Top Family Offices

TF

Thrive Five

6 Total Closed Deals

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Thrive Five is a single family office with expertise in healthcare and outdoor building products. We have founded, built, sold and invested in businesses, over the past twenty-five years. To us, good business is about more than just profit. It's about purpose. Our purpose is to found and invest in mission-driven companies that give back and make a positive impact.

Recent Transactions

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• Aug 2023 Invested in SURGICAL TRAINING INSTITUTE
• Aug 2023 Invested in STREAMLINE HEALTHCARE
• Aug 2023 Invested in COLLECTION ST-AUGUSTIN
• Aug 2023 Invested in FIRST STREET REAL ESTATE, LP

BG

Bridger Growth Partners LLC

6 Total Closed Deals

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Bridger Growth Partners is a family office based in Atlanta, Georgia. We possess a wealth of both operating and investing experience and seek to add value across the life cycle of our investments.Bridger Growth was founded by Tom Long, who has served as managing partner since its inception in 2015. He is the former Chief Executive Officer of MillerCoors and Miller Brewing Company. Prior to MillerCoors, Tom worked for The Coca-Cola Company, where he held various roles including Head of Global Brands, Head of Worldwide Consumer Research, President of the Great Britain and Ireland Division, and…

Recent Transactions

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• Jan 2020 Invested in Malibu Mylk
• Nov 2019 Invested in Old Pal
• Jan 2018 Invested in Square One Holdings
• Jan 2017 Invested in Lyft

Conversion Venture Capital

5 Total Closed Deals

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Conversion Venture Capital (CVC2) is a private equity firm that offers flexible, long-term funding solutions. We leverage our decades of investment experience and founder-focused philosophy to help our partners grow their businesses with confidence.We bring a personal approach to the highly transactional world of private equity investing. Our team leads each engagement with empathy and transparency, bringing support and guidance to the table while ensuring we align our success with that of our partners.

Recent Transactions

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• Nov 2013 Advised Institute for Health Technology Transformation in its sale to Vendome Group
• Mar 2013 Advised Update Legal in its sale to Conversion Venture Capital
• Feb 2013 Advised Vendome Group in its sale to Conversion Venture Capital
• Apr 2012 Advised Driven Inc. in its sale to Conversion Venture Capital

Featured Deals

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• Transportation
  Industrial Equipment Platform With Meaningful EBITDA
  NDA Available CIM Available Eastern Midwest

  Revenue

  $36.7M

  EBITDA

  $9.5M

  Margin

  26%

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• Consumer Goods
  Outdoor Consumer Products Brand Platform
  NDA Available CIM Available Eastern Midwest

  Revenue

  $23.0M

  EBITDA

  $4.5M

  Margin

  20%

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• Technology
  Multi-Region IT Asset Disposition Provider
  NDA Available CIM Available West South Central

  Revenue

  $28.1M

  EBITDA

  $5.7M

  Margin

  20%

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• Food & Hospitality
  Historic Winery and Hospitality Platform
  NDA Available CIM Available Middle Atlantic

  Revenue

  $13.2M

  EBITDA

  $1.3M

  Margin

  10%

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• Industrials
  Regional Metal Recycling Platform Operator
  NDA Available CIM Available West South Central

  Revenue

  $10.3M

  EBITDA

  $2.8M

  Margin

  27%

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• Technology
  Southeastern U.S. Healthcare AI Services Platform
  NDA Available CIM Available South Atlantic

  Revenue

  $7.7M

  EBITDA

  $3.0M

  Margin

  39%

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• Business Services
  Vertically Focused B2B Sales Development Provider
  NDA Available CIM Available South Atlantic

  Revenue

  $3.2M

  EBITDA

  $1.2M

  Margin

  37%

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• Industrials
  Scaled Public-Sector HVAC Contracting Platform
  NDA Available CIM Available Middle Atlantic

  Revenue

  $53.5M

  EBITDA

  $7.2M

  Margin

  13%

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RF

RoundTable Financial Group

5 Total Closed Deals

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RoundTable Financial Group, LLC is a partnership specializing in alternative assets, including hedge funds, private equity funds, private debt and private equity. The firm was founded in 2009 to take advantage of the opportunities created by the 2008 market dislocation.RoundTable assists both capital seekers and capital investors with their financial needs. The firm serves alternative asset managers, privately held companies and emerging and specialty fund managers. The partners have extensive experience in identifying and placing capital, advising, structuring, and marketing alternative…

Recent Transactions

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• Aug 2023 Advised Moblty Inc. on an investment from RoundTable
• Aug 2023 Advised Lavit Investors, LLC on an investment from RoundTable
• Aug 2023 Advised Choice Pet Food Distributors, Inc. in its sale to Centripetal Capital Partners, LLC
• Aug 2023 Advised LMZ Transportation Partners, L.P. on an investment from RoundTable

Cardinal Equity Partners LLC

5 Total Closed Deals

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Cardinal Equity Partners LLC was formed in 2014 to invest in and manage small to mid-size consumer-centric businesses. We partner with best-in-class entrepreneurs, operators and families to help grow their businesses and provide a succession plan that works for them.Over the last several years, CEP has invested in and operated several companies across a variety of industries. Our deal size ranges from as low as $3mm to as high as $125mm. Historically, we have made investments in the consumer, retail, industrial, education, healthcare, services, real estate and eComm sectors. Although we…

Recent Transactions

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• Oct 2019 Acquired Del Toro Footwear
• Jun 2018 Acquired Heritage Family Services
• Aug 2017 Acquired Waggle Inc.
• Apr 2015 Acquired Arby's (Cardinal RB Holdings)

Lorentzen Investments, LLC

5 Total Closed Deals

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We are equity investors across company lifecycle, from seed to turnaround, with a focus on leveraged buyouts of operating companies that fit our reshoring and sustainability investment theses. Because Lorentzen Investments is a family office, we do not have any preconceived timeframe for an investment. Our expectation, in any investment, is to hold permanently. Our goal is to implement best-in-class safety and environmental procedures, invest in sustaining maintenance and profitable growth, and then harvest the cash flow on a financially prudent basis.

Recent Transactions

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• Jan 2022 Acquired Metaltec Steel Abrasives
• Jan 2017 Acquired Boccella Precast
• Jan 2016 Acquired Dedoes Industries
• Jan 2014 Acquired Mayco Industries

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Reddick Wellington Investments

5 Total Closed Deals

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Canadian family office with investments in real estate, private equity and public markets seeking to acquire Canadian & U.S lower-middle market businesses.

Recent Transactions

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• Dec 2020 Invested in Evergen Infrastructure Corp.
• Dec 2019 Invested in Northspace
• Nov 2019 Invested in Peakhill Capital
• Aug 2019 Invested in Mediseen

Giana Enterprises LLC

4 Total Closed Deals

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Giana Enterprises is a family office focused on investing in public and private opportunities. Both shareholders have tenured histories in the financial services industries including firms like Citigroup, Deloitte, Brigade Capital Management, and CLS Group.Giana Enterprises is open to both minority and majority investments including opportunities that require us to draw on third-party investors/capital if appropriate. We are long-term holders, focused on creating value for all stakeholders, including employees.

Recent Transactions

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• Jan 2022 Invested in Steel Key Capital
• Oct 2021 Invested in M3-Brigade Acquisition III Corporation
• Jul 2021 Invested in Jetha Global
• Mar 2021 Invested in M3-Brigade Acquisition II Corp

Nashville Capital

4 Total Closed Deals

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At NCG, we’re fortunate enough to speak from experience when it comes to building lasting partnerships that lead to prosperity. We specialize in private equity lower-middle markets, with personal experiences in growing companies from ideas into profitable business ventures. From our own companies, experiences, and investments, we have the money, knowledge, and resources to help you launch your dreams.

Recent Transactions

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• Apr 2019 Acquired Confidential Company
• Jun 2015 Acquired EPDI
• Aug 2014 Acquired Confidential Company
• Feb 2013 Acquired Segway

The Brynavon Group

4 Total Closed Deals

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The Brynavon Group, Inc. ("Brynavon") is a private investment company that was founded in 1973 and currently owns four companies located across the United States. Brynavon assists successful management teams in acquiring the business for which they work. Brynavon is a private investment firm that can handle all aspects of the M & A / ownership transition process: equity capital, mezzanine debt, senior debt, deal structuring, negotiation, estate planning, due diligence and divestiture. Typically, Brynavon owns between 60-80% of the portfolio companies while the balance is owned by management…

Recent Transactions

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• Aug 2022 Acquired Effort Foundry
• Jun 2015 Acquired Dura-Bond Bearings
• Apr 2009 Acquired Pacific Sheet Metal
• Feb 2004 Acquired Avcom of Virginia

Jacsten LLC

4 Total Closed Deals

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Jacsten is a Milwaukee based private investment firm that was formed to make investments in small businesses primarily in the Midwest. As a family managed and funded firm, our proprietary capital affords us the flexibility to focus on long-term value creation as compared to short-term profits. This approach benefits our portfolio companies and operating partners by fostering stability, certainty and proper alignment of interests. At Jacsten, we take partnering for the future very seriously; whether a management team, seller or investor, we invest in people – their knowledge, experience,…

Recent Transactions

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• Mar 2013 Acquired Triton Trailers, LLC
• Dec 2012 Acquired Vonco Products, LLC
• Apr 2003 Acquired Eagle Metal Finishing, LLC
• Jun 1999 Acquired Mid-State Contracting, LLC

Siwa Capital

4 Total Closed Deals

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We are a family office investor in SMB and lower middle market companies. We invest in exceptional people who demonstrate a relentless commitment to creating value. My name is Daniel Farag, and I am the managing partner of Siwa Capital. Most recently, I purchased a sustainable aquaculture business (fish farm), and served as its CEO for 8 years. During that time, I helped grow annual revenue from $100,000 to $20 million, and exited the business to a private equity group. Previously, I held roles in investment banking at Goldman Sachs and private equity at GI Partners. Born and raised…

Recent Transactions

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• Apr 2024 Invested in TelcoBridges
• Mar 2024 Invested in Steel River
• Mar 2024 Invested in SabrePak
• Jan 2024 Invested in OnPoint Generators

Bodley Group

4 Total Closed Deals

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Bodley Group Founded in 2005, Bodley Group seeks superior returns through investments in private companies with favorable positioning in niche markets. We invest our capital in buyouts, growth financing and angel/early-stage investments. Bodley Group is particularly interested in opportunities wherein our distribution management experience can create value for growing firms. Douglas Albrecht, Chairman Douglas A. Albrecht retired in 2007 as Chairman, President and Chief Executive of Centric Group, a $750 million holding company. Centric Group grew from an initial Taylor family investment in…

Recent Transactions

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• Jan 2009 Acquired Mirage Products
• Oct 2008 Acquired J. Buck's Restaurants
• Sep 2008 Acquired Betallic
• Sep 2008 Acquired Boxco Industries

CH Investment Partners

4 Total Closed Deals

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CH Investment Partners is an investment advisor offering investment strategies across traditional and alternative asset classes to ultra-high net worth families across the country. With a focus on portfolio diversification and wealth preservation, our experienced investment specialists and advisors partner with families to deliver customized investment advice and services.

Recent Transactions

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• Oct 2010 Acquired Windsor Court Hotel L.P
• Oct 2010 Acquired Wyndham International Inc., Eight Wyndham Garden Hotels
• Oct 2010 Acquired Brussels International Trade Mart Ltd. Co. BVBA
• Oct 2010 Acquired Omni Royal Orleans Hotel

Alliance Global Finance

4 Total Closed Deals

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We run a family office for a few wealthy families out of Asia. We make direct private equity investments in undervalued and distressed small to mid-sized companies and we are sector agnostic. We also invest in and raise capital for disruptive technology/cleantech companies that are proven and profitable. Our investment size is anywhere between $0.5 mm to $3 mm.

Recent Transactions

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• Mar 2019 Invested in Biopipe
• Apr 2016 Advised Monolith Software on an investment from Evolution Capital Partners
• Nov 2014 Acquired Eastern
• Feb 2013 Acquired Mohican Quarries

Creach Family Holdings, LLC

4 Total Closed Deals

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Creach Family Holdings, LLC is a private investment firm focused on small to medium sized acquisitions. We partner with exceptional companies seeking the next stage of growth. Post acquisition, we work closely with our portfolio companies to drive measurable value for all stakeholders. 

Recent Transactions

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• Dec 2024 Acquired HealthRev Partners, LLC
• Aug 2024 Acquired Faith Home Health & Hospice
• Mar 2020 Invested in True Captive Insurance
• Jan 2017 Acquired Careficient, Inc.

BV

Brougham Ventures LLC

4 Total Closed Deals

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Brougham Ventures LLC is a family office focused on small to medium sized acquisitions. We partner with exceptional companies seeking the next stage of growth. Post acquisition, we work closely with our portfolio companies to drive measurable value for all stakeholders.

Recent Transactions

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• Mar 2023 Advised Roane Metals Group in its sale to Commercial Metals Company
• Jun 2021 Advised WE Transport in its sale to Beacon Mobility
• Feb 2021 Advised Hawkins Point Partners in its sale to Verista
• Nov 2020 Advised Jet Line Products in its sale to Pool Corporation

ZBS Capital

4 Total Closed Deals

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ZBS seeks industries and investment opportunities with such characteristics as:- Ability to deploy capital efficiently - Highly fragmented industry with potential for economies of scale- Aligned incentives between management and investorsWe grow and scale existing businesses by providing patient, long-term capital. Along the way, we build trusting partnerships.

Recent Transactions

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• Aug 2023 Acquired Legacy Service Partners
• Aug 2023 Acquired Crete Professional Alliance
• Aug 2023 Acquired Crete Mechanical Group
• Aug 2023 Acquired Alliance Animal Health

CI

Chief Investments LLC

4 Total Closed Deals

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Chief Investments is a private investment firm 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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• Dec 2014 Invested in PerfX Wireline Services
• Dec 2011 Invested in Greenlight Energy Services
• Jan 2010 Invested in Black Hawk Energy Services
• Jan 2008 Acquired Hi-Country Auto Group

Schueck Holdings, LLC

3 Total Closed Deals

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Schueck Holdings, LLC is a private investment and wealth management firm that holds investments in many different companies and industries. One of Schueck Holdings’ largest assets is Lexicon, Inc., a heavy industrial construction company that provides an array of services, including steel fabrication, erection, construction, equipment installation, industrial maintenance, energy services, insulation installation, and scaffolding. It has annual revenues in excess of $800 million. Schueck Holdings is actively looking for investment opportunities to broaden Lexicon’s current construction…

Recent Transactions

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• Jul 2022 Advised Universal Limited, Inc. in its sale to Lexicon, Inc.
• Mar 1998 Advised Heritage Links in its sale to Lexicon, Inc.
• Oct 1968 Invested in Lexicon, Inc.