Top Data Processing & Outsourced Services Family Offices with Recent Private M&A Activity

214

Active Firms

2,768

TTM Deal Inquiries

$5M-$23M

Core Revenue Range

$1M-$4M

Core EBITDA Range

Top States by Activity

Florida 13%

Texas 12%

California 10%

New York 8%

New Jersey 4%

Key Attributes

Focus: Long-Term Ownership | Capital Source: Family-Backed Capital | Operating Approach: Buy & Hold

Iron Creek Partners

3 Closed Deals via Axial

14 Total Closed Deals Actively Sourcing Deals

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Iron Creek Partners is a private investment firm with substantial committed capital, investing in private equity transactions with a particular focus on buyouts of software, data, communications, and business services companies.

Recent Transactions

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Feb 2026 Acquired BASELoad
Jul 2025 Acquired Confidential Company
Aug 2024 Acquired MoneyThumb
Jan 2023 Acquired Consumer Reporting Agency (Name Not Disclosed)

Northwoods Partners

3 Closed Deals via Axial

4 Total Closed Deals Actively Sourcing Deals

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Northwoods Partners was built in 2022 out of the success the founding partners had at their previous company, ImageFIRST – a healthcare linen company started by the Berstein Family.Over the years, the investment team worked together in a variety of capacities, each played a role in transforming ImageFIRST from a local, one-plant business to the nation's leading provider of healthcare linen services.When the Berstein Family sold ImageFIRST to a private equity firm, the group found themselves eager for a new challenge. They knew together they could positively impact other companies and…

Recent Transactions

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May 2025 Acquired Confidential Company
Mar 2025 Acquired Confidential Company
May 2023 Acquired Confidential Company
Apr 2023 Acquired Confidential Company

Willcrest Partners

2 Closed Deals via Axial

6 Total Closed Deals Actively Sourcing Deals

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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.

Recent Transactions

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Jun 2025 Acquired Confidential Company
Sep 2023 Invested in Birch Risk Advisors
Aug 2021 Acquired Worldwide Healthstaff Solutions
Apr 2019 Invested in Precision Aerospace LLC

West Edge Partners

2 Closed Deals via Axial

2 Total Closed Deals Actively Sourcing Deals

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OverviewWest Edge Partners is a team of entrepreneurial investors dedicated to investing in and accelerating the growth of a privately-held business through a hands-on approach.The West Edge AdvantageFlexibleAble to maneuver more opportunistically than traditional investment firms given that we are unconstrained by formal timelines and investment mandates. We are able to customize a transition plan depending on whether management desires to continue operating the business, gradually transition over time or exit fully.FocusedCommitted to the successful investment, operations and growth of a…

Recent Transactions

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Nov 2025 Acquired Confidential Company
Oct 2022 Acquired Confidential Company

NorthCurrent Partners

1 Closed Deal via Axial

25 Total Closed Deals Actively Sourcing Deals

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NorthCurrent Partners is a private equity firm that partners with and grows American businesses through majority investments and acquisitions. As the extension of a family office, we bring certainty, flexibility, and speed to our transactions and investment partnerships. Our long-term investment horizon means we make decisions best suited for growth and value creation, including continued investments in the business. Alongside years of experience executing transactions and working with company leaders, we are supported by seasoned operators and successful entrepreneurs.

Recent Transactions

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Dec 2025 Acquired Hometown Plumbing, Electrical & HVAC
Sep 2025 Acquired Confidential Company
Aug 2025 Acquired Restivo's Heating and Air
May 2025 Acquired Pipewell (HD Crouch)

Aeonic Partners

1 Closed Deal via Axial

11 Total Closed Deals Actively Sourcing Deals

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Aeonic Partners seeks to work with high-quality management teams to build businesses for the long-term. Different from traditional 5-year private equity investment cycles, Aeonic employs a buy-and-hold strategy, which allows us to take an extremely long-term view to growing our portfolio companies. Our principals are involved in every step of the process, and our decision-making process is streamlined, which allows us to move quickly and deliberately on opportunities that we pursue.We have experience investing across a variety of industries and helping companies develop and execute…

Recent Transactions

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Mar 2025 Acquired Confidential Company
Aug 2023 Acquired Activstyle
Aug 2023 Acquired Pro-Vigil
Aug 2023 Acquired Health & Safety Institute

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Cranbrook Partners

1 Closed Deal via Axial

5 Total Closed Deals Actively Sourcing Deals

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We are a private company creating value through active ownership of businesses and advisory engagements.We utilize creative management practices, productivity gains and growth as our primary drivers to create value. We are disciplined in our analysis, strategy and execution.

Recent Transactions

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Mar 2026 Acquired Roman Stone
Mar 2026 Acquired Ritner Steel
Mar 2026 Acquired FireCatt
Mar 2026 Acquired Iwerk

119th Street Capital

1 Closed Deal via Axial

3 Total Closed Deals Actively Sourcing Deals

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At 119th Street Capital, we invest exclusively in firms within financial services. We partner with growth-oriented leaders to build exceptional firms, leveraging specialized sector knowledge and a vast network of industry contacts.

Recent Transactions

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Oct 2025 Acquired Confidential Company
Sep 2025 Acquired Confidential Company
Oct 2024 Acquired Confidential Company

Davenforth LLC

1 Closed Deal via Axial

3 Total Closed Deals Actively Sourcing Deals

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Davenforth is the joint family office of Logan Brown and Bradley Roofner. It was established after the sale of their operating business, WLE, to BrightView Landscapes (NYSE: BV) in 2020. Davenforth seeks majority buy out opportunities with business owners who care deeply about serving customers, investing in their employees, and have scaled to at least $3 million in annual recurring revenue. Davenforth partners with these business leaders to provide operational assistance and capital in support of growth and best-in-class service delivery.

Recent Transactions

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Sep 2024 Acquired TeleCloud
Sep 2024 Acquired Third Generation
Mar 2017 Acquired WLE LLC

VIP MSG, LLC

1 Closed Deal via Axial

1 Total Closed Deal Actively Sourcing Deals

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VIP MSG is a single-family office formally established in 2015, however, the principals have been investing in and operating businesses together for over 20 years. The firm invests across all asset classes and has a long-term investment focus. The principals of the firm bring an expertise in starting, operating, and growing companies across many different industries. With backgrounds in management consulting, Wall Street, and commercial banking, the team at VIP MSG has been successful in investing and operating companies in the following industries: home health care, social work…

Recent Transactions

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Jun 2021 Acquired Confidential Company

Brandsma Asset Management

1 Closed Deal via Axial

1 Total Closed Deal Actively Sourcing Deals

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Brandsma Asset Management is a Single Family Office founded in 2018 after the sale of our family business. To date we have made 15+ investments ranging from passive minority positions to full change of control acquisitions. We are looking to further our investment in high-quality operating businesses throughout the United States.

Recent Transactions

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Jul 2025 Acquired Confidential Company

Georgetown Capital LLC

1 Closed Deal via Axial

1 Total Closed Deal

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Georgetown Capital is a private investment firm focused on small to medium sized acquisitions. We are a team of seasoned investors who work closely with our portfolio companies to drive measurable value for all stakeholders.

Recent Transactions

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Apr 2026 Acquired Confidential Company

Rhino Ventures LLC

1 Closed Deal via Axial

1 Total Closed Deal

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Rhino Ventures LLC is a single family office that was formed in 2016.We are seeking mid to late-stage business opportunities in the infrastructure, specialty trades, asset-heavy construction and materials sectors as our experience and network lends well to these sectors - we believe strongly in the durability and growth prospects in these businesses over the next 30 years. Our thesis targets “always-needed” infrastructure related services and business in growth markets (mostly Texas). [email protected] parametersSize: Between $500k - $3M in…

Recent Transactions

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Jun 2024 Acquired Confidential Company

Boring Tech

1 Closed Deal via Axial

1 Total Closed Deal

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Boring Tech is a long-term holding company dedicated to buying and building beautiful businesses and stewarding them with exceptional, values-driven leadership.

Recent Transactions

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Oct 2023 Acquired Confidential Company

Critical Services Group

54 Total Closed Deals Actively Sourcing Deals

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Critical Services Group is a long-term holding company focused on industrial services and telecommunications. We invest out of a $100mm committed evergreen fund. CSG is backed by the principals/GPs behind four of the world's largest private equity funds.

Recent Transactions

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Jul 2024 Acquired Certificate of Service
Sep 2023 Acquired SysTrends
Dec 2021 Acquired Alpaca Capital
Oct 2021 Acquired Sylmar Group

SIG Partners

34 Total Closed Deals Actively Sourcing Deals

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SIG is an investment firm that has acquired 30+ companies in the last 6 years. What makes SIG special is our team of highly qualified Operators we bring into our firm and place as CEO or GM in the companies we acquire. This allows ownership to transition out successfully within 30-45 days. SIG brings 90% to 100% cash to close. SIG is a high-probability-to-close-buyer. SIG is always committed to preserving the legacy, brand names, and existing employee pool of all of the companies we acquire. If you go to www.sigpartners.com/companies, you'll see 32 companies still operating under…

Recent Transactions

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May 2026 Acquired Krista Care
Jan 2026 Acquired Snipps Heating & Air Conditioning
Dec 2025 Acquired Gaddy Drug
Jul 2025 Acquired Heart of Humanity

Rosewood Private Investments

20 Total Closed Deals Actively Sourcing Deals

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Rosewood Private Investments is the private equity arm of The Rosewood Corporation, a prominent family-owned company with diverse worldwide operations and investments. Rosewood is wholly owned by the Caroline Hunt Trust Estate and has grown over generations by developing and acquiring businesses that are leaders in their respective industries. Our structure and history enable us to be a unique resource and flexible investment partner. As an evergreen entity, Rosewood is continually seeking to invest capital in companies that share our commitment to entrepreneurism, integrity, and sound…

Recent Transactions

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Jan 2016 Acquired Ferco Aerospace Group
Dec 2015 Acquired ESNA
Mar 2015 Acquired ExtraTech
Jan 2015 Acquired John Hassall, Inc.

Matbridge Investments Ltd.

10 Total Closed Deals Actively Sourcing Deals

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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.

Recent Transactions

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Sep 2024 Acquired International Custom Products
Jul 2024 Acquired Flying Monkeys Craft Brewery
Jun 2024 Acquired Bez Industries Inc.
Mar 2024 Invested in Subterra Renewables

Treaty Oak Equity

6 Total Closed Deals Actively Sourcing Deals

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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…

Recent Transactions

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Feb 2024 Acquired Touchstone II, LLC
Dec 2022 Acquired PromoAdvantage
Mar 2022 Acquired DJ's Boudain LLC
Jun 2021 Acquired Boundless Network

Rising Ventures Group LLC

5 Total Closed Deals Actively Sourcing Deals

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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…

Recent Transactions

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May 2018 Invested in CannaMD, LLC
Jan 2017 Invested in Grassroots Cannabis
Jan 2012 Invested in 7th Street Advisors
Sep 2008 Advised Five Grapes, LLC. in its sale to Washington Capital Ventures, LLC

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Firms in the Data Processing & Outsourced Services Family Offices directory are ordered based on recent deal activity on Axial. The default order reflects observed market signals rather than a subjective ranking of firm quality.

Each profile provides information about the firm’s areas of focus, transaction criteria, and relevant activity on Axial’s M&A platform. Together, these details provide a clearer view of where a firm is active and the types of companies and opportunities most relevant for it.

Based on activity on Axial’s M&A platform, the core revenue range for Data Processing & Outsourced Services Family Offices is $5M-$23M, with a core EBITDA range of $1M-$4M. Company size can be an important indicator of fit, as firms often concentrate their experience, resources, and transaction activity within particular segments of the market.

Relevant Business Services experience can be an important consideration when evaluating a firm. Familiarity with the sector can provide a stronger understanding of its business models, market dynamics, valuation considerations, and transaction environment. The 214 firms included in this directory provide a starting point for identifying firms with relevant experience and activity in Business Services.

Not necessarily. Many firms are active across multiple industries, so inclusion in the Data Processing & Outsourced Services Family Offices directory reflects relevant experience or activity in Business Services, rather than an exclusive sector focus. Individual profiles provide additional context on each firm’s areas of focus and activity within the sector.

When comparing Family Offices with experience in Business Services, consider factors such as size range, geographic reach, and recent transaction activity. These characteristics vary across the 214 firms included in the directory and can help identify firms that align with your needs.

Axial can help you identify and connect with firms based on your objectives and what you are looking to accomplish. The process varies depending on your role and transaction needs. If you are interested in connecting with firms in the Data Processing & Outsourced Services Family Offices directory, you can request information here.

Top Data Processing & Outsourced Services Family Offices

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