welcome to

PHT Investment Group

An alternative investment and development platform with a deep focus on social impact.

 

Who We Are

our vision

We will be the leading Private Equity and Opportunity Zone Investment Firm, providing disruptive solutions and delivering competitive returns for our investors and stakeholders.

our mission

We will deliver predictable, sustainable, long-term value for our investors and stakeholders.

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our values

We will achieve our vision and mission with passion for excellence, honesty, ethical behavior, and uncompromising integrity.

What We Do

PHT Investment Group is an impact-driven Private Equity and Opportunity Zone platform operating within the Post-Harvest Ag space.

On the Private Equity side, PHT is launching PHT Growth Fund LP to acquire and redevelop Industrial pre-cooling and cold storage facilities in California and Arizona with a nationwide expansion strategy.

On the QOZ side, PHT Investment Group will continue to introduce opportunity zone projects for capital gains investors through PHT Opportunity Fund LP.

Our projects are designed to spur economic growth through vehicles like sustainable development, clean energy, and Qualified Opportunity Zone investments.

Our Expertise

Our investment team focuses on investment projects in the following asset classes:

INDUSTRIAL REAL ESTATE

INDUSTRIAL REAL ESTATE

AGTECH

AGTECH

RENEWABLE ENERGY

RENEWABLE ENERGY

PHT Investment Group

Investment Criteria

Target Industries

Industrial Real Estate, AgTech, Renewable Energy.

Size of Investment

$5 to $100 million of equity per investment

Transaction Types

Growth equity, buyouts, and recapitalizations

Typical Investment Period

10+ years

Our Team

At PHT Investment Group, we have a highly regarded investment team responsible for our disruptive strategies and acquisitions.

With entrepreneurial roots planted by our Founder  & CEO, our firm has developed extensive knowledge, experience, and industry networks. PHT Investment Group is operated by an investment team with more than 60 years of combined experience in transformation and turnaround investing, professional consulting, and negotiating M&As within privately-held companies.

Jim White, PhD

FOUNDER & CEO

Dr. Jim White is Chairman and CEO of Post Harvest Technologies, Inc. and Growers Ice Company, Inc., Founder and CEO of PHT Investment Group, and PHT Opportunity Fund LP, and Founder and President of JL White International, LLC. He is the author of several acclaimed books—most recently, and Broken America: Ten Guidingn Principles to Restore America and Opportunity Investing: How to Revitalize Urban and Rural Communities with Opportunity Funds. He is also author of the best-seller What’s My Purpose? A Jouney of Personal and Professional Growth, which has been lauded by such industry leaders as Steven M.R. Covey and Jack Canfield. Dr. White holds a B.S. in civil engineering, an MBA, and a doctorate in psychology and organizational behavior.

Jim is also the founder of the customized yearlong, leadership and management transformation process, The Circle of Success; Jim White’s Classic Movie Series; and The Red Carpet Tour.

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These innovative events have attracted more than 100,000 participants worldwide, including Fortune 500 CEOs, management teams, entrepreneurs, governments, and trade associations.

Dr. White achieved international recognition as CEO of Blount World Trade Corporation, owner and Managing Director of ACEC Centrifugal Pumps NV, Belgium, and as Vice President and Division Manager of Ingersoll Rand Equipment Corporation. Throughout his career, he has bought, expanded, and sold 23 companies, operating in 44 countries. Jim acquires struggling businesses to revive and develop them into profitable enterprises using his business turnaround strategy. To date, Jim has generated more than $1.8 billion in revenue.

Jim-White-PHT-Opportunity-Fund-LLC

Jim White, PHT Opportunity Fund LP

Chris Jackson

General Counsel

Chris Jackson holds a bachelors degree in Business from Cornell University and a J.D. from Loyola Law School. As COO, Chris brings more than 20 years of legal expertise to the team and leads business operations, finance, and development initiatives. He is responsible for deal flow management and driving the firm's strategic initiatives and enhancing the operational effectiveness of PHT Opportunity Fund's offerings. He has sophisticated knowledge in public and private M&A transactions, complex commercial contracts, and corporate and securities law matters. Chris has an extensive operations and financial services background, specializing in complex commercial contracts, mergers and acquisitions, supply and distribution contracts, real estate leases, and private placements.

Jake-Levison

Jakob Levison

Business Development & Investor Relations

Jakob Levison holds a bachelor’s degree in Philosophy, Politics, and Economics from the University of Pennsylvania, where he was recruited to play Varsity Baseball. Prior to joining PHT Investment Group, Jakob worked at Morgan Stanley Wealth Management, M&T Bank’s Management Development Program, and most recently BlockWorks Group – a fast-growing startup at the intersection of finance and blockchain technology. At BlockWorks Group, Jakob was responsible for generating new business opportunities in a Business Development capacity, before being promoted to lead Strategy and Operations. At PHT Investment Group, he is responsible for Business Development and Investor Relations, where he drives new business and manages investor relationships.

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Jakob leverages his comprehensive Financial Services background and leadership experience to help fundraise for the Salinas Campus Project while communicating and working together with prospective and current investors in the Fund.

Scott Klein

Director of External Affairs

Scott Klein is a well regarded community activist and entrepreneur. Scott is a published author who hosts the popular "Get Down to Business" radio show in Chicago and serves as an Officer in the US Army Reserves, as well as the Chairman of the Village of Skokie Economic Development Commission. Scott is a doctoral candidate and holds a master's degree in non profit management. He is an active leader for the Employer Support of the Guard and Reserve (ESGR). As Director of External Affairs, Scott brings his extensive community relations, communications and management experience to PHT Opportunity Fund's portfolio to drive awareness and growth.

Scott Klein_Director of External Affairs_PHT Opportunity Fund
Jake-Levison

Rick Treatch

Financial Controller

Rick Treatch holds a doctorate from Indiana Wesleyan University’s Doctor of Organizational Leadership program, a MS in Accounting from the University of Connecticut’s School of Business, a MA in Ministry-Leadership Studies from Lincoln Christian Seminary, and a BS in Business Administration – Accounting Option from California State University, Fresno.

Rick brings 40 years as a leader in accounting, operations, and administration to the team. He has an extensive background working with small and mid-sized family-owned and closely held organizations in a variety of industries including agriculture, equipment rental, manufacturing, not-for-profit, and travel. 

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Rick’s expertise includes systems analysis, design, and implementation, developing, coaching, and mentoring others, and developing and implementing strategies and plans that advance the organization while maximizing profits and minimizing costs. Rick has Big 4 audit experience and is a CPA licensed in California and Ohio.

buy-and-build

Investment Strategy

our

Specialty

 

We specialize in hands-on investments, careful asset and equity fund management, and long-term value creation.

WE COLLECT 

Information

 

We become familiar with every asset, and company we are investing in – including its employees and stakeholders.

WE ARE

Result Oriented

 

We understand the company’s and community’s goals and how our investment will help it achieve its objectives.

WE CARE

About Communities

 

We not only look at the investment opportunity but how the investment will impact the quality of life within the communities we invest.

We work with management teams and community leaders seeking to build value through these key objectives:

GROWTH

Accelerate growth through strategic investments. Enable companies and communities to take advantage of current market opportunities as well as investigate other potential business sectors.

CASH FLOW

Analysis of risk and profitability through cash flow statements and KPIs. Develop and plan strategies to enhance cash flow and support working capital management objectives.

PHT Investment Group

Corporate Sustainability

We’re doing business in an unpredictable world. Success requires new levels of resilience and agility, rooted in responsible practices that preserve our planet for future generations. Sustainability is now a crucial element to strategic business planning.

PHT Investment Group can help you plan a sustainable and profitable path forward with our disruptive alternative investment platform and deep industry expertise that address your goals in AgTech, infrastructure and operations, supply chain, electrification, energy and emissions management, and sustainability strategy.

We’re taking action to contribute to a more equitable, financially resilient future for all. Learn where we stand on our journey from purpose to prosperity for more people.

clients

PHT is dedicated to looking after and growing the value of our clients’ assets over the long-term. That includes a focus on sustainability.

Shareholders

We are Committed to Transparency
As an investor and advocate for greater transparency, PHT is committed to providing meaningful sustainability information to stakeholders.

employees

As an asset manager, the long-term sustainability of our firm is heavily dependent on our people. We make a deliberate effort to unify culture, encourage innovation, ensure that we are developing, retaining and recruiting the best talent, align employee incentives and risk taking with those of the firm, and to incorporate inclusion and diversity into all levels of our business.

communities

We create positive social impact by serving our communities, especially those located in qualified opportunity zones. We partner with nonprofits, corporations and our employees to create impact to help more people achieve financial security and opportunity, whether in our own communities or on a global scale.

We manage the environmental impact of our own operations

PHT recognizes that sound environmental management is central to our business, important to our employees and clients and key to securing our future. In our operations, PHT works to decouple company growth from environmental impact, while increasing the efficiency and resiliency of our operations.