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Diversified Financials Individual Accredited Investors - Axial

Members (222 results)

Jolly Mason, LLC Actively Sourcing Deals

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

I'm a self-funded searcher using a minimum of $700k of my own capital plus outside sources (including equity from my network). Utilizing my background as a senior equity analyst, I'm focused on sustainable business models with low capital intensity. 

Kani Group LLC Actively Sourcing Deals

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

I am in the process of transitioning from the corporate world running $200M business / 600 employees to acquiring and owning a lower / mid-market business. Taking my almost 30 years of professional experience and 20 at the executive level along with being a key member of growing my recent company from 50 people to 12,000, I'm seeking to run a business in (order of priority) TN, MT or ID.

James Mayfield Actively Sourcing Deals

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

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.

Bird Family Office Actively Sourcing Deals

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

The Bird Family Office, founded by Scott Bird in 2016, is a collection of businesses that are customer, employee, and community oriented. Scott is looking to acquire family-owned or seller-founded businesses that are seeking to pass on their work's legacy to a financial steward. All of the capital deploy is permanent and personal (100% from Scott); enabling our businesses to manage/operate for the long term.

Maven Enterprises Actively Sourcing Deals

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

I represent a Special Situation Fund focused on middle-market opportunities in the U.S. We specifically are looking for distressed companies which are looking for a solution. We acquire the debt of these companies.We have helped a multitude of businesses address their crippling debt and are now looking to acquire businesses that are considering bankruptcy because they no longer know what to do.

Arvind Atmuri Actively Sourcing Deals

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

I am a self-funded searcher diligencing the business, consumer and healthcare services categories. I have worked in PE and investment banking, and most recently worked at TSG Consumer. My portfolio companies included the nation's largest residential HVAC business and a large collision center rollup in the Southeastern United States. I'd like to leverage the financial and operational learnings I garnered working with these businesses to bring outsize value to SMBs.

Liebhauser Creative LLC Actively Sourcing Deals

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

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.

O'Rourke Holdings, LLC Actively Sourcing Deals

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

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. 

Joshua Jensen Actively Sourcing Deals

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

Joshua Jensen 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.

White Pine Management Actively Sourcing Deals

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

White Pine Management is a private investment firm focused on small to medium sized acquisitions. We plan to work closely with our portfolio companies to drive measurable value for all stakeholders.

Paul Hawkins Actively Sourcing Deals

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

I do not currently own a company. I have shares in my company but do not have a majority ownership. We are a nationally focused restoration, construction and roofing company with a niche in insurance funded work. We have grown through organic hiring and expansion with no experience in M&A. Commercial only focus.

G3 Medical LLC Actively Sourcing Deals

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

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.

Tel Infraco Actively Sourcing Deals

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

Owner-operator seeking acquisition opportunities in the North American telecommunication infrastructure sector. Geography agnostic. Significant transaction and executive management experience, as a founding member of a FTSE250 listed company, Helios Towers. Proven track-record delivering year-on-year revenue and profit growth across several portfolio companies in the telecommunication infrastructure space. Investment Size: $5M - $25MRevenue $10M - $100MCompany Growth >10%Structures Common or preferred equityRole Control investorRevenue Model Recurring Profitability >20%…

KSINGH LLC Actively Sourcing Deals

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

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.We are seeking to acquire a business with some or all of the following characteristics:● Location: Located within 60 miles of Atlanta, Georgia● Financial Profile: EBITDA of $750K - $2 million● Industry: We are flexible…

Choice Capital Management LLC Actively Sourcing Deals

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

Capasso Enterprises, Inc. is a multi-facet, family-owned firm providing construction, consulting and estimating services in masonry, precast concrete, restoration, concrete, waterproofing, rainscreens, panel systems and other facade systems. Masonry construction includes traditional and contemporary contracts for brick, CMU (block) decorative veneers, CMU partition walls, CMU loadbearing and structural walls, stone, precast concrete, thin adhered veneer, and all related masonry crafts. CE is a union based business based in Connecticut and offers services into surrounding states. Yearly volume…

The Donerail Group Actively Sourcing Deals

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

This Axial membership application is for William Wyatt, an individual seeking to build out his personal portfolio. Mr. Wyatt is the Founder and CIO of The Donerail Group. Prior to starting Donerail, he was a Partner and Portfolio Manager at Starboard Value, a $6 billion activist investment fund, where he also served as the Head of Event Driven investing. Mr. Wyatt joined Starboard in 2015 as a Portfolio Manager and was promoted to Partner at the end of 2016. In Mr. Wyatt’s last year at Starboard (2018), the Firm was honored by Institutional Investor as one of the six best Activist Hedge…

horin capital Actively Sourcing Deals

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

I am as sophisticated investor looking to make strategic investments. I sold my Company Chord Advisors to a private equity firm in 2021. I am a CPA and have worked in investment banking as the chief accounting officer and the national office of KPMG.

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.

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