Top Diversified Capital Markets Family Offices with Recent Private M&A Activity

Active Firms

528

TTM Deal Inquiries

$4M-$17M

Core Revenue Range

$1M-$3M

Core EBITDA Range

Top Regions by Activity

Texas 20%

California 11%

Florida 9%

New York 8%

Illinois 4%

Key Attributes

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

Bluff Point Associates

2 Closed Deals via Axial

27 Total Closed Deals Actively Sourcing Deals

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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 services sector.Bluff Point Associates invests in growth companies in the financial services and healthcare industries and looks for the following in potential investments:• Recurring revenue model• Technology as a core competency• Strong senior management• The ability to gain a control…

Recent Transactions

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Aug 2023 Acquired AXONI
Aug 2023 Acquired untapt
Aug 2023 Acquired StaffGarden
Aug 2023 Acquired VISIONLAB

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

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

Taubman Capital LLC

2 Total Closed Deals Actively Sourcing Deals

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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…

Recent Transactions

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Jun 2020 Acquired DPMG
Oct 2019 Invested in Two Hat Security

SGH Management Company

Actively Sourcing Deals

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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…

Recent Transactions

This member has no reported closed transactions.

Alliance Global Finance

4 Total Closed Deals

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We run a family office for a few wealthy families out of Asia. We make direct private equity investments in undervalued and distressed small to mid-sized companies and we are sector agnostic. We also invest in and raise capital for disruptive technology/cleantech companies that are proven and profitable. Our investment size is anywhere between $0.5 mm to $3 mm.

Recent Transactions

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Mar 2019 Invested in Biopipe
Apr 2016 Advised Monolith Software on an investment from Evolution Capital Partners
Nov 2014 Acquired Eastern
Feb 2013 Acquired Mohican Quarries

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Chief Investments LLC

4 Total Closed Deals

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Chief Investments is a private investment firm 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.

Recent Transactions

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Dec 2014 Invested in PerfX Wireline Services
Dec 2011 Invested in Greenlight Energy Services
Jan 2010 Invested in Black Hawk Energy Services
Jan 2008 Acquired Hi-Country Auto Group

BLY Returns

1 Total Closed Deal

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Silicon Valley based family office made up of experienced professionals seeking investment opportunities that will generate current double digit cash on cash returns. Prefer non real estate opportunities but will consider right real estate situation.

Recent Transactions

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Sep 2019 Invested in Dollar General

Joseph Libatique & Co.

1 Total Closed Deal

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We are committed to creating value with our partners through our unconventional approach, multi-industry scope, and counter-intuitive strategy.

Recent Transactions

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Oct 2014 Invested in A Bioethanol Company

JZ International

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JZ International is an industrial holding investment group that specializes in investing in and growing small to medium-sized businesses in partnership with founders and entrepreneurs. Our investment philosophy remains unchanged: to become the true-value investor of choice for small and mid-size companies, by providing long-term capital JZ International has 30 plus investments in various sectors throughout Europe, with a combined revenue of more than €1 billion. Investments have been made in the UK, Finland, Sweden, Norway, Denmark, Germany, Holland, Italy and Spain. In 2003, we developed…

Recent Transactions

This member has no reported closed transactions.

Atlantic Wealth Partners, LLC

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Atlantic Wealth Partners, LLC is a private multi family office focused on early stage startups and lower-middle market opportunities in the real estate, finance, insurance and technology sectors.

Recent Transactions

This member has no reported closed transactions.

NorthTower Capital

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family office with fundamental value focus. capital structure agnostic. place higher value on stable, moderate risk cash flow relative to high growth.

Recent Transactions

This member has no reported closed transactions.

Digital Ascension Group

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Digital Ascension Group is a specialized multi-family office that bridges traditional services with the digital asset ecosystem. The firm serves private clients and works with other established family offices to navigate the complexities of digital asset investments and opportunities.

Recent Transactions

This member has no reported closed transactions.

Hinduja Capital Advisors

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Investment advisory subsidiary of Private BankProvide investment advice for Group Companies Examine possible acquisitions and partial investments in private entities Undertake other business analysis on request

Recent Transactions

This member has no reported closed transactions.

Greenhall Capital Partners

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Greenhall Capital Partners is a sector focused control buyout group with offices in Los Angeles and Washington, DC. We invest and engage in institutional level diligence for mission critical middle market companies in North America in order to generate outsized returns for our limited partners. Those companies can be founder-led or sponsor backed. We have been executing this strategy since 2017.We focus on 3 sectors:Tech-Enabled Business ServicesTechnology and TelecomIndustrials (Transportation, A&D, Logistics/Mobility)Size CriteriaRevenue size of $20M - $150M+ EBITDA…

Recent Transactions

This member has no reported closed transactions.

CB Growth Group

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CB Growth Group is a Family Office Investor seeking long-term investments. We have a long history of successful companies in multiple industries with consistent top-tier investment performance.

Recent Transactions

This member has no reported closed transactions.

Calvo Enterprises

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Asia-Pacific Family Office headquartered in Guam, with operating businesses in Guam, San Francisco, Saipan, Palau, and the Philippines. Portfolio companies generate greater than $500 million in annual revenue and compete in the retail, manufacturing, insurance, banking, finance, entertainment, media, real estate, construction, import/export, and wholesale distribution industries.

Recent Transactions

This member has no reported closed transactions.

Chaifetz Group

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Chaifetz Group is a private investment firm that partners with carefully selected entrepreneurs, business owners and management teams to build and grow game-changing businesses.Our team has an established track record of building businesses and working with management teams to create lasting value. We understand from personal experience that each business is unique and does not follow a perfectly scripted growth path. Every business requires a unique combination of time, flexibility, capital, resourcefulness, and tenacity in order to become industry leaders. Accordingly, Chaifetz Group…

Recent Transactions

This member has no reported closed transactions.

Firms in the Diversified Capital Markets 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 Diversified Capital Markets Family Offices is $4M-$17M, with a core EBITDA range of $1M-$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 Financial 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 18 firms included in this directory provide a starting point for identifying firms with relevant experience and activity in Financial Services.

Not necessarily. Many firms are active across multiple industries, so inclusion in the Diversified Capital Markets Family Offices directory reflects relevant experience or activity in Financial 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 Financial Services, consider factors such as size range, geographic reach, and recent transaction activity. These characteristics vary across the 18 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 Diversified Capital Markets Family Offices directory, you can request information here.

Top Diversified Capital Markets Family Offices

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