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.
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.
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.
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…
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.
King Street Ventures was started by Rishabh Mittal and Jordan Hmaidan, two seasoned leaders based in the Seattle area. Rishabh helped launch Amazon in Dubai, Saudi Arabia, and Singapore, setting up fulfillment centers, operations, business success metrics for the company. Jordan has an MBA from Northwestern Kellogg School of Management, has held roles in Finance, Strategy, Marketing, and most currently has almost 6 years as management consultant at Boston Consulting Group. Jordan and Rishabh have teamed up to acquire and grow businesses located in the Greater Seattle area, with ambition to…
UranX Group is a U.S.-based investment firm specializing in the acquisition and scaling of technology and tech-enabled service companies. The firm partners with founder-led businesses to drive strategic growth and global expansion. By focusing on profitable, high-potential technology companies across diverse industries, UranX Group aims to empower these businesses through strategic investments and operational support. Their investment strategy is centered on technology-driven growth, making them a key player in the tech investment landscape.
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…
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.
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…
Originating in real estate, our journey extended into investment partnerships with two of our tenants from our real estate portfolio. Additionally, we've diversified our portfolio with equity investments in HVAC and lumber companies, while also having stakes in a couple of nursing homes. Our strategic approach spans various sectors, reflecting our commitment to a well-rounded and dynamic investment portfolio.
Cavendish Investments targets lower middle market healthcare services, business services, and B2B SaaS investments. Highly flexible with respect to investment structure (control, growth equity, minority convertible preferred, etc.).Andrew Bates has over 10 years of operational experience. He currently serves as the EVP and COO of Medalogix, the only data science company focused exclusively on home health and hospice. The company was founded in 2012 with the desire to help home health agencies identify patients on the census at-risk for unplanned rehospitalization.
Valstone Corporation is a leading international provider of software and technology solutions, focusing on industrial sectors such as agriculture, manufacturing, construction, and logistics. The company specializes in acquiring and growing vertical software businesses that deliver mission-critical solutions tailored to specific market needs. Valstone's offerings include advanced software for agriculture value chains, real-time food processing, metal fabrication optimization, and comprehensive logistics management. By partnering with management teams, Valstone aims to modernize operations and…
Hilltop Growth Partners is a best-in-class "operator-serving-operator" bespoke private investment company. Our Partners are made up of various senior operators either from Fortune C-Suites or Serial Entrepreneurs with nearly 200+ years of combined experience across both transaction and operating experiences. We have HALO (health, active, lifestyle, and outdoor) focused across the entire value chain - services, manufacturing, products, and consumers. In the process of exploring our first fundraise and have currently resourced meaningful co-investment groups to service key transactions while we…
Legacy venture and hedge fund exploring the private equity space. We're keen to use best-in-class technical understanding of automation technologies to help mid-market and underperforming business scale up into the future.
Saddle Ridge Partners is a thematically oriented private equity firm investing in the consumer product supply chain. We target supply-chain oriented companies serving consumer product brands and legacy consumer brands themselves. Saddle Ridge Partners employs an Investor-Operator approach to accelerate the growth of innovation, efficiency, and sustainability within its partner companies. The firm generally invests in companies with $3 million to $15 million of EBITDA and targets equity investments ranging from $10 million to $50 million. Saddle Ridge is located in Boulder, CO.
Established in 2019, Open Equity Partners is a boutique private equity firm based in Vancouver, Canada. We began by looking to purchase a business from an owner seeking to retire and sell their entire stake or a portion of it. In 2021, OEP made its first investment by acquiring Northern Computer - one of the largest independent IT Managed Service Partners (MSPs) in Western Canada. Open Equity Partners puts a tremendous amount of value on getting to know the people who make the businesses we evaluate successful. In addition to looking for strong teams, OEP uses a variety of other criteria to…
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