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Asset Management & Custody Banks Independent Sponsors - Axial

Members (32 results)

Minerva Equity Actively Sourcing Deals

Independent Sponsor
  • Actively Sourcing Deals
  • This member has no reported closed transactions.

Minerva Equity is a boutique acquisition firm focusing on the lower mid-market.We acquire controlling stakes in companies that we believe to be well run, have a talented management team in place and ownership that is departing.We pride ourselves in having a "people first approach" to business.

Needham Heights Holdings, LLC Actively Sourcing Deals

Independent Sponsor
  • Actively Sourcing Deals
  • This member has no reported closed transactions.

Needham Heights Holdings, LLC (“NHH”) is an Independent Sponsor founded by Matthew Hogan. NHH is focused on acquiring lower middle-market companies in New England. NHH's sourcing criteria targets businesses with a stable cultures, defined growth prospects and within industries that Matt has operational expertise. Each opportunity is analyzed separately to determine the optimal sources and uses.Institutional and accredited funds comprise the firm’s capital base. Matt is a professional investor and has been managing pooled assets and portfolios for over a decade. Prior to forming NHH,…

Lavelle Investments

Independent Sponsor
  • 7 Total Closed Deals
Lavelle Investments is a family investment firm that supports businesses transitioning to the next phase of growth.We understand the importance of maintaining a company's reputation and culture, and we focus on preserving the family-feel that has been instrumental in building customer satisfaction and employee support over the years.With experience as both operators and investors, we bring robust analytical support to help the team drive sustainable, long-term growth and continued success.
Most Recent Transactions
Investor
Jan 2022
invested in
Investor
Aug 2021
acquired
Investor
Jul 2021
invested in
Investor
Mar 2021
acquired

Stallion Finance

Independent Sponsor
  • 6 Total Closed Deals
Stallion Finance ("Horses not Unicorns") is a private equity firm that invests in and acquires small businesses with the goal of growing them through predefined strategic improvement initiatives. Our team of professional entrepreneurs utilize both private equity investment and hands-on operating expertise, to design and implement our proven operating playbook. We target tenured (no start-ups) companies generating between $0.5mm to $5mm of EBITDA. While we are industry agnostic, we have a particular focus on internet based, software or technology companies that are generating stable,…
Most Recent Transactions
Advisor
May 2019
secured investment from
Investor
Nov 2018
invested in
Investor
May 2014
invested in
Investor
Apr 2010
invested in

Loyal Companies

Independent Sponsor
  • 2 Total Closed Deals
Loyal Companies is a PE company. We focus on strategic partnerships, acquisitions and opportunities. We help founders unlock the growth potential of their companies. We focus on providing a strong management team, and operation expertise that help our companies reach untapped potential. With our deep technology experience, we are able to provide and help with the ideal customer experience, product management and the people with in the business.
Most Recent Transactions
Investor
Oct 2022
secured debt financing from
Investor
May 2020
secured debt financing from

Newgate Capital Holdings

Independent Sponsor
  • 1 Total Closed Deal
Newgate Capital Holdings is a diversified financial services platform. We provide funding, advisory and investment banking services to small and medium sized clients. Our finance unit provides consumer, commercial and real estate lending products. Our advisory unit offers banking, acquisition, restructuring and asset management consulting services. We provide a full suite of services for buy-side and sell-side investment banking needs as well.
Most Recent Transactions
Investor
Jan 2018
invested in

True Vines LLC

Independent Sponsor
  • 1 Total Closed Deal
True Vines is helping finance businesses positively impacting the world in the midst of what we consider a massive shift. Our focus is particularly on businesses empowering the global digital transformation. We have mandates in the US and Africa with public and private sector stakeholders.
Most Recent Transactions
Advisor
Dec 2021
secured debt financing from

Nima Asset Management, LLC

Independent Sponsor
  • 1 Total Closed Deal
Nima Asset Management LLC was formed in 2008 to identify and purse direct special situation investments.  The Founder of Nima has extensive experience across a range of industries and financing types.  We have several active projects underway.  We actively seek value added co-investors.
Most Recent Transactions
Investor
Feb 2017
invested in

Digital Foundry Ventures, LLC

Independent Sponsor

    This member has no reported closed transactions.

Digital Foundry Ventures, LLC is a NY based venture, growth and buyout equity firm that focuses on investing in great businesses that are on the cusp of accelerated growth. Our objective is to create exponential value by establishing digital leaders in sector that benefit disproportionately from advanced technology. We look beyond transactional investing and focus on transformational investing.

ETFx Investment Partners

Independent Sponsor

    This member has no reported closed transactions.

ETFx Investment Partners offers investment and professional services based on our research of themes rooted in the confluence of long-term forces interlinking population, energy, food and water.

Scalewerks Holdings, LLC

Independent Sponsor

    This member has no reported closed transactions.

The ScaleWerks Holdings Model represents a radical departure from the “Traditional Private Equity Model” - it represents a new way of enhancing generational wealth through Long-Term Sustainable Value and Profit Creation for a Select Group of LP’s.Our strategy is to make control investments in middle market companies through acquisitions, special situations, corporate carve outs and turnarounds. We work with management to subsequently enhance enterprise value through operational/strategic initiatives and add-on acquisitions.ScaleWerks Holding's purpose is to provide sustainable…

Mont & Co

Independent Sponsor

    This member has no reported closed transactions.

Mont & Co. is a lower middle market sponsor that looks for profitable companies or brands valued between $10 million and $100 million with readily available opportunities to improve ESG health scores. We try and answer the following four questions in applying ESG principles to our investments: 1. Is the company measuring it’s ESG health in the following areas: water consumption, carbon footprint, diversity and inclusion of management and employee base? 2. Is the company disclosing the information by reporting and publishing the data? 3. Is the Company enforcing these initiatives by…

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