Addison Capital Partners (“ACP”) is a private equity investment firm backed by two high net worth Family Offices that seeks out partnerships with owners and operators of “smaller” middle market growth companies, often that are closely held or family owned businesses, to provide legacy stewardship, liquidity, growth capital and management resources to grow and build exceptional enterprises.
Now in its third generation, Elmore Companies was built on the ability to recognize and pursue business opportunity. Dating back to the late 70’s, Dave Elmore started by purchasing travel companies that were headed toward bankruptcy, taking them over and building them up. This repetition became muscle memory as he began to understand an industry and acquire several more businesses within that space, starting the legacy of Elmore Companies.As Dave’s conglomerate of businesses continued to grow, his son, DG Elmore took over Gant Travel at a critical juncture in the company’s history.…
Founded in 2012, StoneCalibre is an international private investment firm with offices located in Los Angeles, Paris and London. We are focused on corporate divestitures, buy & builds and special situations opportunities via control transactions. To date, we have acquired 36 companies throughout North America and Europe through 7 different investment platforms.Our investment approach is based upon creating value from deal origination through to monetization. Pre-acquisition, our process is focused on finding companies that possess certain characteristics which in our view can lead to…
Matbridge operates as a forward-thinking and nimble investment firm with a diversified portfolio, intent on supporting small businesses, acquiring established companies and cash flowing investment properties, and investing in real estate developments. In addition to providing financial support, Matbridge’s unique approach includes a focus on enhancing its business relationships through supportive value-added expertise and leadership support.
Ocho Capital is an investment firm that hires powerful leaders and provides them with personal growth and business learning opportunities to become highly effective CEOs. We then invest our own capital as they find, acquire, and operate high-quality businesses that Ocho will own forever.
Lullwater & Co. is a purpose-driven private investment firm committed to building enduring partnerships with the next generation of business leaders. We specialize in supporting talented operators pursuing entrepreneurship through acquisition (ETA), as well as legacy-minded owners seeking a thoughtful and values-aligned transition of their businesses.Our approach is grounded in operational empathy, long-term vision, and a deep respect for the entrepreneurial journey. With roots in both principal investing and company building, we bring more than capital — we deliver a strategic,…
Hall Capital Holdings was founded in 2001 by our managing member, Bill Hood, with the goal of providing support to the family office. Over the past two decades, Hall Capital Holdings has expanded into its current position; a multi-faceted, private investment office backed by patient, long-term, family capital. We are not only capital providers, but a team of operators who look for businesses we understand and can add value to. Being a family office gives us the opportunity to invest without the obligation to fulfill limited partners investment needs, allowing for a “no-rush” investment…
The Applied Value Group combines Management Consulting, Private Equity, and Social Impact. The company was founded as the internal change agent for a Swedish conglomerate to challenge boards, drive operational improvements, and change the culture.Today, Applied Value is an independent adviser to dozens of Fortune 500 clients and a recognized Private Investor. We advise our corporate clients across industries on issues around Strategy and Cost and Capital Efficiency. The firm prides itself on its ROI-driven, Practical, and Hands-on in all areas.Our Private investments portfolio of ~25…
The Arnold Companies (TAC), is a Dallas, TX-based family investment management and services firm. Established in 1964 in Texarkana, Texas as a wholesale refinedpetroleum products distributor it has grown to lead in many different industries includingreal estate, retail, banking, aviation, technology and many varied sectors. TAC focusesinvestments on high-value companies that support their employees and communitieswhile maintaining the values of integrity, leadership, efficiency and a passion for greatservice. The almost 60-year legacy and traditions set the standards to allow innovationand…
Tillery Capital is an operationally oriented, family office structured private investment firm that invests in and builds lower middle-market companies in partnership with their management teams. We make equity investments in companies whose EBITDA is greater than $2 million. We are "hands-on", consultative investors and focus on companies where the current owners or management team are hungry to grow the business, but have concluded they need a value-added equity partner to help them get it done. Most our transactions are either recapitalizations in which the current owners retain 20-40% of…
Entrepreneur Partners invests in the following segments:Direct marketing companies including business-to-business and business-to-consumer catalogers and direct marketers, specialty publishers, retailers and marketing service providers. Multi-channel retailers serving enthusiast customers.Printing and PackagingThe companies in which we invest are building loyal customer bases with high lifetime value – customer bases characterized by long relationships, frequent purchases and large cumulative spends. In addition to building high lifetime value, these companies participate in well-defined…
Most Recent Transactions
Investor
Aug 2023
Entrepreneur Partners
acquired
PEACHTREE BUSINESS PRODUCTS
Investor
Aug 2023
Entrepreneur Partners
acquired
MEDICAL ARTS PRESS
Investor
Jul 2019
Entrepreneur Partners
acquired
Offset & Digital Printer to the Packaging and Retail Display Markets
Treaty Oak is an Austin-based private investment firm with capital commitments from two Texas family offices.We partner with privately held and family owned businesses to address funding needs, ownership transitions and succession planning issues while preserving legacy, existing culture and values. Our namesake, the Treaty Oak, is located in current-day downtown Austin. It is estimated to be over 500 years old and is a local symbol of Texas history and resilience. We seek to build long-term partnerships with our management teams. Our core values include conducting our business with…
Obelysk is a family office with a long history of investing in, operating and growing businesses in North America.We seek to acquire high-quality businesses and grow their cash flow through a combination of organic growth, operational improvements and M&A.Our focus is on acquiring lower middle market companies in the following industries: business / industrial services, light manufacturing / processing, infrastructure services, and home services.
We are equity investors across company lifecycle, from seed to turnaround, with a focus on leveraged buyouts of operating companies that fit our reshoring and sustainability investment theses. Because Lorentzen Investments is a family office, we do not have any preconceived timeframe for an investment. Our expectation, in any investment, is to hold permanently. Our goal is to implement best-in-class safety and environmental procedures, invest in sustaining maintenance and profitable growth, and then harvest the cash flow on a financially prudent basis.
Rising Ventures Group, established as a family-run business, came to fruition as a result of the family’s shared passion for Entrepreneurship, Value Creation, Leadership, Culture-building, Core Values, and Community.Both parents have been successful business owners since the mid-80’s and have spent their careers in CPG, Retail, Healthcare, Consulting, Manufacturing and Distribution. With savvy business acumen, multiple start-up companies were created and successfully exited, realizing extensive wealth.The younger generation of three adult children have experienced professional success and…
Fourshore Partners is a Miami-based private equity firm that focuses on lower middle market buyouts in the U.S. and Caribbean. Fourshore targets companies generating between $2m and $15m of EBITDA with enterprise values between $10m and $75m.Business Types/Situations:• Family-owned businesses • Management buyouts • Secondary buyouts • Corporate carve-outs/divestitures • Complex situations/turnaroundsIndustries • Marine Services • Financial Services • Agribusiness • Transportation & Logistics• Distribution • Business Services • Niche Manufacturing • Consumer…
Alitus Partners is a private equity firm managed by experienced operating executives rather than financial experts. Each of our managing partners have personally built companies from as small as a few million dollars of sales into businesses generating in excess of several hundred million dollars of revenue. Our goal is to acquire control positions in lower middle market companies, then use our hands on operating experience to help existing ownership and management realize potential which they can not achieve with their current resources. We not only know how to enhance the foundation of a…
Nobel Investments is a family investment office based out of Santa Monica, CA. We are majority stake hold investors and are owners / operators of our businesses post-acquisition. We invest in businesses that operate in industries where we have demonstrated a successful track record of helping companies scale – either as direct operators or as consultants.Nobel Investments was founded by Atta Tarki. Born in Tehran, Atta moved to the countryside of Sweden at age 7, where he grew up a few minutes away from Alfred Nobel’s workshop. There, Atta developed a deep respect for Alfred Nobel’s…
Pulte Capital seeks acquisitions and relationships in targeted sectors across the building products industry. We specialize in flexible transaction structures, with particular expertise in strategic partnerships and recapitalizations in which management teams have the opportunity to retain significant ownership stakes. Our target transactions typically range from $10 – $200 million in size. We generally invest in middle-market companies and lower-priority divisions of national companies in the following building products segments: Niche / Specialty building products businesses Countertops /…
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…
Most Recent Transactions
Investor
Jul 2022
Preservation Holdings LLC
acquired
Air Assurance Heating, Air Conditioning, and Plumbing