The mission statement of B-29 Investments is to provide equity, debt and mezzanine financing for oil and gas companies, real estate opportunities, and other third-party and B-29 affiliate companies to enable both entrepreneurs and proven management teams to accomplish strategic objectives.  These objectives are originally framed in the context of enhancing shareholder value.  Since B-29's inception in 1997, the entity has deployed capital in both the upstream and midstream sectors of the energy chain. In the real estate landscape, B-29 has developed as well as managed properties for affiliate and third-party companies primarily in the emerging shale plays throughout the contiguous United States. 

As part of this investment strategy, B-29 Investments provides management teams with strategic advice to enhance daily operations and, hence, to eventually obtain lower cost of capital financing through close relationships with commercial banking institutions. The close working relationship between portfolio company management teams and B-29 professionals is a hallmark of the firm's values and principles.

Unlike traditional private equity firms, B-29 Investments does not solicit funding from third-parties such as pension funds, high net-worth individuals and non-profit organizations. As a result, B-29 Investments is able to focus on a longer-term investment horizon instead of the time limitations imposed by a traditional private equity fund. This quality enables B-29 Investments to respond more appropriately to changing industry conditions, especially given the inherent volatility within the energy and real estate landscapes.