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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 321-340 of 618 Individual Accredited Investors

Sorted by recent activity

Cikada Partners

Actively Sourcing Deals
Experienced pharmaceutical entrepreneur and operating executive seeking platform or add-on acquisitions in privately held U.S. pharmaceutical, healthcare products, and related life sciences businesses. Target companies will have an established revenue base, positive EBITDA, durable demand, and a defensible competitive position driven by proprietary products, specialized capabilities, regulatory expertise, channel access, and/or leadership in a niche market. I am focused on businesses with significant growth potential where hands-on operating experience, commercial strategy, business…

Recent Transactions

This member has no reported closed transactions.

James Mayfield

Actively Sourcing Deals
I am an individual investor with a background in corporate financial planning and strategic analysis. Under my leadership, the organization will be vision and mission focused, powered by a team oriented and collaborative culture. We will provide best in class service to our customers in order to create long term partnerships. Preserving established legacies and achieving new levels of value creation will be my focus as an investor & operator.

Recent Transactions

This member has no reported closed transactions.

PK Memorial

Actively Sourcing Deals
Active acquirer seeking profitable lower middle-market businesses in the US, preferably asset purchases with strong cash flow and moats. Experienced in operations, marketing, team building, and P&L management. Ready to move quickly with capital and SBA financing. Focus on stable, scalable opportunities like specialty retail, manufacturing, or ecommerce

Recent Transactions

This member has no reported closed transactions.

Liebhauser Creative LLC

Actively Sourcing Deals
Liebhauser Creative 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.

Recent Transactions

This member has no reported closed transactions.

Catalina LLC

Actively Sourcing Deals
Founder and member of exec team for venture-backed companies with exits to PayPal and Facebook. Seeking smb companies to acquire. Currently running Mable, a b2b commerce platform powering marketplaces for large distributors

Recent Transactions

This member has no reported closed transactions.

Monarch Grove

Actively Sourcing Deals
Just getting started as a Family thinking about acquiring businesses as a next phase in our collective successful corporate careers in investment management and technology businesses. We are primarily interested in businesses that would cost $1 million or less.

Recent Transactions

This member has no reported closed transactions.

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GANZ

Actively Sourcing Deals
GANZ 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.

Ted Lee

Actively Sourcing Deals
Looking for a resilient, recurring business to purchase and scale. Primary geographic focus area includes East Coast and California. Prior experiences as a private equity investor across healthcare, IT, and tech spaces. Currently an executive at a big tech company in Silicon Valley.

Recent Transactions

This member has no reported closed transactions.

O'Rourke Holdings, LLC

Actively Sourcing Deals
O'Rourke Holdings, 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. 

Recent Transactions

This member has no reported closed transactions.

Kudi LLC

Actively Sourcing Deals
Interested in acquisitions. Especially medical-related. Focus on expanding the ability to deliver care beyond traditional settings. Background in Private Capital/ Equity and management consulting across the entire healthcare value chain

Recent Transactions

This member has no reported closed transactions.

KW Capital Holdings

Actively Sourcing Deals
Opportunistic search strategy focused on the acquisition of high-margin, stable cash-flowing businesses in the Northern New Jersey market (specifically Bergen, Hudson, and Passaic counties). Core focus is on multi-unit franchise clusters (e.g., Tier-1 brands like The UPS Store) with an existing management layer, as well as independent, infrastructure-heavy models like card-operated laundromats and route-based B2B service companies. Targeting businesses with stable historical EBITDA between $250k and $750k. Backed by solid personal liquidity and strong relationships with regional SBA Preferred…

Recent Transactions

This member has no reported closed transactions.

EQC Holdings

Actively Sourcing Deals
ECQ Holdings is an investment holding firm that focuses on diversified investments and asset management. The company primarily invests in undervalued and distressed assets across various industries, with a strategic focus on maximizing returns through management and operational improvements. As of 2025, ECQ Holdings targets sectors such as energy, technology, and manufacturing. With a workforce of 100 employees, the firm is dedicated to enhancing the value of its investments through strategic oversight and industry expertise. The company is recognized for its robust portfolio management and…

Recent Transactions

This member has no reported closed transactions.

G3 Medical LLC

Actively Sourcing Deals
I live in University Park, Texas and have been a healthcare, capital, and medical device sales manager since 2008; now affiliated with Walton Capital Management here in Dallas looking to acquire a LMM healthcare business within an independent sponsor model. The time frame is next 12 months.

Recent Transactions

This member has no reported closed transactions.

KSINGH LLC

Actively Sourcing Deals
East Palisade Holdings is an Atlanta-based firm focused on buying, growing and operating small businesses for the long term. We work with business owners to transition their legacy to a permanent home. For any business we acquire, we have a long-term approach on taking care of its customers, preserving the company’s long-built reputation and investing in its people.

Recent Transactions

This member has no reported closed transactions.

Wynes Holdings

Actively Sourcing Deals
I started Wynes Holdings with the goal of finding a business that I can acquire, build and pass down to my son. I have previously started, scaled and sold a significant business in the Defense Contracting world and am now looking for an owner/operator opportunity that I can run as a family business

Recent Transactions

This member has no reported closed transactions.

North Lake Consulting (“NLC”) consists of a global team of banking and investment professionals who specialize in executing transactions for companies and investors valued between $5 million and $500 million. NLC provides bespoke financial services to our clients, including M&A advisory, debt advisory, capital advisory, asset sale and acquisition and alternative finance solutions. With our broad collective experience, we can help clients assess the market, devise a roadmap, and execute a plan to find a great partner on the ultimate execution. Whether you are a buyer or seller, lender…

Recent Transactions

This member has no reported closed transactions.

JSMD

Actively Sourcing Deals
JSMD Partners is an independent sponsor formed to acquire, operate, and grow a portfolio of high-cash-flowing essential services businesses across two complementary pillars: (1) HVAC and home services, and (2) niche businesses backed by hard assets or owned real estate

Recent Transactions

This member has no reported closed transactions.

Strategikon Partners is a private equity firm that specializes in acquiring small businesses with SDE ranging from $200k to $500k. The firm is dedicated to structuring deals that are mutually beneficial, offering a flexible and tailored approach to meet the specific needs of business owners.

Recent Transactions

This member has no reported closed transactions.

Paul Formella

Actively Sourcing Deals
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.

Recent Transactions

This member has no reported closed transactions.

LEM Advisors

Actively Sourcing Deals
I have spent two decades in finance in principal investing roles focused on capital solutions for private businesses going through transitions (M&A, growth, restructurings, etc.). I am looking to partner with strong operators in a business in the early innings of scaling where I can provide strategic guidance for organic and inorganic growth as well as capital support.

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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