The Strategic Group
Private equityDorado Beach · 5 people tracked
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Investment thesis
The Strategic Group is a boutique, multi-national private equity firm that acquires, invests in, develops and operates companies across a broad range of industries, with core competencies in technology, bioscience, fintech and hedge fund sectors. Its asset management arm, The Strategic Group PR, was relocated to Puerto Rico to take advantage of tax incentives under Acts 20, 22 and 273 (now Act 60), making the firm one of the first to relocate under these laws. The firm also founded the 20/22 Act Society, a membership organization supporting individuals who have moved to Puerto Rico under these programs.
Source: firm website, verified Nov 8, 2026.
Team · 5 people
from the firm's websiteFounder of The Strategic Group PR in 1996, Robb began his career in investment banking before launching a short-focused hedge fund. He now oversees a proprietary PE firm and co-founded the 20/22 Act Society in Puerto Rico. He holds an MBA in Finance and a BS in Business Administration from the University of Florida.
Chief Portfolio Manager with over 20 years in banking covering risk mitigation, process improvement, and operations. He spent much of his career at Wells Fargo across Canada and the US, leading teams in commercial lending, M&A, and auto financing. He holds an Economics degree from Carleton University.
In-House Corporate Counsel formerly Of Counsel at DLA Piper, specializing in corporate, securities, and tax law. She has represented private equity funds, hedge funds, and investment companies in securities transactions and M&A. She holds a J.D. from Inter American University of Puerto Rico, a B.A. from NYU Stern, and an LL.M. from NYU School of Law.
Executive Director with more than 10 years of experience across production, marketing, financial services, bio science, real estate, and non-profit sectors. She has served as Executive Director since 2013, focusing on strategy, change management, and organizational design. She earned a B.A. in Management from UAGM in Puerto Rico.
CFO of The Strategic Group and a Florida-licensed CPA who began her career as a financial auditor at Arthur Andersen. She manages the firm's finances and accounting systems, overseeing an internal accounting staff and external consultants. She graduated from Ohio State University in 1980.
Frequently asked questions
- What sectors does The Strategic Group focus on?
- The Strategic Group focuses on AI & Machine Learning, Biotech, Deep Tech, Fintech, Healthtech.
- Where is The Strategic Group located?
- The Strategic Group is headquartered in Dorado Beach, PR.
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