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Financial Services Family Offices - Axial

Members (87 results)

Elm Fork Partners

Family Office
  • 2 Total Closed Deals
Elm Fork Partners stems from a history of entrepreneurship, corporate value creation, and successful outcomes for all parties involved. We are a Texas-based, single family office, focused on providing flexible and sustainable capital to companies, teams, and assets that are striving to create material value. We are not a private equity fund, but rather a permanent capital source focused on providing capital to high quality companies or assets that exhibit the following characteristics: High returns on invested capital (ROIC) and free cash flow generationSignificant barriers to entry and…
Most Recent Transactions
Investor
Jul 2018
invested in
Investor
Jan 2003
invested in

Stony Creek Capital

Family Office
  • 2 Total Closed Deals
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).
Most Recent Transactions
Investor
Jan 2023
acquired
Investor
Dec 2021
acquired

BLY Returns

Family Office
  • 1 Total Closed Deal
Silicon Valley based family office made up of experienced professionals seeking investment opportunities that will generate current double digit cash on cash returns. Prefer non real estate opportunities but will consider right real estate situation.
Most Recent Transactions
Investor
Sep 2019
invested in

RiverForce Partners, Inc.

Family Office
  • 1 Total Closed Deal
RiverForce LLC is a BIPOC-led and privately-held investment and advisory firm based in Boston, MA. Our investment arm focuses on venture and early-stage investments, and our advisory arm focuses on accounting, tax and related services.
Most Recent Transactions
Investor
Oct 2019
invested in

The Erskine Company LLC

Family Office
  • 1 Total Closed Deal
We provide specialized succession planning and family office services to owners of unique assets such as businesses, Americana, ephemera, coin and fine art collections, as well as commercial and residential real estate.
Most Recent Transactions
Advisor
Oct 2012
was acquired by

Joseph Libatique & Co.

Family Office
  • 1 Total Closed Deal
We are committed to creating value with our partners through our unconventional approach, multi-industry scope, and counter-intuitive strategy.
Most Recent Transactions
Investor
Oct 2014
invested in

Nath Inc

Family Office

    This member has no reported closed transactions.

Nath Inc is a premier hospitality management company with over 50 years of experience in the industry at its helm. Founded as a family-owned and operated business, we have grown from a small 25-room motel to managing resorts on the Great Lakes. Our team of experienced professionals is dedicated to delivering exceptional service and creating memorable experiences for our guests.We pride ourselves on our long-standing reputation for excellence in the hospitality industry. Our portfolio of properties includes a variety of different brands, giving our guests a wide range of options to choose…

JZ International

Family Office

    This member has no reported closed transactions.

JZ International is an industrial holding investment group that specializes in investing in and growing small to medium-sized businesses in partnership with founders and entrepreneurs. Our investment philosophy remains unchanged: to become the true-value investor of choice for small and mid-size companies, by providing long-term capital JZ International has 30 plus investments in various sectors throughout Europe, with a combined revenue of more than €1 billion. Investments have been made in the UK, Finland, Sweden, Norway, Denmark, Germany, Holland, Italy and Spain. In 2003, we developed…

CNTR Capital

Family Office

    This member has no reported closed transactions.

CNTR Capital, ("CNTR”) is the investing entity for the Kunzi family office. Together we offer over ten decades of combined experience, never having lost principal for any of our businesses and we always perform. We have committed capital designed for the business owner who would like to either sell their company or monetize a portion of equity allowing continued participation in the future growth of the company. In addition to capital, we offer expertise in executive leadership, corporate development, human capital management, sales, operations, finance, and strategy. Together we have built…

Seal Rock Ventures, LLC

Family Office

    This member has no reported closed transactions.

We aim to foster the growth and expansion of existing businesses by providing patient, long-term investments and developing strong, trusting relationships over time.

White Spruce Capital

Family Office

    This member has no reported closed transactions.

White Spruce Capital is an operator led management firm established by its principal to acquire and actively manage a single lower-middle market Southern Ontario-based business. We focus on owners who wish to reduce their day-to-day operating role through full or partial liquidity and on businesses whose growth trajectory can be enhanced with capital and active management expertise. We are flexible in developing deal structure and make investments for full control or a clear path to control. Graham Yin, White Spruce's principal, will assume a senior operational role post-acquisition to drive…

Alistar Resources

Family Office

    This member has no reported closed transactions.

Alistar Resources is a private equity company that invests in ongoing businesses. The company's goal is to maximize shareholder value through the superior deployment and management of capital over the long term. In doing so, Alistar aims to foster effective collaboration with all of its stakeholders through commitment, integrity and transparency.

Carpe Investments

Family Office

    This member has no reported closed transactions.

Carpe Diem Investments is a family office seeking investment opportunities across a range of industries. We have specific interest in financial services businesses, with a focus on opportunities in the range of $1-$10M EBTIDA

Nebula Capital

Family Office

    This member has no reported closed transactions.

Nebula Capital Management is an investment manager established to invest the founder's capital alongside that of our partners. The firm invests with a principal orientation designed to protect and compound capital over the long term.

Atlantic Wealth Partners, LLC

Family Office

    This member has no reported closed transactions.

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.

Georgetown Capital LLC

Family Office

    This member has no reported closed transactions.

Georgetown Capital is a private investment firm focused on small to medium sized acquisitions. We are a team of seasoned investors who work closely with our portfolio companies to drive measurable value for all stakeholders.

Bronfman LLC

Family Office

    This member has no reported closed transactions.

Bronfman LLC is an investment firm that specializes in making flexible equity investments in family and entrepreneur owned businesses in North America and Western Europe.The firm is associated with the Matthew Bronfman branch of the family. Bronfman LLC is separate from Matthew Bronfman’s other business endeavors and those associated with other branches of the Bronfman family.From humble beginnings as immigrants at the end of the nineteenth century, leaving Russia to find a better life, the Bronfman family began to create what would become the leading distiller in North America.As a direct…

Altitude Capital

Family Office

    This member has no reported closed transactions.

Altitude Capital focuses on investment opportunities in North American Healthcare businesses. We target profitable companies with leading market positions with positive secular trends. ACQUISITION CRITERIA:We are exclusively focused on control investments in the HealthcareServices industryWe invest in companies that operate in fragmented competitivelandscapes with the opportunity to take market share both organicallyand inorganicallyOur time is spent in sub-industries that have positive secular trendswith room for meaningful growthTarget companies must have $2mm+ of cash flow or a clear path…

NorthTower Capital

Family Office

    This member has no reported closed transactions.

family office with fundamental value focus. capital structure agnostic. place higher value on stable, moderate risk cash flow relative to high growth.

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