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Top Individual Accredited Investors in California

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Members (180 results)

Barner Enterprises LLC Actively Sourcing Deals

Individual Accredited Investor
  • Actively Sourcing Deals
  • 1 Closed Deal via Axial
  • 1 Total Closed Deal
I'm an independent investor with experience building, operating, and investing in businesses across business services, technology, consumer products, and media. I'm looking to acquire and operate a business, ideally with a presence in southern California.
Most Recent Transactions
Investor
Aug 2024
acquired

Tiger Lily Holdings LLC Actively Sourcing Deals

Individual Accredited Investor
  • Actively Sourcing Deals
  • 1 Closed Deal via Axial
  • 1 Total Closed Deal
Tiger Lily Holdings is an independent sponsor looking to acquire businesses in Californiathat have durable profits, >20% EBITDA margins and reasonable growth opportunity.
Most Recent Transactions
Investor
May 2024
acquired

Calzar Acquisition Corp

Individual Accredited Investor
  • 1 Closed Deal via Axial
  • 1 Total Closed Deal
I am a self-funded searcher actively seeking acquisitions. My professional background includes more than a decade in investment banking and software executive leadership.
Most Recent Transactions
Investor
May 2024
acquired

Mark Sinatra Actively Sourcing Deals

Individual Accredited Investor
  • Actively Sourcing Deals
  • 6 Total Closed Deals
Mark Sinatra is an individual investor focused on acquiring companies based in California and Texas with cash flow of $300k to $1MM. Shortly after graduating Wharton’s MBA program, Mark embarked on a quest to acquire and operate a company; and in July 2008 after researching the PEO industry, Mark acquired Staff One HR. Mark led Staff One HR through a period of substantial growth highlighted by achieving the Inc. 5000 list of fastest-growing companies for four years in a row, and culminating in Staff One HR’s sale to its largest privately-held competitor, Oasis Outsourcing, in December…
Most Recent Transactions
Investor
Jan 2020
invested in
Investor
Aug 2019
invested in
Investor
Mar 2018
invested in
Investor
Mar 2018
invested in

Veneto Partners Actively Sourcing Deals

Individual Accredited Investor
  • Actively Sourcing Deals
  • This member has no reported closed transactions.

Veneto Partners is a search fund that seeks to acquire, operate, and grow exceptional US-based small and medium sized businesses. It focuses on businesses generating annual sales of $5-25 million and $1-5 million in annual free cash flow. Industries of interest include healthcare, precision manufacturing, and home services.

Carmona Actively Sourcing Deals

Individual Accredited Investor
  • Actively Sourcing Deals
  • This member has no reported closed transactions.

Real estate executive with two decades of experience in operations, acquisitions, and value creation, seeking to acquire an existing operating company in Southern California generating $250K+ EBITDA.I am pursuing a multi-unit roll-up strategy and looking for businesses with strong fundamentals, predictable cash flow, and the ability to be systematized. I am not looking to buy an owner-operator job—the intention is to assemble a capable team to manage day-to-day operations while focusing on growth, operational consistency, and multi-location expansion.The long-term plan is to build…

Thomas Shen Actively Sourcing Deals

Individual Accredited Investor
  • Actively Sourcing Deals
  • This member has no reported closed transactions.

I am a self funded searcher. I have 10+ years of experience working in tech in Silicon Valley. In the last 2+ years, I've looked at hundreds of listings and refined my search criteria. I know better what characteristics I'm looking for and what businesses align with my background.

Everest Actively Sourcing Deals

Individual Accredited Investor
  • Actively Sourcing Deals
  • This member has no reported closed transactions.

About Everest: Growth Equity and Technology Partner for MSPsEverest is not private equity. We are a hands-on technology and growth partner led by former engineers from Netflix, Microsoft, and AWS who know how to scale MSPs efficiently.We provide:Capital to reinvest in your businessTechnical expertise to deploy AI-powered automationsTalent to streamline dispatch, triage, and onboarding processesWhat We Offer MSP OwnersWe partner with growth-oriented MSP operators to increase EBITDA margins by 50 to 100 percent, typically within the first year.This is not a buyout. You retain control. We earn…

Rodrigo Polezel Actively Sourcing Deals

Individual Accredited Investor
  • Actively Sourcing Deals
  • This member has no reported closed transactions.

10 years at Blackstone Real Estate focused on logistics assets: managed a $100bn portfolio and executed on $20bn of asset sales, 22mm square feet ofwarehouse developments, and $10bn+ ofrefinancings. Currently working with 2 partners in the VC world to acquire a portfolio of businesses across the US

Ko Capital Holdings, LLC Actively Sourcing Deals

Individual Accredited Investor
  • Actively Sourcing Deals
  • This member has no reported closed transactions.

We are an investment firm focused on acquiring small businesses and commercial real estate. If you are selling your business (preferably home service/construction or manufacturing), we are actively acquiring businesses that cash flow a minimum of $1M/yr.Generous referral fees will be available for referrals that lead to a successful acquisition.

Anthony J Zhang Actively Sourcing Deals

Individual Accredited Investor
  • Actively Sourcing Deals
  • This member has no reported closed transactions.

Anthony Zhang, is an entrepreneur with two previous successful exits. He's done the VC funding route with his last few businesses, this time he wants to try the acquisition entrepreneurship route. Anthony is a proven leader who has founded/led growth & marketing teams at three venture-backed companies. He built his first company at 18, eventually growing operations to 22 markets and employing over 1,500. Anthony oversaw $10MM+ annual marketing spend into online media channels, SEO/ASO, offline marketing/branding campaigns, PR strategy, events, affiliate/influencer marketing, partnerships,…

Acacia Accounting Actively Sourcing Deals

Individual Accredited Investor
  • Actively Sourcing Deals
  • This member has no reported closed transactions.

Acacia Accounting is a venture capital backed accounting platform led by operators from Amazon, Bain, and Citi. The company is in a position to make cash offers for the right accounting platforms, and has unique AI technology and staffing that can alleviate constraints during the tax season.

Happy Thakkar Actively Sourcing Deals

Individual Accredited Investor
  • Actively Sourcing Deals
  • This member has no reported closed transactions.

I'm an independent accredited investor with experience in the healthcare space. I am a practicing physician and have advised multiple healthcare startups.

Edora Health Actively Sourcing Deals

Individual Accredited Investor
  • Actively Sourcing Deals
  • This member has no reported closed transactions.

We acquire residential and commercial cleaning businesses doing $300K–$3M in annual revenue. We specialize in owner-operated companies with solid reputations, stable teams, and limited systems or marketing.Our value comes from proven operations across multiple markets: fast lead response, centralized dispatch, strong recruiting, and tech-driven processes that increase profitability.We offer straightforward deal structures, quick diligence, and smooth transitions that retain staff and preserve client relationships. We are an operator-led buyer seeking steady, service-based businesses ready…

Luve Sanghvi Actively Sourcing Deals

Individual Accredited Investor
  • Actively Sourcing Deals
  • This member has no reported closed transactions.

Luve Sanghvi is a private investment 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. 

The Curran Companies Actively Sourcing Deals

Individual Accredited Investor
  • Actively Sourcing Deals
  • This member has no reported closed transactions.

Experienced operator with 20+ year experience as president or coach. Part of a larger group of investors looking for niche industrial firms, single digit EBITDA, stable to growing top line and experienced management team.

Roma LLC Actively Sourcing Deals

Individual Accredited Investor
  • Actively Sourcing Deals
  • This member has no reported closed transactions.

Biotech Entrepreneur & Proven Business Builder Seeking Acquisition I’m a biotechnology entrepreneur with 20+ years of experience growing and exiting companies. I led InKaryo Corp to acquisition and built a diagnostics unit at Applied StemCell, exiting successfully to Abcam.With personal capital and a proven ability to scale operations and expand customer bases, I can move quickly on the right opportunity. I’m seeking a small-to-medium business ($1M–$10M revenue) with strong fundamentals and growth potential.If you’re exploring a sale and want your business in capable hands,…

Clayton Shum CFP Actively Sourcing Deals

Individual Accredited Investor
  • Actively Sourcing Deals
  • This member has no reported closed transactions.

Clayton K. Shum CFP is a specialized financial planning firm that focuses on providing high-end retirement and wealth management solutions. With over two decades of experience, the firm offers tailored financial planning and investment strategies to secure clients' financial futures. Their services include retirement income strategies, wealth management, annuities, investments, IRA/401(k) rollovers, asset protection strategies, life insurance, and tax planning. Operating independently, Clayton K. Shum CFP prides itself on delivering unbiased investment advice, leveraging access to over 3,000…

Joshua Thacker Actively Sourcing Deals

Individual Accredited Investor
  • Actively Sourcing Deals
  • This member has no reported closed transactions.

Operator-led buyer seeking durable, recession-resistant businesses — $500k–$1.5M EBITDA (Sacramento & NorCal focus)Former technology operations executive acquiring a long-tenured, recession-resistant company with $500k–$1.5M EBITDA. Preference for founder/owner transitioning to retirement and a capable team that wants to stay. Open to a wide range of industries where customers rely on the service in all cycles (B2B services, testing/inspection, specialty distribution, light manufacturing, facilities & route-based services, healthcare support, environmental/waste,…

Create Capital Partners Actively Sourcing Deals

Individual Accredited Investor
  • Actively Sourcing Deals
  • This member has no reported closed transactions.

Create CP is a family-owned investment firm based in San Diego, California. Because we deploy our own private capital, we are not beholden to outside investors or rigid timelines. This allows us to offer maximum flexibility to our partner companies. Our portfolio includes a blend of real estate and operating businesses. Our current focus is on Consumer, Home Services, Commercial Services, Manufacturing, and Logistics businesses.

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