Top Business Services Family Offices

Boring Tech

1 Closed Deal via Axial 1 Total Closed Deal

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Boring Tech is a long-term holding company dedicated to buying and building beautiful businesses and stewarding them with exceptional, values-driven leadership.

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• Oct 2023 Acquired Confidential Company

The Stephens Group, LLC

62 Total Closed Deals Actively Sourcing Deals

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PrinciplesThe Stephens Family has partnered with entrepreneurs and management teams for nearly 90 years, building exceptional businesses with long-term, sustainable value. We continue to build on that heritage and legacy. While our team and capabilities have grown significantly over the years, we have not fundamentally changed. We are unwavering in our commitment to the very same principles and standards on which Witt Stephens, Sr. founded W.R. Stephens Investment Company in 1933.Enduring ValuesFairness, Transparency, Respect and Alignment. By partnering with people and companies who share…

Recent Transactions

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• Jan 2023 Acquired Accredible
• Jan 2022 Acquired Exigent
• Jan 2022 Acquired Quality Valve
• Jan 2022 Acquired Princeton TMX

Critical Services Group

54 Total Closed Deals Actively Sourcing Deals

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Critical Services Group is a long-term holding company focused on industrial services and telecommunications. We invest out of a $100mm committed evergreen fund. CSG is backed by the principals/GPs behind four of the world's largest private equity funds.

Recent Transactions

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• Jul 2024 Acquired Certificate of Service
• Sep 2023 Acquired SysTrends
• Dec 2021 Acquired Alpaca Capital
• Oct 2021 Acquired Sylmar Group

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

Fernandez Holdings

28 Total Closed Deals Actively Sourcing Deals

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Fernandez Holdings is a long-term investment firm focused on adding healthy companies to its portfolio and investing in them for the future. Fernandez Holdings companies begin as well-managed, middle-market businesses with revenues of $20 to $250 million, and then through a two-pronged approach of maintaining what has made them successful in the past and making incremental improvements for the future, the companies grow and increase in profitability. For some companies, injecting capital for growth and aggressively targeting new markets makes sense. For others, shoring up the…

Recent Transactions

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• Aug 2023 Acquired Mountain View Equipment
• Aug 2023 Acquired Theriault Equipment
• Aug 2023 Acquired Harvest Equipment
• Aug 2023 Acquired ALL POWER

Rosewood Private Investments

20 Total Closed Deals Actively Sourcing Deals

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Rosewood Private Investments is the private equity arm of The Rosewood Corporation, a prominent family-owned company with diverse worldwide operations and investments. Rosewood is wholly owned by the Caroline Hunt Trust Estate and has grown over generations by developing and acquiring businesses that are leaders in their respective industries. Our structure and history enable us to be a unique resource and flexible investment partner. As an evergreen entity, Rosewood is continually seeking to invest capital in companies that share our commitment to entrepreneurism, integrity, and sound…

Recent Transactions

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• Jan 2016 Acquired Ferco Aerospace Group
• Dec 2015 Acquired ESNA
• Mar 2015 Acquired ExtraTech
• Jan 2015 Acquired John Hassall, Inc.

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Next Sparc

13 Total Closed Deals Actively Sourcing Deals

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Next Sparc Growth Partners is a private capital group with a passion for accelerating the growth of Professional Services, Digital Marketing, Business Services, Information Technology, e-Commerce, Mobile, SaaS, Consumer, Distribution, and Health & Wellness businesses. We accelerate growth by leveraging our deep operational experience, patient capital, and extensive resources. Next Sparc serves as a value-added partner to our businesses, and seeks entrepreneurs who desire to build a scalable business and accelerate growth. WHAT WE LOOK FOR • Founder/family-owned businesses •…

Recent Transactions

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• Aug 2023 Acquired Vitalia
• Aug 2023 Acquired Redwood Apartment Neighborhoods
• Aug 2023 Acquired Terrapin Ridge Farms
• Aug 2023 Acquired 4 Air

StoneCalibre, LLC

11 Total Closed Deals Actively Sourcing Deals

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Founded in 2012, StoneCalibre is an international private investment firm with offices located in Los Angeles, Paris and London. We are focused on corporate divestitures, buy & builds and special situations opportunities via control transactions. To date, we have acquired 36 companies throughout North America and Europe through 7 different investment platforms.Our investment approach is based upon creating value from deal origination through to monetization. Pre-acquisition, our process is focused on finding companies that possess certain characteristics which in our view can lead to…

Recent Transactions

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• May 2022 Acquired Serviquimia
• Sep 2016 Acquired Data 911
• Jun 2016 Acquired Amtel
• Dec 2015 Acquired XMedius

Matbridge Investments Ltd.

10 Total Closed Deals Actively Sourcing Deals

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Matbridge operates as a forward-thinking and nimble investment firm with a diversified portfolio, intent on supporting small businesses, acquiring established companies and cash flowing investment properties, and investing in real estate developments. In addition to providing financial support, Matbridge’s unique approach includes a focus on enhancing its business relationships through supportive value-added expertise and leadership support. 

Recent Transactions

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• Sep 2024 Acquired International Custom Products
• Jul 2024 Acquired Flying Monkeys Craft Brewery
• Jun 2024 Acquired Bez Industries Inc.
• Mar 2024 Invested in Subterra Renewables

Applied Value Group

8 Total Closed Deals Actively Sourcing Deals

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The Applied Value Group combines Management Consulting, Private Equity, and Social Impact. The company was founded as the internal change agent for a Swedish conglomerate to challenge boards, drive operational improvements, and change the culture.Today, Applied Value is an independent adviser to dozens of Fortune 500 clients and a recognized Private Investor. We advise our corporate clients across industries on issues around Strategy and Cost and Capital Efficiency. The firm prides itself on its ROI-driven, Practical, and Hands-on in all areas.Our Private investments portfolio of ~25…

Recent Transactions

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• Jun 2023 Acquired ES Solar LLC
• Jul 2020 Acquired Structural Steel of Carolina
• Nov 2018 Acquired Division 5 LLC
• Jan 2017 Acquired Bake-my-Day

Liberty Hill Equity Partners

7 Total Closed Deals Actively Sourcing Deals

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Liberty Hill Equity Partners is a family office investment firm looking to invest in lower middle market operating companies in the Midwest. We are interested in profitable business models and established management teams. Rather than being a private equity firm building your business to dispose of it, we aim to be trusted partners investing in the long-term success of the business model and your team.

Recent Transactions

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• Aug 2023 Acquired River Trading Refined Coal
• Aug 2023 Acquired FWL Surface Solutions
• Aug 2023 Acquired Precision Vehicle Logistics
• Aug 2023 Acquired Indian Creek Quarries

BC

BlueAlpha Capital, Single Family Office

7 Total Closed Deals Actively Sourcing Deals

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BlueAlpha Capital is a private markets investment manager serving the Sanjay Chandra Family. Established in 2006, the firm is dedicated to generating superior risk-adjusted returns through strategic investments in private asset classes. BlueAlpha Capital's investment focus includes buyout, growth equity, venture capital, real estate, and private credit, aiming for long-term value creation. Additionally, the firm offers real estate brokerage services, leveraging deep market knowledge and extensive experience. Based in Southlake, Texas, BlueAlpha Capital is a family office committed to…

Recent Transactions

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• Oct 2025 Invested in Confidential Company
• Aug 2025 Acquired Confidential Company
• Jan 2025 Acquired Confidential Company
• Nov 2024 Acquired Confidential Company

Tillery Capital, LLC

6 Total Closed Deals Actively Sourcing Deals

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Tillery Capital is an operationally oriented, family office structured private investment firm that invests in and builds lower middle-market companies in partnership with their management teams. We make equity investments in companies whose EBITDA is greater than $2 million. We are "hands-on", consultative investors and focus on companies where the current owners or management team are hungry to grow the business, but have concluded they need a value-added equity partner to help them get it done. Most our transactions are either recapitalizations in which the current owners retain 20-40% of…

Recent Transactions

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• Feb 2018 Acquired Heart of Nature
• Jul 2016 Invested in Electromedical Products International
• Jan 2012 Invested in Activate Healthcare
• Sep 2011 Invested in Venture Technology Groups

Bluestem Management LLC

6 Total Closed Deals Actively Sourcing Deals

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Bluestem Management LLC is a Midwest-based family office that specializes in the acquisition and growth of established private companies. With a focus on privately held, founder-led businesses, Bluestem Management employs a buy-and-hold investment strategy that emphasizes legacy, people, and continuity. The company is dedicated to nurturing and expanding businesses, ensuring long-term success and stability. As a direct buyer, Bluestem Management is committed to maintaining the core values and operational integrity of the companies it acquires, making it a trusted partner in the business…

Recent Transactions

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• Mar 2021 Acquired Confidential Company
• Mar 2021 Acquired Confidential Company
• Jan 2012 Acquired Confidential Company
• Feb 2000 Acquired Confidential Company

Entrepreneur Partners

6 Total Closed Deals Actively Sourcing Deals

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Entrepreneur Partners invests in the following segments:Direct marketing companies including business-to-business and business-to-consumer catalogers and direct marketers, specialty publishers, retailers and marketing service providers. Multi-channel retailers serving enthusiast customers.Printing and PackagingThe companies in which we invest are building loyal customer bases with high lifetime value – customer bases characterized by long relationships, frequent purchases and large cumulative spends. In addition to building high lifetime value, these companies participate in well-defined…

Recent Transactions

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• Aug 2023 Acquired PEACHTREE BUSINESS PRODUCTS
• Aug 2023 Acquired MEDICAL ARTS PRESS
• Jul 2019 Acquired Offset & Digital Printer to the Packaging and Retail Display Markets
• May 2019 Invested in Salumi

Treaty Oak Equity

6 Total Closed Deals Actively Sourcing Deals

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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 values. ​Our namesake, the Treaty Oak, is located in current-day downtown Austin. It is estimated to be over 500 years old and is a local symbol of Texas history and resilience. We seek to build long-term partnerships with our management teams. Our core values include conducting our business with…

Recent Transactions

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• Feb 2024 Acquired Touchstone II, LLC
• Dec 2022 Acquired PromoAdvantage
• Mar 2022 Acquired DJ's Boudain LLC
• Jun 2021 Acquired Boundless Network

JC

Jones Capital

5 Total Closed Deals Actively Sourcing Deals

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Jones Capital is a Houston-based private equity and family office firm focused on U.S. middle and lower-middle market businesses. Founded in 1949, it invests in founder-owned companies across industrials, infrastructure & logistics, and software & business services, using long-term, partnership-oriented capital.

Recent Transactions

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• Jan 2026 Acquired Triumph
• Jan 2026 Acquired Big Black River
• Jan 2026 Acquired Confidential Company
• Jan 2026 Acquired Tax Advisors Group

Rising Ventures Group LLC

5 Total Closed Deals Actively Sourcing Deals

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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…

Recent Transactions

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• May 2018 Invested in CannaMD, LLC
• Jan 2017 Invested in Grassroots Cannabis
• Jan 2012 Invested in 7th Street Advisors
• Sep 2008 Advised Five Grapes, LLC. in its sale to Washington Capital Ventures, LLC

Olympic Holdings Investments

5 Total Closed Deals Actively Sourcing Deals

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Olympic Holdings is a private family office focused on direct investments in operating companies and real estate. Established by the Pierce family, the firm is dedicated to managing a diversified portfolio with a disciplined, relationship-driven approach. Olympic Holdings seeks opportunities that combine strong fundamentals with significant potential for expansion, allowing them to add lasting value. With the flexibility of a family office, they are not bound by fixed horizons or mandated exits, enabling a patient, long-term view to maximize enduring value. Their investment strategy…

Recent Transactions

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• Oct 2024 Acquired Summit Property Management
• Oct 2024 Acquired ST Glass & Window Specialists
• Jul 2024 Acquired Riverview Manor Assisted Living & Memory Care
• Feb 2024 Acquired Greenlake Senior Living

Caldicot Capital

4 Total Closed Deals Actively Sourcing Deals

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Caldicot Capital is a private equity firm serving lower middle market businesses. We view our investments as partnerships and take a hands-on approach in collaborating with business owners and management teams. We have a concentrated portfolio which enables us to focus our time and resources to closely support operators we invest in. When combining management's expertise with our own, we unlock significant value together. We focus on investing in businesses with $1 to $10 million of EBITDA and structure our transactions flexibly on a case-by-case basis with "patient capital"…

Recent Transactions

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• Sep 2023 Acquired John to Go
• Jan 2023 Acquired Pacific Surfacing
• Jul 2021 Invested in Pirawna
• Oct 2020 Acquired RC Maintenance