Top Business Services Family Offices

Banyan Capital Group

1 Total Closed Deal Actively Sourcing Deals

View Full Profile

Banyan Capital Group is a family capital firm focused on acquiring and operating lower middle market businesses. We target companies with $250K to $3M in EBITDA across manufacturing and essential services. We prioritize founder owned businesses where ownership transition, operational improvement, and strategic growth can unlock long term value. We are flexible on deal structure and move quickly from LOI to close.ckl from LOI to close.

Recent Transactions

View All

• Aug 2018 Acquired Pactech Packaging

SGH Management Company

Actively Sourcing Deals

View Full Profile

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…

Recent Transactions

This member has no reported closed transactions.

DRA FAMILY OFFICE

Actively Sourcing Deals

View Full Profile

DRA Family Office, established in 2019 and based in San Diego, California, is a single family office focused on private investments. The firm targets both lower middle market private equity and early-stage companies across diverse industries, including real estate, operating businesses, and equity ventures. DRA Family Office collaborates with dynamic management teams to build sustainable value in businesses, leveraging its extensive operational experience. The firm actively seeks investment opportunities in early-stage growth companies and established businesses, with a preference for those…

Recent Transactions

This member has no reported closed transactions.

Minerva Ventures LLC

Actively Sourcing Deals

View Full Profile

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.

Recent Transactions

This member has no reported closed transactions.

NH

Northbridge Holdings

Actively Sourcing Deals

View Full Profile

We are experienced operators, CFOs, and entrepreneurs independently exploring the acquisition of an established business. We are sector-flexible and particularly interested in profitable companies with recurring or repeat revenue, strong customer relationships, capable teams and clear opportunities for operational improvement and growth. Our experience includes leading over $19 million equity raise, arranging more than $30 million in debt financing, supporting transaction and due diligence engagements, and scaling complex operations across multiple markets. We are seeking to partner with an…

Recent Transactions

This member has no reported closed transactions.

SMVentures

Actively Sourcing Deals

View Full Profile

SMVentures is a venture capital firm dedicated to investing in disruptive technologies and innovative startups. Founded by Jed Stiller and John McPheters, the firm emphasizes integrity, innovation, and experience in its investment strategy. SMVentures focuses on healthcare and technology sectors, with notable investments in artificial intelligence and nutrition companies, including AG1 and xAI. The firm is committed to supporting founders with category-defining brands and game-changing ideas, leveraging its founders' extensive experience in scaling successful businesses. SMVentures continues…

Recent Transactions

This member has no reported closed transactions.

Stop Browsing. Start Transacting.

Join 20,000+ members who source deals, connect with counterparties, and close transactions on Axial.

Get Started Today

Condel Brands

Actively Sourcing Deals

View Full Profile

Condel Brands is an operator-led holding company that acquires established manufacturing and industrial businesses and operates them for the long term. We buy companies to run them, not to sell them, which means we make decisions for the lasting health of the business rather than a future exit. We stay involved day to day alongside leadership and employees, protect the history and relationships that made the company worth continuing, and pursue steady improvement in safety, quality, delivery, and customer experience. Our goal is for every company in the family to become the best at what it…

Recent Transactions

This member has no reported closed transactions.

Scott Capital Partners, LLC

Actively Sourcing Deals

View Full Profile

Scott Capital Partners, LLC is a private investment firm dedicated to fostering long-term growth and capital appreciation. The firm employs a strategic "buy and build" approach, focusing on value creation and capital preservation. Scott Capital invests in companies with solid growth potential, aiming to achieve significant growth and superior value for both employees and stockholders. The firm is committed to acting as a patient, long-term partner, with investment timing not dictated by artificial timelines. Scott Capital's strategy includes finding complementary acquisitions, developing new…

Recent Transactions

This member has no reported closed transactions.

Merwood Partners

Actively Sourcing Deals

View Full Profile

Based in Toronto, Merwood Partners is seeking to acquire and operate a small business. We will make a controlling investment in a stable company with annual revenues of $7 to $10 million and EBITDA of $1.5 to $2.5 million. We are focused on local opportunities within the Greater Toronto Area.

Recent Transactions

This member has no reported closed transactions.

Red Apple Group

Actively Sourcing Deals

View Full Profile

Founded by John Catsimatidis, Red Apple Group is a New York-based, family-owned business that operates and invests in a wide variety of industries.  We seek to partner with founders, families, and institutions with a long-term investment horizon who understand that value is created through vision and operational excellence rather than financial engineering. We have a proven track record of scaling platforms organically and are looking to expand into new verticals.  Additionally, we are actively pursuing add-on acquisitions for our existing portfolio as well as select venture capital…

Recent Transactions

This member has no reported closed transactions.

Bamber Advisors

Actively Sourcing Deals

View Full Profile

Bamber Advisors is a consulting firm that excels in business strategy and operational management, with a strong focus on market analysis, innovation, and growth planning. With over 30 years of corporate experience, they specialize in mergers and acquisitions, capital raising, and investment thesis development. Their services extend to due diligence and crowdfunding, catering to startups, established organizations, and companies in the payments and telecommunications industries. Bamber Advisors is committed to helping businesses transform and grow through strategic planning and flawless…

Recent Transactions

This member has no reported closed transactions.

Gestalt Capital

Actively Sourcing Deals

View Full Profile

We are a Toronto-based SFO and currently own three platforms in the $4mm-$10mm EBITDA range, including co-owning 18 Five Guys in Minneapolis-St. Paul (with another 27 currently under LOI). We generally love cash flowing businesses, aim for majority ownership, but look to have shareholders / a team that want to roll equity and partner with us for the long term.

Recent Transactions

This member has no reported closed transactions.

Retro Capital Group

Actively Sourcing Deals

View Full Profile

We are a multi generational family office with a background in NY commercial real estate. We are focused on middle market lending, real estate, debt portfolios and private equity. We are currently seeking to enter the behavioral health space and we are looking for acquisition opportunities in the industry.

Recent Transactions

This member has no reported closed transactions.

Modi Investment Group

Actively Sourcing Deals

View Full Profile

Modi Investment Group is a private investment company specializing in the acquisition and management of established and profitable small and mid-size businesses with attractive growth prospects. Our capital is fully-committed and available immediately to invest in companies that meet our criteria. As a hands-on investor, we specifically look for business owners who are seeking to retire or simply transition away from management responsibilities. We work directly with the company's existing management team with a goal to secure the immediate and long-term success of the company. Balancing…

Recent Transactions

This member has no reported closed transactions.

Sama Capital

Actively Sourcing Deals

View Full Profile

Family Office investment firm led by experienced entrepreneurs and operators committed to unleashing the full potential of companies with exceptional DNA, serving as a catalyst for their next leap forward.Our background as founders and operators provides a unique vantage point into the real needs and challenges facing management teams. We take a collaborative approach, working with portfolio companies to identify opportunities to accelerate growth and expand margins. Our results-driven ethos empowers companies to execute strategies and achieve enduring success, creating value for all…

Recent Transactions

This member has no reported closed transactions.

Solex Capital Management

Actively Sourcing Deals

View Full Profile

Solex Capital Management is a family office managed by Steve Somers Sr. and Steve Somers Jr. who represent two generations of entrepreneurs and business operators. Solex is focused on acquiring manufacturing and/or distribution companies in niche industries whereby our operational experiences can help to maximize efficiencies, and our management experience develop a motivated team.Solex seeks to acquire majority stakes in long-standing manufacturing and distribution companies who are privately owned / family operated with the goal to continue the legacy of the prior owner and to grow the…

Recent Transactions

This member has no reported closed transactions.

Corinthian Capital Partners

Actively Sourcing Deals

View Full Profile

Corinthian Capital Partners is a private investment firm that focuses on real estate development and investments as well as growth Equity and buyout investments in lower middle market companies with a focus on long term value creation and sustainable growth

Recent Transactions

This member has no reported closed transactions.

Omnigate Capital

Actively Sourcing Deals

View Full Profile

We are not bound by ten-year cycles, capital calls, or distribution pressures.Our capital is strategic, our horizon is generational, and our decisions sit with a small group of principals who answer to no one but themselves and the businesses they steward.

Recent Transactions

This member has no reported closed transactions.

QC

QC Capital and Consulting LLC

Actively Sourcing Deals

View Full Profile

QC Capital and Consulting LLC is an investment and M&A advisory firm focused on deal sourcing, transaction analysis, due diligence, strategic partnerships, and private-market opportunities worldwide .

Recent Transactions

This member has no reported closed transactions.

Lepercq Group

Actively Sourcing Deals

View Full Profile

Lepercq de Neuflize Asset Management is a privately held investment firm dedicated to compounding family capital through strategic investment strategies and partnerships. The firm operates globally, investing in both public and private securities, assets, and companies. With a focus on long-term growth, Lepercq Group leverages its expertise to manage a diverse portfolio, aiming to maximize returns for its stakeholders. The company is known for its strategic approach to investments, ensuring sustainable growth and value creation across various sectors.

Recent Transactions

This member has no reported closed transactions.