Monte's Fam is an advisory and investment firm that specializes in alternative investment strategies and execution. Operating as a global platform, the company offers a range of services including Outsourced Chief Investment Officer (OCIO), investment management and research services. With a focus on supporting global alternative investment strategy, Monte's Fam provides tailored advisory solutions to meet the unique needs of its clients. The firm is dedicated to delivering strategic insights and execution capabilities to enhance investment outcomes.
Obsidian Peak Partners is an firm that specializes in acquiring and operating high-potential companies. The firm focuses on founder and family-owned businesses, emphasizing partnerships where they can act as operators rather than passive investors. Their investment strategy targets businesses in three core themes: (1) critical power services (2) safety and inspection (3) route based services.
Based in Toronto, Canada, Archbridge is a private investment firm focused on long-term partnerships with entrepreneurs, founders and business owners who are looking for liquidity and succession plan or a partner to accelerate growth in the business. Our goal is to maintain the business' legacy and brand in the market while looking for opportunities to grow the business.We have experience working with founders and take a flexible and collaborative approach to structuring a transaction and transitioning the business.
Twin River Industries is seeking investments in commercial and residential trades businesses. The firm is led by Rob Millock and Justin Vogt who previously grew Legacy Service Partners, a residential HVAC business from a single location to more than 18 states.
I manage acquisitions and partnerships for Lormar LLC, our U.S. investment holding. Our family office invests globally in profitable mid-sized companies, real estate developments, and healthcare operations. My role includes identifying targets, leading negotiations, and appointing local management to operate acquired businesses.
Sun Horse Capital is a private investment firm with a focus on middle market transactions, leveraging over 45 years of combined experience in executing high-quality deals. The firm specializes in partnering with established businesses at critical growth junctures, aiming to unlock significant growth through strategic capital infusion and collaboration. With a seasoned team experienced in private equity, credit, and operations, Sun Horse Capital manages a diverse portfolio of over 20 companies, demonstrating its robust presence and expertise in the investment landscape.
Rea & Company LLC is an entrepreneur-led private investment firm dedicated to identifying and investing in niche businesses. With a focus on accelerating growth, the firm leverages both financial and human capital to enhance the potential of its portfolio companies. Rea & Company LLC operates with a strategic approach, aiming to foster development and expansion in the businesses it partners with. The firm is known for its hands-on involvement and commitment to driving success in the lower middle market of private equity.
I acquire lower middle-market IT services and software businesses.I target companies with $2–5M of EBITDA where hands-on operational involvement can improve execution, governance, and growth. I typically step into an interim operating partner role post-close to help stabilize and professionalize the business, then shift toward strategic oversight.My background includes management consulting (IBM, Accenture, EY), building and exiting a technology company, and most recently serving as a venture partner and business development executive at IBM, focused on sourcing and structuring industrial…
SMG Partners seeks to acquire a platform company having evaluated several businesses across food & beverage, wellness, commercial services, and home services industries. We lean on our prior experience in private equity and as an operating partners to bring capital into small businesses.
Operator-led investment platform focused on acquiring and scaling lower-middle market industrial automation, robotics, and AI-enabled manufacturing businesses. We partner with founder-owners seeking a practical, respectful transition and long-term growth, bringing deep technical diligence, operational expertise, and flexible leadership transition support.
We operate a holding company looking to acquire a business with the following target profile:- Revenue: $10M–$75M- EBITDA: $2M–$10M- Growth rate: 10%+ YoY- Industry: Business services, including: Industrial manufacturing and service (electric motor maintenance and repair)Insurance adjusters (public adjusters)Data center infrastructure support (power, cooling, cleaning)Landscaping & property maintenance (recreation & infrastructure, commercial, residential)Death services (Funeral Homes, alternative Burials)Healthcare services (elder care facilities)Yacht managementPet care…
4 Pillars Group is an investment group that partners with exceptional operators to identify, acquire, and grow great businesses across the country, creating long-term value through aligned ownership and vision.
Phill Madden seeks to partner with established businesses where hands-on operational involvement can accelerate value creation and drive long-term success. The focus is on acquiring a controlling ownership position in companies with enterprise values between $2–20 million (excluding real estate).The ideal partner is an owner-operator who has taken the business as far as their expertise, time, or personal risk tolerance allows and is seeking a partner to help lead the next stage of growth. Continued owner involvement is welcomed and often preferred, with the opportunity for a retained…
AD Capital is a privately held entrepreneurial investment firm that aims to own and operate small-to medium-sized businesses for the long-term. We are growth-minded entrepreneurs with backgrounds in private equity and investment banking. We take pride in continuing and growing the legacy of our businesses.We focus our time, energy, and capital into partnering with transitioning business owners to operate and own businesses for years to come. We focus on businesses with $5 - $50M of revenue and a history of profitability. We invest in majority stakes, enter the day to day operations of the…
We are an operator-led investment group focused on manufacturing, logistics, and waste management businesses. With deep hands-on industrial experience, we specialize in identifying operational improvements and driving EBITDA growth through efficiency gains and scalable processes.We are prepared to move quickly on the right opportunities and pride ourselves on transparent communication and reliable execution. We look to partner with owners to ensure smooth transitions while unlocking long-term value.
Zensure Partners is a long-term investment and operating platform focused on acquiring profitable small and medium-sized businesses from owners seeking a thoughtful succession or growth partner.Investment Criteria:Cash flowing, lower middle market businesses valued between $10-50MFocus sectors: consumer products/CPG, skilled trade services, healthcare services, tech-enabled servicesOpportunities where contemporary marketing and operational improvements can drive value creation and in specific cases, lead to roll-up opportunitiesGeographic focus: North AmericaStrategy:Target businesses that…
RBI Partners is an Edmonton-based independent sponsor acquiring founder-owned businesses in Western Canada with $2–5M EBITDA across industrial supply, industrial services, business services, and recurring revenue sectors. I step in as operator post-close — no management team install. My background is a decade as operating CFO across a software exit and industrial distribution. We structure deals through a GP/LP vehicle with Alberta family office and HNW capital. We close what we say we will.
YGLS Holdings is a holding Company that invests in small and medium sized businesses.The company employs a thematic investment approach, seeking to invest and buildexceptional businesses that can compound value over long periods of time. YGLS ismanaged by Yotam Stanger, a seasoned investor with over a decade of experience inprivate equity and financial services.
Vexan is a company specializing in the manufacturing of high-quality fishing rods and gear, catering to a wide range of fishing enthusiasts. Their product line includes rods designed for bass, musky, walleye, and inshore fishing, emphasizing both affordability and performance. Vexan's offerings are suitable for freshwater, saltwater, and ice fishing, making them a versatile choice for anglers. The company is committed to delivering exceptional performance through its premium fishing gear, ensuring that both amateur and professional anglers can enjoy their fishing experiences with reliable and…
I’m Molly McFadden, founding partner of Bold North Capital, a Minnesota-based independent investment firm backed by local family office capital (boldnorthcap.com). We focus on acquiring and operating durable, overlooked businesses in essential industries across the Midwest, with a particular interest in services and software companies generating under $10M of EBITDA. I have spent my career partnering with bootstrapped, founder-led companies during critical stages of growth. Before launching Bold North, I was an investor at Arthur Ventures in Minneapolis, where I played a pivotal role…
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