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Top Holding Companies in California - Axial

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Members (65 results)

The Courtney Group Incorporated Actively Sourcing Deals

Holding Company
  • Actively Sourcing Deals
  • 5 Closed Deals via Axial
  • 27 Total Closed Deals
The Courtney Group, Incorporated is a private investment firm with a focus on business services, chemical, consumer, distribution, financial services, healthcare, manufacturing, and technology. We have invested in 27 companies since 1999. We are different from some other buyers in that (1) we are flexible about the size of our investment -- from $1 million to $200 million in equity, and (2) that we can own a business for 20 years or more.We seek control and non-control equity investments in businesses with EBITDA of $2 million to $50 million. We often acquire businesses from founders seeking…
Most Recent Transactions
Investor
Aug 2023
acquired
Investor
Aug 2023
invested in
Investor
Aug 2023
invested in
Investor
Sep 2020
acquired

Tide Rock Holdings Actively Sourcing Deals

Holding Company
  • Actively Sourcing Deals
  • 1 Closed Deal via Axial
  • 44 Total Closed Deals
Tide Rock is a holding company that acquires a controlling interest in differentiated business-to-business companies in the lower middle market ($2-20M EBITDA for platforms). The firm is managed by experienced operators and finance professionals who have scaled businesses in various industries.We approach investment with a long-term perspective and with the goal of growing earnings while making regular distributions to all stakeholders.In partnering with Tide Rock, companies gain access, as needed, to our shared back-office team, which includes outsourced accounting & finance, talent…
Most Recent Transactions
Investor
Oct 2025
acquired
Investor
Oct 2025
acquired
Investor
Jan 2025
acquired
Investor
Nov 2024
acquired

Batia.com Actively Sourcing Deals

Holding Company
  • Actively Sourcing Deals
  • 10 Total Closed Deals
Batia Infotech develops software and Internet businesses. We acquire full ownership stake to build & grow interesting SAAS and web publishing businesses. We are able to commit and complete a buyout using our own resources.We generally do not have interest in service companies and focus on software as a service and web publishing. We have done 12 acquisitions so far.Batia Infotech companies are dedicated to delivering delightful experiences that are both simple and comprehensive. Flagship properties include ProProfs.com, Marriage.com, Qualaroo.com, WebinarNinja.com, and HelpIQ.com, which…
Most Recent Transactions
Investor
Aug 2023
acquired
Investor
Aug 2023
acquired
Investor
Mar 2021
acquired
Investor
Mar 2021
acquired

PE Management Group Actively Sourcing Deals

Holding Company
  • Actively Sourcing Deals
  • 10 Total Closed Deals
PE Management Group is a holding company 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. 
Most Recent Transactions
Investor
Aug 2023
acquired
Investor
Aug 2023
acquired
Investor
Aug 2023
acquired
Investor
Aug 2023
acquired

PipeDreams Ventures Actively Sourcing Deals

Holding Company
  • Actively Sourcing Deals
  • 8 Total Closed Deals
We're a well capitalized fund targeting residential service/repair plumbing and HVAC businesses with 10+ trucks and $2.5M+ revenue. We can move quickly to create a smooth, pain free process for sellers. Our founding team came from Nextdoor, the neighborhood app. We helped grow the app to the nationwide platform it is today. We saw the need customers have to find quality, trusted home services providers. And at the same time, how tiresome great marketing can be for the best providers in the market. We believe we can help the best service providers grow their business, but we didn’t want…
Most Recent Transactions
Investor
Aug 2023
acquired
Investor
Aug 2023
acquired
Investor
Aug 2023
acquired
Investor
Aug 2023
acquired

JC Koinon Industries, LLC Actively Sourcing Deals

Holding Company
  • Actively Sourcing Deals
  • 7 Total Closed Deals
JC Koinon Industries (JCKI) is a private capital firm created to invest in and provide growth resources for middle market companies primarily based in the Western U.S. We focus on established and profitable companies operating in the manufacturing, distribution and service sectors. Investments are considered and are typically made on a controlling basis with our captive equity source. The common characteristics of companies that JCKI will consider include the following: a definable, understandable and scalable business model; well-developed and growing markets; proven products/processes;…
Most Recent Transactions
Investor
Aug 2023
acquired
Investor
Aug 2023
acquired
Investor
Aug 2023
acquired
Investor
Feb 2013
acquired

Sandalwood West LLC Actively Sourcing Deals

Holding Company
  • Actively Sourcing Deals
  • 4 Total Closed Deals
We are a small holding company working with family and friends to build businesses that we acquire and manage hands-on. Our diverse team and background of experience have the ability to take on multiple industries. We have an eight-year track record in business operations and acquisitions in Hospitality, Real Estate, Agriculture, Education, and Business Services.
Most Recent Transactions
Investor
Mar 2023
acquired
Investor
May 2021
invested in
Investor
Apr 2017
acquired
Investor
Mar 2016
invested in

Evermore Actively Sourcing Deals

Holding Company
  • Actively Sourcing Deals
  • 3 Total Closed Deals
Evermore is a long-term holding company that acquires majority positions in asset-lite, lower market businesses. Our ideal target is a company with a retiring owner who cares deeply about his team, customers and legacy. We buy with no intention of selling. We do not have an independent board and can therefore move quickly for the right opportunity. We are open to management staying for an extended transition period, but it is not required. Target Sectors: Commercial Services, High-End Residential Services, Technology, Content.
Most Recent Transactions
Investor
Aug 2024
acquired
Investor
Jul 2023
acquired
Investor
Jul 2022
acquired

Sagamore Mountain Inc Actively Sourcing Deals

Holding Company
  • Actively Sourcing Deals
  • 2 Total Closed Deals
Sagamore Mountain Inc. is a long-term holding company focused on acquiring and operating enduring small businesses in essential industries. We provide business owners with a permanent home for their company—offering continuity for employees and customers, and honoring the legacy they’ve built. Our team brings hands-on operational expertise and a flexible, founder-friendly approach to succession planning. We are not flippers or financial engineers—we buy to hold, not to sell.
Most Recent Transactions
Investor
Apr 2025
acquired
Investor
Jan 2024
acquired

ClearPath Partners, LLC Actively Sourcing Deals

Holding Company
  • Actively Sourcing Deals
  • 1 Total Closed Deal
ClearPath Partners, LLC seeks a business in light industrial manufacturing or service industry with $500,000 to $2.0M in consistent annual EBITDA. Our target geography is in the Southwest, preferably Southern California or Arizona. We’re seeking an owner would like immediate partial or full liquidity of their enterprise. Clearpath's intent is to drive sustainable near term growth in revenues and profitability through collaborative engagement with current ownership. Our aim is take something very good and help to make it great. John Dalton lives with his wife Lisa of 24 years in Yorba…
Most Recent Transactions
Investor
Aug 2021
acquired

Baseline Enterprise LLC Actively Sourcing Deals

Holding Company
  • Actively Sourcing Deals
  • 1 Total Closed Deal
Baseline Enterprises is a parent company interested in acquiring businesses in the healthcare space. We previously made acquisitions of assisted living facilities and are looking to expand into the same and any adjacent verticals.
Most Recent Transactions
Investor
Mar 2021
acquired

Alamar Partners Actively Sourcing Deals

Holding Company
  • Actively Sourcing Deals
  • 1 Total Closed Deal
Alamar is a holding company for public sector (government and education) software companies based in the US and Canada. We seek add-ons or platform opportunities in EdTech and GovTech.
Most Recent Transactions
Investor
Mar 2013
acquired

Sylmar Group Actively Sourcing Deals

Holding Company
  • Actively Sourcing Deals
  • This member has no reported closed transactions.

Sylmar Group combines decades of industry experience with committed, patient capital to scale businesses in the water sector that serve to protect public health and the environment.

Share Ventures Actively Sourcing Deals

Holding Company
  • Actively Sourcing Deals
  • This member has no reported closed transactions.

I'm entering exclusivity on a company in the retail longevity services space based in Los Angeles. I also have a strong pipeline for additional add-ons. I'd love to connect with you to share more about my thesis, post-acquisition operational playbook, and strategy/vision. My background is in private equity at Oak Hill.

post investment group Actively Sourcing Deals

Holding Company
  • Actively Sourcing Deals
  • This member has no reported closed transactions.

Post Investment Group is a private investment firm operating as a holding company with a diverse portfolio of businesses across multiple industries, including real estate investments, real estate services, insurance, consumer goods, manufacturing, consumer services, and franchising. Established in 2007 and headquartered in Beverly Hills, California, the company is led by its President and COO, and CFO. Post Investment Group owns nine distinct operating companies and employs over 1,250 people directly and over 1,500 indirectly, with operations spanning more than 20 states across the United…

SLB Capital Group Actively Sourcing Deals

Holding Company
  • Actively Sourcing Deals
  • This member has no reported closed transactions.

Sale Leaseback: Strategic Liquidity Without Operational DisruptionWhat is a Sale Leaseback (SLB)?Most businesses today are not in the business of owning real estate but still rely on land andbuildings to operate. A SLB allows a company to reduce its investment in these non-core assets and unlocks capital by selling their property and simultaneously leasing it back. This separates the asset’s ownership value from its utility value.This strategic financing tool empowers businesses to reinvest in their core operations, fund business expansions, or optimize their balance sheets by paying…

Ashton Road Partners Actively Sourcing Deals

Holding Company
  • Actively Sourcing Deals
  • This member has no reported closed transactions.

Individual investor focused on durable acquisitions. My goal is to acquire one established business and shepherd it into its next chapter. Focus areas include real estate related businesses:Property ManagementHOA ManagementFacilities MaintenanceSafety System Testing and Inspection

Rocketable Actively Sourcing Deals

Holding Company
  • Actively Sourcing Deals
  • This member has no reported closed transactions.

Rocketable is an AI-powered holding company focused on acquiring and automating SaaS products. Backed by top tier investors (Y Combinator, True Ventures, Bloomberg Beta, and others), we have capital available to deploy and are actively looking for our next acquisition.

Aero-mark, LCC Actively Sourcing Deals

Holding Company
  • Actively Sourcing Deals
  • This member has no reported closed transactions.

Aero-mark, LLC was founded by Mark Lee in 1986. Mr. Lee’s primary goal was to build a firm specializing in the acquisition, development, and management of companies in Aerospace and Defense. Throughout his career he had vested interest in other sectors that have provided profitable returns and has since then expanded the company’s investment focuses. Our passion for investing in small and unique businesses originates from our team’s background in entrepreneurship, finance, management, and a strong network. Coupled with our core competencies - process improvement, accounting, marketing,…

Prudence Ventures Actively Sourcing Deals

Holding Company
  • Actively Sourcing Deals
  • This member has no reported closed transactions.

I am a seasoned CEO and operator of several large businesses for 30+ years. I have also owned and acquired several businesses along the way. Currently looking for my next adventure, preferably in a high growth dynamic industry.

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