Menu

Connect With The Experts

Financial Services Independent Sponsors - Axial

Members (272 results)

Surge Private Equity Actively Sourcing Deals

Independent Sponsor
  • Actively Sourcing Deals
  • 11 Total Closed Deals
Founded in 2017, Surge is a Dallas-based private equity firm. Surge generally focuses on businesses in the business services, healthcare, online businesses, and specialty goods industries. Primary characteristics sought are companies with high recurring revenue and predictable cash flows with EBITDA of at least $3.5MM. Surge takes a majority equity position in its investments and prefers to target acquisitions where the seller will remain on board in an ongoing capacity with a minority interest.
Most Recent Transactions
Investor
Sep 2023
acquired
Investor
Mar 2023
acquired
Investor
Sep 2021
acquired
Investor
Jul 2021
acquired

Traverse Pointe Partners Actively Sourcing Deals

Independent Sponsor
  • Actively Sourcing Deals
  • 11 Total Closed Deals
Traverse Pointe Partners is a private investment firm focused on control investments in lower middle market companies. Our investment professionals, advisory board and operating partners work collectively, offering a unique array of skill-sets and expertise to enhance the value of our platform investments. We partner with strong management teams, providing capital and a level of operational, financial and strategic support to enable organizations in transition to maximize their potential.
Most Recent Transactions
Investor
Mar 2025
acquired
Investor
Dec 2024
acquired
Investor
Apr 2024
acquired
Investor
Jun 2023
acquired

Snowdon Partners GP Inc. Actively Sourcing Deals

Independent Sponsor
  • Actively Sourcing Deals
  • 11 Total Closed Deals
Snowdon Partners is a private equity firm focused on control investing and building value in lower middle market businesses with $3 million to $15 million in EBITDA across North America.
Most Recent Transactions
Investor
Jun 2024
acquired
Investor
Aug 2023
acquired
Investor
Aug 2023
acquired
Investor
Aug 2023
acquired

Bronco Ventures Actively Sourcing Deals

Independent Sponsor
  • Actively Sourcing Deals
  • 10 Total Closed Deals
Bronco Ventures hopes to bring grit, energy and a sense of adventure to its portfolio companies. We are seeking small, service-related acquisitions where we can differentiate on our customer service and offering quality. Small business is hard. Dealing with people is messy. It can be lonely and defeating without the right support structure. Business is also where life-change and personal impact happens. It’s where thorny issues are addressed and overcome. Generations can be improved through opportunity and commitment. This is what we are passionate about.
Most Recent Transactions
Investor
Jun 2023
acquired
Investor
May 2023
acquired
Investor
May 2023
acquired
Investor
Apr 2023
acquired

Bounds Equity Partners Actively Sourcing Deals

Independent Sponsor
  • Actively Sourcing Deals
  • 10 Total Closed Deals
Bounds Equity Partners is a private equity investment firm that invests in well-managed, entrepreneurial businesses with EBITDA in excess of $1 million. The principals of BEP have partnered with entrepreneurs to take their businesses to the next level since 1989. We invest in good businesses and help management build larger, more successful companies. Nearly all of our investment transactions have been with private company entrepreneurs seeking liquidity, who almost always have reinvested with us to share in the future value creation. We are an experienced private equity group; we have…
Most Recent Transactions
Investor
Aug 2023
acquired
Investor
Aug 2023
acquired
Investor
Aug 2023
acquired
Investor
Aug 2023
acquired

Elm Creek Partners Actively Sourcing Deals

Independent Sponsor
  • Actively Sourcing Deals
  • 10 Total Closed Deals
Elm Creek Partners has a history of successfully collaborating with uniquely talented management teams to fully realize opportunities within niche industries or pursue opportunistic situations. These investments are typically smaller than what a traditional middle market investor will consider and do not fit the criteria of the traditional venture capital; limiting access to institutional capital. Situations may include teams interested in spinning off a corporate orphan or out of a corporate parent, reentering a consolidating/expanding market they have previously participated in or pursuing…
Most Recent Transactions
Investor
Jun 2022
acquired
Advisor
Feb 2022
secured investment from
Investor
Sep 2019
acquired
Investor
Jan 2018
invested in

Rising Point Capital Management, LLC Actively Sourcing Deals

Independent Sponsor
  • Actively Sourcing Deals
  • 10 Total Closed Deals
We are a Chicago-based private investment firm that provides partnership and capital to transform and grow your business. We primarily invest in business and consumer services companies in the lower middle market.
Most Recent Transactions
Investor
Jan 2025
acquired
Investor
Nov 2024
acquired
Investor
Oct 2024
acquired
Investor
Aug 2024
acquired

Queens Court Capital Actively Sourcing Deals

Independent Sponsor
  • Actively Sourcing Deals
  • 9 Total Closed Deals
Queens Court is a private investment firm with a track record of success in building championship-winning companies across multiple proprietary platforms.Queens Court is an “operator-first” investment firm, and we have built companies and organizations at the founder level with entrepreneurial DNA in our heritage.The Queens Court team specializes in providing creative capital solutions to complex special situations. We specialize in time-of-essence transactions where speed and certainty of close are paramount.We provide capital, financial expertise, and deep operating experience to…
Most Recent Transactions
Investor
Mar 2023
acquired
Investor
Sep 2022
acquired
Investor
Dec 2021
invested in
Investor
Apr 2020
acquired

Vion Investments Actively Sourcing Deals

Independent Sponsor
  • Actively Sourcing Deals
  • 9 Total Closed Deals
VION Investments, headquartered in Atlanta is global advisory provider of receivable investment services to businesses managing consumer and commercial receivables. VION provides a single, comprehensive source of expertise in receivable purchasing, consulting, and valuation.VION’s industry leading management team can help any business owner, turnaround manager, or lending institution facing issues of liquidity, covenant restrictions, and compliance. We also have solutions available to deal with the unique requirements affecting specialized industries, such as specialty finance, medical,…
Most Recent Transactions
Investor
Jun 2017
acquired
Investor
Jul 2016
acquired
Investor
Nov 2013
acquired
Investor
Oct 2013
acquired

Kaho Partners Actively Sourcing Deals

Independent Sponsor
  • Actively Sourcing Deals
  • 9 Total Closed Deals
Kaho Partners is a thesis-driven investment firm focused on building market-leading companies through organic and acquisition-driven growth. Kaho is based in Dallas, TX and Miami Beach, FL. For more information on Kaho Partners, please visit www.kahopartners.com.
Most Recent Transactions
Investor
Aug 2024
acquired
Investor
Oct 2023
acquired
Investor
May 2023
acquired
Investor
Jan 2023
acquired

Pillsman Partners Actively Sourcing Deals

Independent Sponsor
  • Actively Sourcing Deals
  • 9 Total Closed Deals
Since 2013, Pillsman Partners has invested selectively in seven platform businesses and additional add-on acquisitions. Pillsman focuses on industries where we have direct prior experience whether it be from operating companies where we have worked or industries in which we have either advised or invested. We also invest in adjacent industries that share common characteristics and dynamics, leveraging the breadth of our knowledge, experience and relationships. We are active members of the board of directors supporting our teams to augment and advise management teams as they refine and…
Most Recent Transactions
Investor
Oct 2024
acquired
Investor
Dec 2023
acquired
Investor
Jul 2023
acquired
Investor
Mar 2023
acquired

Socius Capital, llc Actively Sourcing Deals

Independent Sponsor
  • Actively Sourcing Deals
  • 9 Total Closed Deals
Socius Capital provides financing to closely-held middle market companies seeking a partner to replace an outgoing equity holder or to fund an acquisition strategy. From offices in San Francisco, Tampa and Ketchum, Idaho, Socius works with companies throughout the western and southern United States. Over the course of extensive careers managing and investing in closely-held address the needs of selling shareholders of closely-held businesses and then becoming the new partner that remaining owner/managers desire and deserve. We work hard to help drive significant increases in equity value for…
Most Recent Transactions
Investor
Aug 2023
acquired
Investor
Aug 2023
acquired
Investor
Aug 2023
acquired
Investor
Dec 2014
acquired

Potomac Equity Partners Actively Sourcing Deals

Independent Sponsor
  • Actively Sourcing Deals
  • 8 Total Closed Deals
Potomac Equity Partners is a Washington D.C.-based private equity investment firm focused on providing superior equity returns through the close partnership and collaboration with our portfolio company management team members.  We strive to invest in companies with leading products and services, superior management teams, and in which our invested capital and collaborative efforts can enable companies to exponentially ramp their long-term growth prospects and overall performance.
Most Recent Transactions
Investor
Aug 2023
acquired
Investor
Feb 2022
acquired
Investor
Jul 2019
acquired
Investor
Jul 2019
acquired

Chrysalis Growth Partners Actively Sourcing Deals

Independent Sponsor
  • Actively Sourcing Deals
  • 7 Total Closed Deals
Chrysalis Growth Partners is a private investment firm focused on the lower and middle market, primarily focusing on business services and industrials. We have a flexible investment mandate and hold periods - given we partner with two Pacific Northwest family offices who have indefinite (multi-generational) investment horizons. For illustrative purposes, sectors of interest include: waste collection and hauling, uniform rental + linen supply + commercial laundry, facility services (janitorial, pest control, route-based, etc), telecommunications, financial services (CPA, tax, accounting,…
Most Recent Transactions
Advisor
Jan 2025
was acquired by
Investor
Jun 2024
acquired
Investor
Mar 2023
acquired
Advisor
Jun 2022
was acquired by

DAGR Holdings Actively Sourcing Deals

Independent Sponsor
  • Actively Sourcing Deals
  • 7 Total Closed Deals
DAGR Holdings is my personal investment company that operates as a fundless sponsor. My day job is as a Principal in the Private Equity strategy of MSD Partners, a $30Bn AUM alternative asset manager. Formerly worked for Searchlight Capital Partners and Hellman & Friedman.
Most Recent Transactions
Investor
Jul 2021
invested in
Investor
Jan 2021
invested in
Investor
May 2020
acquired
Investor
Feb 2018
acquired

Brooklyn Equity Actively Sourcing Deals

Independent Sponsor
  • Actively Sourcing Deals
  • 7 Total Closed Deals
Brooklyn Equity is a private equity investment firm providing capital and management assistance exclusively to established $3-$50 million revenue small businesses. We partner with experienced management teams to provide liquidity for owners and capital for growth, and we take an active advisory role in strategy, recruiting, financing, and corporate development to help build more valuable businesses.
Most Recent Transactions
Investor
Aug 2023
invested in
Investor
Aug 2023
invested in
Investor
Aug 2023
invested in
Investor
Dec 2014
invested in

Assurance Global Services LLC Actively Sourcing Deals

Independent Sponsor
  • Actively Sourcing Deals
  • 6 Total Closed Deals
Verdian is not a private equity firm. Verdian seeks to invest its own capital, along with those of the family offices of some of the most sophisticated private equity investors in the world. We prefer to own our businesses over the long-term, either as public or private entities. Verdian leverages its extensive industry knowledge, operational expertise and flexible capital to ensure companies reach their full potential in the healthcare, government, industrial and other business service sectors. The Verdian team is led by Jim Lindstrom, a former Chairman, CEO and CFO and…
Most Recent Transactions
Investor
Jul 2024
acquired
Investor
Jul 2024
acquired
Investor
Aug 2023
acquired
Investor
Aug 2023
acquired

Tricorner Group Actively Sourcing Deals

Independent Sponsor
  • Actively Sourcing Deals
  • 6 Total Closed Deals
Tricorner Group partners with founders/owners and senior management of businesses who have created valuable franchises but who, for personal, professional and financial reasons, have reached a stage in their business life cycle where they desire outside resources—managerial, operational and financial—to help them take their businesses to the next level, while also addressing their lifestyle objectives.
Most Recent Transactions
Investor
Apr 2020
acquired
Investor
Jan 2020
acquired
Investor
Jan 2014
acquired
Investor
Jan 2013
acquired

Sheridan Hill Partners Actively Sourcing Deals

Independent Sponsor
  • Actively Sourcing Deals
  • 6 Total Closed Deals
Sheridan Hill Partners is an Illinois-based investment and operating firm that partners with established businesses in helping them achieve their next level of growth.We are operational leaders experienced in growing businesses who invest our own personal capital directly, as well as capital from a small network of investors.
Most Recent Transactions
Investor
Apr 2022
acquired
Investor
Jul 2021
acquired
Investor
Jun 2021
invested in
Investor
Aug 2019
acquired

WJ Partners, LLC Actively Sourcing Deals

Independent Sponsor
  • Actively Sourcing Deals
  • 6 Total Closed Deals
WJ Partners is a private investment firm dedicated to growing companies and creating long-term value. Since we only invest our own capital and not other people’s money, WJ Partners approaches each opportunity as a long-term collaboration with no mandated timeline to exit our investments. As active investors in our portfolio companies, we seek to strengthen current management by providing critical financial, strategic, and operational expertise, resources delivered with respect and reliability.
Most Recent Transactions
Investor
May 2022
acquired
Investor
Mar 2019
acquired
Investor
Mar 2018
acquired
Investor
Aug 2013
acquired

Learn More About Joining Axial as a Member

Request Information

Axial

Complete the Form for Full Directory Access

Source M&A deals, connect with buyers & investors, or hire an M&A advisor via Axial's lower middle market M&A platform.

Your information is safe and will never be shared or sold.

Interested in finding out how investors are using Axial to source deals? Request Information

Interested in connecting with strategic buyers, family offices and PE firms? Request Information

Connect with strategic buyers, family offices and PE firms Request Information

Join the Axial network to streamline your deal origination and buyer discovery process Request Information

Send a message to company