EVERBRANCH CAPITAL GROUP
WHO WE ARE
Investing at the intersection of investment and purpose
While traditional investment firms focus on IRR and portfolio diversification, we take a different path – backing operators of exceptional character, building infrastructure, and enabling scalability across a connected ecosystem of outdoor-focused businesses. Our entrepreneurial DNA, relational depth, and long-term commitment to impact and legacy set us apart. We don’t just invest – we partner for lasting value.
THE EVERBRANCH TEAM
Joe Carter
Founder, Leader
Joe Carter is the CEO of Everbranch, providing strategic, financial, and operational leadership. He plays a key role in shaping and executing the company’s vision, strategic plan, and significant investments.
Joe is an authentic, stakeholder-centric business operator with over twenty years of experience facilitating team growth and cultures of excellence. He’s led Inc. 5000 firms for multiple years, had three successful exits, transitioned to PE-backed C-Suite Leadership, and built a successful M&A engine, including diligence, financial, and integration teams.
Everbranch is the culmination of Joe’s experience helping high-growth teams facilitate authentic, transparent, stakeholder-focused company cultures, combined with an intense focus on sound business fundamentals and repeatable processes often found in Private Equity.
Joe has completed his MBA at Oxford and is an alumnus of Harvard Business School, having completed the 44th Cohort of the OPM program.
Reese Lovell
PARTNER & PORTFOLIO MANAGER
Reese Lovell is a Partner at Everbranch, where he oversees real estate deal sourcing and execution and leads the company’s marketing efforts. His expertise in identifying and closing real estate opportunities is key to Heritage's continued growth and success.
Before joining Everbranch, Reese spent six years as a ranch real estate broker, specializing in ranch and farm sales and land value creation. His time at Eagle Land Brokerage allowed him to develop a deep understanding of rural property transactions and land investments, which he now brings to Everbranch’s operations. Reese studied at the University of Arkansas at Fort Smith.
Terry Benham
CSO
Terry Benham is a Partner and Chief Strategy Officer at EverBranch, where he leads the firm’s strategy and growth efforts. He has more than 25 years of executive and board-level leadership experience in strategic consulting, governmental affairs, public relations, and entrepreneurship.
Terry plays a key role in advising the leadership teams of EverBranch’s portfolio companies on long-term growth strategies, branding, and regulatory issues. His depth of experience and global relationships help drive solutions for our portfolio and the communities we invest in.
Terry is an avid outdoorsman and waterfowl hunter. He is a veteran of the U.S. Army and attended the University of Arkansas.
David Robinson
Project Manager
David Robinson is a Project Manager at Everbranch, where he leads the company’s onsite property improvement and development efforts and works closely with Reese Lovell on real estate deal sourcing. Since February 2024, David has managed Heritage’s Colorado holdings and projects in Arkansas, ensuring successful development and property enhancements.
Before his work at Everbranch, David was the Principal Broker at TurnKey Property Management, overseeing the development and management of over 900 properties across Central Arkansas. Earlier in his career, he held positions in commercial real estate with Flake & Kelley Commercial and Davis DuBose Knight Forestry & Real Estate.
David holds a Master of Arts in International Relations from the University of St. Andrews and completed an executive education program on Real Estate Management at Wharton in 2024.
Stuart McLendon
CFO
Stuart has spent his 20-year professional career helping other leaders achieve their goals, specializing in leadership, finance, and accounting. During his career, he has had the opportunity to learn how to build vibrant, organic teams and businesses. He has served DYNE Hospitality Group as CFO since 2018 and has helped lead the company from 16 to over 100 operating locations. Stuart also oversees their ongoing real estate development work.
Before DYNE, Stuart became a nationally recognized expert on financial analysis, corporate structures, and business valuations through CFO Network. Stuart is a native of North Little Rock, Arkansas, where he resides with his wife, Mandi, and their three children. He is an Eagle Scout and graduated from Catholic High School for Boys and from the Donaghey Scholars at UA Little Rock with degrees in Finance and International Business. He takes pride in community service and building a better central Arkansas.