Founder and CEO, Jeff Petro, co-founded and ran an organization that morphed through many different stages until ultimately it was acquired by HIG Capital in 2017. When the transaction was consummated, the company was the leading provider of consulting, consumer fulfillment and software for several niches in the financial industry.
The extremely challenging and diverse stages the company went through allowed Jeff to gain tremendous experiencein fields that most individuals would not have an opportunity to participate in.
- Managed company from infancy stages in 1999 with 2 employees, 1 location and revenues of $800k to over 100 employees, 5 satellite office and revenues exceeding 8 figures
- Oversaw acquisition, mergers and startups of 8 businesses.
- 20+ years of experience acquiring and managing commercial properties.
- Designed and implemented business succession plan to ensure continuity in the event of emergencies or the loss of a principal in the company
- Developed a consumer fulfillment program that was the beta for UPS as “What Can Brown DoFor You”
- Operated a flight department of 5 aircraft including 2 light jets and 4 full time pilots
- Designed, manufactured and imported consumer soft goods and consumer electronics
- Software storyboarding, development and deployment
- Strategic Tax Planning
Combined with Jeff’s personal experiences in traveling the world, the yachting industry, private and commercial aviation, his collection of classic and high-end vehicles, and purchasing and renovating many residential and commercial properties have afforded him the badge of “expert” in many different places.
After the sale of his company in 2017, Jeff found that scores of people he knew were asking for help and advice in many of his areas of expertise. This obvious need for guidance in the community was one that he felt he could confidently fulfill.
The startup Umbrella Group was formed out of this need. The Umbrella Group is a boutique firm comprised of a staff of hand-picked trusted individuals that are the liaison between its clients and a resource pool selected specifically for their talents, responsiveness and reliability. We have made the conscious decision to take on a limited number of select client to ensure we can provide the best experience possible.