Below is a list with information on 49 Texas Family Offices. All of the Texas Family Offices included in this Directory were populated with information from Axial’s digital M&A platform. If you are interested in connecting with more Texas Family Offices like these, you can click here to discuss joining Axial with a member of our team. Whether you’re looking to sell a business, raise capital, or find your next investment opportunity, Axial can help connect you with the right deal partner at the right time.
Now in its fifth decade, Sowell & Co. is a family investment office investing in private equity, oil & gas, and land development. The partners invest their own capital in each venture, rather than raising outside funds, and believe that such investment creates a longer term investment horizon that…
FM158 Holdings is a family office focused on investing in private companies including but not limited to business services, healthcare, manufacturing, industrials, utility services, and energy. We partner with successful owner-led businesses seeking a pathway for growth or exiting the…
Ocho Capital is an investment firm that hires powerful leaders and provides them with personal growth and business learning opportunities to become highly effective CEOs. We then invest our own capital as they find, acquire, and operate high-quality businesses that Ocho will own forever.
Lang Partners is a real estate development firm and family office investor that focuses on long-term value creation across a portfolio that spans diverse industry sectors and asset classes. Our investments range from real estate, public equity, and leveraged buyouts to acquisitions, fixed income,…
Founded in 2017, Surge is a Dallas-based Family office. Surge generally focuses on businesses in the business services, healthcare, online businesses, and specialty goods industries. Primary characteristics sought are companies with high recurring revenue and predictable cash flows with EBITDA of…
Thrive Five is a single family office with expertise in healthcare and outdoor building products. We have founded, built, sold and invested in businesses, over the past twenty-five years. To us, good business is about more than just profit. It's about purpose. Our purpose is to found and invest in…
Treaty Oak is an Austin-based private investment firm with capital commitments from two Texas family offices.We partner with privately held and family owned businesses to address funding needs, ownership transitions and succession planning issues while preserving legacy, existing culture and…
Shanahan Operating Partnership is a 25 year old private family investment firm focused on small to medium sized acquisitions. We seek to provide a favorable exit to seller's while adding depth to our portfolio.
Preservation Holdings is a group of family offices based in Dallas/Fort Worth, who are seeking to deploy committed capital through multiple control investments. We primarily invest in B2B and B2C Services companies in the Lower Middle Market, as well as other compelling opportunities. We are…
Most Recent Transactions
Investor
Jul 2022
Preservation Holdings LLC
acquired
Air Assurance Heating, Air Conditioning, and Plumbing
Cartess Investments is a private investment group based in Dallas, Texas. Our Principals have deep experience in the manufacturing space as entrepreneurs, business owners, and investors. We currently have four platform investments in the paper and packaging, furniture, B2B, and agriculture…