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

NAT Holdings

Actively Sourcing Deals

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NAT Holdings is a holding company focused on acquiring a resilient, technical, and service-oriented business. We are focused on industries such as environmental & water services, HVAC, testing, laboratory services, facility management, restoration, pest control and other recurring technical services. The focus is in the NY-NJ-CT area. Plan to acquire one business and become owner-operator.

Recent Transactions

This member has no reported closed transactions.

Burstall Capital Ltd.

Actively Sourcing Deals

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Burstall Capital is a private equity firm dedicated to acquiring and managing businesses in Western Canada. The firm focuses on investing in established companies within the manufacturing, professional services, and engineering sectors, particularly in Alberta and British Columbia. With a mission to acquire and run one exceptional privately held business in the $0.5M - $5M EBITDA range, Burstall Capital aims to build upon the foundation and legacy of its investments.

Recent Transactions

This member has no reported closed transactions.

Berm Ventures

Actively Sourcing Deals

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Berm Ventures | Operator Buyer | Puget Sound | SBA-Backed + Huntington Bank LetterI'm a full-time buyer acquiring one business to personally own and operate in the Puget Sound region. Financing is in place: personal equity committed and SBA-backed with a bank support letter from Huntington Bank. I can sign NDAs same-day and move to LOI within two weeks of receiving financials. I have a full advisory team in place and intend to close on a deal in under 90 days post-LOI.Background: 14 years in supply chain and finance leadership at Target, most recently running reverse logistics operations at…

Recent Transactions

This member has no reported closed transactions.

BEEM, LLC

Actively Sourcing Deals

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Individual who has been consumed in the media and technology sectors the past 22 years with stops in Cleveland, OH, Washington, DC, and Grand Rapids, MI. Earned MBA from University of Maryland, College Park. With a growing and active family, I am aspiring toward becoming a full-time entrepreneur through SBA or franchise-consideration. I am honest, dependable, and eager to get started.

Recent Transactions

This member has no reported closed transactions.

The Jake Moore Group

Actively Sourcing Deals

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Looking to diversify and purchase other businesses. Currently own a real estate brokerage. Looking into services, logistics, and remote businesses. Strong sales, operations, and financial skills. Received a bachelors in Accounting from Oklahoma State and Masters in Biblical Studies from Dallas Theological Seminary.

Recent Transactions

This member has no reported closed transactions.

Thornhill Partners

Actively Sourcing Deals

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Thornhill Partners is a private equity firm that specializes in acquiring and operating high-quality B2B service businesses. With a focus on long-term ownership, Thornhill Partners targets sectors characterized by stable demand and repeat customers, particularly those driven by regulatory, contractual, or safety requirements. The firm is committed to providing a thoughtful home for exceptional small businesses, ensuring their growth and success over time. Through its strategic acquisitions, Thornhill Partners aims to build a robust portfolio of businesses that benefit from consistent market…

Recent Transactions

This member has no reported closed transactions.

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Mason Tegg

Actively Sourcing Deals

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I am actively looking to acquire a business within 30 miles of Minneapolis. I am looking for a situation where the current owner is ready to step back from day-to-day operations and would like to transition the business to a young, energetic, and hands-on buyer.

Recent Transactions

This member has no reported closed transactions.

Rookwood Group

Actively Sourcing Deals

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I am an experienced investor and operator, looking to acquire a San Diego based business with SDE of $750k-$1.5M. I am looking for industries where operational excellence and thoughtful technology adoption can drive significant margin expansion while preserving the founder's legacy. Ideal targets include businesses with sticky customer bases / recurring revenue, founder/family owned and seeking succession, strong customer and supplier relationships with limited concentration. Specific industries of focus include light manufacturing, business services, professional services, specialty…

Recent Transactions

This member has no reported closed transactions.

Garrison Point Capital LLC

Actively Sourcing Deals

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Garrison Point Capital is a South Florida-based acquisition firm focused on acquiring and operating one great business. Lorenzo has a background in finance, with experience at Morgan Stanley and JPMorgan, and is now a full-time, dedicated acquirer.We focus on businesses with $400K–$1.25MM in SDE, with a preference for recurring revenue. Sellers can expect a serious, prepared buyer who communicates clearly and closes. We understand that selling a business is one of the most significant decisions an owner will make, and we approach every opportunity with that in mind.

Recent Transactions

This member has no reported closed transactions.

Miscellany Ventures

Actively Sourcing Deals

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I invest on behalf of myself and my family, across a variety of asset classes and structures. We have had recent success with a few acquisitions of smaller operating businesses, including in IT Services and Window Distribution and Installation. We are interested in making more similar acquisitions and I have a partner who would be the hands on operator. Miscellany Ventures is my LLC I use for personal investments and advisory work.

Recent Transactions

This member has no reported closed transactions.

Beckett Legacy

Actively Sourcing Deals

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I am a former Marine Captain and recent Harvard MBA grad looking to own and operate one blue-collar services or manufacturing business in the Boston area for the long-term. I am committed to maintaining and growing the legacy of a retiring owner and building a family in the local community. While I understand that my lack of operating experience so far may be too high of a barrier for some businesses, I believe that my background and dedication to learning as fast as possible will resonate with the right seller. I have significant leadership experience in challenging environments, including…

Recent Transactions

This member has no reported closed transactions.

Cowrie Holdings

Actively Sourcing Deals

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Cowrie Holdings is a diversified holding company with focus on venture, enterprise and advisory services. The firm is committed to accelerating sustainable growth by forming strategic partnerships with visionary founders & seasoned operators. With a focus on addressing infrastructural gaps, Cowrie employs a patient capital approach, investing at both the seed level and growth phase of stable enterprises that have untapped potential.

Recent Transactions

This member has no reported closed transactions.

Vidya Advisors

Actively Sourcing Deals

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I am looking to acquire a business between $250,000 and $2,000,000 in revenue. I am looking to be a passive owner or with limited involvement for a recession proof business such as HVAC, plumbing or electrical for example.

Recent Transactions

This member has no reported closed transactions.

Greenwich & Barrow

Actively Sourcing Deals

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Greenwich & Barrow is looking to acquire and operate one great services company. Experience in strategy and operational execution, grounded in a long-term commitment to business and leadership. We partner for the long term and would love to connect

Recent Transactions

This member has no reported closed transactions.

Cedar Hills

Actively Sourcing Deals

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John Edward has spent the last 10 years working in roles of increasing responsibility at private equity backed ventures. He has experience across the board in accounting, treasury, M&A, finance, commercial, business development. He most recently served on the leadership team at Cureton Midstream, backed by Tailwater Capital, where he led the BD and commercial teams and oversaw ~$100MM of closed acquisitions as well as the ultimate sale to Williams in December of 2023 for ~$550MM. Prior to Cureton he spent 5 years at EagleClaw Midstream where he participated in tremendous growth of $12MM of…

Recent Transactions

This member has no reported closed transactions.

Fourfold Ventures

Actively Sourcing Deals

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Fourfold Ventures is a self-funded search firm dedicated to identifying, acquiring, and operating a profitable small business in the NYC area. At Fourfold Ventures, we combine family values with business growth. The name pays tribute to the founder’s four children, serving as both inspiration and purpose. It also reflects our mission to multiply the potential of a small business through strategic growth and operational excellence. Guided by these principles, Fourfold Ventures is committed to creating a lasting legacy—one that transforms a business, empowers employees, and…

Recent Transactions

This member has no reported closed transactions.

Amirian Partners

Actively Sourcing Deals

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Amirian Partners is a Los Angeles-based entrepreneurial investment firm focused on acquiring and operating a single, exceptional business. Led by Alex Amirian, a former ServiceTitan executive with a proven track record in sales and scaling small businesses, we take a long-term, hands-on approach to ownership.We’re not a private equity group. We’re local operators committed to preserving your legacy, supporting your team, and building on the foundation you’ve created.Backed by committed capital from strategic partners, we’re actively seeking a business with $2M–$6M in enterprise…

Recent Transactions

This member has no reported closed transactions.

Rushdi Holdings, Inc

Actively Sourcing Deals

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Self funded ETA searcher seeking to acquire a company in the $4-10MM price range with at least $750,000 in EBITDA. Industry agnostic. I am currently located in the New York City area and therefore would be seeking to acquire a business in the NY, NJ, CT, PA areas.

Recent Transactions

This member has no reported closed transactions.

Jordan DeBilzan

Actively Sourcing Deals

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Former executive of contract manufacturing serving medical device industry seeking small manufacturing business in Minnesota. We are seeking owners that are employee focus and want business legacy to continue beyond their ownership. Primed to invest in business and deliver accelerated growth.

Recent Transactions

This member has no reported closed transactions.

Hemlock Equity

Actively Sourcing Deals

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Hemlock Equity acquires companies with profits between $250,000 to $5,000,000 per year. We also start our own SaaS companies when we feel we have identified an opportunity that has some legs.

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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