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
Schultz Brothers Holdings is a family-owned holding company based in Texas, focused on acquiring and operating small to mid-sized businesses primarily in the Dallas–Fort Worth area, with flexibility to consider opportunities across the broader Texas region. We are long-term operators—not financial engineers—and we take pride in preserving the legacy and culture of the businesses we invest in.We target companies with $1M to $5M in EBITDA across a wide range of industries, including manufacturing, industrials, consumer products, technology, business services, energy, and…
Falcon Private Investments is a family office with over three decades of experience in managing and investing in a diverse range of assets. The firm specializes in growth capital and distressed assets, focusing on non-healthcare related companies. Falcon Private Investments is particularly active in the industrial sector, with a strong emphasis on steel processing, fabrication, distribution, and logistics. Headquartered in Oak Brook, Illinois, USA, the firm is committed to value investing across North America, leveraging its extensive expertise to drive growth and operational excellence in…
Osprey Island Management is a single-family office located in Greenwich, Connecticut. The firm specializes in investing in small to mid-sized companies across a diverse range of industries. With a focus on long-term growth, Osprey Island Management aims to support businesses in their development and expansion efforts. The company operates with a dedicated team, although the exact number of employees is not publicly disclosed. Their investment strategy is centered around nurturing and growing their portfolio companies, contributing to their success in the market.
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 sellers closing certainty, while also providing management teams with the ability to focus on building larger, more valuable enterprises without time constraints or exit pressuresTC has no outside investors – all internal capital means making investment decisions as true owners and the ability to…
Green Hills Partners is a Family Office based in Nashville that's focused on small to medium sized acquisitions. We are a team of seasoned investors who plan to work closely with our portfolio companies to drive measurable value for all stakeholders.
KGF Capital Partners is a single-family office founded by Louis Kenter, who previously co-founded Prospect Partners, a Chicago-based middle-market private equity firm. We pursue microcap platform buyouts (sub-$3 million EBITDA) in manufacturing, value-added distribution, and business services, along with add-on acquisitions of all sizes for our existing portfolio companies — John Boos & Co. (commercial food equipment) and Workspace+ (school and laboratory furniture).
Banyan Capital Group is a family capital firm focused on acquiring and operating lower middle market businesses. We target companies with $250K to $3M in EBITDA across manufacturing and essential services. We prioritize founder owned businesses where ownership transition, operational improvement, and strategic growth can unlock long term value. We are flexible on deal structure and move quickly from LOI to close.ckl from LOI to close.
Smith Ventures is a single family office that acquires and holds generational businesses long term. The family’s capital originated from founding and exiting multiple technology businesses, giving them a deep understanding of what it takes to build a successful organization.
AboutUrsus Magnum is a family office led by two partners with an extensive background in public and private investing, open to opportunities for outright acquisitions, recapitalizations, and co-investments across several industries and regions. Both partners have 10+ years of experience in the public markets evaluating both equity and fixed income investments, first in various roles at investment banks in New York and later as principals/partners leading teams in the asset management business. Partner Michael Wiebolt additionally has extensive experience in private investing, having…
SGH Strategic Investment Partners is a private investment company in Austin, Texas founded in 2019. We acquire control equity investments in established Texas-based companies in the professional services, wholesale distribution, specialized manufacturing and hospitality industries. Our founder, Sam Hanna, founded and built a substantial land surveying and engineering businesses. He sold a majority interest in the company to private equity and established our family office. Sam's lifetime of commercial experience provides our team with the unique capability to cultivate growth, develop and…
Family office with $150MM in capital to acquire lower middle market businesses. Our strategy, eBuild Ventures, is nestled within a public holdco called ENDI with a few cashflow generating businesses including a mutual fund with $2-3B AUM.
DRA Family Office, established in 2019 and based in San Diego, California, is a single family office focused on private investments. The firm targets both lower middle market private equity and early-stage companies across diverse industries, including real estate, operating businesses, and equity ventures. DRA Family Office collaborates with dynamic management teams to build sustainable value in businesses, leveraging its extensive operational experience. The firm actively seeks investment opportunities in early-stage growth companies and established businesses, with a preference for those…
Minerva Ventures LLC is the New York based family office of Robert Bertagna. Minerva provides advice and equity investment in the industrial and infrastructure end-markets, education, and financial services. The target equity investment of Minerva is $25-$100 million.Robert's background includes 35 years as an investment banker with substantial M&A, financing, and managerial experience. He advised and financed both major public companies and PE firms. He is also currently a senior advisor to a PE firm and has been Chairman of the Board of a selective US liberal arts college.
InLight Capital is a private investment firm specializing in private equity investments. Operating as an investment office, the firm is dedicated to identifying and capitalizing on lucrative opportunities within these sectors. With a strategic focus on expanding its portfolio, InLight Capital manages a diverse range of investments, underscoring its commitment to growth and value creation. The firm is based in Sugar Land, Texas, and maintains a robust presence in the investment community, leveraging its expertise to drive successful outcomes for its stakeholders.
Founded by John Catsimatidis, Red Apple Group is a New York-based, family-owned business that operates and invests in a wide variety of industries. We seek to partner with founders, families, and institutions with a long-term investment horizon who understand that value is created through vision and operational excellence rather than financial engineering. We have a proven track record of scaling platforms organically and are looking to expand into new verticals. Additionally, we are actively pursuing add-on acquisitions for our existing portfolio as well as select venture capital…
Ridgeline Ventures is an investment firm / family office dedicated to making patient and collaborative investments across the consumer sector more broadly. They partner with visionary founders and management teams to build and grow businesses, focusing on companies that generate between $1M and $8M of EBITDA with strong growth potential. Ridgeline Ventures seeks to maintain flexibility in investment size and structure, whether pursuing majority or minority stakes. Their approach is characterized by a commitment to shared values and long-term partnerships, aiming to cultivate and enhance the…
We are a Toronto-based SFO and currently own three platforms in the $4mm-$10mm EBITDA range, including co-owning 18 Five Guys in Minneapolis-St. Paul (with another 27 currently under LOI). We generally love cash flowing businesses, aim for majority ownership, but look to have shareholders / a team that want to roll equity and partner with us for the long term.
We are a multi generational family office with a background in NY commercial real estate. We are focused on middle market lending, real estate, debt portfolios and private equity. We are currently seeking to enter the behavioral health space and we are looking for acquisition opportunities in the industry.
Modi Investment Group is a private investment company specializing in the acquisition and management of established and profitable small and mid-size businesses with attractive growth prospects. Our capital is fully-committed and available immediately to invest in companies that meet our criteria. As a hands-on investor, we specifically look for business owners who are seeking to retire or simply transition away from management responsibilities. We work directly with the company's existing management team with a goal to secure the immediate and long-term success of the company. Balancing…
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