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

965

Active Firms

28,267

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

Galaxi Group

7 Total Closed Deals Actively Sourcing Deals

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Galaxi Group is a family office backed independent sponsor focused on small to medium sized acquisitions. We consider ourselves entrepreneurial capital partnering with management teams and entrepreneurs to achieve next level success.

Recent Transactions

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Jun 2026 Acquired Confidential Company
Jul 2025 Acquired Serpico Landscaping
Aug 2021 Acquired Medallion Landscape Management, Inc.
Jul 2017 Acquired Rainforest

Current Capital

6 Total Closed Deals Actively Sourcing Deals

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Current Capital Partners LLC (www.currentcap.com) is a private equity investing, mergers and acquisitions advisory and corporate management services firm founded by a group of former Fortune 500 executives and investment professionals to create value primarily in middle market and smaller companies in the industrial and services industries. In our private equity business, we bring an integrated operating, finance and investment approach to two large sectors, industrials and services, where we have extensive networks, experiences and perspectives. We partner with corporate management teams to…

Recent Transactions

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Jan 2018 Advised Safe Fleet in its sale to Oak Hill Capital Partners
Jan 2018 Advised Gates Industrial on an investment from Initial Public Offering
May 2017 Advised Charter NEX Films in its sale to Oak Hill Capital Partners
Jun 2016 Acquired Rimstock Limited

Northwood Ventures

6 Total Closed Deals Actively Sourcing Deals

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Northwood Ventures has been a leading venture capital and private equity investor for more than three decades. Our long-term investment horizon, entrepreneurial orientation, and collaborative approach make us an attractive partner for skillful founders, shareholders and management teams.

Recent Transactions

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Dec 2011 Acquired Designer Protein, LLC
Jun 2010 Acquired Zevia
Dec 2009 Acquired Celebration Restaurant Group, LLC
Oct 2009 Acquired JVC Media LLC

Sheridan Hill Partners

6 Total Closed Deals Actively Sourcing Deals

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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.

Recent Transactions

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Apr 2022 Acquired LCW
Jul 2021 Acquired Cornerstone Support
Jun 2021 Invested in SilverIP Communications
Aug 2019 Acquired FHC Marketing

Tricorner Group

6 Total Closed Deals Actively Sourcing Deals

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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.

Recent Transactions

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Apr 2020 Acquired Computer Wholesalers
Jan 2020 Acquired Elevos
Jan 2014 Acquired Crossfuze
Jan 2013 Acquired Sunbelt Health Partners

Civitas Growth Partners

6 Total Closed Deals Actively Sourcing Deals

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Civitas Growth Partners was founded on a core principle: unlocking potential - together. Civitas is the Latin word for “community”, and that is just what we are seeking to build. We view our involvement as a partnership, taking an active but respectful role in your business's journey. Our ModelPartner with founder-led businesses with recurring revenue models to scale from $1M-$5M in ARR to $10M+ Flexible investment approach – open to minority or control positions based on the unique needs of the business Provide capital to fund growth initiatives (i.e. sales,…

Recent Transactions

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Dec 2024 Invested in FundEasy
Jan 2022 Invested in Taskmaster Pro
Dec 2021 Invested in Cubhub
Mar 2018 Invested in AppGarden

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Stadion Capital

5 Total Closed Deals Actively Sourcing Deals

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Stadion is a private investment firm that invests non-institutional capital in businesses with the potential to maximize long-term value. Stadion Capital brings together the best aspects of institutional private equity and patient capital. We invest capital for wealth building with no need for near term liquidity. Our time horizon is exclusively a function of a company's opportunities and its management team's goals, without the restrictions of a limited term fund or the changing dynamics of a family office. The firm's reputation is built on strong partnerships, integrity and a focus on…

Recent Transactions

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Jun 2022 Acquired JSI Janitorial
Jan 2018 Acquired Heitmeyer Consulting
Dec 2012 Invested in Bluetone Communications
Aug 2012 Invested in Drivers History Information Sales

Monument MicroCap Partners, LLC

5 Total Closed Deals Actively Sourcing Deals

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Monument MicroCap Partners, LLC (MMP) is an independent private investment firm comprised of highly experienced and accomplished private equity and operational executives seeking to sponsor the acquisition of companies in the MicroCap Market, which we define as businesses having EBITDA of $1-5 million. Our focus is on businesses located in the United States and Canada.With offices in Indianapolis and Bloomfield Hills, we have one of the deepest and broadest investment teams in the U.S. and Canadian MicroCap private equity markets. Our partners have extensive experience and a successful track…

Recent Transactions

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Aug 2023 Acquired Renovate America Holdings LLC
Nov 2020 Acquired Synergy IOM, LLC
Sep 2020 Acquired Kelly Roofing
Apr 2019 Acquired Command Investigations

Grove Mountain Partners

5 Total Closed Deals Actively Sourcing Deals

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Based in Atlanta, GA and founded in 2020, Grove Mountain Partners is a private equity firm investing in lower middle market home service companies and specialty business service companies, generally with annual revenues between $15-200 million. We are long-term and relationship-focused, possess deep sector domain expertise, and are comprised of operators rather than financiers. Our primary mission is to build great companies.

Recent Transactions

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May 2025 Acquired Team First Plumbing
Dec 2023 Acquired Service Country
Nov 2023 Acquired Hills Distribution
Dec 2021 Acquired Central States Paving and Concrete

Stony Brook Partners

5 Total Closed Deals Actively Sourcing Deals

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Stony Brook Partners is a Boston-based holding company that acquires and builds lower middle market, service-oriented businesses. We partner with founders and operators preparing to transition or scale. We are entrepreneurs first, investors second. We have been owner-operators ourselves, so we structure deals around what matters to owners, move quickly, and close cleanly.If you are an owner thinking about what comes next, or an advisor to business owners considering a transition, we would welcome a conversation.

Recent Transactions

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Apr 2023 Acquired Cruise Travel Accessories Company
Feb 2023 Acquired Children's Book Publisher
Sep 2022 Acquired Car Care & Detailing Products Company
Jun 2022 Acquired Nursery and Baby Accessory Company

Grovecourt Capital Partners LLC.

5 Total Closed Deals Actively Sourcing Deals

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Grovecourt Capital Partners LLC. is a private investment firm focused on making long-term investments in growing companies with attractive fundamentals in exciting industries. Grovecourt strives to work with founders and management teams to drive growth and unlock potential.

Recent Transactions

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May 2024 Acquired Confidential Company
Feb 2024 Acquired Confidential Company
Feb 2024 Acquired Confidential Company
Aug 2023 Acquired Traffic & Mobility Consultants

Fairchild Capital Partners

5 Total Closed Deals Actively Sourcing Deals

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Fairchild Capital PartnersFairchild Capital Partners, LLC is a Buffalo, NY-based private equity firm focused on investing in companies that operate in the middle-market and lower middle-market. Fairchild seeks to partner with companies typically generating revenues between $5 million and $75 million led by strong, entrepreneurial management teams, providing capital for acquisitions, management buyouts, family transitions, estate planning, recapitalizations, corporate divestitures, and growth and expansion. Visit www.fairchildcapitalpartners.com for additional information.

Recent Transactions

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Aug 2021 Acquired Package Design & Supply
Aug 2021 Acquired Diversified Manufacturing
Nov 2020 Acquired Caitec Inc
Nov 2019 Acquired Sidco Filter

DFM Operating Partners

5 Total Closed Deals Actively Sourcing Deals

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DFM Operating Partners is an operator-led acquisition and management platform focused on lower middle-market businesses. The firm specializes in identifying companies where operational complexity may obscure underlying value and works closely with management teams to enhance performance and drive long-term value creation. With more than 25 years of experience leading private equity-backed businesses as a CEO and Executive Chairman, Founder & Managing Partner Daniel Muth focuses on acquiring and leading industrial, manufacturing, business services, andand select consumer companies…

Recent Transactions

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May 2023 Invested in FB Solutions Group
Jun 2021 Invested in T-Bev
Feb 2017 Invested in Van Law Food Products
Jun 2004 Invested in International Fiber Corporation

FCAP Investors Pte. Ltd.

5 Total Closed Deals Actively Sourcing Deals

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Focused on M&A and equity investments across manufacturing and software sectors, with particular emphasis on global opportunities in the data center and power equipment value chains. Experienced in privatizations, long-term equity investments, corporate acquisitions, and group carve-outs, with a strong understanding of complex deal structures and long-term industrial value creation.

Recent Transactions

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Feb 2026 Acquired iSoftStone
Feb 2026 Acquired JST Power Equipment
Feb 2026 Acquired LuxVisions
Feb 2026 Acquired Kingsoft Cloud

Gordon Equities

4 Total Closed Deals Actively Sourcing Deals

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Gordon Equities is an independent private equity investment firm in Texas focused on partnering with lower middle-market and founder-led businesses across industrial manufacturing, equipment rental, multi-family development and media. Established in 1985, the firm was founded to manage the investments of the Roberts and McHaney families. The company is led by Stephen McHaney who has years of experience on both the buy and sell side. We pride ourselves on negotiating fair transactions and not losing sight of the fact that the seller and management are often our partners after…

Recent Transactions

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Sep 2022 Invested in Lane Supply, Inc.
Oct 2018 Acquired T.B. Butler
Feb 2015 Invested in Pro Star Rentals
Jun 2012 Acquired ASP Westword LLC

Waterbear Group

4 Total Closed Deals Actively Sourcing Deals

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Midwest operator acquiring B2B manufacturing and distribution businesses. Owner-operator succession situations. Indefinite hold periods. Second-time buyer. First platform: three integrated bolt-ons, 12x MOIC exit. What makes us different: Strong capital network – Established relationships with family offices and permanent capital investors; no fundraising delaysNo predetermined exits – Not a fund; indefinite hold periods unless selling creates better outcomes for the business long termStandalone underwriting – Each deal is evaluated on its own merits, not portfolio diversification…

Recent Transactions

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Jul 2025 Acquired Portraits Plus
Jun 2025 Acquired Picture This Photography
Jul 2023 Acquired Image Group Photography
Jan 2020 Acquired Empire Photography

Blue Ridge Construction Capital

4 Total Closed Deals Actively Sourcing Deals

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Blue Ridge Construction Capital is a building products focused private equity firm investing in family and founder owned businesses that are seeking a collaborative, experienced partner to empower growth.

Recent Transactions

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Jun 2024 Acquired Banko Overhead Doors, Inc
Aug 2023 Acquired Euro-Wall, LLC
Nov 2022 Acquired Artistic Paver Manufacturing, Inc
Aug 2022 Acquired Matthews-Edge Sand

Rise Run Capital

4 Total Closed Deals Actively Sourcing Deals

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Rise Run Capital (“Rise Run”) is a Dallas, Texas based private equity firm which invests capital in middle market companies with the following characteristics:Trailing EBITDA of $2 to $10 millionStrong management teamProfitable operationsAttractive and defensible market positionMinimal customer and supplier concentrationsRise Run focuses on manufacturing, healthcare, consumer products, distribution and logistics, and service companies.

Recent Transactions

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Nov 2024 Acquired Insurance Claim Adjuster Company
Jun 2023 Acquired Technology-Enabled Literacy Fundraising Company Serving K-12 Schools
Nov 2022 Acquired Organic Dairy – Sustainable and Environmentally Friendly Food Production
Dec 2021 Acquired Industrial Manufacturing and Services Company

Sea Pine Equity Partners

3 Total Closed Deals Actively Sourcing Deals

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Sea Pine invests in lower middle market companies in the service sector. We take controlling positions in our investments and prefer to partner with founders or management teams that are currently in place. Our goal is to provide the capital and other resources necessary to accelerate growth while maintaining the successful culture created by existing management.

Recent Transactions

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Jul 2026 Acquired Executive Exteriors
Sep 2024 Acquired Hi-Tek Data
May 2024 Acquired Concrete Conservation

Eigen Capital

3 Total Closed Deals Actively Sourcing Deals

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Eigen is a lower mid-market investment firm specialized in corporate carve-outs and complex situations. We focus on acquiring (i) non-core business units that no longer fit their corporate parent’s strategy or (ii) somewhat undermanaged private businesses - from breakeven/loss-making situations up to $20m EBITDA.

Recent Transactions

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Sep 2012 Invested in EndoTool
Oct 2011 Invested in SHARC
Apr 2011 Invested in Plews Edelmann

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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 965 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 965 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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