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Financial Services Lower Middle Market Directory

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Financial Services Holding Companies

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Members (142 results)

ESMALLBIZ, LLC

Holding Company

    This member has no reported closed transactions.

Encore Lending Solutions, LLC is a NEWCO in the likeness of Sterling Commercial Credit a company founded in 2004 by W. Edwin and Karen Small. The former company Sterling Commercial Credit was sold in 2022 for a 5.5x multiple.The vision forward is to establish a specialty lending company that focuses on credit quality clients seeking working capital loans secured by short term assets. The client base with borrowing levels between $25K and $1million are unserved in the market and require special bed side manner.At the height of the market, Sterling produced $8.6 million in revenue and $2.2…

Juno

Holding Company

    This member has no reported closed transactions.

LeverEdge Association is a holding company based in Boston. Our largest company is Juno, which has originated $900M in consumer credit since 2018.LeverEdge was founded by Chris Abkarians and Nikhil Agarwal at Harvard Business School. It raised one round of venture financing before achieving profitability.

SoCal Business Group LLC

Holding Company

    This member has no reported closed transactions.

SoCal Business Group specializes in providing growth, optimization, and exit strategies for business owners, particularly those in the service industry. They focus on acquiring established service businesses that generate between $1-10 million in revenue, ensuring quality and sustainability. Through their platform, MyExecSuite, they offer expert consulting services tailored to the needs of experienced entrepreneurs looking to enhance their business operations or plan for a successful exit. Their approach is designed to support business owners in achieving their strategic goals while…

WTV Capital LLC

Holding Company

    This member has no reported closed transactions.

WTV Capital is a holding company, currently with interest in a real estate development firm in Florida and miscellaneous other investments. Its principal has extensive experience in restructuring, private equity, real estate, and private credit.

Hammer

Holding Company

    This member has no reported closed transactions.

Bricktown Technologies, LLC is a privately held company specializing in IT Asset Disposition and End of Life IT hardware solutions. With over 24 years of combined industry experience, they provide comprehensive services including full truck, LTL, or single box freight services, pack-n-ship services, serialized audit reapportioning of all assets, resale, reuse, and recycling services, and turnkey solutions for all types of IT hardware. The company is committed to maximizing the return on investments for their clients while ensuring brand protection through asset tags and identifiers removal.…

Bhansali Ventures

Holding Company

    This member has no reported closed transactions.

Independent sponsor, currently operating a distribution business acquired 6 months ago. Focused on businesses between 1-5M EBITDA across building products manufacturing, value-added distribution, healthcare services.

XMi Holdings

Holding Company

    This member has no reported closed transactions.

Our primary focus is on companies which could benefit from our partners’ experience and expertise as well as take advantage of the operational support services which XMi Holdings can provide. We are generally not passive investors and look to actively assist our portfolio companies to achieve its potential.XHG is committed to providing capital and resources to qualified businesses including minority-owned businesses and woman-owned businesses.

Blue Skies Collective LLC

Holding Company

    This member has no reported closed transactions.

Blue Skies Collective is a small team of entrepreneurs committed to improving the lives of small business owners and employees. We buy exceptional businesses from owners and operate them for the long haul. By investing in people and treating them right, we believe that better financial outcomes are achieved for employees and the business.

ABL Results Inc.

Holding Company

    This member has no reported closed transactions.

Specializing in business operations, market strategy, & transformation. We harness the power of people, processes, data & technology to accelerate growth in SME.Industry experience stretches across FinTech, Financial Services, Insurance, Healthcare, Marketing Technology, Consumer Goods & Information Technology.Looking for early-stage growth opportunities or turn arounds.We have a proven track record delivering results by launching new products, creating new revenue streams, maximizing efficiencies, analyzing markets, outpacing financial targets, & disrupting industries.Past…

Johnston Capital

Holding Company

    This member has no reported closed transactions.

At Johnston Capital, we invest with permanence-not pressure. Our Permanent Equity model offers founders a long-term partner focused on sustainable growth, not quick exits. We preserve legacy, support operations, and build lasting value without the timelines of traditional private equity.

Auerbach Capital

Holding Company

    This member has no reported closed transactions.

Auerbach Capital is a holding company focused on acquiring excellent founder-owned businesses. We have a long-term orientation and prioritize alignment of goals and incentives with founders and employees.

Coa Capital Group

Holding Company

    This member has no reported closed transactions.

Building portfolios of accretive insurance brokerage agencies and MGAs.We prioritize companies serving commercial clients rather than retail consumers, ensuring higher-value premiums and reduced commoditization risks.Preference is given to companies handling larger, more complex insurance policies that are less vulnerable to industry disruption or disintermediation.

ME LLC

Holding Company

    This member has no reported closed transactions.

Looking to acquire a manufacturing company as an independent sponsor. I was part of an acquisition of a business with a $ 50M exit as an operator and have 10 years of background running businesses at the $$$ level.

Veraton Management

Holding Company

    This member has no reported closed transactions.

Veraton Management is family office backed and seeking to make acquisitions across a range of industries where business development is a key component to success. Veraton takes a long-term view and seeks to partner with existing management but can also execute control deals.

Global Financial Credit, LLC

Holding Company

    This member has no reported closed transactions.

Global Financial is the nation's leader in pre-settlement cash advances. We offer the most professional and experienced staff along with the most competitive rates.

Growth Sigma

Holding Company

    This member has no reported closed transactions.

Growth Sigma is a consulting firm dedicated to helping companies accelerate growth and create enterprise value. We work with investors, boards and operators to design a custom playbook to drive predictable revenue growth and work alongside operators to execute the plan. The members of Growth Sigma have at least 25 years of experience in operating and scaling businesses for growth. Our mission is to help leaders leave a lasting legacy by sustaining their brand, supporting their people, and lifting up those behind them to create more opportunities for the next generation.

Flower City Capital

Holding Company

    This member has no reported closed transactions.

Flower City Capital was founded in 2015 and manages over $400 million on behalf of HNW and UHNW families. It makes direct equity and credit investments through its dedicated private markets fund Allens Creek Partners, LP. with a focus on businesses in its geographic region (upstate New York) and the financial services vertical.

Lionshield

Holding Company

    This member has no reported closed transactions.

Lionshield is a private investment firm committed to long-term success by acquiring and growing 100% family-owned businesses in North America while providing exceptional leadership guided by solid core values.We were founded by entrepreneurs who understand the importance of preserving team, culture, and longevity of a business. Our model is simple, proven, and made to last for years to come. We buy and build exceptional businesses, arm them with great leadership, and hold them forever.We have committed capital and have raised a large fund, and are looking for 4 deals this year!

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