Top Family Offices

Olympic Holdings Investments

5 Total Closed Deals Actively Sourcing Deals

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Olympic Holdings is a private family office focused on direct investments in operating companies and real estate. Established by the Pierce family, the firm is dedicated to managing a diversified portfolio with a disciplined, relationship-driven approach. Olympic Holdings seeks opportunities that combine strong fundamentals with significant potential for expansion, allowing them to add lasting value. With the flexibility of a family office, they are not bound by fixed horizons or mandated exits, enabling a patient, long-term view to maximize enduring value. Their investment strategy…

Recent Transactions

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• Oct 2024 Acquired Summit Property Management
• Oct 2024 Acquired ST Glass & Window Specialists
• Jul 2024 Acquired Riverview Manor Assisted Living & Memory Care
• Feb 2024 Acquired Greenlake Senior Living

Caldicot Capital

4 Total Closed Deals Actively Sourcing Deals

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Caldicot Capital is a private equity firm serving lower middle market businesses. We view our investments as partnerships and take a hands-on approach in collaborating with business owners and management teams. We have a concentrated portfolio which enables us to focus our time and resources to closely support operators we invest in. When combining management's expertise with our own, we unlock significant value together. We focus on investing in businesses with $1 to $10 million of EBITDA and structure our transactions flexibly on a case-by-case basis with "patient capital"…

Recent Transactions

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• Sep 2023 Acquired John to Go
• Jan 2023 Acquired Pacific Surfacing
• Jul 2021 Invested in Pirawna
• Oct 2020 Acquired RC Maintenance

Jumana Capital

4 Total Closed Deals Actively Sourcing Deals

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Jumana Capital is a private investment firm focused on long-term value creation through strategic investments in lower-middle market companies across the United States. We target founder- or family-owned businesses that are at an inflection point—whether through succession planning, operational optimization, or platform expansion—where our capital and partnership can accelerate growth.Investment CriteriaWe typically invest in companies with:EBITDA between $2 million and $15 millionDefensible market positions in niche sectorsRecurring or re-occurring revenue modelsA clear path for…

Recent Transactions

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• May 2025 Acquired Confidential Company
• Nov 2023 Acquired Confidential Company
• Feb 2023 Acquired Confidential Company
• Feb 2021 Acquired Confidential Company

Featured Deals

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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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• 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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• Energy & Renewables
  Clean Energy Services Platform With EBITDA
  NDA Available CIM Available Mountain

  Revenue

  $14.7M

  EBITDA

  $5.2M

  Margin

  35%

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• Technology
  Recurring Managed IT Services Provider
  NDA Available CIM Available West South Central

  Revenue

  $2.3M

  EBITDA

  $1.1M

  Margin

  49%

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• Business Services
  Human Performance And Safety Consulting Provider
  NDA Available CIM Available West South Central

  Revenue

  $8.7M

  EBITDA

  $2.7M

  Margin

  31%

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Forest Lane Capital

3 Total Closed Deals Actively Sourcing Deals

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Forest Lane Capital is a Pittsburgh-based family office focused on acquiring lower middle market companies that welcome an energetic partner who wants to help them accelerate growth. Our model is centered on leveraging what we have seen and learned from thousands of other lower middle market businesses we have evaluated to help you grow yours. From our experience, the right mix of capital and operational resources provides the greatest opportunity to build long-term equity value.

Recent Transactions

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• Feb 2025 Acquired ARS Recycling Systems
• Jun 2021 Acquired HTG Supply
• Jan 2019 Acquired Meritech Holdings, LLC

Gart Capital Partners

3 Total Closed Deals Actively Sourcing Deals

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Gart Capital Partners is a private investment partnership focused on investing in closely-held and family-owned businesses. We focus on facilitating ownership transition planning; and strategic future growth.With over ninety years of collective investing and operating experience, we are true innovative and operational partners rather than passive financial investors. In addition, our patient, family office capital base allows us to be uniquely flexible and focused on the long-term potential of every company in our portfolio.We partner with growing, lower middle market consumer and services…

Recent Transactions

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• Apr 2023 Invested in Topo Designs
• Apr 2021 Acquired Whistle Work Wear
• Jan 2020 Acquired Work World

Permanent Corp.

3 Total Closed Deals Actively Sourcing Deals

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Permanent Corporation is a family office that specializes in acquiring and permanently holding profitable niche businesses. Positioned as a North American alternative to traditional private equity, the company focuses on small and medium-sized businesses with positive cash flows. Permanent Corporation typically acquires between 70% to 100% of these businesses, ensuring a stable and enduring ownership structure. With a robust management team and a strategic approach, Permanent Corporation aims to provide a perpetual home for its portfolio companies, fostering growth and stability in the lower…

Recent Transactions

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• Feb 2026 Acquired Rudolph Industries
• Jan 2026 Acquired ViOptix
• Jan 2025 Acquired Secure Care Products

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Investar Financial Corporation

3 Total Closed Deals Actively Sourcing Deals

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Private investment firm with over $1.0 billion in AUM investing in the U.S. middle market since 2001. Investar is a family office firm that seeks to make long-term investments by partnering with extraordinary management teams.

Recent Transactions

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• Aug 2007 Acquired MD Medical Group
• Jul 2002 Acquired Transnetwork
• Feb 2000 Acquired Maxi Transfers

Alitus Partners

3 Total Closed Deals Actively Sourcing Deals

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Alitus Partners is a private equity firm managed by experienced operating executives rather than financial experts. Each of our managing partners have personally built companies from as small as a few million dollars of sales into businesses generating in excess of several hundred million dollars of revenue. Our goal is to acquire control positions in lower middle market companies, then use our hands on operating experience to help existing ownership and management realize potential which they can not achieve with their current resources. We not only know how to enhance the foundation of a…

Recent Transactions

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• Aug 2023 Acquired ATRO Engineered Systems
• Aug 2023 Acquired Hulsey Environmental Services
• Sep 2016 Acquired SolutionsWork, LLC

Carlin Capital Partners

3 Total Closed Deals Actively Sourcing Deals

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Carlin Capital Partners is a niche private equity firm focused on making control-oriented investments in mature, stable small businesses with untapped potential. Founded in 2009 by a father and son team, the firm exclusively seeks opportunities to invest in foundationally solid businesses that may not fit the traditional private equity model due to a lack of scale, stagnant growth, limited infrastructure or other limitations.We believe that Carlin Capital Partners brings an approach to private equity investing that is particularly well suited to the acquisition of smaller businesses. While…

Recent Transactions

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• Jul 2015 Acquired Rex Forge
• Apr 2013 Invested in Support of Excavation
• Oct 2010 Acquired Nuconic Packaging

Nobel Investments

2 Total Closed Deals Actively Sourcing Deals

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Nobel Investments is a family investment office based out of Santa Monica, CA. We are majority stake hold investors and are owners / operators of our businesses post-acquisition. We invest in businesses that operate in industries where we have demonstrated a successful track record of helping companies scale – either as direct operators or as consultants.Nobel Investments was founded by Atta Tarki. Born in Tehran, Atta moved to the countryside of Sweden at age 7, where he grew up a few minutes away from Alfred Nobel’s workshop. There, Atta developed a deep respect for Alfred Nobel’s…

Recent Transactions

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• Aug 2023 Acquired ECA Partners
• Aug 2023 Acquired TalentCompass

Pulte Capital Partners LLC

2 Total Closed Deals Actively Sourcing Deals

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Pulte Capital seeks acquisitions and relationships in targeted sectors across the building products industry. We specialize in flexible transaction structures, with particular expertise in strategic partnerships and recapitalizations in which management teams have the opportunity to retain significant ownership stakes. Our target transactions typically range from $10 – $200 million in size. We generally invest in middle-market companies and lower-priority divisions of national companies in the following building products segments: Niche / Specialty building products businesses Countertops /…

Recent Transactions

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• Feb 2013 Acquired Advanced Air Conditioning & Heating
• Apr 2011 Acquired Carstin Countertop Brands

Preservation Holdings LLC

2 Total Closed Deals Actively Sourcing Deals

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Preservation Holdings is a group of family offices based in Dallas/Fort Worth, who are seeking to deploy committed capital through multiple control investments. We primarily invest in B2B and B2C Services companies in the Lower Middle Market, as well as other compelling opportunities. We are seeking long-term investments as part of a broader portfolio of operating companies. There is no mandate to return capital to investors. Our focus is on long-term returns and cash flow generation. We have built, bought and sold businesses. We intimately understand the frustration that comes with a sale…

Recent Transactions

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• Jul 2022 Acquired Air Assurance Heating, Air Conditioning, and Plumbing
• Jan 2022 Acquired HomeTown Services

SB

Schultz Brothers Holdings

2 Total Closed Deals Actively Sourcing Deals

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Schultz Brothers Holdings is a family-owned holding company based in Texas, focused on acquiring and operating small to mid-sized businesses primarily in the Dallas–Fort Worth area, with flexibility to consider opportunities across the broader Texas region. We are long-term operators—not financial engineers—and we take pride in preserving the legacy and culture of the businesses we invest in.We target companies with $1M to $5M in EBITDA across a wide range of industries, including manufacturing, industrials, consumer products, technology, business services, energy, and…

Recent Transactions

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• Feb 2022 Acquired Confidential Company
• Jul 2018 Acquired Confidential Company

Falcon Private Investments

2 Total Closed Deals Actively Sourcing Deals

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Falcon Private Investments is a family office with over three decades of experience in managing and investing in a diverse range of assets. The firm specializes in growth capital and distressed assets, focusing on non-healthcare related companies. Falcon Private Investments is particularly active in the industrial sector, with a strong emphasis on steel processing, fabrication, distribution, and logistics. Headquartered in Oak Brook, Illinois, USA, the firm is committed to value investing across North America, leveraging its extensive expertise to drive growth and operational excellence in…

Recent Transactions

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• Feb 2026 Acquired Moutardier Resort & Marina
• Feb 2026 Acquired Pilothouse Real Estate Trust

Osprey Island Management

2 Total Closed Deals Actively Sourcing Deals

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Osprey Island Management is a single-family office based in Greenwich, Connecticut.  Our focus is on investing in small to mid-sized companies, across a wide range of industries. We operate privately and independently with the goal of helping businesses grow over an indefinite time horizon.Our strategy is rooted in true partnership. More important than industry, size, or geographic location, we look to partner with ambitious founders, entrepreneurs, operators, and management teams with a shared vision, and who seek to create enduring businesses.

Recent Transactions

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• Jun 2025 Acquired Confidential Company
• Jan 2025 Acquired Confidential Company

Turtle Holdings

2 Total Closed Deals Actively Sourcing Deals

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Turtle Holdings is a family investment company that invests with a long term horizon to support succession. Turtle focuses on stable, profitable businesses within the services, manufacturing, industrials and logistics sectors. With a portfolio that includes companies like Vortex Freight, Great Canadian Meat and Focus Logistics, Turtle is committed to fostering growth and succession planning.

Recent Transactions

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• Jun 2022 Acquired Focus Logistics
• Jan 2021 Acquired Vortex Freight Systems

Stony Creek Capital

2 Total Closed Deals Actively Sourcing Deals

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Stony Creek Capital is a Family Office formed with capital from the sale of a company I operated as President. Our primary focus is acquiring businesses from retiring owners who are looking for a reliable and exciting transition plan. I take an active role in management, often serving as President immediately following the transition until a longer-term management team is in place. My brief background is: DI Athlete, Naval Officer (submarines / nuclear engineer), mgmt consultant, Strategy and Ops Corp Exec (Dir, VP, COO, President).

Recent Transactions

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• Jan 2023 Acquired Ultra Geothermal Inc.
• Dec 2021 Acquired C3I

Shanahan Operating Partnership

2 Total Closed Deals Actively Sourcing Deals

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Shanahan Operating Partnership is a 25 year old private family investment firm focused on small to medium sized acquisitions. We seek to provide a favorable exit to seller's while adding depth to our portfolio.

Recent Transactions

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• Aug 2023 Acquired SDRGC Inc.
• Aug 2023 Acquired PS Industries Inc.

Taubman Capital LLC

2 Total Closed Deals Actively Sourcing Deals

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Taubman Capital (“TC”) is a private equity investment firm for the Taubman familyThrough TC, the family is building an investment portfolio of world-class businesses led by exceptional management teams outside of its core real estate holdingsThe firm’s flexible, long-term capital base offers sellers closing certainty, while also providing management teams with the ability to focus on building larger, more valuable enterprises without time constraints or exit pressuresTC has no outside investors – all internal capital means making investment decisions as true owners and the ability to…

Recent Transactions

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• Jun 2020 Acquired DPMG
• Oct 2019 Invested in Two Hat Security

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