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Top Holding Companies in California - Axial

Members (50 results)

The Courtney Group Incorporated Actively Sourcing Deals

Holding Company
  • Actively Sourcing Deals
  • 3 Closed Deals via Axial
  • 18 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
  • 42 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 ($2-10M 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
Jan 2025
acquired
Investor
Nov 2024
acquired
Investor
Aug 2024
acquired
Investor
Aug 2024
acquired

Batia.com Actively Sourcing Deals

Holding Company
  • Actively Sourcing Deals
  • 10 Total Closed Deals
Batia Infotech is a personal investment company of Sameer Bhatia that 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 are interested in companies with upto 5 million in revenue & ideally profitable. We generally do not have interest in service companies and focus on software as a service and web publishing. We have done six acquisitions so far. Batia Infotech companies are dedicated to delivering delightful experiences that are both…
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

U.S. Industrial Group Actively Sourcing Deals

Holding Company
  • Actively Sourcing Deals
  • 4 Total Closed Deals
At US Industrial Group, we acquire companies within the industrial sector, focusing mainly on manufacturing and distribution, often linked through vertical or horizontal integration. We believe that the success of a company is built on strong relationships—with our customers, employees, and vendors. We prioritize creating a collaborative and supportive environment where employees can thrive, customers receive top-quality products and service, and vendors are treated as trusted partners. Our commitment to fostering these relationships is at the heart of our business strategy.We acquire…
Most Recent Transactions
Investor
Oct 2023
acquired
Investor
Jan 2022
acquired
Investor
Jan 2021
acquired
Investor
Dec 2019
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

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

Rehoboth Holdings Group LLC Actively Sourcing Deals

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

Rehoboth Hodlings Group is a holdings company that focuses on acquiring logistics companies that have heavy equipment. These companies make at least $3 million in EBITDA and are focused on keeping America moving. Rehoboth's managing director has run quality for Amazon's grocery supply chain of $2.8 billion saving Amazon's grocery business $140 million annually. With a passion for Jesus Christ Rehoboth's tenants are built to carry on seller legacy while caring for the employees and communities these business serve. God bless you!

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.

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,…

GLF Acquisitions

Holding Company
  • 5 Total Closed Deals
Gold Leaf Farming owns and operates almond, pistachio, and date farms in California and Arizona. We hold traditional farming values in high regard: taking pride in quality operations, only buying farms we’d be happy to own forever, and staying grounded in values like hard work, responsibility, and integrity. As next-generation growers, we build upon that tradition with a focus on sustainability, responsible employment, and technology.
Most Recent Transactions
Investor
Sep 2019
acquired
Investor
Aug 2019
acquired
Investor
Mar 2019
acquired
Investor
Mar 2018
acquired

Pagurian Holdings

Holding Company
  • 4 Total Closed Deals
Pagurian has been making private investments into middle market companies for over a decade now. We hold deep expertise in manufacturing and aerospace (both commercial & defense) and Consumer Brands (DTC/Retail). Additionally, our experience in realestate investment and development has lead us to seek out operating companies that play a critical role servicing the realestate ecosystem.We are particularly fond of legacy businesses with a successful track record that can benefit from our hands on approach and long-term time horizons.
Most Recent Transactions
Investor
Aug 2023
acquired
Investor
Aug 2023
acquired
Investor
Aug 2023
acquired
Investor
Aug 2023
acquired

Verdo Capital

Holding Company
  • 4 Total Closed Deals
Verdo was my grandfather. As a son and grandson of small business entrepreneurs, I have lived through the ups and downs of small business my entire life. I know what you are going through as a business owner thinking about how to transition out of your business. Just last year, I was sitting on your side of the table, with my father, selling our family business to a regional competitor.​There is a lot of uncertainty, emotion, and challenge to transitioning away from something you have worked so hard on over the years. I am here to ease that transition and partner with you, your team, and…
Most Recent Transactions
Investor
May 2018
acquired
Advisor
Oct 2017
was acquired by
Advisor
May 2017
was acquired by
Advisor
Nov 2016
secured investment from

ACOM Solutions, Inc.

Holding Company
  • 4 Total Closed Deals
ACOM Solutions, Inc. is 30+ year old holding company in B2B mid-market software solutions. Present portfolio is acom.com, etreem.com & orderprintersupplies.com. History: https://acominvest.com/creating-value-for-our-customers-colleagues-and-investors-through-the-successful-acquisition-and-growth-of-b2b-businesses/
Most Recent Transactions
Investor
Apr 2023
invested in
Investor
Dec 2016
invested in
Investor
Jan 2012
invested in
Investor
Apr 2009
invested in

TREC Ventures

Holding Company
  • 3 Total Closed Deals
TREC Ventures is a private investment group operating at the intersection of real estate andtechnology. We invest in multi-family and mix use real estate projects and private technology andservice business that serve the real estate industry. TREC management team has 15+ years experience as operators leading multi-generation family businesses and B2B startups in manufacturing, software, hardware and services. TREC management team has 10+ investing personal capital across real estate and private companies. TREC is supported by a small group of emerging family offices and entrepreneurs.
Most Recent Transactions
Investor
Jun 2019
acquired
Investor
Mar 2019
acquired
Investor
Jan 2018
invested in

ClearPath Partners, LLC

Holding Company
  • 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

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