Consumer Finance Family Offices

Members (28 results)

Bluff Point Associates Actively Sourcing Deals

Family Office
  • Actively Sourcing Deals
  • 2 Closed Deals via Axial
  • 27 Total Closed Deals
Bluff Point Associates is a Family Office based in Westport, Connecticut. Bluff Point actively invests in information services companies supporting the banking, trust, securities, retirement and wealth management sectors of the financial services industry, as well as the healthcare information…
Most Recent Transactions
Investor
Aug 2023
acquired
Investor
Aug 2023
acquired
Investor
Aug 2023
acquired
Investor
Aug 2023
acquired

Willcrest Partners Actively Sourcing Deals

Family Office
  • Actively Sourcing Deals
  • 1 Closed Deal via Axial
  • 3 Total Closed Deals
Willcrest Partners (www.willcrest.com) is a team of entrepreneurs backed by a family office to provide equity investments and operational support to differentiated b2b service and product companies with $1-5 million in EBITDA.
Most Recent Transactions
Investor
Apr 2019
provided capital to
Investor
May 2015
provided capital to
Investor
Apr 2014
acquired

WoodLake Group Actively Sourcing Deals

Family Office
  • Actively Sourcing Deals
  • 11 Total Closed Deals
Control-oriented, operationally-focused PE firm focused on lower middle-market companies$200M in equity invested across 10 platform acquisitionsSam Seraphim (Managing Partner): 40+ years investing & operating, ran $120M manufacturing company and started a bankMarc Paganini (Partner): 30+ years…
Most Recent Transactions
Investor
Aug 2023
acquired
Investor
Aug 2023
acquired
Investor
Aug 2023
acquired
Investor
Aug 2023
acquired

Pondera Holdings, LLC Actively Sourcing Deals

Family Office
  • Actively Sourcing Deals
  • 7 Total Closed Deals
Pondera Holdings is an operationally-focused holding company that provides capital to private, entrepreneurial businesses. Our objective with each investment is to create value for employees, customers, communities, and our shareholders. Pondera’s principals serve as active board members of…
Most Recent Transactions
Investor
Aug 2023
acquired
Investor
Aug 2023
acquired
Investor
Aug 2023
acquired
Investor
Aug 2023
provided capital to

Sagemoore Capital Actively Sourcing Deals

Family Office
  • Actively Sourcing Deals
  • 4 Total Closed Deals
Sagemoore is a private equity firm focused on making investments in the lower middle-market. We utilize an evergreen fund structure with committed capital from family office investors resulting in a patient capital base.This structure offers a flexible investment horizon designed to maximize…
Most Recent Transactions
Investor
Jan 2017
acquired
Investor
Mar 2014
provided capital to
Investor
Apr 2011
acquired
Investor
Jan 2007
acquired

Matrix Private Capital Group Actively Sourcing Deals

Family Office
  • Actively Sourcing Deals
  • 4 Total Closed Deals
Matrix Private Capital Group ("Matrix") is a Registered Investment Advisor and multi-family office located in New York City. Matrix is led by the former CEO of Lehman Brothers and leverages that executive network and expertise to act as an institutional quality investor for its clients by sourcing…
Most Recent Transactions
Investor
Aug 2023
provided capital to
Investor
Dec 2019
provided capital to
Investor
Oct 2018
acquired
Investor
Jul 2015
provided capital to

Taubman Capital LLC Actively Sourcing Deals

Family Office
  • Actively Sourcing Deals
  • 2 Total Closed Deals
Taubman Capital (“TC”) is a private equity investment firm for the Taubman familyThrough TC, the family is building an investment portfolio of world-class businesses led by exceptional management teams outside of its core real estate holdingsThe firm’s flexible, long-term capital base offers…
Most Recent Transactions
Investor
Jun 2020
acquired
Investor
Oct 2019
provided capital to

The Thomas Family Office Actively Sourcing Deals

Family Office
  • Actively Sourcing Deals
  • 1 Total Closed Deal
OverviewThe Thomas Family office has a strong tradition of establishing, acquiring and growing family owned manufacturing, service and distribution companies. Royal Vendors and Coin Acceptors, Inc. have both been owned by the Thomas family since their founding’s 30 and 60 years ago…
Most Recent Transactions
Investor
Apr 2018
acquired

SI Capital LLC Actively Sourcing Deals

Family Office
  • Actively Sourcing Deals
  • This member has no reported closed transactions.

SI Capital is a private investment firm with $1billion+ in capital resources. SI engages in a broad range of investment activities and asset classes, including debt, leasing, and equity investments. The firm was formed to source and manage investments for the founder of 5-hour ENERGY® products. SI…

Kuttin Wealth Management Actively Sourcing Deals

Family Office
  • Actively Sourcing Deals
  • This member has no reported closed transactions.

Kuttin Wealth Management is a traditional wealth management business managing $10Bn+ in AUM today with 200+ full-time employees and 30+ offices across the United States. The business was started in 1994 by Jon Kuttin and has taken no external capital to date. The business has completed 50+…

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