We buy overlooked businesses, and turn them into powerhouses
A founder-funded investment firm focused on stable cash flow, disciplined execution, and durable long-term value.
Our Background
COTT Investment Group is a founder funded investment firm that invests in stable, cash-flowing businesses with strong local demand and untapped potential. We focus on overlooked opportunities such as locally owned businesses that are already profitable, but lack the financial infrastructure, systems, and operational discipline needed to scale or horizontally integrate.
Our edge is bridging technical finance with real-world execution. We install structures, improve reporting, strengthen controls, find untapped revenue streams, and create repeatable operating systems that turn already solid businesses into durable, scalable platforms.
Our Core Principles
The principles that guide how we underwrite, operate, and compound value over time.
Fundamentals First
We prioritize real cash flow, repeat customers, and proven operating history. If a business does not work on today’s numbers.
Structure Creates Scale
Strong internal controls, disciplined FP&A, and clear operating procedures allow businesses to grow without losing control.
Deep Value Discipline
We focus on simple, “boring” businesses that are often undervalued because they lack larger market attention.
Financial Discipline
We bring deep expertise in accounting, valuation, and portfolio management to underwrite accurately and monitor performance with discipline.
Technology & Efficiency
We leverage automation, AI, and streamlined workflows to remove friction from operations — making good businesses even simpler and easier to scale.
Managing Partners
Ryan is a Managing Partner of COTT Investment Group, where he leads investment research, financial analysis, due diligence, and portfolio management across the firm’s investments.
Ryan comes from a background in quantitative finance and portfolio management, with experience in data-driven analysis, market research, asset allocation, and risk-adjusted return modeling.
At COTT, Ryan leads deep research initiatives across both traditional investments and digital assets. He focuses on rigorous due diligence, structured financial modeling, performance monitoring, and separating signal from noise in complex markets.
Ryan earned his two bachelor's degrees in Finance and Economics from the University of Arizona.
Jonathan is a Managing Partner of COTT Investment Group, where he leads accounting, financial planning and evaluation, and operational execution across the firm’s portfolio.
Jonathan comes from a background in public accounting and audit, with experience in technical finance including M&A, derivatives, debt structures, revenue recognition, and multi-entity ownership arrangements.
At COTT, Jonathan bridges technical finance with real-world execution. He focuses on tightening internal controls, building better processes, mitigating acquisition risks, and turning financial data into clear operating plans.
Jonathan is a licensed CPA and earned his bachelor’s degree in Accounting from the University of Arizona.