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Top Diversified Financials Individual Accredited Investors

Explore 615 Diversified Financials Individual Accredited Investors that source acquisition and investment opportunities on Axial’s M&A platform.

Axial Insights

Diversified Financials Individual Accredited Investors

615

Active Firms

10,051

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 41-60 of 615 Individual Accredited Investors

Sorted by recent activity

Cliff Point Capital

Actively Sourcing Deals
Cliff Point Capital is a privately funded holding company focused on acquiring and operating businesses for the long term. With committed capital and a buy-and-hold philosophy, the firm seeks strong, established businesses and takes an active role in driving continued growth and operational excellence.

Recent Transactions

This member has no reported closed transactions.

Dercks CO

Actively Sourcing Deals
Currently own a rental business with 25 years of experience, and want to own a manufacturing company. I have recently put in an LOI on a 15M (5x Ebitda) business, which I was approved for. The seller moved forward with a different buyer, but now I am actively looking at buying!!!

Recent Transactions

This member has no reported closed transactions.

Hough Partners

Actively Sourcing Deals
Scott Hough is a seasoned executive and physician leader with extensive experience in strategic planning, governance, and operational oversight. With a career spanning leadership roles in emergency medicine and healthcare administration, Scott has developed a strong acumen for managing complex systems, building effective teams, and driving organizational performance. He has led initiatives in stakeholder engagement, policy development, and financial management, demonstrating a consistent ability to enhance operational efficiency and guide long-term growth. His experience overseeing budgets,…

Recent Transactions

This member has no reported closed transactions.

Eduardo Serrano

Actively Sourcing Deals
I'm an experienced technology executive with broad general management experience and a specialization in bringing new products to market. I've also invested in 10+ companies. I'm seeking to acquire my first operating company.

Recent Transactions

This member has no reported closed transactions.

Orchata Labs

Actively Sourcing Deals
My name is Eddie, and I just sold my previous company. Looking to invest in companies with a minimum of $500k EV, in or around Texas. Ideally I am looking for a company with at least 10 years in the market and something I can operate at least semi-remote, as I travel frequently for my other businesses.

Recent Transactions

This member has no reported closed transactions.

DUNLTD

Actively Sourcing Deals
I’m happy to share that I’m launching a new Investment Company! Stay tuned. More to come. --Investment leader with 20 years of experience driving value creation through strategic business evaluation, acquisitions, growth initiatives, and successful exits. A results-driven investor with a proven track record of leveraging insights into the new economy and a global network to uncover unique opportunities and achieve exceptional outcomes. Experience in building innovative world-class organizations, developed through leadership roles in top-tier management consulting, investment banking, and…

Recent Transactions

This member has no reported closed transactions.

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Mapleport LLC

Actively Sourcing Deals
Individual investor/operator seeking to acquire and operate a single great business. Experience across multiple industries in finance, business development, supply chain and small business administration.

Recent Transactions

This member has no reported closed transactions.

Sas Sheena

Actively Sourcing Deals
Our business is a technology provider looking for addon investments in technology that compliment our business. David Smooha is an individual investor that invests in small to mid market companies using his entrepreneurial years of experience running multiple businesses to grow early stage companies with the financing, sales, marketing and financial prowess to run any aspect of a business.

Recent Transactions

This member has no reported closed transactions.

Marplace

Actively Sourcing Deals
Marplace LLC is dedicated to advancing sustainable and innovative marketplace solutions. The company invests in eco-friendly technologies and community-driven projects, with a primary focus on promoting environmental sustainability. By leveraging its expertise in these areas, Marplace LLC aims to make a significant impact in the market while supporting the growth of green initiatives. Their strategic approach to investment underscores a commitment to fostering a more sustainable future through responsible and impactful business practices.

Recent Transactions

This member has no reported closed transactions.

Garden Street Capital

Actively Sourcing Deals
My company acquires profitable companies who's owners are looking to retire or move on to their next adventure. We streamline and optimize to provide employees with greater purpose and financial stability.

Recent Transactions

This member has no reported closed transactions.

Sakeva

Actively Sourcing Deals
Sakeva is a physician-led healthcare investment and operating company focused on acquiring and partnering with founder-owned healthcare businesses in allergy, dermatology, ancillary healthcare services, and tech-enabled specialty care.Led by Ryan Sullivan, MD, Sakeva combines over 15 years of experience across private practice, healthcare operations, telehealth, and pharmaceutical leadership. Dr. Sullivan currently serves as a Medical Director at a large pharmaceutical company and previously helped build and scale integrated dermatology and allergy practices, launch independent specialty…

Recent Transactions

This member has no reported closed transactions.

John Yuen

Actively Sourcing Deals
Hoboken, NJ-based independent buyer with a credit risk background, acquiring one cash-flowing business within 40 miles of NYC metro. Primary focus: HVAC, mechanical, plumbing, and refrigeration contractors with $300K+ SDE and a service-revenue mix. Also active in CPA practice acquisitions and home services platforms.Target deal size: $500K – $5M EV, 1.5x – 3.5x SDE depending on quality of recurring revenue. Open to seller-retained equity or earn-out structures where it accelerates close.

Recent Transactions

This member has no reported closed transactions.

Dylan Mulrain

Actively Sourcing Deals
I am the Director of Operations of an independent insurance and risk management advisory firm focused on commercial real estate, private equity, and complex transactions across North America. In my role, I oversee operations, strategic growth initiatives, client delivery, and the development of scalable systems and processes that support institutional clients and high-volume transaction activity.Throughout my career, I have worked alongside investors, business owners, and operators. My experience spans transaction due diligence, process development, strategic planning, and succession…

Recent Transactions

This member has no reported closed transactions.

Traditions Growth Capital

Actively Sourcing Deals
Traditions Growth Capital pursues family-aligned opportunities in fragmented lower middle market sectors, focusing on business services, facility maintenance, and niche industrials with $2–10 million EBITDA and $15–75 million enterprise values. Operating primarily in NY, NJ, CT, PA, and MA, we emphasize professionalization, organic expansion, and buy-and-build strategies for next-generation stewardship. As a responsive counterparty on Axial, Traditions Growth Capital collaborates with family offices, co-sponsors, and advisors to deliver patient capital solutions grounded in trust and…

Recent Transactions

This member has no reported closed transactions.

RGC Enterprises LLC

Actively Sourcing Deals
We are a Team of very experienced Lean Practitioners with an average of 20+ years management experience per Team Member. Our backgrounds encompass a wide range of industries with a heavy emphasis on Automotive production and associated supply chain and systems.

Recent Transactions

This member has no reported closed transactions.

Samus Management

Actively Sourcing Deals
Early-stage investor and recently retired as President of Video Game company with 400+ employees and over $800M in revenue. Partnered with a long-time operator and entrepreneur. Looking to invest in the Washington, Oregon and/or Arizona markets. I have $4.5m in cash and capital to invest in the right business opportunities.

Recent Transactions

This member has no reported closed transactions.

Mo Diyani

Actively Sourcing Deals
My name is Mo Diyani, and throughout my career I have focused on building, scaling, and improving businesses through strong operational leadership, strategic growth initiatives, and long-term relationship building. I currently work in executive leadership within the software and acquisitions space, where I oversee operations, revenue performance, client relationships, and growth strategies across multiple business units. What drives me most is partnering with great businesses and preserving the legacy that owners have spent years building. I approach acquisitions with a long-term mindset…

Recent Transactions

This member has no reported closed transactions.

Three Shadows Ranch Holdings

Actively Sourcing Deals
​Three Shadows Ranch Holdings is a single family office 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.Three Shadows Ranch Holdings has significant industry experience. The two members of the investment / operations team hail from diverse backgrounds; one who spent his career as an executive of public oil and gas companies, public board advisor and advisor to private equity firms, and one who comes from an…

Recent Transactions

This member has no reported closed transactions.

Cultivate Ventures Group LLC and lead Managing Partner, Jesse Dodds, is an experienced strategy and operations team with over 15 years of industry expertise, dedicated to driving efficiency, profitability, and growth. Specifically, Jesse's passion lies in streamlining processes, optimizing investments, and boosting productivity to ensure operations run smoother, faster, and more effectively. With a strong talent for strategic planning, Jesse has a proven record of accomplishment of elevating operations to new levels of success.

Recent Transactions

This member has no reported closed transactions.

Sarro LLC

Actively Sourcing Deals
I am a local buyer based in Upland, CA seeking to acquire and personally operate a profitable company in the Inland Empire or Greater LA area.As a CPA with an MBA and a background in sales leadership, I am industry-agnostic but highly disciplined regarding business fundamentals. I am primarily seeking opportunities with proven reliable profitability.

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 615 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 615 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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