Family Offices

There are 449 Family Offices included in Axial's lower middle market Directory. This Directory is populated with data from Axial's digital deal marketing and deal sourcing platform. You can access more profiles of Family Offices like these, by becoming a member of Axial. No matter the transaction type, Axial can help connect you with the right deal partner at the right time.

Members (449 results)

SouthWorth Capital Actively Sourcing Deals

Family Office
  • Actively Sourcing Deals
  • 2 Closed Deals via Axial
  • 82 Total Closed Deals
SouthWorth Capital Management, LLC is a family office looking to invest in and grow businesses that have the following characteristics: - Fragmented industry and a deep target market - Experienced management in place where we can provide financial incentives to create a stake for management -…
Most Recent Transactions
Advisor
Nov 2023
was acquired by
Advisor
Aug 2023
was acquired by
Advisor
Aug 2023
was acquired by
Advisor
Jun 2023
was acquired by

Bluff Point Associates Actively Sourcing Deals

Family Office
  • Actively Sourcing Deals
  • 2 Closed Deals via Axial
  • 27 Total Closed Deals
Bluff Point Associates is a Family Office based in Westport, Connecticut. Bluff Point actively invests in information services companies supporting the banking, trust, securities, retirement and wealth management sectors of the financial services industry, as well as the healthcare information…
Most Recent Transactions
Investor
Aug 2023
acquired
Investor
Aug 2023
acquired
Investor
Aug 2023
acquired
Investor
Aug 2023
acquired

Sunny River Management LLC Actively Sourcing Deals

Family Office
  • Actively Sourcing Deals
  • 2 Closed Deals via Axial
  • 16 Total Closed Deals
Sunny River Management, LLC is an operationally-focused private investment firm backed by patient, long-term, family capital. Our focus is to build leading, middle-market companies in desirable industries by acquiring, operating, and growing smaller businesses. We are operationally-focused…
Most Recent Transactions
Investor
Apr 2019
acquired
Investor
Feb 2019
acquired
Investor
Nov 2018
acquired
Investor
Oct 2018
acquired

Noverra Capital Group Actively Sourcing Deals

Family Office
  • Actively Sourcing Deals
  • 2 Closed Deals via Axial
  • 9 Total Closed Deals
Noverra Group of Companies is an actively owned, and strategically led family of construction and industrial services companies founded and led by three Owners, Omar Ladak, Steve Lux, and Suzanne Boyd. We are focused on strategically supporting the continued success of our group companies,…
Most Recent Transactions
Investor
Aug 2023
provided capital to
Investor
Aug 2023
provided capital to
Investor
Aug 2023
provided capital to
Investor
Aug 2018
acquired

Appalachian Capital Actively Sourcing Deals

Family Office
  • Actively Sourcing Deals
  • 2 Closed Deals via Axial
  • 4 Total Closed Deals
Appalachian Capital Holdings (AppCap) is a small private investment office that manages the assets of private families and individuals. As a family office, we are interested in long-term investment partnerships of all sort (minority, majority, and buyout), and our permanent capital allows us to to…
Most Recent Transactions
Investor
Oct 2022
acquired
Investor
Nov 2021
acquired
Investor
Dec 2020
acquired
Investor
Mar 2014
acquired

Emigrant Capital Actively Sourcing Deals

Family Office
  • Actively Sourcing Deals
  • 1 Closed Deal via Axial
  • 22 Total Closed Deals
Emigrant Capital is the private investment division of Emigrant Bank, the nation’s largest family-owned and operated bank. We invest directly from the bank's balance sheet, bringing broad financial capabilities, operational expertise, and longstanding industry relationships. We typically invest…
Most Recent Transactions
Investor
Mar 2023
provided capital to
Investor
Dec 2022
acquired
Investor
Feb 2022
acquired
Investor
Jun 2021
provided capital to

Kidd & Company, LLC Actively Sourcing Deals

Family Office
  • Actively Sourcing Deals
  • 1 Closed Deal via Axial
  • 11 Total Closed Deals
Kidd & Company, LLC is the private investment arm of the Kidd Family Office. The firm traces its roots to 1976 when Bill Kidd made his first private equity investment. Since that time, the firm has grown and prospered by following a non-traditional approach to private equity investing, both in…
Most Recent Transactions
Investor
Aug 2023
acquired
Investor
Jan 2022
acquired
Investor
May 2017
acquired
Investor
Jan 2016
acquired

Cottonwood Acquisitions Actively Sourcing Deals

Family Office
  • Actively Sourcing Deals
  • 1 Closed Deal via Axial
  • 10 Total Closed Deals
Cottonwood Acquisitions is a family office partnership focused on investing in small to mid-sized businesses. Cottonwood seeks to partner with talented management teams to create value with a long term investment horizon.
Most Recent Transactions
Investor
Aug 2023
acquired
Investor
Aug 2023
acquired
Investor
Aug 2023
acquired
Investor
Aug 2023
acquired

Avocet Holdings, LLC Actively Sourcing Deals

Family Office
  • Actively Sourcing Deals
  • 1 Closed Deal via Axial
  • 8 Total Closed Deals
Through my acquisition vehicle (Avocet Holdings, LLC), I am looking to make acquisitions of privately held companies in logistics, business services and manufacturing industries. I prefer businesses with stable cash flow, ongoing management (that I can work with) and an established customer base.I…
Most Recent Transactions
Investor
May 2021
acquired
Investor
Oct 2017
provided capital to
Investor
Jan 2017
acquired
Investor
Jun 2011
acquired

Coughlin Capital Actively Sourcing Deals

Family Office
  • Actively Sourcing Deals
  • 1 Closed Deal via Axial
  • 6 Total Closed Deals
Coughlin Capital is a family owned and operated investment firm dedicated to working with small and lower middle-market expansion stage companies to help unlock their true potential. Our goal is simple: grow businesses. Coughlin Capital has grown out of over 60 years of family owned and operated…
Most Recent Transactions
Investor
Aug 2023
acquired
Investor
Aug 2023
acquired
Investor
Aug 2023
acquired
Investor
Aug 2023
acquired

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