Powered by Axial Data

Top Diversified Financials Search Funds

Explore 1,028 Diversified Financials Search Funds that source acquisition and investment opportunities on Axial’s M&A platform.

Axial Insights

Diversified Financials Search Funds

1,028

Active Firms

21,090

TTM Deal Inquiries

$3M-$12M

Core Revenue Range

$500K-$2M

Core EBITDA Range


Florida 13%
California 13%
Texas 9%
New York 8%
New Jersey 5%

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

Showing 121-140 of 1,028 Search Funds

Sorted by recent activity

Fells View Capital

Actively Sourcing Deals
We're a privately held search fund with committed capital and an entrepreneurial mindset. Chris and his team of investors are committed to helping business owners exit their businesses while maximizing their value and ensuring continued success. Let's build a mutually beneficial partnership that takes your business to the next level.

Recent Transactions

This member has no reported closed transactions.

Through American Transition Partners, I’m looking to acquire and operate one outstanding service, industrial, or technical business in the greater Houston area making $750k-3M in EBITDA. Target industries include: 1. Route-based or mobile service businesses (maintenance, repair, installation)2. Industrial and commercial services (B2B, recurring or essential)3. Testing, inspection, calibration, and compliance services4. Equipment maintenance or distribution with value-added services5. Security, safety, and facility maintenance servicesI will put $500k of my savings into the deal and am…

Recent Transactions

This member has no reported closed transactions.

CJS Advisory LLC

Actively Sourcing Deals
Seasoned high-stakes securities and corporate governance attorney seeking to transition to a new opportunity for our Family Office. Co-Founded and scaled a highly-specialized boutique law practice focused on litigating high-stakes corporate governance and corporate litigation matters on behalf of investors. Some of the high profile matters my Firm has litigated and settled include In re Dell Techs., Inc. Class V S'holder Litigation (C.A. No. 2018-0816) which settled for $1 Billion. My Firm also successfully litigated Tornetta v. Musk (C.A. 2018-0408-KSJM) and secured a temporary recession of…

Recent Transactions

This member has no reported closed transactions.

Sven Dejean

Actively Sourcing Deals
I’m looking for a stable business in the $500k - $1.5M EBITDA range, within driving distance from Atlanta. Ideally, the company has a management team in place, has been in operation for more than 5 years, and the owner is selling for personal reasons. I bring a well-rounded business background with 12+ years of experience improving performance and leading strong teams across both cost and revenue drivers. For the first 5 years, I worked for one of the largest food and beverage companies in the world, improving operations and driving working-capital savings.I then earned my…

Recent Transactions

This member has no reported closed transactions.

TAQL, LLC

Actively Sourcing Deals
TAQL is dedicated to supporting a diverse portfolio of outdoor companies, encompassing a range of activities such as fishing, hunting, camping, boating, and more. Our goal is to combine the best possible outdoor companies under the same portfolio. We work with the best in the industry to ensure that our customers have access to the latest equipment and technology. We are passionate about the outdoors and are dedicated to the outdoors, health, and wellness.

Recent Transactions

This member has no reported closed transactions.

Jon Coon

Actively Sourcing Deals
13+ years scaling customer-facing operations at high-growth SMB technology companies. Specialized in transforming teams, driving operational excellence, and leading through complex business transitions including M&A integrations.

Recent Transactions

This member has no reported closed transactions.

Stop Browsing. Start Transacting.

Join 20,000+ members who source deals, connect with counterparties, and close transactions on Axial.

Chris Crouch

Actively Sourcing Deals
A qualified buyer with 20+ years of cross-functional leadership spanning operations, finance, sales, and people management. Pre-qualified by SBA lender for $5M, conventional loan capacity, seller financing, and potential private investors if it’s the right fit. Actively seeking to acquire a well-run, blue-collar business within 90 miles of Dallas, Texas. Committed to being a long-term steward of the business, its employees, and what the current owner has built.

Recent Transactions

This member has no reported closed transactions.

Stone Ridge Partners Capital

Actively Sourcing Deals
Stone Ridge Partners Capital is a holding company focused on acquiring and operating B2B services businesses in the lower middle market. We target founder-owned and family-owned businesses generating $500K–$1.5M in EBITDA, with a preference for companies with recurring revenue, strong customer retention, and durable competitive positioning.Stone Ridge is SDVOSB-certified. This certification unlocks direct access to federal set-aside contracts and sole-source procurement channels, creating a meaningful growth lever for acquired businesses with existing or latent government customer…

Recent Transactions

This member has no reported closed transactions.

Andreea Volk

Actively Sourcing Deals
Commercial strategy and monetization leader with 12 yrs in the tech space. B2C and B2B. Amazon, Microsoft, Expedia - new business models, pricing constructs, deal optimization. Separately, Invested in and operating a small portfolio of short and long-term rentals in Washington and Hawaii states for the past 5 yrs. Airbnb superhost. 4.95 star rating. 85%+ occupancy.Looking for opportunities in pet care, professional home services and travel/property management.

Recent Transactions

This member has no reported closed transactions.

Derby Street Partners

Actively Sourcing Deals
We’re Samimi and Yanna, the husband-and-wife team behind Derby Street Partners. We founded our search fund to find and operate one business that we can lead for the long-term, not flip in a few years or lump into a portfolio of dozens of other companies. Our limited partners comprise successful entrepreneurs, family offices, and institutional investors who share our long-term approach to ownership. Our goal is simple: to build on the strong foundation an owner has created.Our partnership is rooted in family-business experience. Samimi grew up surrounded by multi-generational entrepreneurs…

Recent Transactions

This member has no reported closed transactions.

Elaine Song

Actively Sourcing Deals
I am an owner-operator focused on acquiring a profitable, well-run U.S. business for long-term ownership. I take a hands-on, disciplined approach and look for companies with consistent cash flow, loyal customers, and a strong operating foundation.I typically target founder-led businesses where the seller values a thoughtful transition, continuity for employees, and preserving what they’ve built. My background across finance and operations allows me to evaluate opportunities efficiently, move through diligence in a structured way, and close with clarity and follow-through.I value transparent…

Recent Transactions

This member has no reported closed transactions.

Crazzze Entertainment LLC

Actively Sourcing Deals
We are actively seeking acquisition opportunities with enterprise values between $1M and $3M. My focus is on established, specialized businesses within logistics, manufacturing, distribution, and multi-unit or multi-franchise deals. I am particularly interested in companies with proven operations, stable cash flows, and clear opportunities for operational improvement and scale/growth.

Recent Transactions

This member has no reported closed transactions.

Roslyn Ridge Holdings was created as an investment vehicle to purchase a business in the greater Philadelphia/NYC metro areas. Investment criteria is greater than $750K up to $3.5M in adjusted EBITDA in the business services, manufacturing or government contracting industries. The founders have experience working for McKinsey, Alpine Investor Portfolio Companies, Juxtapose Portfolio Companies and the US Military.

Recent Transactions

This member has no reported closed transactions.

Will Kerr

Actively Sourcing Deals
I am an individual investor interested in purchasing a stable, cash flowing business with ~$500K SDE, preferably in the Denver metro area. I have 11+ years of experience in consulting and as a general manager at a high-growth tech company.

Recent Transactions

This member has no reported closed transactions.

Wilmington Enterprises

Actively Sourcing Deals
We are a metro-Atlanta based firm that will acquire a proven business with a legacy uphold by June 2024. We are self-funded and focused on old economy b2b companies with 15+ years of profits, retiring ownership, and low customer concentration. Our managing partner, Shan Mehrotra, intends on being CEO of the firm we acquire.

Recent Transactions

This member has no reported closed transactions.

Shaw Family Enterprises

Actively Sourcing Deals
Shaw Family Enterprises is an owner-operator focused on acquiring and running a single established business for the long term. I am targeting profitable companies with a $3–$7 million enterprise value, consistent cash flow, strong customer relationships, and a capable team.I am flexible by industry and seeking simple, defensible businesses where a thoughtful transition and operational continuity are important. My capital is committed, financing relationships are in place, and I am prioritizing certainty of close, seller alignment, and long-term stewardship over short-term financial…

Recent Transactions

This member has no reported closed transactions.

Medisafe Inc.

Actively Sourcing Deals
I have over 20 years of experience building, operating, and scaling businesses, most recently in fintech and financial operations. My work has focused on partnering closely with management teams to professionalize operations, strengthen controls, and support durable, profitable growth—while preserving the culture and customer relationships that drive long-term success.

Recent Transactions

This member has no reported closed transactions.

Cavafy Partners

Actively Sourcing Deals
Cavafy Partners is a healthcare-focused search fund founded by two complementary operators. One brings a strong background in M&A and deal execution, having advised on large-scale transactions across technology and healthcare at leading investment banks; the other brings deep clinical and operational expertise, with a track record of leading complex, multi-stakeholder healthcare programs and published research. Together they combine sharp financial discipline and transaction experience with genuine clinical credibility. The partnership is seeking to acquire and scale a profitable,…

Recent Transactions

This member has no reported closed transactions.

Blue Path Partners

Actively Sourcing Deals
Blue Path Partners seeks to acquire businesses located in the Dallas/Ft. Worth market, or who are headquartered in other major Texas metros but have a presence in DFW. We target businesses in the following areas: 1) B2B Products & Services, 2) Real Estate adjacent industries such as interior design, property management, and select contractors and service providers, 3) Select place-making businesses such as co-working spaces, event/wedding venues, coffee shops, etc. Having previously exited a business for over $100 million, our principals are capitalized, experienced deal makers.

Recent Transactions

This member has no reported closed transactions.

Bright Path Investments

Actively Sourcing Deals
We are an investment firm led by two entrepreneurs focused on acquiring SMBs in the NY/NJ metro. Focus is on companies with $600k-$1.25MM EBITDA, 10+ employees, recurring/re-occurring revenues, with the potential to modernize via operational and/or marketing improvements.

Recent Transactions

This member has no reported closed transactions.


Frequently Asked Questions

How are Search Funds in this directory ordered?

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.

What information is included in each Search Fund 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 Search Funds?

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.

How important is Diversified Financials experience when evaluating Search Funds?

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 1,028 firms included in this directory provide a starting point for identifying firms with relevant experience and activity in Diversified Financials.

Do all Search Funds in this directory focus exclusively on 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.

How do I compare Search Funds with experience in Diversified Financials?

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 1,028 firms included in the directory and can help identify firms that align with your needs.

How do I connect with Diversified Financials Search Funds?

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.


Want to Keep Exploring?

Enter your details to access all firm profiles.

Let us curate Relevant Introductions.

Rather than a one-off introduction to company, work with an Axial Exit Consultant to find the best options from our network of 2,500 M&A advisors — at no cost to you.

Companies sold using Axial Advisor Finder:

Get Introduced to the Right Advisors

This service is complimentary and all information is confidential. Looking to learn more? Complete the form above.

By providing telephone number and submitting the form you are consenting to be contacted by SMS text message. Message & data rates may apply. Reply STOP to opt of further messaging.

We've Received Your Request

A member of our team will follow up to coordinate next steps.

Explore Axial
Template