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Top Diversified Financials Individual Accredited Investors

Explore 618 Diversified Financials Individual Accredited Investors that source acquisition and investment opportunities on Axial’s M&A platform.

Axial Insights

Diversified Financials Individual Accredited Investors

618

Active Firms

10,049

TTM Deal Inquiries

$3M-$12M

Core Revenue Range

$500K-$3M

Core EBITDA Range


Florida 13%
California 10%
New York 10%
Texas 10%
New Jersey 5%

Focus: Owner-Operated Companies | Capital Source: Personal Wealth | Operating Approach: Stewardship & Growth

Showing 281-300 of 618 Individual Accredited Investors

Sorted by recent activity

ST Capital Partners

Actively Sourcing Deals
Recently, my family and I decided to explore opportunities to acquire small to medium-sized businesses in the US. For background, my family has operated an Asia-focused shipping business for several decades (The company's total assets are now worth over $1B). We are now interested in using a portion of our family assets, ranging from $3M to $10M, to acquire businesses in the US.

Recent Transactions

This member has no reported closed transactions.

Lewcock Studios

Actively Sourcing Deals
We buy outstanding businesses and give them a home for good. Lewcock Studios buys well-run, durable companies and keeps them. No fund clock, no countdown to a sale. We bring sharper operations and the patience to let a good business keep getting better, for decades.

Recent Transactions

This member has no reported closed transactions.

AJH Search Fund LLC

Actively Sourcing Deals
Alex Hammel — Independent Director & Investor$100M+ in closed M&A transactions across specialty equipment rental, restoration contracting, and professional services. Experienced acquiring, integrating, and exiting owner-operated service businesses across the Midwest.

Recent Transactions

This member has no reported closed transactions.

ER3 Global

Actively Sourcing Deals
I have successfully started and exited two businesses and am now looking at new opportunities as an owner/operator, investor or director/advisor. My interests range from manufacturing and system service companies like elevators, HVAC, electrical, etc. to management consulting, IT services, and BPO/operational services in the US. I am seeking businesses with good cash flow, where an owner who is looking to retire or move-on but wants someone who understands their level of business to keep their legacy alive (i.e. a partner more than a bank), or that need some help scaling to get to the next…

Recent Transactions

This member has no reported closed transactions.

Chosyn

Actively Sourcing Deals
I am an experienced healthcare and social impact leader exploring acquisition opportunities in service-based businesses. My background includes leading complex programs, managing multimillion-dollar portfolios, evaluating organizations, and building partnerships across healthcare, nonprofit, and corporate sectors.I am particularly interested in founder-owned businesses with strong client relationships, recurring revenue, and opportunities for long-term growth. Areas of interest include healthcare services, consulting, research, community engagement, professional services, and other…

Recent Transactions

This member has no reported closed transactions.

Daniel Aragon

Actively Sourcing Deals
Del Duero Wines 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.

Recent Transactions

This member has no reported closed transactions.

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JCMI

Actively Sourcing Deals
JCMI acquires established, cash-flowing businesses to build enduring, generational legacies. We act as long-term stewards, preserving culture while investing capital and strategy to create sustainable growth and lasting value.

Recent Transactions

This member has no reported closed transactions.

Harbal Inc

Actively Sourcing Deals
I am interested in evaluating stable and profitable businesses with EBITDA > 1M. Manufacturing and wholesales businesses or businesses with professional team in place are of high interest. My background is in small business and tech industry.

Recent Transactions

This member has no reported closed transactions.

AA Capital

Actively Sourcing Deals
We are an acquisition-focused investment firm dedicated to buying and growing small businesses across the United States. Our goal is to provide business owners with a trusted, fair, and confidential transition partner while preserving the legacy they’ve built. We target profitable companies in services, logistics, light manufacturing, and niche B2B sectors with $1M–$10M in revenue. Our approach is hands-on and people-first: we support existing teams, streamline operations, modernize processes, and invest for long-term growth. With flexible deal structures and a commitment to stability, we…

Recent Transactions

This member has no reported closed transactions.

Fairway Home Care Partners is a private investment firm dedicated to partnering with exceptional home healthcare and nurse concierge businesses. As a private equity firm, it focuses on investing in established companies within this sector, aiming to support growth and preserve legacy. Fairway Home Care Partners specializes in identifying businesses with strong potential in the healthcare industry, leveraging its expertise to enhance value and ensure sustainable development.

Recent Transactions

This member has no reported closed transactions.

Juncture

Actively Sourcing Deals
I am an independent investor and operator seeking to acquire a fundamentally strong, scalable business in the lower middle market, targeting $1M to $3M in EBITDA. My primary focus is providing a seamless, respectful succession plan for retiring founders who want to ensure their legacy, brand, and employees are protected after they exit.Bringing a background in sophisticated financial diligence, institutional project management, and modern operational architecture, I offer flexible, creative transaction structures tailored to a seller's specific timeline and tax goals. I am not a traditional…

Recent Transactions

This member has no reported closed transactions.

Derek Schreiner

Actively Sourcing Deals
Have spent 13 years in the finance industry in investment banking, private equity and private credit / structrued equity investing. In that time, have completed 24 platform transactions and 9 tuck-in acquisitions .Looking to acquire a business as a platofrm for consolidation alongside managing and re-investing for organic growth over a long-term hold. Targeting businesses with SDE of $1mm+ located in the Midwest and Texas.

Recent Transactions

This member has no reported closed transactions.

Greg Hadley

Actively Sourcing Deals
I am an NYC-based acquisition entrepreneur seeking to personally acquire and operate a business in the continental United States. I have the willingness and ability to re-locate geographically. I have years of M&A experience through time spent as an investor at a private equity fund, and as an investment banker.I am prioritizing businesses in the $800K-$1.2M EBITDA range. I have SBA pre-approval for $3.8M, with the ability to go higher via seller notes or contingent consideration.

Recent Transactions

This member has no reported closed transactions.

BroCap Holdings, LLC

Actively Sourcing Deals
Funded lower middle market holding company focused on acquiring and operating businesses in the manufacturing & industrial sectors, with hands-on experience building and managing a five-company manufacturing portfolio totaling $180 million in revenue.

Recent Transactions

This member has no reported closed transactions.

Luji Capital

Actively Sourcing Deals
Luji Capital is an operator-led investment firm focused on acquiring and directly operating cash flowing, founder-owned B2B services businesses. We provide succession for founders seeking to exit the business while protecting their legacy, team and valued customers. We will work with willing founders on deal structure and succession plan that works for them.We seek high recurring revenue business with $1-10M revenue, flat or positive growth, 10%+ margin with room for improvement, and low customer concentration.Our value creation plan include: 1) Margin expansion via operation excellence and…

Recent Transactions

This member has no reported closed transactions.

Tactical Capital

Actively Sourcing Deals
I have over a decade of experience as an operator (engineering/operations/finance) and have consolidated three manufacturing sites (TX, NJ, and VA) supporting over fifty million in revenue to Charlotte, NC over the last three years. I also manage a multimillion-dollar portfolio for my clients and can bring different partners into deals depending on size and industry.

Recent Transactions

This member has no reported closed transactions.

Hanson Nimako

Actively Sourcing Deals
We are a husband-and-wife team actively seeking to acquire a well-established, B2B business. Our preference is for companies based in Illinois, though we’re also open to opportunities across the Midwest and beyond if the fit is right. We’re looking for businesses with $700K or more in SDE, ideally in industries such as commercial construction and the skilled trades (HVAC, plumbing, electrical), light manufacturing, logistics, IT, or business services.I currently work in consulting, with a background in commercial banking and Big 4 advisory. My experience spans financial analysis,…

Recent Transactions

This member has no reported closed transactions.

Wald Enterprises GP

Actively Sourcing Deals
I am a former senior analyst at Goldman Sachs. I have founded, acquired, operated, and sold a number of companies. I'm looking for my next opportunity to create value.

Recent Transactions

This member has no reported closed transactions.

Cevian Holdings

Actively Sourcing Deals
Cevian Holdings is a private investment company investing in private businesses mainly through direct 100% ownership interests where we can be involved in strategy and focus on innovation.

Recent Transactions

This member has no reported closed transactions.

Bison Equity Group is a private equity firm based in Des Moines, Iowa, dedicated to providing expertly vetted investment opportunities designed to help investors grow wealth and build a lasting legacy. With over 35 years of experience, the firm specializes in scaling businesses by connecting high-performing and high net worth investors with high-potential private equity opportunities. Bison Equity Group focuses on simplifying the complexities of private equity investing, offering flexible capital solutions to accelerate business expansion and provide diversified growth opportunities. Their…

Recent Transactions

This member has no reported closed transactions.


Frequently Asked Questions

How are Individual Accredited Investors in this directory ordered?

Firms in the Diversified Financials Individual Accredited Investors 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.

What information is included in each Individual Accredited Investor profile?

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.

What company sizes are most common for Diversified Financials Individual Accredited Investors?

Based on activity on Axial’s M&A platform, the core revenue range for Diversified Financials Individual Accredited Investors is $3M-$12M, with a core EBITDA range of $500K-$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.

How important is Diversified Financials experience when evaluating Individual Accredited Investors?

Relevant Diversified Financials 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 618 firms included in this directory provide a starting point for identifying firms with relevant experience and activity in Diversified Financials.

Do all Individual Accredited Investors in this directory focus exclusively on Diversified Financials?

Not necessarily. Many firms are active across multiple industries, so inclusion in the Diversified Financials Individual Accredited Investors directory reflects relevant experience or activity in Diversified Financials, rather than an exclusive sector focus. Individual profiles provide additional context on each firm’s areas of focus and activity within the sector.

How do I compare Individual Accredited Investors with experience in Diversified Financials?

When comparing Individual Accredited Investors with experience in Diversified Financials, consider factors such as size range, geographic reach, and recent transaction activity. These characteristics vary across the 618 firms included in the directory and can help identify firms that align with your needs.

How do I connect with Diversified Financials Individual Accredited Investors?

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 Financials Individual Accredited Investors directory, you can request information here.


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