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Diversified Financials Individual Accredited Investors - Axial

Members (225 results)

Paul Formella Actively Sourcing Deals

Individual Accredited Investor
  • Actively Sourcing Deals
  • This member has no reported closed transactions.

I have been a lawyer at a large law firm (Goodwin Procter LLP) for the last 8 years and am seeking to exit law by acquiring and operating a business. I have considerable savings that I intend to allocate to the business I acquire and, if needed, would raise additional equity from friends and family.

Evan Lee Actively Sourcing Deals

Individual Accredited Investor
  • Actively Sourcing Deals
  • This member has no reported closed transactions.

I run and operate Portal Drive Partners which is a Lower Middle Market private equity group focused on the broader industrial space and healthcare. I have 15+ years of financial experience having completed ~20 acquisitions ranging from $500K to $200 million. I am a CPA and started my career in consulting, investment banking and private equity. I have spent the last ~8 years as CFO of a few different businesses. I am now looking to buy a business of my own with my own capital and/or with a few family offices that I have extensive relationships with.Given my financial background and M&A…

Skyhampton Actively Sourcing Deals

Individual Accredited Investor
  • Actively Sourcing Deals
  • This member has no reported closed transactions.

Looking to acquire operating businesses, expertise in real estate, distressed investing, and managing businesses. Extensive wall street and corporate development experience. Based in New York City but able to travel along Eastern Seaboard.

Elliot Metzger Actively Sourcing Deals

Individual Accredited Investor
  • Actively Sourcing Deals
  • This member has no reported closed transactions.

Elliot Metzger 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.

Tree3 Capital Actively Sourcing Deals

Individual Accredited Investor
  • Actively Sourcing Deals
  • This member has no reported closed transactions.

Tree3 Capital acquires businesses with strong operating history, recurring product/service needs, and management team in place. Our objective is to scale these businesses to their fullest potential.

RONROMINVESTMENT SL Actively Sourcing Deals

Individual Accredited Investor
  • Actively Sourcing Deals
  • This member has no reported closed transactions.

My name is Anna Rozman, and I am an Investment Manager at **RONROM INVESTMENT SL**, a family-owned investment firm based in Madrid, Spain.Our company specializes in investing in businesses with strong leadership and long-term potential. We provide capital while respecting the independence of our partners. Our services include:* Flexible lending solutions for companies seeking growth or restructuring, including direct loans and custom credit structures.* Structuring of convertible notes and bonds for ventures requiring immediate capital with future equity conversion options.* Targeted…

Andrew William Beasley Actively Sourcing Deals

Individual Accredited Investor
  • Actively Sourcing Deals
  • This member has no reported closed transactions.

I am an individual. I have experience running a 200 person $35MM ARR portfolio company for Michelin and private liquid wealth >$3.5MM. I am looking to bring my experience to bear by buying and operating a business in the SouthEastern United States.

Barkate Capital Actively Sourcing Deals

Individual Accredited Investor
  • Actively Sourcing Deals
  • This member has no reported closed transactions.

We are a family-owned investment firm seeking to acquire a platform company in the lower middle market with EBITDA range 1M-5M.We invest in companies that care what happens next. Optimizing for sturdy success, not exit.We serve sellers who care what happens after close, valuing organizational stability and long-standing relationships with employees, customers, suppliers, and their community. They want a fair deal with people they can trust to not break ties. 

Nerea Eceiza Actively Sourcing Deals

Individual Accredited Investor
  • Actively Sourcing Deals
  • This member has no reported closed transactions.

As a seasoned operations and technology transformation manager with a track record in operations, technology, and management, I'm passionate about helping businesses thrive. I'm actively seeking to partner with a small business owner, acquire a small business, and leverage my and the team's experience to unlock its full potential.

VP FP&A M&A Actively Sourcing Deals

Individual Accredited Investor
  • Actively Sourcing Deals
  • This member has no reported closed transactions.

Individual investor or search fund candidate with 18 years of executive leadership experience, MBA educated and buy side M&A deal size up to $120 Million. Sell side M&A deal size of $1.3 Billion to Bain. Accredited investor: I am interested in great businesses transacting between $1-$5 Million. I have down payment and pre approval financing lined up for this deal size via live oak bank. Search fund candidate: For larger deals. interested in potential businesses valued in the $5 - $30 Million+ range.

Asbestos Supply Actively Sourcing Deals

Individual Accredited Investor
  • Actively Sourcing Deals
  • This member has no reported closed transactions.

I've been growing companies for decades, most recently cofounding a legal-tech startup which we grew from 4 to 200 employees and sold to private equity. I plan to use my experience running and growing companies to operate and expand the business I purchase. Ideal criteria include:Within 50mi of Nassau County, NY5+ employees5+ years of continuous profitability$500k+ cash flow

James Anders Actively Sourcing Deals

Individual Accredited Investor
  • Actively Sourcing Deals
  • This member has no reported closed transactions.

Launching independent sponsor, southeast focused with a broad industry mandate. Father in law was founder and largest shareholder in the business I previously ran and sold for a net 8 figure exit. He will be an anchor investor in deals, but will have diversified capital sources. 

Hummock Pond Capital Actively Sourcing Deals

Individual Accredited Investor
  • Actively Sourcing Deals
  • This member has no reported closed transactions.

Experienced investor with a streamlined decision making process. Specialize in marine, hospitality, and logistics businesses. $3bn in transactions across industries and geographies. Prefer to buy from owner operators. Minimum deal size $10mn.

Cold Start Ventures Actively Sourcing Deals

Individual Accredited Investor
  • Actively Sourcing Deals
  • This member has no reported closed transactions.

We are interested in lower market services businesses that have the potential to increase margins through AI implementation. We are seasoned operators, private equity investors, business incubators and venture investors. We are industry agnostic, buy like businesses such as HOA, BPO, call centers, and etc.

FourthFifth LLC Actively Sourcing Deals

Individual Accredited Investor
  • Actively Sourcing Deals
  • This member has no reported closed transactions.

FourthFifth LLC 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.

Crestview Investment Manager, LLC

Individual Accredited Investor
  • 10 Total Closed Deals
Rob Ryberg at Crestview Investment Manager, LLC is focused on investing in or acquiring lower-middle market businesses. He is interested in healthcare, businesses service, home services and adjacent verticals. He looks for a pattern of consistent performance along with a seasoned management team, community reputation and room for growth or adaptation of the current business model.
Most Recent Transactions
Investor
Jan 2024
invested in
Investor
Jun 2023
invested in
Investor
Feb 2023
invested in
Investor
Jan 2020
invested in

Jeffrey Silverman

Individual Accredited Investor
  • 5 Total Closed Deals
Jeffrey Silverman is an individual investor focused on acquiring a small to medium sized business. Post- acquisition, he plans to assume an operational role to drive measurable value for all stakeholders.
Most Recent Transactions
Investor
Jan 2019
invested in
Investor
Jan 2016
invested in
Investor
Jan 2014
invested in
Investor
Jan 2014
invested in

MidMarket Alliance

Individual Accredited Investor
  • 3 Total Closed Deals
Leading independent business owners, investors, and advisors, we share best solutions to maximize private business value. Working closely with academic, government, and other professional organizations, we bring new efficiencies to the global private company marketplace. We are thought leaders pioneering efforts to organizing the 1st middle market M&A body of knowledge and professional credentialing program of its kind!
Most Recent Transactions
Investor
Jan 2019
secured investment from
Investor
Jan 2014
acquired
Investor
Jan 2010
acquired

Aeight Group

Individual Accredited Investor
  • 1 Total Closed Deal
Aeight Group's business is to acquire and operate small businesses in the U.S. Our responsibility as new owners is to preserve the legacy of the founders, align incentives between owners and employees, and introduce value creation initiatives to drive the next stage of growth.
Most Recent Transactions
Investor
May 2025
secured investment from

Crescent Consulting

Individual Accredited Investor

    This member has no reported closed transactions.

Crescent Consulting invests in and advises businesses (digital media, apparel, finance), along with professionals & high net worth families.

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