diverse range of firms offering various financial services. Key competitors include:

• BBX Capital: A public company with a focus on real estate and investment management.

• H.I.G. Growth Partners: Specializes in private equity investments in lower middle-market companies.

Competitor Analysis

• BBX Capital: Engages in real estate development and investment, with a significant presence in the Southeastern U.S.

• H.I.G. Growth Partners: Focuses on growth equity investments, targeting companies with strong growth potential.

Strategic Collaborations and Partnerships

Amzak has formed strategic partnerships to enhance its investment capabilities:

• Axos Bank: Provided a $200 million warehouse facility to support Amzak's multifamily construction lending platform.

• Fifth Third Bank: Provided debt financing for the acquisition and merger of StampTech and AOC MetalWorks.

Operational Insights

Amzak's strategic considerations include:

• Market Position: Leveraging its diversified portfolio to mitigate risks and capitalize on market opportunities.

• Competitive Advantages: Active management approach, flexibility in investment strategies, and strong industry relationships.