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Top Banks Family Offices

Explore 13 Banks Family Offices that source acquisition and investment opportunities on Axial’s M&A platform.

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Axial Insights

Banks Family Offices

13

Active Firms

466

TTM Deal Inquiries

$5M-$16M

Core Revenue Range

$1M-$3M

Core EBITDA Range

Top States by Activity

California 12%
Florida 11%
New York 11%
Texas 6%
Illinois 5%

Key Attributes

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

Showing 1-13 of 13 Family Offices

Sorted by recent activity

Bluff Point Associates

2 Closed Deals via Axial 27 Total Closed Deals Actively Sourcing Deals
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Bluff Point Associates is a Family Office based in Westport, Connecticut. Bluff Point actively invests in information services companies supporting the banking, trust, securities, retirement and wealth management sectors of the financial services industry, as well as the healthcare information services sector.Bluff Point Associates invests in growth companies in the financial services and healthcare industries and looks for the following in potential investments:• Recurring revenue model• Technology as a core competency• Strong senior management• The ability to gain a control…

Recent Transactions

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  • Aug 2023 Acquired AXONI
  • Aug 2023 Acquired untapt
  • Aug 2023 Acquired StaffGarden
  • Aug 2023 Acquired VISIONLAB

119th Street Capital

1 Closed Deal via Axial 3 Total Closed Deals Actively Sourcing Deals
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At 119th Street Capital, we invest exclusively in firms within financial services. We partner with growth-oriented leaders to build exceptional firms, leveraging specialized sector knowledge and a vast network of industry contacts.

Recent Transactions

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  • Oct 2025 Acquired Confidential Company
  • Sep 2025 Acquired Confidential Company
  • Oct 2024 Acquired Confidential Company

VIP MSG, LLC

1 Closed Deal via Axial 1 Total Closed Deal Actively Sourcing Deals
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VIP MSG is a single-family office formally established in 2015, however, the principals have been investing in and operating businesses together for over 20 years. The firm invests across all asset classes and has a long-term investment focus. The principals of the firm bring an expertise in starting, operating, and growing companies across many different industries. With backgrounds in management consulting, Wall Street, and commercial banking, the team at VIP MSG has been successful in investing and operating companies in the following industries: home health care, social work…

Recent Transactions

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  • Jun 2021 Acquired Confidential Company

SIG Partners

34 Total Closed Deals Actively Sourcing Deals
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SIG is an investment firm that has acquired 30+ companies in the last 6 years. What makes SIG special is our team of highly qualified Operators we bring into our firm and place as CEO or GM in the companies we acquire. This allows ownership to transition out successfully within 30-45 days. SIG brings 90% to 100% cash to close. SIG is a high-probability-to-close-buyer. SIG is always committed to preserving the legacy, brand names, and existing employee pool of all of the companies we acquire. If you go to www.sigpartners.com/companies, you'll see 32 companies still operating under…

Recent Transactions

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  • May 2026 Acquired Krista Care
  • Jan 2026 Acquired Snipps Heating & Air Conditioning
  • Dec 2025 Acquired Gaddy Drug
  • Jul 2025 Acquired Heart of Humanity

Taubman Capital LLC

2 Total Closed Deals Actively Sourcing Deals
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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…

Recent Transactions

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  • Jun 2020 Acquired DPMG
  • Oct 2019 Invested in Two Hat Security

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

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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

JZ International

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JZ International is an industrial holding investment group that specializes in investing in and growing small to medium-sized businesses in partnership with founders and entrepreneurs. Our investment philosophy remains unchanged: to become the true-value investor of choice for small and mid-size companies, by providing long-term capital JZ International has 30 plus investments in various sectors throughout Europe, with a combined revenue of more than €1 billion. Investments have been made in the UK, Finland, Sweden, Norway, Denmark, Germany, Holland, Italy and Spain. In 2003, we developed…

Recent Transactions

This member has no reported closed transactions.

Atlantic Wealth Partners, LLC

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Atlantic Wealth Partners, LLC is a private multi family office focused on early stage startups and lower-middle market opportunities in the real estate, finance, insurance and technology sectors.

Recent Transactions

This member has no reported closed transactions.

Greenhall Capital Partners

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Greenhall Capital Partners is a sector focused control buyout group with offices in Los Angeles and Washington, DC.  We invest and engage in institutional level diligence for mission critical middle market companies in North America in order to generate outsized returns for our limited partners. Those companies can be founder-led or sponsor backed. We have been executing this strategy since 2017.We focus on 3 sectors:Tech-Enabled Business ServicesTechnology and TelecomIndustrials (Transportation, A&D, Logistics/Mobility)Size CriteriaRevenue size of $20M - $150M+ EBITDA…

Recent Transactions

This member has no reported closed transactions.

CB Growth Group

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CB Growth Group is a Family Office Investor seeking long-term investments. We have a long history of successful companies in multiple industries with consistent top-tier investment performance. 

Recent Transactions

This member has no reported closed transactions.

Calvo Enterprises

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Asia-Pacific Family Office headquartered in Guam, with operating businesses in Guam, San Francisco, Saipan, Palau, and the Philippines. Portfolio companies generate greater than $500 million in annual revenue and compete in the retail, manufacturing, insurance, banking, finance, entertainment, media, real estate, construction, import/export, and wholesale distribution industries.

Recent Transactions

This member has no reported closed transactions.

Chaifetz Group

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Chaifetz Group is a private investment firm that partners with carefully selected entrepreneurs, business owners and management teams to build and grow game-changing businesses.Our team has an established track record of building businesses and working with management teams to create lasting value. We understand from personal experience that each business is unique and does not follow a perfectly scripted growth path. Every business requires a unique combination of time, flexibility, capital, resourcefulness, and tenacity in order to become industry leaders. Accordingly, Chaifetz Group…

Recent Transactions

This member has no reported closed transactions.

Frequently Asked Questions

How are Family Offices in this directory ordered?

Firms in the Banks 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 Banks Family Offices?

Based on activity on Axial’s M&A platform, the core revenue range for Banks Family Offices is $5M-$16M, with a core EBITDA range of $1M-$3M. 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 Banks experience when evaluating Family Offices?

Relevant Banks 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 13 firms included in this directory provide a starting point for identifying firms with relevant experience and activity in Banks.

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

Not necessarily. Many firms are active across multiple industries, so inclusion in the Banks Family Offices directory reflects relevant experience or activity in Banks, 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 Banks?

When comparing Family Offices with experience in Banks, consider factors such as size range, geographic reach, and recent transaction activity. These characteristics vary across the 13 firms included in the directory and can help identify firms that align with your needs.

How do I connect with Banks 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 Banks Family Offices directory, you can request information here.

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