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Financial Services Family Offices - Axial

Members (115 results)

Fields Texas Ltd. Actively Sourcing Deals

Family Office
  • Actively Sourcing Deals
  • This member has no reported closed transactions.

Fields Texas Ltd. is the private investment firm founded by the late William Fields (former President & CEO of Walmart US Retail Stores Division). Our firm is entirely focused on investing in companies where Walmart Inc. is or has the potential to be a large customer.

Tau S.A. Actively Sourcing Deals

Family Office
  • Actively Sourcing Deals
  • This member has no reported closed transactions.

Tau S.A. 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.

Curtis Endeavors Actively Sourcing Deals

Family Office
  • Actively Sourcing Deals
  • This member has no reported closed transactions.

Curtis Endeavors is a family-owned private investment office that is actively seeking an attractive small or medium business opportunity for acquisition. The firm is specifically interested in businesses that meet the following criteria:LOCATION: Nationwide search with preference to the eastern Midwest (IL, WI, IN, MI, OH).FINANCIAL CRITERIA: Healthy EBITDA/SDE Margins of +20% and ranging from $0.4M-$2.0M.FINANCIAL PERFORMANCE: Demonstrated strong and steady top-line growth with a track record of consistent bottom-line improvement.INDUSTRY FOCUS: Preference for wholesale, distribution,…

Massif Industries LLC Actively Sourcing Deals

Family Office
  • Actively Sourcing Deals
  • This member has no reported closed transactions.

Massif Industries is a multifamily office which invests in closely held companies on a control basis as well as minority and preferred equity basis for select opportunities. It is backed by operators who invest for the long term and do not force an exit alongside the traditional private equity timeline. We invest in well-run, private profitable businesses. It is our intent to provide strategic long term capital to elevate the business, not uproot it.

Piper Riggs Actively Sourcing Deals

Family Office
  • Actively Sourcing Deals
  • This member has no reported closed transactions.

Piper Riggs is a multi-family office, and we seek to acquire new businesses in the Middle Atlantic. Historically, Piper Riggs was a family-run financial services firm. Piper Riggs is now expanding its portfolio. Piper Riggs has worked with family-owned businesses focused on various industries and thus has an opportunistic focus in regard to industry.

Wyseson Company Actively Sourcing Deals

Family Office
  • Actively Sourcing Deals
  • This member has no reported closed transactions.

WYSESON is a private investment company founded by an entrepreneur in automotive industry. WYSESON invests in event driven, special situation opportunities

LAF Ventures LLC Actively Sourcing Deals

Family Office
  • Actively Sourcing Deals
  • This member has no reported closed transactions.

Our team consists of two highly experienced professionals, each with a diverse and solid financial background. One of us has expertise in Go to Market strategies and business development, holding a C-Level position in a successful fintech company that generates over $100M in annual recurring revenue. This company is supported by prominent firms like a16z, ICG, and USV. He has a track record of driving business growth and successful expansions across various industries. The other team member, who operates between NY and Houston, is an accomplished banker with a proven record in securing…

Pelagic Capital Partners LLC Actively Sourcing Deals

Family Office
  • Actively Sourcing Deals
  • This member has no reported closed transactions.

Pelagic Capital Partners is a search and family investment vehicle formed to acquire and operate exceptional small businesses on the US east coast. The group was founded by Nicholas Stancu, a former private equity professional and M&A advisor. At this time, PCP is actively looking for its first platform investment and invites opportunities for review. Prior to founding PCP, Nicholas pursued several investment and advisory roles in the US and Europe. While in private equity his key responsibilities included on the one hand managing the transaction process when buying or selling…

K.R. Abraham & Co. Actively Sourcing Deals

Family Office
  • Actively Sourcing Deals
  • This member has no reported closed transactions.

We are a private investment firm with offices in Chicago, Michigan and Los Angeles. We are focused on acquiring manufacturing companies with at least $1.5MM of EBITDA and management in place. Historically, we’ve acquired companies in the automotive, oil & gas, aerospace and health care industries. Since we acquire companies for our own account with no intention to sell, we also buy the related industrial real estate. We invest with our own capital and close quickly. We have dozens of references available upon request from our portfolio company sellers and brokers we’ve worked with in…

Sassano Endeavors Actively Sourcing Deals

Family Office
  • Actively Sourcing Deals
  • This member has no reported closed transactions.

This is a family office with experience in healthcare and financial services management.Ownership and Board Director:Dental PracticePharmaceutical Company - retail in the Mental Health spaceTrust Company - administering wealth and settlement trusts Staffing Company - in the manufacturing sectorOrthopedic Surgical Instrumentation Supplier Financial Advisory FirmLeasing Company

Overall Management Company Actively Sourcing Deals

Family Office
  • Actively Sourcing Deals
  • This member has no reported closed transactions.

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.

Lorberbaum Family Office Actively Sourcing Deals

Family Office
  • Actively Sourcing Deals
  • This member has no reported closed transactions.

Aladdin Capital 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.

Artesian Partners Actively Sourcing Deals

Family Office
  • Actively Sourcing Deals
  • This member has no reported closed transactions.

Artesian Partners 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. 

Cyclades Capital Actively Sourcing Deals

Family Office
  • Actively Sourcing Deals
  • This member has no reported closed transactions.

We are a single-family office ( My family) that invests off our own balance sheet to acquirecompanies with at least 1M in EBITDA that we believe we can make better.

Elevation Rock LLC Actively Sourcing Deals

Family Office
  • Actively Sourcing Deals
  • This member has no reported closed transactions.

Elevation Rock 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.

SI Capital LLC Actively Sourcing Deals

Family Office
  • Actively Sourcing Deals
  • This member has no reported closed transactions.

SI Capital is a private investment firm with $1billion+ in capital resources. SI engages in a broad range of investment activities and asset classes, including debt, leasing, and equity investments. The firm was formed to source and manage investments for the founder of 5-hour ENERGY® products. SI has offices in suburban Detroit, New York, and Chicago.Debt - 8%+ coupon in unitranch, second lien, mezzanine conv pref ticket size $10MM-$50MMEquipment Lease: stream rate 8%+, $1MM+ ships, tugs, planes, tugs, rail, intermodal US-onlyEquity - change of control in lower middle market companies…

Celina Capital Corporation Actively Sourcing Deals

Family Office
  • Actively Sourcing Deals
  • This member has no reported closed transactions.

Celina Capital makes direct investments in growth-oriented private companies and in real estate.Celina was established in 2017 by Jacques Feldman, the co-founder of Cambridge Global Payments. Jacques and his partner built Cambridge from the ground up over a period of 25 years, expanding from Canada, to the US, UK, and Australia. Cambridge developed a leadership position in foreign exchange transactions, a service that large banks had neglected. The company achieved 25-30% annual growth by investing in a diverse sales network and offering superior customer service. Leading-edge technology and…

Brendan Wales Actively Sourcing Deals

Family Office
  • Actively Sourcing Deals
  • This member has no reported closed transactions.

My single family office is looking to acquire an operating business in the Seattle/Pacific Northwest Region. I am a professional investor, but in a different asset class and would like to diversify into a cash-flow business. The more simple the business, the better.

PHJ Management Inc. Actively Sourcing Deals

Family Office
  • Actively Sourcing Deals
  • This member has no reported closed transactions.

PHJ Management Inc. is a consulting firm and also the family office of our founder, Pete Hidalgo. Our President and Founder has a unique blend of talent, experience, education, communication skills, and emotional intelligence (EQ) that enables him to easily partner with his clients and achieve great results.He is a graduate of the United States Military Academy at West Point with a Bachelor of Science degree in Engineering and also a graduate of Columbia Business School with a Master of Business Administration (MBA) degree.After serving in the U.S. Army as a Captain in the Air Defense…

Roystone Capital Actively Sourcing Deals

Family Office
  • Actively Sourcing Deals
  • This member has no reported closed transactions.

Roystone is a single family office with a presence in New York and Florida. As a family office with internal capital, we are flexible, nimble and opportunistic investors. We are seeking to buy minority and/or control positions in SMBs with established proof and concept / product market fit that are at inflection points where our capital and professional expertise can help accelerate the target’s trajectory to the next level

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