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Members (997 results)

Dann Family Office Actively Sourcing Deals

Individual Accredited Investor
  • Actively Sourcing Deals
  • This member has no reported closed transactions.

Dann Family Office is a private investment firm focused on partnering with strong operators to acquire and grow proven operating companies. We invest in established businesses across healthcare, wellness, manufacturing, and direct-to-consumer, bringing long-term capital, strategic support, and a hands-on approach to value creation. Our goal is to build enduring enterprises by improving fundamentals, accelerating growth, and aligning incentives with management teams for lasting success.

B&K Restaurants LLC Actively Sourcing Deals

Individual Accredited Investor
  • Actively Sourcing Deals
  • This member has no reported closed transactions.

I have been in business for over 20 years owning and operating Denny's restaurants. I have owned and operated multiple locations over the years; however, I am currently a single-store owner operator. I am looking to expand my business through the purchase of a small group of fast-food or fast casual franchised restaurants

RR XIV Holdings Actively Sourcing Deals

Individual Accredited Investor
  • Actively Sourcing Deals
  • This member has no reported closed transactions.

•Around a decade of experience building and scaling single circular-economy business in the IT hardware sector across India, the United States, UAE, Europe, and Africa•Played a central role and lived around the globe for almost a decade for transforming an early-stage Indian venture into a global enterprise selling into 40+ countries, with manufacturing and operating facilities across three countries•Helped grow enterprise value from approximately US$12 million in 2019 to over US$360 million at IPO in 2025, representing a ~76% CAGR in enterprise value over six years•Led the company…

Westray Battle Actively Sourcing Deals

Individual Accredited Investor
  • Actively Sourcing Deals
  • This member has no reported closed transactions.

Wes is a principal in a family office, with AUM (of 9 figures) in a diverse portfolio of equity, fixed income, private equity, venture capital and real estate investments. Wes is also a Senior Vice President of CRAFT Media/Digital, a strategic communications firm in Washington, DC, where he has helped lead the firm of 30+ employees since 2016. With an M.B.A. from Georgetown University’s McDonough School of Business, Wes is a 10-year veteran and officer of the U.S. Navy. He is a 15+-year resident of Washington, D.C., and lives with his wife and three school-aged children. Wes…

Wilhelm Holdings, LLC Actively Sourcing Deals

Individual Accredited Investor
  • Actively Sourcing Deals
  • This member has no reported closed transactions.

Wilhelm Holdings, LLC is a USA-based and operated family office led by Eric J. Wilhelm, “The Disruptive CEO,” with a legacy of building and exiting industry-leading businesses, including Wilpak and Coregistics. Investment Criteria inlcude an EBITDA range of $500K–$10M, family or privately owned B2B businesses in the Midwest and Southeastern USA that are scalable, essential business services with strong growth potential and a self-operating management team.

Veltz Investments, LLC Actively Sourcing Deals

Individual Accredited Investor
  • Actively Sourcing Deals
  • This member has no reported closed transactions.

Experienced Engineering Leader Seeking Industrial & Technical Service AcquisitionsI am a Houston-based professional engineer and engineering manager with over 15 years of experience in high-stakes industrial environments, most recently overseeing major operations at LyondellBasell. My goal is to transition from corporate leadership to hands-on ownership by acquiring and growing a technical service or light manufacturing business in the Texas market.Why Partner With Me?Unlike institutional investors, I am a dedicated owner-operator. I am looking for one "forever" business where I can…

Tower Rock Investments, LLC Actively Sourcing Deals

Individual Accredited Investor
  • Actively Sourcing Deals
  • This member has no reported closed transactions.

Denver family office seeking founder-owned businesses up to $5M EBITDA. Principals only — no investment committee, no fund timeline, no forced exit. We close efficiently and structure transitions around the seller.Mark Korell: former bank president, E&Y background, hands-on operator. Steve Korell: former Lehman GC, Wall Street attorney, multi-industry executive. Combined 50+ years of experience and a proven track record of growing and selling businesses.Sweet spot: asset-light, recurring revenue, relationship-driven businesses where skilled people matter. Specialty trades, B2B services,…

AMX Capital, LLC Actively Sourcing Deals

Individual Accredited Investor
  • Actively Sourcing Deals
  • This member has no reported closed transactions.

AMX Capital is a dynamic and forward-thinking company specializing in transforming businesses through strategic investments and operational expertise. Our mission is to modernize and revitalize companies, unlocking their full potential for sustained growth and enhanced profitability. With a keen eye for promising opportunities, we identify businesses with untapped potential and provide them with the necessary resources and guidance to thrive in the modern market landscape. Through a combination of targeted investments and hands-on operational excellence, we empower our portfolio companies to…

Ante Jelcic Actively Sourcing Deals

Individual Accredited Investor
  • Actively Sourcing Deals
  • This member has no reported closed transactions.

Ante Jelcic 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.

Harmon Healthcare Actively Sourcing Deals

Individual Accredited Investor
  • Actively Sourcing Deals
  • This member has no reported closed transactions.

20+ years of healthcare experience, interested in the acquisition of primarily healthcare and healthcare adjacent businesses. --------------------------------------------------------------------------

Allen McClinton Actively Sourcing Deals

Individual Accredited Investor
  • Actively Sourcing Deals
  • This member has no reported closed transactions.

Allen Mcclinton 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.

TGS Global Actively Sourcing Deals

Individual Accredited Investor
  • Actively Sourcing Deals
  • This member has no reported closed transactions.

Principal with much experience in defense, energy, government, international business, etc. Looking for companies in the lower to middle market to add to our family portfolio and to help mentor/grow/add value.

Citadel One Actively Sourcing Deals

Individual Accredited Investor
  • Actively Sourcing Deals
  • This member has no reported closed transactions.

I have $2 million in cash plus a $1 million Chase credit line to acquire a business within a 2–4 month timeframe. I’m targeting service or logistics companies with solid revenue, loyal customers, and clear opportunities for operational improvements. Ideal businesses generate at least $400,000 in SDE and are in DFW, Austin, Miami, or Boston. I will streamline processes, leverage technology to improve performance and customer satisfaction, and boost profitability for sustainable growth with upside

Intufit LLC Actively Sourcing Deals

Individual Accredited Investor
  • Actively Sourcing Deals
  • This member has no reported closed transactions.

Intufit is a family office located in the Pacific Northwest. We invest in technology and services companies based in the U.S. looking for support from an experienced private equity operating executive.

Nystrom Family Office Actively Sourcing Deals

Individual Accredited Investor
  • Actively Sourcing Deals
  • This member has no reported closed transactions.

Nystrom Family Office 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. 

Jolly Mason, LLC Actively Sourcing Deals

Individual Accredited Investor
  • Actively Sourcing Deals
  • This member has no reported closed transactions.

I'm a self-funded searcher using a minimum of $700k of my own capital plus outside sources (including equity from my network). Utilizing my background as a senior equity analyst, I'm focused on sustainable business models with low capital intensity. 

Faithman Group Actively Sourcing Deals

Individual Accredited Investor
  • Actively Sourcing Deals
  • This member has no reported closed transactions.

An operator-led firm specializing in business growth in electrical and mechanical service industries. Bring real-world leadership experience who have successfully scaled, operated, and excited companies.

James Mayfield Actively Sourcing Deals

Individual Accredited Investor
  • Actively Sourcing Deals
  • This member has no reported closed transactions.

I am an individual investor with a background in corporate financial planning and strategic analysis. Under my leadership, the organization will be vision and mission focused, powered by a team oriented and collaborative culture. We will provide best in class service to our customers in order to create long term partnerships. Preserving established legacies and achieving new levels of value creation will be my focus as an investor & operator.

GANZ Actively Sourcing Deals

Individual Accredited Investor
  • Actively Sourcing Deals
  • This member has no reported closed transactions.

GANZ 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.

Leway Group LLC Actively Sourcing Deals

Individual Accredited Investor
  • Actively Sourcing Deals
  • This member has no reported closed transactions.

Looking to expand our deals as others are coming to a close. We are focused on physical asset backed investments in the healthcare or agricultural space but we are open to any other investments on a case-by-case basis.

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