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Top California Individual Accredited Investors

Explore 245 California Individual Accredited Investors that source acquisition and investment opportunities on Axial’s M&A platform.

Axial Insights

California Individual Accredited Investors

245

Active Firms

1,580

TTM Deal Inquiries

$3M-$10M

Core Revenue Range

$600K-$2M

Core EBITDA Range


Industrials 46%
Technology 12%
Business Services 10%
Healthcare 8%
Consumer Goods 8%

Focus: Owner-Operated Companies | Capital Source: Personal Wealth | Operating Approach: Stewardship & Growth

Showing 21-40 of 245 Individual Accredited Investors

Sorted by recent activity

House Homey

Actively Sourcing Deals
Self-funded owner-operator acquiring residential property management and real estate service businesses in the SF Bay Area. Real estate developer and multifamily operator with acquisition and operations experience seeking a long-term growth platform with recurring revenue, strong teams, and seller transition opportunities.

Recent Transactions

This member has no reported closed transactions.

Joon LLC

Actively Sourcing Deals
We are a father-son team of hands-on operators looking to acquire and run one great business for the long term. We are decisive, well-capitalized, and committed to preserving what sellers have built.Frank brings 20+ years of experience as an entrepreneur and operator. He built and ran a network of 10 AT&T authorized retail locations across Los Angeles, leading 40+ employees and managing full P&L responsibility across $30M+ in annual revenue. Alongside that, he operated a complementary wholesale accessories business managing sourcing, pricing, and distribution. Today, Frank owns and…

Recent Transactions

This member has no reported closed transactions.

Montalto Partners, LLC

Actively Sourcing Deals
Montalto Partners is an investment firm that is looking to acquire, and operate +$1M EBIDTA businesses. We are an entrepreneurial team led by a 25 year corporate development professional with broad experience across a number of sectors including media and entertainment, technology, healthcare and business services.

Recent Transactions

This member has no reported closed transactions.

Gulnar LLC

Actively Sourcing Deals
At Gulnar LLC, we are a family office-backed private investment firm focused on acquiring and growing small, privately held businesses with revenues under $20 million. We specialize in lower-middle market opportunities that are often overlooked by traditional PE firms, offering flexible capital, operational support, and a long-term investment horizon.

Recent Transactions

This member has no reported closed transactions.

SOG Capital

Actively Sourcing Deals
SG Consulting is actively pursuing acquisition opportunities in the lower middle market, with a focus on profitable founder-led businesses in the $1M-$5M EBITDA range.Our primary interest is in home services and other recurring-revenue businesses with strong management teams and opportunities for operational growth.The firm is led by Sean Ginsburg, a founder and sales operator with experience in revenue growth, sales leadership, and business development. We are seeking opportunities where we can support long-term growth, operational improvement, and value creation while preserving the legacy…

Recent Transactions

This member has no reported closed transactions.

Strada Digital

Actively Sourcing Deals
Strada Digital is led by experienced founders who have built and successfully transitioned their own companies. We partner closely with existing leadership to enhance operational strength, accelerate sustainable expansion, and preserve the values that define each business.

Recent Transactions

This member has no reported closed transactions.

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Hisham Dewan

Actively Sourcing Deals
I am looking to invest in local physical therapy, repair and maintenance, or TIC (testing, inspection, certification) business in California or Texas. Looking for a profitable, recurring revenue, capital light business. I am an experienced finance professional that can support growing your business.

Recent Transactions

This member has no reported closed transactions.

CTJ Group, Inc.

Actively Sourcing Deals
Niki is the Managing Director at CTJ Group, where he acquires and operates software companies for the long-term. Prior to CTJ, he worked for 10 years at Felicis Ventures, an early stage venture capital firm in the Bay Area. Previously, Niki was an investment team member at Summit Partners and Vista Equity Partners, and he also worked at the Climate Corporation in sales strategy and operations. Niki holds a BS in Business Administration with Honors from the University of Southern California and remains involved with the USC Value Investing Group.

Recent Transactions

This member has no reported closed transactions.

Westcroft

Actively Sourcing Deals
Westcroft 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.

Recent Transactions

This member has no reported closed transactions.

Guildhall Capital

Actively Sourcing Deals
Grove Technology Partners (formerly Guildhall Capital) is a single family office managing capital for its founder, Christian Berger. The firm focuses on control investments in founder-owned companies in traditional industries.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.

Recent Transactions

This member has no reported closed transactions.

Lucidity Capital

Actively Sourcing Deals
We are a holding company. We buy great businesses at fair prices. We have experience as acquisition entrepreneurs and as former consultants assisting megacap private equity firms buy private companies.

Recent Transactions

This member has no reported closed transactions.

Allround Capital

Actively Sourcing Deals
Tony Wang is a finance and capital markets professional with experience spanning commercial banking, investment banking, private capital, and cross-border financial services. He also makes several very successful early-stage investments in the last a few years.

Recent Transactions

This member has no reported closed transactions.

Cybersecurityem Inc

Actively Sourcing Deals
I'm Meire Akpaibor, a senior technology and GRC executive with 20+ years of experience scaling risk, compliance, and security functions at Google, PayPal, Visa, Square, Gusto, and Everlaw, with earlier audit foundations at PwC and BDO.Beyond my corporate work, I'm the founder of CybersecurityEM Institute, where I've built and run a GRC and IT audit training program with a strong CISA pass rate, and I teach cybersecurity as an adjunct professor at Merritt College. I'm now pursuing acquisition opportunities through Entrepreneurship Through Acquisition (ETA). My investment criteria:- Established…

Recent Transactions

This member has no reported closed transactions.

Norman Happ

Actively Sourcing Deals
I'm looking to acquire stable, profitable, founder-led businesses where the owner is ready to transition to the next chapter. My goal is to preserve the legacy they’ve built while bringing fresh operational discipline and technology enablement to help the business grow and thrive for the next generation.

Recent Transactions

This member has no reported closed transactions.

Breakwater Holdings

Actively Sourcing Deals
Breakwater Holdings was founded by Matt and Ashley Nieblas with a clear purpose: to acquire and operate one exceptional founder-owned business for the long term. Unlike private equity firms focused on building portfolios, Breakwater Holdings is committed to a single company. Matt and Ashley intend to become its next generation of owners, working alongside its employees, serving its customers, and preserving the legacy its founder worked hard to create.Together, Matt and Ashley bring complementary skills to business ownership. Ashley’s experience centers on operations, organizational…

Recent Transactions

This member has no reported closed transactions.

Kahchee Industries LLC

Actively Sourcing Deals
Kahchee Industries LLC is a dynamic player in the lower middle market of private equity, focusing on strategic investments and partnerships. The company is committed to fostering growth and innovation within its portfolio, leveraging its expertise to enhance value and drive success. Kahchee Industries LLC operates with a keen eye on market trends and opportunities, ensuring that its investments align with both current and future market demands. With a dedicated team, the company is poised to make impactful investments that contribute to the growth and sustainability of its portfolio…

Recent Transactions

This member has no reported closed transactions.

LMC Products LLC

Actively Sourcing Deals
LMC Products is a private investment firm focused on acquiring one privately held small to medium sized business. Our founder is a seasoned operator who plans on working closely with the acquired firm to drive measurable value for all stakeholders.

Recent Transactions

This member has no reported closed transactions.

Michael Hagen

Actively Sourcing Deals
I'm a builder and operator who has spent 15 years turning strategy into execution. I'm now looking to do that as an owner, actively searching to acquire a business in the San Francisco Bay Area or a remote-friendly operation within the next six months, as a hands-on, full-time leader rather than a passive investor.My background spans operations, technology, and go-to-market. I led software implementations as a consultant, managed a team as a Product Manager in industry, and have worked in Partnerships, Sales and Delivery within technology scale-ups.

Recent Transactions

This member has no reported closed transactions.

Third Story

Actively Sourcing Deals
I'm an operator and investor acquiring and building companies across consumer and DTC brands, creator- and IP-driven businesses, and the marketing and commerce technology around them. I spent the early part of my career at a major music company, rising to a strategy and innovation role on the executive team, where I originated and led the group's first distribution-technology acquisition end to end — diligence, valuation, and integration — and built direct-to-consumer and brand businesses that generated $85M+ in new annual revenue. I went on to found and sell a marketing-technology…

Recent Transactions

This member has no reported closed transactions.

Front Street Associates

Actively Sourcing Deals
I have over ten years of hotel ownership and real estate transaction experience in both boutique operating firms and private equity. I am searching for new investment opportunities in adjacent and related industries.

Recent Transactions

This member has no reported closed transactions.


Frequently Asked Questions

How are Individual Accredited Investors in this directory ordered?

Firms in the California Individual Accredited Investors directory are ordered based on recent deal activity on Axial. The default order reflects observed market signals rather than a subjective ranking of firm quality.

What information is included in each Individual Accredited Investor profile?

Each profile provides information about the firm’s areas of focus, transaction criteria, and relevant activity on Axial’s M&A platform. Together, these details provide a clearer view of where a firm is active and the types of companies and opportunities most relevant for it.

What company sizes are most common for California Individual Accredited Investors?

Based on activity on Axial’s M&A platform, the core revenue range for California Individual Accredited Investors is $3M-$10M, with a core EBITDA range of $600K-$2M. Company size can be an important indicator of fit, as firms often concentrate their experience, resources, and transaction activity within particular segments of the market.

How important is location when evaluating Individual Accredited Investors?

Location can be an important consideration, but it does not necessarily define where a firm is active. Firms based in California may bring regional knowledge, local relationships, and experience with businesses in the area, while many also pursue opportunities across a broader geographic footprint. Geography is best considered alongside sector focus, company size, and relevant transaction activity.

Do all Individual Accredited Investors in this directory operate exclusively in California?

Not necessarily. A firm’s location does not always define its geographic reach. Many Individual Accredited Investors based in California are active across multiple regions, while firms based elsewhere may also participate in the California market. Location can provide useful context, but it should not be interpreted as a firm’s geographic boundary.

How do I compare Individual Accredited Investors in California?

When comparing Individual Accredited Investors in California, consider factors such as sector focus, size range, and recent transaction activity. These characteristics vary across the 245 firms included in the directory and can help identify firms that align with your needs.

How do I connect with California Individual Accredited Investors?

Axial can help you identify and connect with firms based on your objectives and what you are looking to accomplish. The process varies depending on your role and transaction needs. If you are interested in connecting with firms in the California Individual Accredited Investors directory, you can request information here.


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