Ideally, the business operates in a fragmented industry with recurring revenue, low customer concentration, and stable historical cash flow. I’m particularly interested in sectors like home services, B2B services, or healthcare-adjacent operations where strong local or operational moats exist but tech enablement or growth strategy is underdeveloped. I bring both capital and hands-on operating experience, with a long-term commitment to steward the company and its people.
Private equity professional with experience of investing over $100M across lower-middle-market services businesses over the past six years. Currently partnering with family offices to source, acquire, and grow high-quality service platforms.
Nath Inc is a premier hospitality management company with over 50 years of experience in the industry at its helm. Founded as a family-owned and operated business, we have grown from a small 25-room motel to managing resorts on the Great Lakes. Our team of experienced professionals is dedicated to delivering exceptional service and creating memorable experiences for our guests.We pride ourselves on our long-standing reputation for excellence in the hospitality industry. Our portfolio of properties includes a variety of different brands, giving our guests a wide range of options to choose…
Greenrock Logistics is a specialized firm focusing on acquiring and scaling small to medium-sized trucking carriers, freight brokerages, and 3PL providers (revenues $5M-$30M) within the fragmented U.S. transportation sector. Led by an expert executive team—including CEO Don Lynn (30+ years in trucking, 2x acquisition leader doubling revenues), President Laura Reeves (32 years in warehouse operations, government contracts, and entrepreneurial scaling), and Managing Partner Peter Vera (U.S. Navy logistics veteran managing $300M+ freight)—the firm drives value through operator-led…
Legacy Transition Partners is an independent investment firm that specializes in partnering with founder-owned and entrepreneur-led businesses during critical transition periods. The firm is dedicated to supporting companies in the lower middle market, providing strategic investment and guidance to facilitate growth and development. With a focus on businesses at key transition points, Legacy Transition Partners leverages its expertise to help these companies navigate changes and achieve their long-term objectives.
HealthGuard is a Canadian company specializing in the production of bed protection products and pillows, with a focus on allergen protection. Established in 1991, HealthGuard is committed to enhancing sleep comfort and reducing allergy and asthma symptoms through its innovative product lines. The company offers a range of products including mattress protectors, pillows, pillow protectors, and mattress encasements, all designed to provide a comfortable, breathable, and allergen-free sleep environment. HealthGuard operates under Bay Street Manufacturing and is dedicated to delivering…
Learner Ltd 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. While we prefer opportunities in South Central USA, we do have a global mandate. Our principals are successful entrepreneurs who have founded and sold businesses valued at over $100m.Wole Oluwole-Rotimi is an investment banking professional with a progressive career across equity capital markets, M&A, and leveraged…
Third Harbor Partners is a New York-based, value-oriented private equity firm investing with committed capital to acquire and build middle market companies across business services and industrials in North America. The firm partners with strong management teams and brings an operationally focused approach to driving long-term value creation.www.thirdharborlp.com
Bridlewood Partners is a private investment platform dedicated to partnering with management teams to drive sustainable growth and create lasting enterprise value. We focus on acquiring founder- and family-owned businesses when ownership is ready to transition or exit, providing not just capital, but acting as a trusted partner to steward the company into its next phase of growth and preserve the legacy of the founding families.
We acquire mission-critical vertical software businesses from founders and operators.What we buy:$15-75M revenue85%+ gross retention20%+ EBITDA marginsSystems of record with high switching costsOur BackingWe're partnered with a $4.4 billion investing platform with a track record of building investment theses alongside operators from inception.Our CEO previously launched a $600M venture studio that incubated over 130 software businesses. That experience shapes how we think about building businesses for the long term.Capital structure: No fund timeline. No forced exits. We underwrite to current…
Integrated Partners focuses on partnering with executives to acquire and operate companies in the executives industry of interest. Integrated Partners will provide strategic support and identify add on acquisitions while allowing the executive to focus on operational excellence and organic growth.
Entrepreneur and M&A principal based in Miami. I have built tools for both sides of the deal table, have deep roots in family-owned healthcare and pharmacy exits, and carry a wide network across the M&A ecosystem from advisors and capital partners to operators and owners. I understand what sellers are actually going through because I have been close to those transitions, and I know what it takes on the buy side to get a deal done without unnecessary friction. When I am in a deal I am not just a check. I am an active participant who knows the process, respects what was built, and is…
Owl Bayou is seeking to acquire a lower middle-market company located around Texas. Our founder is a recent Rice University MBA graduate with 10+ years of experience in IT infrastructure and project management at a Fortune 500 company focused on sustainable energy solutions. Post acquisition, he plans to work closely with the business to drive measurable value for all stakeholders.
Harbor Canyon Capital acquires and operates profitable businesses in California, Arizona, Nevada, as well as businesses that can be operated remotely.We seek founder- or family-owned companies with recurring revenue, strong customer relationships, and proven operating histories. We are flexible regarding management continuity and will work with existing teams or implement new leadership when appropriate to support the long-term success of the business.Our team brings transaction and financing expertise, and we partner with management to provide the operational support best suited to each…
Bluffton Capital is an independent sponsor investment firm dedicated to acquiring established services businesses across North and South Carolina. With a focus on the Carolinas, Bluffton Capital seeks to invest in and grow businesses within this region, leveraging its expertise and resources to enhance operational efficiencies and drive growth. The firm operates as a private equity entity, providing strategic guidance and capital to its portfolio companies. Bluffton Capital's commitment to the local market and its strategic investment approach make it a significant player in the regional…
West Elk Partners is an independent sponsor focusing on controlling acquisitions in the industrial manufacturing/distribution and business services segments. Our firm creates value through a people-first approach to driving sustainable growth alongside like-minded entrepreneurs. Our partners bring 40+ years of M&A advisory and operational leadership to the table, in addition to deep relationships with capital partners, operating partners and industry-focused advisors.Investment typesRecapitalizationFamily successionFull buyoutAreas of focusFood and beverageLight / specialty…
Golden Bear Partners is a private equity firm that specializes in investing in essential services companies within the healthcare, business, and consumer markets. The firm is led by its founder and managing partner, Michael Fisher, who brings nearly two decades of experience in investing in founder-owned companies. Golden Bear Partners focuses on partnering with exceptional leaders to build enduring businesses, particularly those with strong cultures and financial performance ranging from $2 to $10 million in EBITDA. The firm seeks to be the first round of institutional capital for these…
Orimar Capital works with business owners to provide them a seamless transition to exit, often one which enables them to remain in the company in some capacity.This means business owners can be a part of the growth without being the one shouldering all the responsibility.We always have growth in mind for the businesses we acquire, as we look to honor the legacy of the business and we look to make them reach their highest potential in the industry.
Trident Equity Group is a private equity firm that specializes in crafting tailored transition plans for business owners. With a focus on enduring value and a flexible, owner-friendly culture, Trident Equity Group is backed by committed capital and experienced operators. The firm is dedicated to ensuring long-term business growth and success for its clients. Trident Equity Group operates with a strategic approach, managing a portfolio of 10 companies, and is known for its emphasis on aligning with the values and priorities of business owners during transitions.
Search fund sponsor backed by HNW, family office, and search fund of funds investors. Differentiated with speed and certainty of execution. Focused on US-based opportunities with a general mandate across geographic and industry-scope, though there is a preference for B2B opportunities in the government services, medical, software, and F&B (logistics, distribution, production, packing, and wholesaling) spaces given operational expertise in these fields. Opportunities must generate a minimum of $1.25M of pre-tax earnings annually. Although the current portfolio consists of minority stakes,…
Rather than a one-off introduction to company, work with an Axial Exit Consultant to find the best options from our network of 2,500 M&A advisors — at no cost to you.
Companies sold using Axial Advisor Finder:
Get Introduced to the Right Advisors
"*" indicates required fields
This service is complimentary and all information is confidential. Looking to learn more? Complete the form above.
By providing telephone number and submitting the form you are consenting to be contacted by SMS text message. Message & data rates may apply. Reply STOP to opt of further messaging.
You’re All Set
We’ve received your request. An Axial Exit Consultant will reach out shortly to coordinate next steps.
