Holter Holdings is a private investment firm established in 2025, focusing on wealth management for American families. With a Norwegian heritage, the firm is dedicated to serving discerning clients with discretion and excellence. Holter Holdings specializes in growth-oriented businesses within the lower middle market, aiming to add value and prepare these enterprises for future ownership. The firm is headquartered in New York, United States.
Smith Sisters Farm 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.
Snowball Endevours Inc is the Family Office of David and Michelle Welsh. The firm is comprised of operating businesses in medical devices, real estate development, and child care. With a permanent equity structure, we look to find and acquire world-class management teams to let them operate in their niche. A unique 300-year investment mandate allows Snowball Endeavours to discover, build, and operate niche businesses with large moats that have the power to compound over the long term. Our ideal acquisition is a market leader in a well-established niche that has hit natural growth barriers.
GMF Management, a multi-billion single-family office, has a flexible mandate and opportunistic investment approach focused across the private markets spectrum. Our investments in private companies focus on high-quality businesses with strong management teams, targeting businesses with long-term, sustainable growth and attractive reinvestment economics. Our broad investment mandate and permanent, flexible capital base allows us to creatively structure and execute transactions. We can participate at various levels within the capital structure and are willing to make both growth and control…
I’m currently seeking to acquire a wealth management business in or around Wayne, PA. Ideally, I’m looking for a firm that meets the following criteria:Location: Based in or serving the Main Line suburbs (Wayne, King of Prussia, Radnor, etc.)Size: Annual revenue in the range of $500K to $3MClient Base: Primarily recurring AUM-based revenue with a stable, long-term client base; open to firms with a mix of fee-based and commission businessTransition: Owner willing to assist in a short- or medium-term transition period (not a requirement)Team: Preference for a small team or solo practitioner…
We are in search of companies with strong EBITA earnings, strong leadership and sellers who want to continue a familial environment for their employees and the company they spent so much time building. We are owners who care deeply about relationships and standing behind your word.
Overall Management Company (OMC) is a multigenerational family office that invests inprivate businesses, early-stage venture capital strategies, and commercial real estate. Weare long-term investors seeking to increase our allocation to alternative strategies creating atangible portfolio of businesses and real estate aligned with our quantitative return goalsand desire to prove a positive impact on the communities we are invested in.
LeFort Interests, LLC is a family office based in New York City and Florida with a focus on acquiring controlling ownership in businesses in the $1-5m EBITDA range. Our firm has extensive experience owning and operating businesses in healthcare services, consumer goods, HVAC, business services, and enterprise software. We lean on operational excellence to drive value creation and cash flow over the long term with no time limitations for ownership.
Oyster Investments is a single-family office that provides equity growth capital to established and mature companies, at a 1x EBITDA or 20% of EV. Companies we invest in have high and proven ROAS. We tend to hold a common equity position and have a 90-100% pref return with 1.5x-2x cap on the return of the initial investment. We also provide a fixed EBITDA multiple buyout option for companies after a lockout period of 3-5 years.
Lattingtown Land 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.
Elysium is a private investment firm that manages investments for a single family office. We like to work closely with our portfolio companies to create value for all stakeholders.
Management company for multiple asset types including Oil and Gas services, Real Estate, restaurant, de-regulated electric utilities, industrial products company.
Central Texas Investment Company is focused on both minority and majority ownership transactions for growing businesses located in the state of Texas. Industries of interest include manufacturing, industrials, distribution and business service.
Acquiring businesses in various sectors. We currently are. Looking for opportunities in the childcare, QSR, and spirits spaces. We currently own and operate businesses in all of those sectors. Let’s get do a deal!
I am an experienced problem solver and global director with a proven track record in driving transformation and enhancing business efficiency across diverse industries and markets. With extensive leadership experience at the corporate level, I have honed my ability to identify opportunities, implement strategic initiatives, and deliver impactful results on a global scale. Now, I am eager to leverage these skills and insights to transition into buying businesses and embracing entrepreneurship, applying my expertise to create value and drive sustainable growth in new ventures.
Founded in late 2012, Dakota Pacific is a family investment group currently investing through a $104 million Fund I. The firm is backed by John R. Miller, who as CEO built two billion-dollar-plus businesses over his career and is active in the firm's investment activities. With a focus on the Western States, we seek to provide patient partnership capital to differentiated, growing businesses. We are experienced investors that target private companies generating $2-20 in annual EBITDA. Compared to the 5-year horizon (+/-) many private equity investment firms have, Dakota Pacific takes a much…
We are a family office based out of Houston, TX focused on providing small business owners the opportunity to pass on their businesses to investors whose goals & incentives are aligned with protecting and growing the asset they have spent so many years cultivating.Cloverland Capital's investment thesis is centered around the idea that there are business owners throughout the country who are in need of outside capital, but don't want to sell to an investment firm with unaligned incentives for the future of their business. Our firm believes that we can address a currently unserved market by…
We are spinning up an LLC focused mainly on acquiring businesses related to capital improvements necessary to comply with Local Laws 92/94/97 in New York City. We're interested in a broad range of comapanies that can support buildings reduce their carbon expenditure through the installation of modern, more efficient building technologies. These can range from roofing & general contractors, to window manufacturers and & installers, to HVAC companies.
Atlantic Wealth Partners, LLC is a private multi family office focused on early stage startups and lower-middle market opportunities in the real estate, finance, insurance and technology sectors.
Fox Systems Limited is a family office fund which specialises in acquiring small to medium sized acquisitions. Our target range is any acquisition up to approximately $5m USD.
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