Top Financial Services Independent Sponsors with Recent Private M&A Activity

968

Active Firms

28,582

TTM Deal Inquiries

$3M-$15M

Core Revenue Range

$600K-$3M

Core EBITDA Range

Top States by Activity

Florida 13%

Texas 12%

California 11%

New York 7%

New Jersey 4%

Key Attributes

Focus: Control Investments | Capital Source: Deal-By-Deal Financing | Operating Approach: Scale & Exit

KY Capital LLC

Actively Sourcing Deals

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I formed company KY Capital LLC as an acquisition vehicle to acquire my own business. I am searching as a self-funded searcher who has over $500K liquidate asset ready to invest and with strong asset to back myself. I have experience raising capital for real estate deals and knowledge on how to raise capital for SMB. Thus, the upper limit for good opportunity can be opened up to $10M.

Recent Transactions

This member has no reported closed transactions.

Slash Finance

Actively Sourcing Deals

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PE fund looking for SMBs in North America but open to global opportunities for both tuck in and platform expansion across multiple industries including healthcare, manufacturing, and real estate. Message for more details

Recent Transactions

This member has no reported closed transactions.

The Kimberton Group LLC

Actively Sourcing Deals

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The Kimberton Group is an independent sponsor focused on acquiring businesses with $0.5k-5M of EBITDA. The Kimberton Group's investors include family offices and a number of high net worth investors who have started, bought, and built highly successful businesses across the United States.

Recent Transactions

This member has no reported closed transactions.

East Holdings

Actively Sourcing Deals

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East Holdings is a Texas-based private investment firm that specializes in acquiring and operating founder-owned businesses. The company is dedicated to preserving the legacies of these businesses while building for future growth. Founded by Van and Abbey East, East Holdings focuses on strategic acquisitions that align with their mission of maintaining the heritage of the businesses they acquire. The firm is well-equipped to manage and nurture the growth of its portfolio companies, ensuring a sustainable future for each entity under its management.

Recent Transactions

This member has no reported closed transactions.

stone holdings

Actively Sourcing Deals

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Ideally, the business operates in a fragmented industry with recurring revenue, low customer concentration, and stable historical cash flow. I’m particularly interested in sectors like home services, B2B services, or healthcare-adjacent operations where strong local or operational moats exist but tech enablement or growth strategy is underdeveloped. I bring both capital and hands-on operating experience, with a long-term commitment to steward the company and its people.

Recent Transactions

This member has no reported closed transactions.

WindTide Capital Partners

Actively Sourcing Deals

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Private equity professional with experience of investing over $100M across lower-middle-market services businesses over the past six years. Currently partnering with family offices to source, acquire, and grow high-quality service platforms.

Recent Transactions

This member has no reported closed transactions.

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Nath Inc

Actively Sourcing Deals

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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…

Recent Transactions

This member has no reported closed transactions.

Legacy Transition Partners

Actively Sourcing Deals

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Legacy Transition Partners is an independent investment firm that specializes in partnering with founder-owned and entrepreneur-led businesses during critical transition periods. The firm is dedicated to supporting companies in the lower middle market, providing strategic investment and guidance to facilitate growth and development. With a focus on businesses at key transition points, Legacy Transition Partners leverages its expertise to help these companies navigate changes and achieve their long-term objectives.

Recent Transactions

This member has no reported closed transactions.

Creative Management Company

Actively Sourcing Deals

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Creative Management Company is a full-service real estate firm specializing in the management of condominiums, townhouses, and single-family communities. Established in 1978 and based in Houston, Texas, the company provides comprehensive association management services tailored to the unique needs of each community. With a team of over 100 employees, Creative Management Company offers expertise in transitioning associations from developer-owned to homeowner-controlled, financial planning, preventative maintenance, and collections. Their commitment to personalized service and professional…

Recent Transactions

This member has no reported closed transactions.

Fifty Door Partners

Actively Sourcing Deals

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Fifty Door Partners is a private acquisition and holding company founded in 2007. We acquire, operate, and hold established businesses for the long term. We are not a fund — no exit clock, no mandate to flip.Investment criteria: manufacturing, wholesale distribution, industrial and essential services, and building products. $10M–$50M revenue, $1.5M–$5M EBITDA, $8M–$35M enterprise value. Northeast focus: New York, New Jersey, Pennsylvania, Connecticut, and New England. Majority recapitalizations, full buyouts, and owner transitions. Real estate purchased or leased at the seller's…

Recent Transactions

This member has no reported closed transactions.

Learner Ltd

Actively Sourcing Deals

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Learner Ltd 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. While we prefer opportunities in South Central USA, we do have a global mandate. Our principals are successful entrepreneurs who have founded and sold businesses valued at over $100m.Wole Oluwole-Rotimi is an investment banking professional with a progressive career across equity capital markets, M&A, and leveraged…

Recent Transactions

This member has no reported closed transactions.

ValuePath Capital

Actively Sourcing Deals

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ValuePath Capital is a growth-oriented private equity firm focused on control investments in technology-enabled services companies. We partner with founders and management teams to build scalable, profitable businesses by combining hands-on operational support with practical technology and AI-driven improvements.We focus on outsourced services businesses that manage complex, mission-critical workflows across revenue cycle management, compliance, revenue administration, risk management, data, reporting, and specialized operations.Our sectors of interest include outsourced healthcare services,…

Recent Transactions

This member has no reported closed transactions.

Bridlewood Partners

Actively Sourcing Deals

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Bridlewood Partners is a private investment platform dedicated to partnering with management teams to drive sustainable growth and create lasting enterprise value. We focus on acquiring founder- and family-owned businesses when ownership is ready to transition or exit, providing not just capital, but acting as a trusted partner to steward the company into its next phase of growth and preserve the legacy of the founding families.

Recent Transactions

This member has no reported closed transactions.

Sela Capital Group

Actively Sourcing Deals

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Sela Capital Group is working in partnership with Rebuild Capital to identify and acquire established B2B services businesses serving the real estate ecosystem. The partnership combines Sela’s full-time, long-term owner-operator approach with Rebuild’s institutional investor network, industry relationships and market-level expertise to support sourcing, diligence and post-close growth.

Recent Transactions

This member has no reported closed transactions.

LLK

Actively Sourcing Deals

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LLK Private Capital is a specialized private real estate investment fund that caters to business owners and busy professionals seeking access to passive U.S. real estate investments. By focusing on this niche market, LLK Private Capital provides a streamlined investment approach, allowing clients to engage in real estate opportunities without the complexities of direct management. The fund is designed to offer a strategic entry into the real estate sector, leveraging the expertise of LLK Private Capital to navigate the intricacies of the market and deliver potential returns to its investors.

Recent Transactions

This member has no reported closed transactions.

Integrated Partners, LLC

Actively Sourcing Deals

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Integrated Partners focuses on partnering with executives to acquire and operate companies in the executives industry of interest. Integrated Partners will provide strategic support and identify add on acquisitions while allowing the executive to focus on operational excellence and organic growth.

Recent Transactions

This member has no reported closed transactions.

Global Digital Group

Actively Sourcing Deals

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Global Digital Group (GDG) is a holding company that acquires and scales profitable, founder-led digital service firms in IT services, Cybersecurity, AI services and Digital Transformation. We focus on businesses with €5-50 million in revenue and €1-5+ million in EBITDA.Our leadership team has completed 300+ transactions and 6 public listings across 11 countries, giving us a proven playbook for integrating services businesses without diluting their culture. GDG is building a diversified group aiming to compound into a $1 billion holding company within five years.If you run a strong firm…

Recent Transactions

This member has no reported closed transactions.

Pacific Aspen Partners

Actively Sourcing Deals

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Pacific Aspen Partners is an operator-led investment firm that acquires and builds small to medium-sized businesses in the industrial and B2B services sectors in North America. We are looking to make majority investments and take active roles in stable, profitable companies with annual revenues of $10 to $50 million and EBITDA of $2 to $10 million. Pacific Aspen Partners approaches every investment as a long-term partnership focused on continuity and value creation. We are seasoned operators committed to operating with integrity and honesty to protect owner legacies. We take an active role…

Recent Transactions

This member has no reported closed transactions.

St. Thomas Capital Partners

Actively Sourcing Deals

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Entrepreneur and M&A principal based in Miami. I have built tools for both sides of the deal table, have deep roots in family-owned healthcare and pharmacy exits, and carry a wide network across the M&A ecosystem from advisors and capital partners to operators and owners. I understand what sellers are actually going through because I have been close to those transitions, and I know what it takes on the buy side to get a deal done without unnecessary friction. When I am in a deal I am not just a check. I am an active participant who knows the process, respects what was built, and is…

Recent Transactions

This member has no reported closed transactions.

Go To Retail LLC

Actively Sourcing Deals

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Brian C. Zollar is Managing Partner at Go To Retail, where he focuses on acquiring, building, and scaling consumer products and retail-oriented businesses. With more than 25 years of executive leadership experience, Brian has worked across large corporate enterprises, early and growth-stage companies, private equity-backed businesses, and entrepreneurial ventures.Most recently, Brian served as President and Chief Executive Officer of Timilon Corporation, a technology and advanced materials company. Throughout his career, he has built and led high-performing teams, developed commercial growth…

Recent Transactions

This member has no reported closed transactions.

Firms in the Financial Services Independent Sponsors directory are ordered based on recent deal activity on Axial. The default order reflects observed market signals rather than a subjective ranking of firm quality.

Each profile provides information about the firm’s areas of focus, transaction criteria, and relevant activity on Axial’s M&A platform. Together, these details provide a clearer view of where a firm is active and the types of companies and opportunities most relevant for it.

Based on activity on Axial’s M&A platform, the core revenue range for Financial Services Independent Sponsors is $3M-$15M, with a core EBITDA range of $600K-$3M. Company size can be an important indicator of fit, as firms often concentrate their experience, resources, and transaction activity within particular segments of the market.

Relevant Financial Services experience can be an important consideration when evaluating a firm. Familiarity with the sector can provide a stronger understanding of its business models, market dynamics, valuation considerations, and transaction environment. The 968 firms included in this directory provide a starting point for identifying firms with relevant experience and activity in Financial Services.

Not necessarily. Many firms are active across multiple industries, so inclusion in the Financial Services Independent Sponsors directory reflects relevant experience or activity in Financial Services, rather than an exclusive sector focus. Individual profiles provide additional context on each firm’s areas of focus and activity within the sector.

When comparing Independent Sponsors with experience in Financial Services, consider factors such as size range, geographic reach, and recent transaction activity. These characteristics vary across the 968 firms included in the directory and can help identify firms that align with your needs.

Axial can help you identify and connect with firms based on your objectives and what you are looking to accomplish. The process varies depending on your role and transaction needs. If you are interested in connecting with firms in the Financial Services Independent Sponsors directory, you can request information here.

Top Financial Services Independent Sponsors

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