Top Data Processing & Outsourced Services Independent Sponsors with Recent Private M&A Activity

637

Active Firms

12,579

TTM Deal Inquiries

$3M-$17M

Core Revenue Range

$700K-$3M

Core EBITDA Range

Top States by Activity

Florida 14%

California 12%

Texas 11%

New York 7%

Pennsylvania 4%

Key Attributes

Focus: Control Investments | Capital Source: Deal-By-Deal Financing | Operating Approach: Scale & Exit

Mar Equity

2 Total Closed Deals

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Mar Equity partners and operates businesses where advancements in technology enhance efficiency and unlock new value within the real estate sector. We buy businesses that are solid, and make them great. Sean Daly is the founder of Mar Equity. Prior to Mar Equity, he was the CEO of Expetitle Inc (now One Real Title, Inc), a fast-growing national tech-powered title company with operations in 11 states. In January 2022, Expetitle was acquired by The Real Brokerage Inc. (NASDAQ: REAX). Prior to Expetitle, Sean worked at different startup and VC-backed companies, including Glia Technologies,…

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Mar 2022 Invested in Hostfully
Mar 2022 Invested in Hostfully

Worthwhile Partners

2 Total Closed Deals

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Worthwhile Partners was founded by Jason Young and Matthew Smith in 2021. Our firm seeks to identify and acquire an established operating business. We intend to manage the acquired target in a way that reflects our business ethos and enhances the existing culture, duration, efficiency and growth of the enterprise. Our core values of integrity, honesty and transparency underpin our approach. We are open to partnering with existing management. Young and Smith have over 40 years of combined institutional investment and entrepreneurial experience across public and private investments, spanning 8…

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Jun 2021 Invested in Nushama, Inc
May 2021 Invested in Kitchen Hub Inc

Forge Equity Partners

2 Total Closed Deals

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Forge Equity Partners is a private investment firm founded by two experienced executives who share a common vision for growing companies and complimentary experience investing in and operating businesses. Forge pursues platform investments in companies that range in size from $2-6M of EBITDA, and draws on the partners' operational and leadership experience to grow businesses through investment in people, processes, technology, systems, expanded operations, and strategic acquisitions. Forge takes a long-term view in building businesses with the intent to hold and grow businesses for 10+…

Recent Transactions

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Jan 2024 Acquired LocalSodFarm.com
Mar 2022 Acquired STS Electronic Recycling

Tightrope Capital

2 Total Closed Deals

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Tightrope Capital’s team consists of professionals with more than 50 years of combined operating and investment experience. We have broad experience investing in, managing, and operating more than 25 companies across a diverse array of industry sectors. Furthermore, we have successfully operated through multiple economic cycles.

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Apr 2022 Acquired VCI Emergency Vehicles
Dec 2021 Acquired RAS Logistics

Loyal Companies

2 Total Closed Deals

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Loyal Companies is a PE company. We focus on strategic partnerships, acquisitions and opportunities. We help founders unlock the growth potential of their companies. We focus on providing a strong management team, and operation expertise that help our companies reach untapped potential. With our deep technology experience, we are able to provide and help with the ideal customer experience, product management and the people with in the business.

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Oct 2022 Assisted Confidential Company in securing debt financing from Confidential Company
May 2020 Assisted Confidential Company in securing debt financing from Confidential Company

Morpho Capital Partners

2 Total Closed Deals

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We are a Pledge Fund (backed by family offices) that invests in scalable and purpose-driven companies in the United States.The founding partners have each over ten years of private equity experience. Our team, operating partners, and pledge fund investors have substantial experience in investing, creating, growing, operating, and selling businesses.We invest in proven businesses with strong management teams within our core sectors: (i) financial services, (ii) business services, and (iii) specialized services and products.We make, both controlling and non-controlling stakes, investments in…

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Feb 2024 Advised Confidential Company on an investment from Confidential Company
Aug 2023 Acquired Confidential Company

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Eastman & Co

2 Total Closed Deals

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Eastman & Company is a group of passionate operators, lovers of life, and business. We work with hungry early stage entrepreneurs and growth stage business owners. We work together to come up with the best growth strategy to lead the company to its greatest potential. We believe that kindness, optimism, action, and patience have played major roles in our success. We are here to form partnerships and succeed at the highest level possible. Meet our portfolio company and the reason for this project:Agile Supply Chain Strategies is a portfolio company acquired in 2015. It is a full-service…

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Apr 2015 Acquired Agile Supply Chain Strategies
Jul 2004 Acquired United Shipping Solutions

127 Wall

2 Total Closed Deals

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127 Wall supports promising entrepreneurs and businesses by delivering the thoughtful capital and operational insight that they need in order to effectively scale. Our flexible investment mandate allows us to provide solutions across the transaction spectrum, from retiring owner-operators in need of complete exits to expanding businesses seeking accelerated growth.

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Nov 2021 Acquired Save a Lot
Sep 2021 Acquired Save A Lot

D.K. Smith & Co.

1 Total Closed Deal

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D.K. Smith & Co. is a private equity independent sponsor focused on making control acquisitions and partnering with management teams to grow middle market companies.We seek platform investment targets with $5-$25 million in EBITDA and will go as low as $2 million in EBITDA for bolt-on investments. We work with business owners seeking a meaningful upfront cash payment for their business, an opportunity to rollover and retain a continued ownership position, and potentially remain involved in the management and growth of the business.

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Aug 2009 Acquired Big & Little's Restaurants

Optimal Investment Group

1 Total Closed Deal

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Optimal Investment Group (OIG) is a private investment firm focused on investing in lower middle market business acquisitions throughout North America. OIG invests in companies we believe show potential for growth and increased profitability.OIG is flexible and growth-minded, utilizing our vast experience to help portfolio companies reach their full potential. Our investment process allows us to analyze and close transactions quickly, frequently within 30-60 days.

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Jan 2018 Invested in Technology Associates

High Plains Capital

1 Total Closed Deal

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High Plains Capital is an independent sponsor seeking a Colorado-based business with $750k to $3M EBITDA. The deal will be funded with a mix of in-house capital and LP funds. HPC recently completed its first successful exit from a medical staffing company in December of 2022. We are looking to redeploy for a late 2023/early 2024 close on the next transaction.

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Mar 2021 Acquired LeadTime Staffing

Chrysalis Capital Advisors, Inc.

1 Total Closed Deal

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We are seasoned professionals and entrepreneurs who share a common passion for aligning with small-to-medium-sized enterprises (SMEs) and the successful entrepreneurs who navigate them.Our passion is a direct extension of our belief that SMEs are the driving force of our economy and entrepreneurs represent the heart and soul of the business success equation.We have over 200 years of combined business experience in the fields of investment banking, principal investing, financial management, business operations and corporate law as well as an extensive network of investors and strategic…

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Dec 2019 Invested in Phoenix Imports Inc./ Open Range Pet Treats

ROCA Partners

1 Total Closed Deal

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ROCA Partners is a Los Angeles-based private equity investment firm focused on providing leading services companies with flexible capital and operational resources to accelerate growth.

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Oct 2018 Assisted Confidential Company in securing debt financing from Confidential Company

Kent Road Capital

1 Total Closed Deal

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Formed by David Mansell, Steve Lawrynuik, and Ian Kessler, Kent Road Capital combines seasoned private equity experience with proven operational and business transformation expertise. Together with a team of outstanding Senior Advisors and Specialist Advisors, Kent Road Capital is committed to acquiring and building high quality small- and mid-cap businesses by offering them the capabilities and capital to help them flourish.

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May 2023 Invested in CuBE Packaging

Ellisonwoods Ave LLC

1 Total Closed Deal

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Ellisonwoods is an investment company focused on finding high quality businesses to acquire and grow. Our aim is to help owners effectuate a seamless transition and continue building upon their legacy. We are particularly interested in partnering with business-to-business service companies with stable end-markets and recurring demand drivers.Investment Criteria: 5+ Years of Operating History>$250,000 of Owner EarningsStable Market DynamicsContracted or Recurring RevenueLimited Customer ConcentrationAbout the Team: Founder & Managing MemberZach Alexander is currently a second-year…

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Jul 2021 Acquired NimbusNow LLC

Brones & Company LLC

1 Total Closed Deal

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Brones & Company is the independent sponsor platform formed to partner with White Oak Enterprises, a family office with a long-standing commitment to sustainability and direct private equity investing. White Oak has designated Brones & Company as its channel for direct private equity investments and works with us deal by deal.We are focused on acquiring 3–5 platform businesses over the next several years. We intend to build long-term partnerships and revisit the optimal capital structure, whether permanent capital, a family office fundraise, or an evolved sponsor model. Our shared…

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Dec 2024 Invested in Confidential Company

Trades Mosaic LLC

1 Total Closed Deal

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We are a privately-held company that acquires, operates and scales home services companies, including plumbing, HVAC and electrical services. We empower our local teams to foster a culture of growth, pride and innovation in service and craftsmanship

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Feb 2024 Acquired Confidential Company

608 Partners LLC

1 Total Closed Deal

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608 Partners represents the majority owner of Blooma Tree Experts, a residential-focused tree services company in Seattle, Washington.The President & team of 608 Partners & Blooma Tree Experts is always open to acquiring well-run tree services businesses with great quality standards, clean safety record, and an established history. Since the original acquisition in 2022, Blooma Tree has completed two further add-on acquisitions in the residential tree care space in the Seattle area.

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Feb 2022 Acquired Blooma Tree Experts

StrandPoint

1 Total Closed Deal

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StrandPoint is a Los Angeles-based private investment firm that partners with lower middle market services companies that enjoy market leadership positions within niche and fragmented industries. In addition to providing liquidity to owners, StrandPoint equips companies with the resources to achieve rapid growth and scale by employing a low integration risk buy-and-build strategy.

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Jan 2024 Acquired Nuey Aesthetics

C9 Partners, LLC

1 Total Closed Deal

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C9 Partners LLC is private investment firm focused on identifying niche opportunities at the intersection of specialty lending and financial, legal, and healthcare business services.We are industry experts leveraging over 50 years of institutional lower-middle market corporate finance experience and over $3.0 billion in completed corporate finance transactionsWe have a track record of creating realized equity value as both professional investors and CEOs and CFOs of high growth businesses.Given our directly relevant experience, we seek to establish non-intermediated relationships with…

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Mar 2021 Assisted Confidential Company in securing debt financing from Confidential Company

Firms in the Data Processing & Outsourced Services Independent Sponsors 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 Independent Sponsors is $3M-$17M, with a core EBITDA range of $700K-$3M. 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 637 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 Independent Sponsors 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 Independent Sponsors with experience in Business Services, consider factors such as size range, geographic reach, and recent transaction activity. These characteristics vary across the 637 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 Independent Sponsors directory, you can request information here.

Top Data Processing & Outsourced Services Independent Sponsors

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