Communications Equipment Family Offices - Axial

Metro Global Ventures is an operationally-focused middle market private investment firm. We invest in and help grow smaller niche businesses with solid fundamentals and strong management teams. Our deep experience working with founder owned/operated small and mid-sized businesses sets us apart as a true investment partner. Our personal and strategic approach to helping entrepreneurs build leading organizations enables us to drive sustained growth and create long term value. As entrepreneurs ourselves, our mission is to provide capital to talented entrepreneurial executives to enable them…

Rosewood Private Investments is the private equity arm of The Rosewood Corporation, a prominent family-owned company with diverse worldwide operations and investments. Rosewood is wholly owned by the Caroline Hunt Trust Estate and has grown over generations by developing and acquiring businesses that are leaders in their respective industries. Our structure and history enable us to be a unique resource and flexible investment partner. As an evergreen entity, Rosewood is continually seeking to invest capital in companies that share our commitment to entrepreneurism, integrity, and sound…

We are a small-town couple with a hugely successful medical company and real estate business who decided to create Lynniam Farms to prioritize multiplying capital through carefully placed investments.‍We know what it means first-hand to invest blood, sweat, and tears into a business. Because of that, we decided to help other companies build lasting prosperity. We know growing capital can be stressful, so we like to keep it fun, honest, and flexible.We believe capital investments are rooted in relationships, prosperity, and liberty.

Cardinal Equity Partners LLC was formed in 2014 to invest in and manage small to mid-size consumer-centric businesses. We partner with best-in-class entrepreneurs, operators and families to help grow their businesses and provide a succession plan that works for them.Over the last several years, CEP has invested in and operated several companies across a variety of industries. Our deal size ranges from as low as $3mm to as high as $125mm. Historically, we have made investments in the consumer, retail, industrial, education, healthcare, services, real estate and eComm sectors. Although we…

Chief Investments is a private investment firm focused on small to medium sized acquisitions. We are a team of seasoned investors who plan to work closely with our portfolio companies to drive measurable value for all stakeholders.

Brougham Ventures LLC is a family office 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.

Envision Company is a recently formed family office that was created after the sale of a 25 year old Midwest based family business. Our objective is to be a long-term buyout investor and operational partner for lower middle market businesses. Our founders have deep operational expertise, which they plan to leverage in order to drive value for all stakeholders post-acquisition.

Stony Creek Capital is a Family Office formed with capital from the sale of a company I operated as President. Our primary focus is acquiring businesses from retiring owners who are looking for a reliable and exciting transition plan. I take an active role in management, often serving as President immediately following the transition until a longer-term management team is in place. My brief background is: DI Athlete, Naval Officer (submarines / nuclear engineer), mgmt consultant, Strategy and Ops Corp Exec (Dir, VP, COO, President).

My family has had liquidity events over the last few years from real estate and startup sales. Independently, I've also had quite a bit of professional success in the finance industry and have built up a significant net worth of my own. I currently work at an investment fund, and have had meaningful M&A experience in an investment banking role across megacap M&A, lower-middle-market M&A, restructuring, and spin-off related transactions. We're looking to redeploy some of our proceeds into well-run, capital-light, cash-flowing businesses with recurring revenue. In terms of business size we are…

Frasier Capital has partnered with a seasoned operating executiveto target control acquisitions in high-quality business generating$2 to $10 million of revenue. The collaborative effort provides a unique opportunity for business owners to benefit both strategically and financially from the resources and experience Frasier has pulled together.

Preservation Holdings is a group of family offices based in Dallas/Fort Worth, who are seeking to deploy committed capital through multiple control investments. We primarily invest in B2B and B2C Services companies in the Lower Middle Market, as well as other compelling opportunities. We are seeking long-term investments as part of a broader portfolio of operating companies. There is no mandate to return capital to investors. Our focus is on long-term returns and cash flow generation. We have built, bought and sold businesses. We intimately understand the frustration that comes with a sale…

We help owners of privately held businesses successfully grow and exit their businesses for maximum value. We guide clients through the entire M&A process, from evaluation and growth strategies to negotiations and deal structuring. Our purpose and passion are helping you create a legacy that will last for generations.

Silicon Valley based family office made up of experienced professionals seeking investment opportunities that will generate current double digit cash on cash returns. Prefer non real estate opportunities but will consider right real estate situation.

Ultra Marine Finance is a private family owned investment firm which provides finance services to small to mid market cap companies from around the world. We provide cross border corporate finance services and specialize in debt and equity based financing for companies from around the world including the USA, Canada, Europe, Asia, Africa and Emerging Markets. Ultra Marine Finance is headquartered in Switzerland in the heart of one of the major global financial centers.

We are committed to creating value with our partners through our unconventional approach, multi-industry scope, and counter-intuitive strategy.

Circuit Partners is a buy-side M&A advisory firm based in Los Angeles, exclusively focused on the IT Services and Software sectors. Our experience as investment professionals allows us to take a differentiated approach to our work and to provide advice that goes beyond deal origination.We work with a broad spectrum of clients that ranges from “mega-funds”, to middle-market investors, growth equity firms, and sophisticated independent sponsors. Our clients value our sector expertise as well as our ability to provide market insights that help shape their investment thesis and business…

CWX is a family office 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.

Ligo Partners co-invests with our discrete and invitation-only consortium of like-minded investors into disruptive tech-focused deal flow sourced from top venture capital firms in tech hubs such as Silicon Valley, New York and Los Angeles. As of July 2021, Ligo Partners’ global platform co-invests with 910 domestic and international family offices and qualified investors with a combined net worth of $112 billion who are interested in non-traditional, market-uncorrelated technology investment opportunities that (a) are not easily found (think Uber at seed); and (b) have shown resilience to…

RELY Partners is a boutique family office focused on lower middle-market companies across a wide range of industries. As founders and managers within several sectors, our industry relationships run deep. Our principals bring a blend of operating and finance experience and will work closely in each situation with entrepreneurial management to increase the value of those businesses.In addition to providing a source of capital, we create strategic alliances, provide highly experienced management, and human capital expertise. Our resources and experience are targeted at developing and executing a…

We are a family-owned investment firm with a hands-on approach, actively managing and operating the businesses we invest in. With a robust track record spanning over 20 years, we have successfully expanded our portfolio across 12 countries in Latin America, and have recently extended our reach to the United States.