Sagemoore is a private equity firm focused on making investments in the lower middle-market. We utilize an evergreen fund structure with committed capital from family office investors resulting in a patient capital base.This structure offers a flexible investment horizon designed to maximize stakeholder alignment by focusing on true long-term value creation. Sagemoore’s investment principals each have more than 15 years of professional investing and healthcare operating experience.We seek to cultivate deep partnerships with entrepreneurs and experienced operating teams for the benefit of…
Obelysk is a family office with a long history of investing in, operating and growing businesses in North America.We seek to acquire high-quality businesses and grow their cash flow through a combination of organic growth, operational improvements and M&A.Our focus is on acquiring lower middle market companies in the following industries: business / industrial services, light manufacturing / processing, infrastructure services, and home services.
Rising Ventures Group, established as a family-run business, came to fruition as a result of the family’s shared passion for Entrepreneurship, Value Creation, Leadership, Culture-building, Core Values, and Community.Both parents have been successful business owners since the mid-80’s and have spent their careers in CPG, Retail, Healthcare, Consulting, Manufacturing and Distribution. With savvy business acumen, multiple start-up companies were created and successfully exited, realizing extensive wealth.The younger generation of three adult children have experienced professional success and…
NexGen Resources Corporation was formed in 1993 as a privately-held company dedicated to development and procurement of natural resources. Since its inception, NexGen and its affiliated entities have grown into a closely-held investment group managing a diverse portfolio of investments in companies at multiple stages of growth and across multiple industries, with an emphasis on the energy and natural resources industries.
Albion River (“Albion”) is a private direct investment firm, with a focus on Aerospace, Defense, and Government related businesses. The common thread between all of our investments is they operate in highly regulated industries and have limited correlation with the broader U.S. economy.Our capital comes exclusively from a handful of families, enabling us to hold businesses until they have reached their potential under our stewardship. Albion’s team has significant experience operating in regulated industries (e.g. insurance, healthcare, defense), collectively served under 7 different…
Fourshore Partners is a Miami-based private equity firm that focuses on lower middle market buyouts in the U.S. and Caribbean. Fourshore targets companies generating between $2m and $15m of EBITDA with enterprise values between $10m and $75m.Business Types/Situations:• Family-owned businesses • Management buyouts • Secondary buyouts • Corporate carve-outs/divestitures • Complex situations/turnaroundsIndustries • Marine Services • Financial Services • Agribusiness • Transportation & Logistics• Distribution • Business Services • Niche Manufacturing • Consumer…
Paul Sanar Ventures Company is focused on technology and cloud investments. We are hybrid Investment Fund that has been investing for over 15 years in cloud-based technologies. We help fund from seed to IPO, and we are currently focused on the lower middle market.Our managing partner Paul Sanar has 18 years of experience in M&A.
Real estate operator and developer that has expanded into the home services and property services industry. Acquired a residential garage door servicing and installation company generating $1M EBITDA. Also looking at home restoration (water) and asphalt repair/maintenance.
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 seeking long-term investments as part of a broader portfolio of operating companies. There is no mandate to return capital to investors. Our focus is on long-term returns and cash flow generation. We have built, bought and sold businesses. We intimately understand the frustration that comes with a sale…
Most Recent Transactions
Investor
Jul 2022
Preservation Holdings LLC
acquired
Air Assurance Heating, Air Conditioning, and Plumbing
Camp Lake Capital (“CLC”) is a Chicago-based private investment firm focused on acquiring and growing lower middle-market industrial businesses for the long-term. We seek to partner with leading industrial companies led by best-in-class management teams who desire to grow with and participate in the ownership of the business. In addition to providing capital, CLC also offers a network of operating resources who can assist with growth and operational improvement in a variety of ways, from new customer relationships and strengthening market share to increasing operating margins and sourcing…
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.
Taubman Capital (“TC”) is a private equity investment firm for the Taubman familyThrough TC, the family is building an investment portfolio of world-class businesses led by exceptional management teams outside of its core real estate holdingsThe firm’s flexible, long-term capital base offers sellers closing certainty, while also providing management teams with the ability to focus on building larger, more valuable enterprises without time constraints or exit pressuresTC has no outside investors – all internal capital means making investment decisions as true owners and the ability to…
Dogwood Grove Capital Partners is a private investment firm focused on small to medium-sized acquisitions and roll-ups. We are seeking acquisitions in the Southeast (TN, AR, MS, AL, GA), especially within three hundred miles of Memphis. We are actively seeking add-on acquisitions for Natureplex, a manufacturer of OTC pharmaceutical products (e.g., creams, ointments, gels, enemas, electrolytes). We are also actively seeking new platforms. We are operating as an independent sponsor rather than through a fund at this time.
With a robust heritage extending over forty years, our family office excels in the cultivation and preservation of multi-generational wealth, with a keen emphasis on real estate, financial services, and alternative investments. Our approach is rooted in leveraging profound industry insight to propel strategic investments that yield enduring value. Our team of seasoned professionals is committed to crafting tailor-made strategies that resonate with the core values of our family office, with a strong focus on sustainability and the fostering of innovation. It is our pledge to deliver…
LBAdvisors, LLC draws upon its internal industry professionals to add value in actively managing its investments including capitalizing on its expertise, analytical capabilities, maximizing strategic alternatives and focusing on the dynamics of the business. We apply large capitalization operating and financial talent and resources to special situation investments in the lower middle market. Our ability to access turnaround operators is one of the key differentiators of LBAdvisors, LLC.
Smith Ventures is a single family office that acquires and holds generational businesses long term. The family’s capital originated from founding and exiting multiple technology businesses, giving them a deep understanding of what it takes to build a successful organization.
Metro Global Ventures is an operationally-focused middle market private investment firm. We invest in and help grow smaller niche businesses with solid fundamentals and strong management teams. Our deep experience working with founder owned/operated small and mid-sized businesses sets us apart as a true investment partner. Our personal and strategic approach to helping entrepreneurs build leading organizations enables us to drive sustained growth and create long term value. As entrepreneurs ourselves, our mission is to provide capital to talented entrepreneurial executives to enable them…
SGH Strategic Investment Partners is a private investment company in Austin, Texas founded in 2019. We acquire control equity investments in established Texas-based companies in the professional services, wholesale distribution, specialized manufacturing and hospitality industries. Our founder, Sam Hanna, founded and built a substantial land surveying and engineering businesses. He sold a majority interest in the company to private equity and established our family office. Sam's lifetime of commercial experience provides our team with the unique capability to cultivate growth, develop and…
Family office with $150MM in capital to acquire lower middle market businesses. Our strategy, eBuild Ventures, is nestled within a public holdco called ENDI with a few cashflow generating businesses including a mutual fund with $2-3B AUM.
Minerva Ventures LLC is the New York based family office of Robert Bertagna. Minerva provides advice and equity investment in the industrial and infrastructure end-markets, education, and financial services. The target equity investment of Minerva is $25-$100 million.Robert's background includes 35 years as an investment banker with substantial M&A, financing, and managerial experience. He advised and financed both major public companies and PE firms. He is also currently a senior advisor to a PE firm and has been Chairman of the Board of a selective US liberal arts college.