Crestmont Investments

Crestmont Investments is a New York–based private investment and advisory firm founded in 2017. The firm focuses on strategic investments, capital formation, and special situations across energy, healthcare, and real assets, partnering with select management teams and investors on transactions intended to create long-term value.

Leadership includes Founder and Principal David M. Beach and Principal L. G. Schafran, with Kevin R. Flynn serving as Managing Director. Crestmont's approach emphasizes commercial-stage businesses with demonstrated revenue, concentrated underwriting, single-asset SPVs and dedicated holding vehicles, and positions underwritten to a defined exit thesis at entry.

Sector coverage spans upstream, midstream, and energy-transition opportunities; commercial-stage healthcare services, medical devices, and life sciences; and real estate, infrastructure, and natural-resource real assets. The firm works with a limited circle of qualified and accredited investors and provides investment advisory services through Crestmont Capital Management LLC, an Exempt Reporting Adviser with the U.S. Securities and Exchange Commission.