Top Diversified Financials Search Funds with Recent Private M&A Activity

1,032

Active Firms

20,981

TTM Deal Inquiries

$3M-$12M

Core Revenue Range

$500K-$2M

Core EBITDA Range

Top States by Activity

Florida 13%

California 12%

Texas 9%

New York 8%

New Jersey 5%

Key Attributes

Focus: Acquiring One Business | Capital Source: Investor-Backed or Self-Funded | Operating Approach: Stewardship & Growth

Neural North

Actively Sourcing Deals

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MBA graduate (HEC Montréal) and technology executive with 12+ years of operational experience seeking to acquire a real estate services business in Greater Montreal. Targeting recurring-revenue companies ($5M–$15M) in property management or related services. Committed to long-term ownership, operational improvement, and preserving company culture. Bilingual (FR/EN). Backed by a network of Canadian and North American search fund investors.

Recent Transactions

This member has no reported closed transactions.

Blue Haven Equity

Actively Sourcing Deals

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Blue Haven Equity is a Boston-based sponsored search fund led by a former Navy officer and backed by experienced investors. We are focused on acquiring a marine or maritime services company with $2–8M EBITDA. Our investment criteria emphasize resilient recurring revenue, service-oriented models, and mission-critical operations in the maritime ecosystem. We bring long-term capital, operating experience, and a commitment to preserving legacy and supporting employees through the next phase of growth.

Recent Transactions

This member has no reported closed transactions.

Nick Burgoyne

Actively Sourcing Deals

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I'm searching for a business to acquire near Denver with $0.5M - $2.5M in SDE/CF. I'm still fine tuning my list of industries, but no retail or restaurants. Wish list of attributes: recurring revenue, diverse customer base (B2C and/or B2B), high margins, and recession and AI resistant.I'm a multifaceted general management professional with over 30 yrs experience working for PE-backed companies focused on helping small-to-medium business owners succeed with digital advertising and marketing solutions. I've grown 3 business units to $13M, $30M, and $40M. I hold an MBA…

Recent Transactions

This member has no reported closed transactions.

Daniel Klek

Actively Sourcing Deals

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B2B Services AcquisitionMission: Seasoned revenue leader and Elmhurst, IL resident seeking to acquire and lead a single B2B/Commerccial services company in the Chicagoland area. I am a local operator (not a fund) focused on a 15+ year stewardship of an established business. I am not looking to "rip and replace", but rather, I want to build on the existing foundation of long-term employees and the customer base to grow the organization. Target Criteria:SDE / EBITDA: $600,000 – $900,000.Industries: Industrial Services, Regulatory Compliance, Technical Managed Services, or Niche…

Recent Transactions

This member has no reported closed transactions.

Indigo Group

Actively Sourcing Deals

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Your interests share a clear theme: essential, mission-critical services and infrastructure. This covers home care, fire protection, facility maintenance, payments, and specialized trade services without locking you into one industry.Technology should be positioned as an additional tool that supports employees and strengthens proven operations, not as a replacement for people or the seller’s methods.Revised DescriptionI’m an immigrant raised in an entrepreneurial household, where I learned the hard work and personal sacrifice required to build a lasting business. Over the past decade at…

Recent Transactions

This member has no reported closed transactions.

Yadkin & Co

Actively Sourcing Deals

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Yadkin & Co is a search fund dedicated to finding, acquiring, and operating a single exceptional business. Unlike traditional financial buyers, Yadkin & Co focuses on long-term operational involvement and growth of the acquired business. The company is strategically positioned to identify unique opportunities and leverage its expertise to enhance business value. With a commitment to excellence, Yadkin & Co aims to foster sustainable growth and success in the businesses it acquires, ensuring a lasting impact in the market.

Recent Transactions

This member has no reported closed transactions.

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IX Capital Partners

Actively Sourcing Deals

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About UsIX Capital Partners is dedicated to acquiring a single company operating in the residential & commercial services, IT managed services, or business-to-business specialty services industries. We are a partnership of talented entrepreneurs, accomplished business executives, and experienced investors with diverse skills and expertise. We are not a private equity firm and do not employ a "buy and flip" investment strategy or manage a broad portfolio of different companies. We do not believe that we can establish a meaningful partnership by only investing passively and not getting…

Recent Transactions

This member has no reported closed transactions.

Stony Run Holdings

Actively Sourcing Deals

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Stony Run Holdings is a Baltimore-based holding company focused on acquiring and operating a single, well-run business in the Mid-Atlantic region. With a strategic focus on established companies, Stony Run Holdings aims to leverage its expertise to enhance business operations and drive growth. The company is committed to maintaining the legacy and success of the businesses it acquires, ensuring a seamless transition and continued prosperity. Stony Run Holdings stands out in the market for its dedication to preserving the core values and operational excellence of its acquisitions.

Recent Transactions

This member has no reported closed transactions.

SPC

Actively Sourcing Deals

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Individual entrepreneur and former operator, recently sold first company. Actively seeking acquisition opportunities across sectors with strong potential for growth through operational improvements, add-on acquisitions, or market expansion. Focused on building and scaling businesses with a hands-on, long-term ownership approach.

Recent Transactions

This member has no reported closed transactions.

Granite Group Services

Actively Sourcing Deals

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Granite Group is actively seeking to invest in landscaping businesses with over $3 million in annual revenue. Our focus is on maintenance businesses where owners place significant value on legacy preservation and a seamless transition for their dedicated employees and loyal customers.

Recent Transactions

This member has no reported closed transactions.

Acknowledge Capital

Actively Sourcing Deals

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Acknowledge Capital is an acquisition vehicle built to acquire and operate lower middle market (LMM) businesses in the Southeast United States, with an eye toward building a long-term platform over time. We're focused on B2B (business-to-business) companies six areas: managed IT/OT services, advisory and professional services, automation and systems integration, specialty industrial and low-voltage contracting, B2B industrial and specialty distribution, and engineered-products/controls manufacturing (flow control, electrical/instrumentation, automation OEMs). Many of the businesses we're…

Recent Transactions

This member has no reported closed transactions.

Nathan Robertson

Actively Sourcing Deals

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Transitioning out of a 10 year career in investment banking where I was solely focused on healthcare and life sciences sell-side M&A advisory for deals ranging in size from $100M of enterprise value up to nearly $3 billion. Now I am looking to put that deal stage behind me and begin operating companies. I have $750k to invest but have a wide network behind me of interested parties that would be able to quickly increase that dollar amount to several million.

Recent Transactions

This member has no reported closed transactions.

Ashu Kurahatti

Actively Sourcing Deals

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I'm an operator with close to a decade of experience leading large, complex energy infrastructure projects across the U.S., now focused on acquiring and growing a stable, operations-driven small business in New England. I bring a strong track record in managing teams, budgets, and mission-critical projects, with a hands-on leadership style and a focus on process improvement, customer satisfaction, and long-term value creation. I’m pursuing a long-term acquisition where I can step in as an owner-operator, retain the team, and continue building on the seller’s legacy.

Recent Transactions

This member has no reported closed transactions.

DreamSpark Holdings

Actively Sourcing Deals

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DreamSpark Holdings specializes in acquiring established B2B services, healthcare, and SaaS firms. The company focuses on bringing operational expertise to its investments, ensuring a seamless transition and continued growth for the businesses it acquires. DreamSpark Holdings is committed to honoring the legacy of the businesses it acquires while creating new opportunities for their teams. With a strategic approach to acquisitions, DreamSpark Holdings aims to foster innovation and drive success in the industries it operates in.

Recent Transactions

This member has no reported closed transactions.

Forestville Holdings

Actively Sourcing Deals

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Interested in niche service businesses located in the Midwest

Recent Transactions

This member has no reported closed transactions.

Llama Capital Partners

Actively Sourcing Deals

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Llama Capital Partners is led by Stephen Kuhl and Kabeer Chopra, seasoned entrepreneurs who scaled Burrow − a category-defining modular furniture brand − from startup to $100M+ in revenue before its successful exit to Havenly Brands in October 2024. They seek to acquire perennial businesses and partner with management to amplify growth and profitability through proven operational excellence, customer-centric innovation, and cutting-edge technology. Stephen and Kabeer will serve as actively engaged board members or members of the Executive team.

Recent Transactions

This member has no reported closed transactions.

Southeastern Precision Technologies

Actively Sourcing Deals

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Southeast Precision Partners is a private investment firm focused on the acquisition and long-term stewardship of high-quality industrial businesses. Based in Charlotte, North Carolina, we specialize in partnering with founders and small business owners to provide strategic continuity and operational excellence.Our approach is rooted in 20+ years of Fortune 50 experience in sales operations, revenue strategy, and manufacturing analytics. We are not just investors; we are operators dedicated to preserving the legacy of the businesses we acquire while deploying modern operational levers to…

Recent Transactions

This member has no reported closed transactions.

Nasser Khan

Actively Sourcing Deals

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Independent healthcare operator and investor with 15+ years of experience building and scaling multi-site healthcare services businesses. Former public-company COO and physician executive with deep expertise in behavioral health, outpatient services, and regulated healthcare environments.Seeking controlling investments in profitable, founder-owned healthcare and healthcare-adjacent services companies with stable cash flow and opportunities for operational improvement and growth. Brings hands-on operating leadership, board-level experience, and a long-term ownership mindset.

Recent Transactions

This member has no reported closed transactions.

Winston Brewer

Actively Sourcing Deals

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Self-funded searcher, with a background in finance, looking for businesses in the southwest and northeast focused on consumer services, which includes but is not limited to septic, roofing, and accounting firms.

Recent Transactions

This member has no reported closed transactions.

Ryan Hasan

Actively Sourcing Deals

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I’m an experienced finance professional with a background in helping entrepreneurs acquire and grow businesses. After years of working closely with owners through SBA financing, I am now focused on acquiring a small to mid-sized company to operate long term. I bring strong financial resources, investor support, and a disciplined approach to ensure a smooth and successful transition.

Recent Transactions

This member has no reported closed transactions.

Firms in the Diversified Financials Search Funds 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.

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.

Based on activity on Axial’s M&A platform, the core revenue range for Diversified Financials Search Funds is $3M-$12M, with a core EBITDA range of $500K-$2M. 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.

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 1,032 firms included in this directory provide a starting point for identifying firms with relevant experience and activity in Diversified Financials.

Not necessarily. Many firms are active across multiple industries, so inclusion in the Diversified Financials Search Funds 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.

When comparing Search Funds with experience in Diversified Financials, consider factors such as size range, geographic reach, and recent transaction activity. These characteristics vary across the 1,032 firms included in the directory and can help identify firms that align with your needs.

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 Search Funds directory, you can request information here.

Top Diversified Financials Search Funds

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