Permanent perspective
We are not constrained by a conventional fund cycle. Our horizon supports thoughtful decisions and durable value creation.
Private family office · Memphis, Tennessee
Capital with an
operator’s perspective.
We invest permanent family capital and operating experience to build durable enterprises across healthcare, technology, consumer finance, and essential services.
01
The Firm
We are a family of builders investing for the next generation.
Shaheen Strategic Investments was established as a private vehicle for the Shaheen family to acquire, build, and support enduring businesses.
Our point of view comes from decades inside operating companies. We understand the realities of leadership, growth, technology adoption, and disciplined execution because we have lived them.
02
Investment Approach
Our investment lens
Patient by design.
Active by nature.
Operating discipline
Strategy matters, but execution compounds. We bring practical experience scaling teams, systems, and organizations.
Aligned partnership
We value trust, accountability, and direct communication with founders, management teams, and strategic partners.
03
Portfolio Companies
Selected holdings
Built across sectors.
United by ambition.
Our portfolio reflects the family’s operating experience and conviction across healthcare, financial technology, software, and essential consumer services.
Behavioral Healthcare
Falcon Behavioral Services
Behavioral Healthcare
Aloft Behavioral Health
Essential Home Services
Ranger Wildlife
Automotive Services
White Glove Auto Service
Technology Holdings
ADB Tech Holdings
NIKIWRITES
Publishing & Media
Niki Writes
Consumer Financial Technology
Mo CrowdSavings
9 Figures
Of enterprise value created in the market
37+
Years of behavioral healthcare leadership
13
Hospitals built across eight states
23+
Markets reached through platform expansion
04
Institutional Partnerships
Partner with the portfolio
Scale is built through the right relationships.
We are continually seeking distribution, strategic, and institutional partners who can help our portfolio companies expand their reach, accelerate adoption, and create durable enterprise value.
Explore a partnership
05
Leadership
The Shaheen family
Experience across generations.
Four distinct operating perspectives aligned around long-term ownership, disciplined growth, and responsible stewardship.
Founder & Chairman
Jim Shaheen
Jim founded Shaheen Strategic Investments after more than 37 years building and leading behavioral healthcare organizations.
Profile
Jim currently serves as CEO and a Board Member of New Season. Previously, he founded Strategic Behavioral Health, which grew from inception to 13 hospitals across eight states with revenues approaching $200 million.
He chairs the UT Health Science Center College of Medicine Board of Visitors and serves on the boards of the Jason Foundation, the JC Runyon Foundation, and the National Association for Behavioral Healthcare Education and Research Foundation.
Philanthropy & Education
Niki Shaheen
Niki is the Founder and President of the JC Runyon Foundation and an accomplished educator and author.
Profile
Since 2010, the JC Runyon Foundation has provided more than $700,000 in tuition support to students affected by behavioral health disorders.
Niki spent 18 years in education and is the author of Finding Kelly Albright. She holds a master’s degree in Leadership and Policy Studies from the University of Memphis.
Entrepreneur & Operator
James T. “JT” Shaheen III
JT builds and scales companies at the intersection of disciplined operations, consumer services, and applied technology.
Profile
As a founding member and former President of Southern Roofing & Renovations, JT helped scale the company from a local startup into a residential roofing platform operating in more than 23 markets.
He later founded JS Software Services and ADB Technologies. He completed MIT Sloan Executive Education’s Artificial Intelligence: Implications for Business Strategy program and was named to the Memphis Business Journal’s 2025 40 Under 40 class.
Behavioral Health Executive
Jacob Shaheen
Jacob is the Founder and CEO of Falcon Behavioral Services, an outpatient behavioral healthcare provider.
Profile
Previously, Jacob served as Director of Business Development for UltraGroup, where he helped implement a referral-development program across more than 50 sites nationwide.
He holds a bachelor’s degree in Healthcare Administration from Auburn University and an MBA from the University of Tennessee at Chattanooga.
Start a conversation
Partnership begins with alignment.
For investment, operating, and strategic partnership inquiries, connect with Shaheen Strategic Investments.