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Top Application Software Family Offices

Explore 171 Application Software Family Offices that source acquisition and investment opportunities on Axial’s M&A platform.

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Axial Insights

Application Software Family Offices

171

Active Firms

2,279

TTM Deal Inquiries

$5M-$24M

Core Revenue Range

$1M-$4M

Core EBITDA Range

Top States by Activity

Florida 14%
California 10%
Texas 9%
New York 8%
New Jersey 4%

Key Attributes

Focus: Long-Term Ownership | Capital Source: Family-Backed Capital | Operating Approach: Buy & Hold

Showing 61-80 of 171 Family Offices

Sorted by recent activity

2M Investment Partners

2 Total Closed Deals
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2M Investment Partners (“2M”), backed by a multi-billion-dollar family office, invests in durable businesses for the long-term. 2M is building a concentrated portfolio of small- and mid-size businesses with strong cultures and promising growth opportunities. Run by former private equity professionals, 2M has the experience to quickly close transactions and support both organic and acquisition-based growth initiatives. 2M’s family capital backing means success is measured over decades or longer, solidifying focus on each portfolio company’s needs and not an investor’s timeline. 2M is…

Recent Transactions

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  • Oct 2020 Acquired Precision Laser Specialist
  • Jun 2019 Acquired Advanced Metals Machining

Li Family Office

2 Total Closed Deals
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My family has had liquidity events over the last few years from real estate and startup sales. Independently, I've also had quite a bit of professional success in the finance industry and have built up a significant net worth of my own. I currently work at an investment fund, and have had meaningful M&A experience in an investment banking role across megacap M&A, lower-middle-market M&A, restructuring, and spin-off related transactions. We're looking to redeploy some of our proceeds into well-run, capital-light, cash-flowing businesses with recurring revenue. In terms of business…

Recent Transactions

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  • Jul 2019 Advised Wyndham Vacation Rentals on an investment from Vacasa
  • Feb 2019 Advised General Electric on an investment from Danaher

BLY Returns

1 Total Closed Deal
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Silicon Valley based family office made up of experienced professionals seeking investment opportunities that will generate current double digit cash on cash returns. Prefer non real estate opportunities but will consider right real estate situation.

Recent Transactions

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  • Sep 2019 Invested in Dollar General

RiverForce Partners, Inc.

1 Total Closed Deal
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RiverForce LLC is a BIPOC-led and privately-held investment and advisory firm based in Boston, MA. Our investment arm focuses on venture and early-stage investments, and our advisory arm focuses on accounting, tax and related services.

Recent Transactions

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  • Oct 2019 Invested in Industrial-scale extraction operator (private company)

NT Capital Management

1 Total Closed Deal
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NT Capital Management is a single-family office based in the Bay Area, California, founded by the family running a multi-field corporation established in 1993. Our experienced management team utilizes a research-driven approach to allocate capital in a diversified portfolio across private equities and real estate holdings. Our commitment is to maximize your risk-adjusted returns.

Recent Transactions

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  • Dec 2013 Acquired Confidential Company

Joseph Libatique & Co.

1 Total Closed Deal
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We are committed to creating value with our partners through our unconventional approach, multi-industry scope, and counter-intuitive strategy.

Recent Transactions

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  • Oct 2014 Invested in A Bioethanol Company

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Ashford Capital Ventures LLC

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Ashford Capital Ventures is a family office private equity firm focused exclusively on control-investment opportunities in private entrepreneurial companies with revenues typically under $25 million. Ashford Capital Ventures is an investment arm of Clover Investment Group, a family-owned firm in Washington, DC that advises, finances and manages businesses in the hospitality and healthcare industries.

Recent Transactions

This member has no reported closed transactions.

Boxcar Brands

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D&H is a private investment firm focused on small to medium-sized acquisitions. We partner with exceptional companies seeking the next stage of growth. Post-acquisition, we work closely with our portfolio companies to drive measurable value for all stakeholders. The founders of D&H Brands, Dylan Kaplan and Helen Guo, are E-commerce operators. They founded Schoolyard Snacks, a $30MM+ DTC business now also with nationwide retail distribution. Previously, Dylan and Helen were featured on the Forbes 30 under 30 list as a result of their accomplishments.With their new entity, D&H,…

Recent Transactions

This member has no reported closed transactions.

eBuild Ventures

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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.

Recent Transactions

This member has no reported closed transactions.

Perpetual Capital Partners

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Perpetual Capital Partners is a private investment firm focused on small to medium sized acquisitions. We partner with exceptional companies seeking the next stage of growth. Post acquisition, we work closely with our portfolio companies to drive measurable value for all stakeholders.

Recent Transactions

This member has no reported closed transactions.

Claridge Group

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Claridge Group is a private investment firm focused on lower to middle market acquisitions. We partner with exceptional companies seeking the next stage of growth. Post acquisition, we work closely with our portfolio companies to drive measurable value for all stakeholders. 

Recent Transactions

This member has no reported closed transactions.

Shane Investments

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Since launching in June of 2013, our company, Pass the OT LLC (passtheot.com), has provided a study course and one-on-one personal tutoring for the NBCOT® Exam. We have helped over 3000 students pass their exams. Because many of these students had exhausted all the other preparation courses before passing with our program we have built a program to circumvent the mistakes students often make when they don’t pass. We have also partnered with over 50 universities and colleges to help their students pass. 

Recent Transactions

This member has no reported closed transactions.

EPIQ Capital Group

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EPIQ Capital Group is a boutique multi-family office delivering a high-quality client experience to prominent senior executives, founders, and early-employees of high-profile companies who have significant wealth. Adhering to a fiduciary standard of care, EPIQ does not have internally-managed proprietary funds. EPIQ clients are provided access to the investments and investing acumen that families of significant wealth deserve.

Recent Transactions

This member has no reported closed transactions.

Ambina Partners

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Ambina Partners is a Private Equity Firm that provides equity and debt capital to growth-oriented middle market companies.We partner with forward-thinking management teams in sectors including enterprise software, financial services / insurance, and other technology-enabled businesses. We provide companies with the strategic and operational support that delivers long-lasting results.

Recent Transactions

This member has no reported closed transactions.

Albemarle Management

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Albemarle Management is a family office that invests in small to mid-sized businesses. We look to partner with companies that are at an inflection point—whether they are preparing for growth, considering succession, or working through operational challenges. Our goal is to be a supportive, long-term partner with no set timeline for ownership, helping teams strengthen their foundation and create lasting value for all stakeholders.Before founding Albemarle Management, the principal gained experience as an investment manager with a focus on healthcare, business services, and retail.Selected…

Recent Transactions

This member has no reported closed transactions.

Blue Top Capital

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Blue Top Capital was formed with a vision to simplify investing by providing superior, institutional quality deals through an intelligent, easy-to-use technology platform.Our management team has extensive experience and a proven track record in institutional real estate investing and leading data technology businesses.We have a disciplined approach to investing in real estate that utilizes well defined strategies to target attractive market niches. We pair this with a rigorous, institutional quality due diligence and underwriting process and a focus on superior project execution to match risk…

Recent Transactions

This member has no reported closed transactions.

Sharif Management

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We are a family office with 20M capital raised following a successful exit of a previous business. We prefer to lead or coinvest in buyouts of existing ownership. We are based in Houston and are agnostic about geography but prefer to target b2b firms run by families with opportunities to shift company culture in a professional, growth-oriented direction.

Recent Transactions

This member has no reported closed transactions.

Cedarhurst Capital

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I am an experienced business operator with 15 years in fast-moving consumer goods (FMCG), including valuable “sell-side” experience, having sold a business in 2021 to a publicly listed company.I want to purchase a service or product business and care about growth, momentum, industry tailwinds, capital efficiency, and consistent profitability. This platform business would benefit from our team increasing sales and marketing efforts and improving operational excellence to scale up and generate growth.I aim to preserve and build on the owner’s legacy over the long term.Investment…

Recent Transactions

This member has no reported closed transactions.

Riverside Capital

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Riverside Capital is a private investment firm focused on small to medium sized acquisitions. We partner with exceptional companies seeking the next stage of growth. Post acquisition, we work closely with our portfolio companies to drive measurable value for all stakeholders.

Recent Transactions

This member has no reported closed transactions.

Sargi Group

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Sargi Group is a real estate investment firm focused on finding value in real estate in Florida. We focus on two main strategies:Land entitlementInfill development 

Recent Transactions

This member has no reported closed transactions.

Frequently Asked Questions

How are Family Offices in this directory ordered?

Firms in the Application Software Family Offices directory are ordered based on recent deal activity on Axial. The default order reflects observed market signals rather than a subjective ranking of firm quality.

What information is included in each Family Office profile?

Each profile provides information about the firm’s areas of focus, transaction criteria, and relevant activity on Axial’s M&A platform. Together, these details provide a clearer view of where a firm is active and the types of companies and opportunities most relevant for it.

What company sizes are most common for Application Software Family Offices?

Based on activity on Axial’s M&A platform, the core revenue range for Application Software Family Offices is $5M-$24M, with a core EBITDA range of $1M-$4M. Company size can be an important indicator of fit, as firms often concentrate their experience, resources, and transaction activity within particular segments of the market.

How important is Technology experience when evaluating Family Offices?

Relevant Technology experience can be an important consideration when evaluating a firm. Familiarity with the sector can provide a stronger understanding of its business models, market dynamics, valuation considerations, and transaction environment. The 171 firms included in this directory provide a starting point for identifying firms with relevant experience and activity in Technology.

Do all Family Offices in this directory focus exclusively on Technology?

Not necessarily. Many firms are active across multiple industries, so inclusion in the Application Software Family Offices directory reflects relevant experience or activity in Technology, rather than an exclusive sector focus. Individual profiles provide additional context on each firm’s areas of focus and activity within the sector.

How do I compare Family Offices with experience in Technology?

When comparing Family Offices with experience in Technology, consider factors such as size range, geographic reach, and recent transaction activity. These characteristics vary across the 171 firms included in the directory and can help identify firms that align with your needs.

How do I connect with Application Software Family Offices?

Axial can help you identify and connect with firms based on your objectives and what you are looking to accomplish. The process varies depending on your role and transaction needs. If you are interested in connecting with firms in the Application Software Family Offices directory, you can request information here.

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