Top Energy & Utilities Family Offices with Recent Private M&A Activity

185

Active Firms

5,995

TTM Deal Inquiries

$4M-$20M

Core Revenue Range

$800K-$4M

Core EBITDA Range

Top States by Activity

Florida 13%

Texas 12%

California 10%

New York 8%

New Jersey 4%

Key Attributes

Focus: Long-Term Ownership | Capital Source: Family-Backed Capital | Operating Approach: Buy & Hold

Green Hills Partners

1 Total Closed Deal Actively Sourcing Deals

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Green Hills Partners is a Family Office based in Nashville that's focused on small to medium sized acquisitions. We are a team of seasoned investors who plan to work closely with our portfolio companies to drive measurable value for all stakeholders.

Recent Transactions

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Apr 2022 Acquired UCC Environmental

Bass Rock Capital

1 Total Closed Deal Actively Sourcing Deals

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We acquire durable, recurring-revenue businesses and operate them for decades. With patient capital and disciplined underwriting, we preserve what works and strengthen what matters. Backed by permanent family capital with no fund timeline, we prioritize long-term durability over short-term optics — providing a stable home for the people and customers who depend on what you’ve built.

Recent Transactions

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Dec 2025 Acquired Confidential Company

KGF Capital Partners

1 Total Closed Deal Actively Sourcing Deals

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KGF Capital Partners is a single-family office founded by Louis Kenter, who previously co-founded Prospect Partners, a Chicago-based middle-market private equity firm. We pursue microcap platform buyouts (sub-$3 million EBITDA) in manufacturing, value-added distribution, and business services, along with add-on acquisitions of all sizes for our existing portfolio companies — John Boos & Co. (commercial food equipment) and Workspace+ (school and laboratory furniture).

Recent Transactions

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Sep 2025 Acquired Confidential Company

Audare Legacy Group

1 Total Closed Deal Actively Sourcing Deals

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Audare Legacy Group is a family investment and impact organization dedicated to managing multi-generational capital with a focus on achieving exceptional returns and creating lasting impact. Audare collaborates with management teams to build enduring businesses, leveraging its operational expertise to foster growth and innovation.

Recent Transactions

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Oct 2025 Acquired TK Health

Banyan Capital Group

1 Total Closed Deal Actively Sourcing Deals

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Banyan Capital Group is a family capital firm focused on acquiring and operating lower middle market businesses. We target companies with $250K to $3M in EBITDA across manufacturing and essential services. We prioritize founder owned businesses where ownership transition, operational improvement, and strategic growth can unlock long term value. We are flexible on deal structure and move quickly from LOI to close.ckl from LOI to close.

Recent Transactions

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Aug 2018 Acquired Pactech Packaging

SGH Management Company

Actively Sourcing Deals

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SGH Strategic Investment Partners is a private investment company in Austin, Texas founded in 2019. We acquire control equity investments in established Texas-based companies in the professional services, wholesale distribution, specialized manufacturing and hospitality industries. Our founder, Sam Hanna, founded and built a substantial land surveying and engineering businesses. He sold a majority interest in the company to private equity and established our family office. Sam's lifetime of commercial experience provides our team with the unique capability to cultivate growth, develop and…

Recent Transactions

This member has no reported closed transactions.

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DRA FAMILY OFFICE

Actively Sourcing Deals

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DRA Family Office, established in 2019 and based in San Diego, California, is a single family office focused on private investments. The firm targets both lower middle market private equity and early-stage companies across diverse industries, including real estate, operating businesses, and equity ventures. DRA Family Office collaborates with dynamic management teams to build sustainable value in businesses, leveraging its extensive operational experience. The firm actively seeks investment opportunities in early-stage growth companies and established businesses, with a preference for those…

Recent Transactions

This member has no reported closed transactions.

Northbridge Holdings

Actively Sourcing Deals

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We are experienced operators, CFOs, and entrepreneurs independently exploring the acquisition of an established business. We are sector-flexible and particularly interested in profitable companies with recurring or repeat revenue, strong customer relationships, capable teams and clear opportunities for operational improvement and growth. Our experience includes leading over $19 million equity raise, arranging more than $30 million in debt financing, supporting transaction and due diligence engagements, and scaling complex operations across multiple markets. We are seeking to partner with an…

Recent Transactions

This member has no reported closed transactions.

SMVentures

Actively Sourcing Deals

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SMVentures is a venture capital firm dedicated to investing in disruptive technologies and innovative startups. Founded by Jed Stiller and John McPheters, the firm emphasizes integrity, innovation, and experience in its investment strategy. SMVentures focuses on healthcare and technology sectors, with notable investments in artificial intelligence and nutrition companies, including AG1 and xAI. The firm is committed to supporting founders with category-defining brands and game-changing ideas, leveraging its founders' extensive experience in scaling successful businesses. SMVentures continues…

Recent Transactions

This member has no reported closed transactions.

Wells Cove Capital

Actively Sourcing Deals

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Wells Cove Capital is dedicated to transforming the landscape of investment by focusing on acquiring small businesses.We recognize that the business you are selling us is your life's work. Selling to Wells Cove Capital involves entrusting us to preserve that legacy. You have our commitment to honor that promise. Your legacy matters...We are interested in acquiring companies in the following industries: Business servicesHealthcare servicesLight manufacturingHome servicesIndustrial servicesDistributionFacility ServicesEducationWe are looking for…

Recent Transactions

This member has no reported closed transactions.

Scott Capital Partners, LLC

Actively Sourcing Deals

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Scott Capital Partners, LLC is a private investment firm dedicated to fostering long-term growth and capital appreciation. The firm employs a strategic "buy and build" approach, focusing on value creation and capital preservation. Scott Capital invests in companies with solid growth potential, aiming to achieve significant growth and superior value for both employees and stockholders. The firm is committed to acting as a patient, long-term partner, with investment timing not dictated by artificial timelines. Scott Capital's strategy includes finding complementary acquisitions, developing new…

Recent Transactions

This member has no reported closed transactions.

Merwood Partners

Actively Sourcing Deals

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Based in Toronto, Merwood Partners is seeking to acquire and operate a small business. We will make a controlling investment in a stable company with annual revenues of $7 to $10 million and EBITDA of $1.5 to $2.5 million. We are focused on local opportunities within the Greater Toronto Area.

Recent Transactions

This member has no reported closed transactions.

Flying Horse Capital

Actively Sourcing Deals

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Flying Horse Capital is a private family office investment group based in Dallas, Texas. The firm specializes in acquiring family and founder-owned U.S. businesses, particularly those generating over $2 million in annual revenue. Flying Horse Capital is dedicated to fostering long-term growth and continuity by supporting strong management teams and committed business owners. They also provide assistance to aspiring entrepreneurs, ensuring a robust and sustainable business environment. With a focus on strategic investments, Flying Horse Capital aims to nurture and expand its portfolio by…

Recent Transactions

This member has no reported closed transactions.

Red Apple Group

Actively Sourcing Deals

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Founded by John Catsimatidis, Red Apple Group is a New York-based, family-owned business that operates and invests in a wide variety of industries. We seek to partner with founders, families, and institutions with a long-term investment horizon who understand that value is created through vision and operational excellence rather than financial engineering. We have a proven track record of scaling platforms organically and are looking to expand into new verticals. Additionally, we are actively pursuing add-on acquisitions for our existing portfolio as well as select venture capital…

Recent Transactions

This member has no reported closed transactions.

Bamber Advisors

Actively Sourcing Deals

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Bamber Advisors is a consulting firm that excels in business strategy and operational management, with a strong focus on market analysis, innovation, and growth planning. With over 30 years of corporate experience, they specialize in mergers and acquisitions, capital raising, and investment thesis development. Their services extend to due diligence and crowdfunding, catering to startups, established organizations, and companies in the payments and telecommunications industries. Bamber Advisors is committed to helping businesses transform and grow through strategic planning and flawless…

Recent Transactions

This member has no reported closed transactions.

Gestalt Capital

Actively Sourcing Deals

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We are a Toronto-based SFO and currently own three platforms in the $4mm-$10mm EBITDA range, including co-owning 18 Five Guys in Minneapolis-St. Paul (with another 27 currently under LOI). We generally love cash flowing businesses, aim for majority ownership, but look to have shareholders / a team that want to roll equity and partner with us for the long term.

Recent Transactions

This member has no reported closed transactions.

Retro Capital Group

Actively Sourcing Deals

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We are a multi generational family office with a background in NY commercial real estate. We are focused on middle market lending, real estate, debt portfolios and private equity. We are currently seeking to enter the behavioral health space and we are looking for acquisition opportunities in the industry.

Recent Transactions

This member has no reported closed transactions.

Sama Capital

Actively Sourcing Deals

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Family Office investment firm led by experienced entrepreneurs and operators committed to unleashing the full potential of companies with exceptional DNA, serving as a catalyst for their next leap forward.Our background as founders and operators provides a unique vantage point into the real needs and challenges facing management teams. We take a collaborative approach, working with portfolio companies to identify opportunities to accelerate growth and expand margins. Our results-driven ethos empowers companies to execute strategies and achieve enduring success, creating value for all…

Recent Transactions

This member has no reported closed transactions.

cortelyou capital

Actively Sourcing Deals

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Overview:Cortelyou Capital (“Cortelyou”) is an entrepreneurial investment firm focused on acquiring and operating a single high-quality company over the long-term. After purchasing a business, Sean Penso, the firm’s Founder and Managing Partner, will assume leadership and day-to-day management responsibilities of the acquired company.Why Us?Cortelyou provides an attractive alternative to selling your business to a competitor or private equity.If you are ready to transition ownership in your business and care deeply about your legacy, finding the right buyer to partner with is critical.…

Recent Transactions

This member has no reported closed transactions.

Solex Capital Management

Actively Sourcing Deals

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Solex Capital Management is a family office managed by Steve Somers Sr. and Steve Somers Jr. who represent two generations of entrepreneurs and business operators. Solex is focused on acquiring manufacturing and/or distribution companies in niche industries whereby our operational experiences can help to maximize efficiencies, and our management experience develop a motivated team.Solex seeks to acquire majority stakes in long-standing manufacturing and distribution companies who are privately owned / family operated with the goal to continue the legacy of the prior owner and to grow the…

Recent Transactions

This member has no reported closed transactions.

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Firms in the Energy & Utilities Family Offices 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 Energy & Utilities Family Offices is $4M-$20M, with a core EBITDA range of $800K-$4M. 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 Energy & Utilities 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 185 firms included in this directory provide a starting point for identifying firms with relevant experience and activity in Energy & Utilities.

Not necessarily. Many firms are active across multiple industries, so inclusion in the Energy & Utilities Family Offices directory reflects relevant experience or activity in Energy & Utilities, 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 Family Offices with experience in Energy & Utilities, consider factors such as size range, geographic reach, and recent transaction activity. These characteristics vary across the 185 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 Energy & Utilities Family Offices directory, you can request information here.

Top Energy & Utilities Family Offices

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