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Top Family Offices - Axial

Members (441 results)

Fernandez Holdings Actively Sourcing Deals

Family Office
  • Actively Sourcing Deals
  • 28 Total Closed Deals
Fernandez Holdings is a long-term investment firm focused on adding healthy companies to its portfolio and investing in them for the future. Fernandez Holdings companies begin as well-managed, middle-market businesses with revenues of $20 to $250 million, and then through a two-pronged approach of maintaining what has made them successful in the past and making incremental improvements for the future, the companies grow and increase in profitability. For some companies, injecting capital for growth and aggressively targeting new markets makes sense. For others, shoring up the…
Most Recent Transactions
Investor
Aug 2023
acquired
Investor
Aug 2023
acquired
Investor
Aug 2023
acquired
Investor
Aug 2023
acquired

Dunes Point Capital, LLC Actively Sourcing Deals

Family Office
  • Actively Sourcing Deals
  • 22 Total Closed Deals
Founded in 2013, Dunes Point Capital, LLC ("DPC") is a private investment firm, pursuing control investments in companies operating in the industrial and business services sectors. DPC targets companies with enterprise values of up to $1 billion.
Most Recent Transactions
Investor
Aug 2023
acquired
Investor
Oct 2022
acquired
Investor
Sep 2022
acquired
Investor
Sep 2022
acquired

Sowell & Co. Actively Sourcing Deals

Family Office
  • Actively Sourcing Deals
  • 15 Total Closed Deals
Now in its fifth decade, Sowell & Co. is a family investment office investing in private equity, oil & gas, and land development. The partners invest their own capital in each venture, rather than raising outside funds, and believe that such investment creates a longer term investment horizon that better aligns investors with its management team partners.
Most Recent Transactions
Investor
Aug 2023
acquired
Investor
Aug 2023
acquired
Investor
Aug 2023
acquired
Investor
Aug 2023
acquired

NorthCurrent Partners Actively Sourcing Deals

Family Office
  • Actively Sourcing Deals
  • 14 Total Closed Deals
NorthCurrent Partners is a private equity firm that partners with and grows American businesses through majority investments and acquisitions. As the extension of a family office, we bring certainty, flexibility, and speed to our transactions and investment partnerships. Our long-term investment horizon means we make decisions best suited for growth and value creation, including continued investments in the business. Alongside years of experience executing transactions and working with company leaders, we are supported by seasoned operators and successful entrepreneurs.
Most Recent Transactions
Investor
Jul 2024
acquired
Investor
Jul 2024
acquired
Investor
Apr 2024
acquired
Investor
Apr 2024
acquired

Next Sparc Actively Sourcing Deals

Family Office
  • Actively Sourcing Deals
  • 14 Total Closed Deals
Next Sparc Growth Partners is a private capital group with a passion for accelerating the growth of Professional Services, Digital Marketing, Business Services, Information Technology, e-Commerce, Mobile, SaaS, Consumer, Distribution, and Health & Wellness businesses. We accelerate growth by leveraging our deep operational experience, patient capital, and extensive resources. Next Sparc serves as a value-added partner to our businesses, and seeks entrepreneurs who desire to build a scalable business and accelerate growth. WHAT WE LOOK FOR • Founder/family-owned businesses •…
Most Recent Transactions
Investor
Aug 2023
acquired
Investor
Aug 2023
acquired
Investor
Aug 2023
acquired
Investor
Aug 2023
acquired

MB Capital Actively Sourcing Deals

Family Office
  • Actively Sourcing Deals
  • 14 Total Closed Deals
MB Capital is a family office made up of a dedicated team of financial entrepreneurs, each bringing a unique set of talents to the table. With our experienced president at the helm and our managing partners thirsty for challenges, we are a trusted partner that will help assure the long-term well being of your business.We are actively looking to invest in companies working in the manufacturing, services and distribution sectors. Possible scenarios for investment may involve the retirement or departure of a main partner, the lack of a proper succession plan or a total buyout. Our role is to put…
Most Recent Transactions
Investor
Jan 2020
acquired
Investor
Apr 2019
acquired
Investor
Mar 2019
acquired
Investor
Mar 2017
acquired

Addison Capital Partners Actively Sourcing Deals

Family Office
  • Actively Sourcing Deals
  • 13 Total Closed Deals
Addison Capital Partners (“ACP”) is a private equity investment firm backed by two high net worth Family Offices that seeks out partnerships with owners and operators of “smaller” middle market growth companies, often that are closely held or family owned businesses, to provide legacy stewardship, liquidity, growth capital and management resources to grow and build exceptional enterprises.
Most Recent Transactions
Investor
Jul 2023
invested in
Investor
Jan 2018
invested in
Investor
Jan 2018
invested in
Investor
Dec 2017
invested in

Elmore Companies Actively Sourcing Deals

Family Office
  • Actively Sourcing Deals
  • 13 Total Closed Deals
Now in its third generation, Elmore Companies was built on the ability to recognize and pursue business opportunity. Dating back to the late 70’s, Dave Elmore started by purchasing travel companies that were headed toward bankruptcy, taking them over and building them up. This repetition became muscle memory as he began to understand an industry and acquire several more businesses within that space, starting the legacy of Elmore Companies.As Dave’s conglomerate of businesses continued to grow, his son, DG Elmore took over Gant Travel at a critical juncture in the company’s history.…
Most Recent Transactions
Investor
Aug 2021
acquired
Investor
Jan 2017
acquired
Investor
Sep 2016
acquired
Investor
Jan 2015
acquired

LionHill Partners Actively Sourcing Deals

Family Office
  • Actively Sourcing Deals
  • 12 Total Closed Deals
LionHill Partners have been making investments in Manufacturing, Product Development, Intellectual Property, Brands, Real Estate, Entertainment, and Hospitality for over 2 decades. We look for opportunities to make transformational investments in start-ups, and helping establishing companies grow. We offer strategic advice, access to capital and facilitate connections with our expansive network of contact across many industries. We invest in passionate people that have the potential to do great things.
Most Recent Transactions
Investor
Aug 2023
acquired
Investor
Aug 2023
acquired
Investor
Aug 2023
acquired
Investor
Aug 2023
acquired

StoneCalibre, LLC Actively Sourcing Deals

Family Office
  • Actively Sourcing Deals
  • 11 Total Closed Deals
Founded in 2012, StoneCalibre is an international private investment firm with offices located in Los Angeles, Paris and London. We are focused on corporate divestitures, buy & builds and special situations opportunities via control transactions. To date, we have acquired 36 companies throughout North America and Europe through 7 different investment platforms.Our investment approach is based upon creating value from deal origination through to monetization. Pre-acquisition, our process is focused on finding companies that possess certain characteristics which in our view can lead to…
Most Recent Transactions
Investor
May 2022
acquired
Investor
Sep 2016
acquired
Investor
Jun 2016
acquired
Investor
Dec 2015
acquired

Wildcat Capital Management Actively Sourcing Deals

Family Office
  • Actively Sourcing Deals
  • 11 Total Closed Deals
Wildcat Capital Management was founded in 2011 with the purpose of managing capital for the co-founder of TPG Capital, David Bonderman. Wildcat can provide long-term, flexible capital as the firm does not have a more typical fund structure. We pride ourselves on our ability to identify strong operating partners and strive to provide financial and strategic resources to support these partners. Given Wildcat’s investor base and investment mandate, Wildcat combines the sophistication and resources of institutional private equity with the flexibility and patience of stable family office capital.
Most Recent Transactions
Investor
May 2016
invested in
Investor
May 2016
invested in
Investor
Apr 2016
invested in
Investor
Mar 2016
invested in

Matbridge Investments Ltd. Actively Sourcing Deals

Family Office
  • Actively Sourcing Deals
  • 10 Total Closed Deals
Matbridge operates as a forward-thinking and nimble investment firm with a diversified portfolio, intent on supporting small businesses, acquiring established companies and cash flowing investment properties, and investing in real estate developments. In addition to providing financial support, Matbridge’s unique approach includes a focus on enhancing its business relationships through supportive value-added expertise and leadership support. 
Most Recent Transactions
Investor
Sep 2024
acquired
Investor
Jul 2024
acquired
Investor
Jun 2024
acquired
Investor
Mar 2024
invested in

Ocho Capital Actively Sourcing Deals

Family Office
  • Actively Sourcing Deals
  • 10 Total Closed Deals
Ocho Capital is an investment firm that hires powerful leaders and provides them with personal growth and business learning opportunities to become highly effective CEOs. We then invest our own capital as they find, acquire, and operate high-quality businesses that Ocho will own forever.
Most Recent Transactions
Investor
Aug 2023
acquired
Investor
Aug 2023
acquired
Investor
Aug 2023
acquired
Investor
Aug 2023
acquired

Century Technology Group Actively Sourcing Deals

Family Office
  • Actively Sourcing Deals
  • 10 Total Closed Deals
Century Technology Group is a private investment firm focused on small to medium sized acquisitions. We plan to work closely with our portfolio companies to drive measurable value for all stakeholders.
Most Recent Transactions
Investor
Aug 2023
acquired
Investor
Aug 2023
acquired
Investor
Aug 2023
acquired
Investor
Aug 2023
acquired

Lullwater & Co. Actively Sourcing Deals

Family Office
  • Actively Sourcing Deals
  • 9 Total Closed Deals
Lullwater & Co. is a purpose-driven private investment firm committed to building enduring partnerships with the next generation of business leaders. We specialize in supporting talented operators pursuing entrepreneurship through acquisition (ETA), as well as legacy-minded owners seeking a thoughtful and values-aligned transition of their businesses.Our approach is grounded in operational empathy, long-term vision, and a deep respect for the entrepreneurial journey. With roots in both principal investing and company building, we bring more than capital — we deliver a strategic,…
Most Recent Transactions
Investor
Jun 2023
acquired
Investor
Jan 2023
acquired
Investor
Jun 2022
acquired
Investor
Jun 2021
acquired

Hall Capital Holdings, LLC Actively Sourcing Deals

Family Office
  • Actively Sourcing Deals
  • 9 Total Closed Deals
Hall Capital Holdings was founded in 2001 by our managing member, Bill Hood, with the goal of providing support to the family office. Over the past two decades, Hall Capital Holdings has expanded into its current position; a multi-faceted, private investment office backed by patient, long-term, family capital. We are not only capital providers, but a team of operators who look for businesses we understand and can add value to. Being a family office gives us the opportunity to invest without the obligation to fulfill limited partners investment needs, allowing for a “no-rush” investment…
Most Recent Transactions
Investor
Aug 2023
acquired
Investor
Aug 2023
acquired
Investor
Aug 2023
acquired
Investor
Aug 2023
acquired

Applied Value Group Actively Sourcing Deals

Family Office
  • Actively Sourcing Deals
  • 8 Total Closed Deals
The Applied Value Group combines Management Consulting, Private Equity, and Social Impact. The company was founded as the internal change agent for a Swedish conglomerate to challenge boards, drive operational improvements, and change the culture.Today, Applied Value is an independent adviser to dozens of Fortune 500 clients and a recognized Private Investor. We advise our corporate clients across industries on issues around Strategy and Cost and Capital Efficiency. The firm prides itself on its ROI-driven, Practical, and Hands-on in all areas.Our Private investments portfolio of ~25…
Most Recent Transactions
Investor
Jun 2023
acquired
Investor
Jul 2020
acquired
Investor
Nov 2018
acquired
Investor
Jan 2017
acquired

Liberty Hill Equity Partners Actively Sourcing Deals

Family Office
  • Actively Sourcing Deals
  • 7 Total Closed Deals
Liberty Hill Equity Partners is a family office investment firm looking to invest in lower middle market operating companies in the Midwest. We are interested in profitable business models and established management teams. Rather than being a private equity firm building your business to dispose of it, we aim to be trusted partners investing in the long-term success of the business model and your team.
Most Recent Transactions
Investor
Aug 2023
acquired
Investor
Aug 2023
acquired
Investor
Aug 2023
acquired
Investor
Aug 2023
acquired

The Arnold Companies Actively Sourcing Deals

Family Office
  • Actively Sourcing Deals
  • 7 Total Closed Deals
The Arnold Companies (TAC), is a Dallas, TX-based family investment management and services firm. Established in 1964 in Texarkana, Texas as a wholesale refinedpetroleum products distributor it has grown to lead in many different industries includingreal estate, retail, banking, aviation, technology and many varied sectors. TAC focusesinvestments on high-value companies that support their employees and communitieswhile maintaining the values of integrity, leadership, efficiency and a passion for greatservice. The almost 60-year legacy and traditions set the standards to allow innovationand…
Most Recent Transactions
Investor
May 2021
acquired
Investor
Oct 2020
acquired
Investor
Nov 2019
acquired
Investor
Aug 2018
acquired

JMC Investment LLC Actively Sourcing Deals

Family Office
  • Actively Sourcing Deals
  • 7 Total Closed Deals
JMC Investment LLC (JMC) is the direct equity investment arm of the Painvin family’s JMC Family Investment Office with a middle market investment focus. We make long-term equity investments in innovative industrial companies valued between $10 million and $200 million, preferably where we take a majority stake. We seek to establish long-term relationships with entrepreneurs, enabling them to execute their growth strategy and realize their full potential. We invest our own money and are not driven by outside mandates. ExpertiseWe are engineers, entrepreneurs and business managers who…
Most Recent Transactions
Investor
May 2020
invested in
Investor
Jan 2020
acquired
Investor
Jul 2015
acquired
Investor
Jul 2015
acquired

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