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Financial Services Private Equity Firms - Axial

There are 141 Financial Services Private Equity Firms featured on Axial's lower middle market Directory. The information on these Financial Services Private Equity Firms was populated directly from the Axial platform. You can access more profiles of Financial Services Private Equity Firms like these, by becoming a member of Axial. Connect with the right deal partner at the right time, leveraging the power of the Axial network.

Members (141 results)

The Courtney Group Incorporated Actively Sourcing Deals

Private Equity Firm
  • Actively Sourcing Deals
  • 3 Closed Deals via Axial
  • 18 Total Closed Deals
The Courtney Group, Incorporated is a private investment firm with a focus on business services, chemical, consumer, distribution, financial services, healthcare, manufacturing, and technology. We have invested in 25 companies since 1999. We are different from some other buyers in that (1) we are flexible about the size of our investment -- from $1 million to $200 million in equity, and (2) that we can own a business for 20 years or more.We seek control and non-control equity investments in businesses with EBITDA of $2 million to $50 million. We often acquire businesses from founders seeking…
Most Recent Transactions
Investor
Aug 2023
acquired
Investor
Aug 2023
invested in
Investor
Aug 2023
invested in
Investor
Sep 2020
acquired

Black Lake Capital Actively Sourcing Deals

Private Equity Firm
  • Actively Sourcing Deals
  • 3 Closed Deals via Axial
  • 6 Total Closed Deals
Black Lake Capital is a Colorado-based private investment firm partnering with technology and innovation-enabled businesses generating $2-12M in annual cash flow. From 100% buyouts to equity recapitalizations with majority or substantial minority positions, Black Lake has the flexibility to meet the needs of growing businesses and has completed 13 transactions in its ten-year history. Please visit the firm’s website, www.blacklakecap.com, for more information.
Most Recent Transactions
Investor
May 2023
acquired
Investor
Mar 2021
acquired
Investor
Aug 2019
invested in
Investor
Dec 2015
invested in

JLL Partners Actively Sourcing Deals

Private Equity Firm
  • Actively Sourcing Deals
  • 2 Closed Deals via Axial
  • 32 Total Closed Deals
JLL Partners is a leading private equity firm with a 34-year track record of transforming businesses through its operational and financial expertise. JLL Partners is dedicated to partnering with companies that it can fundamentally help build into market leaders through a combination of strategic mergers and acquisitions, market repositioning, and product and service line expansion. The JLL team is comprised of investment professionals and operating partners with extensive experience in portfolio company management, transaction structuring, capital markets, and business development. The firm…
Most Recent Transactions
Investor
Oct 2022
acquired
Investor
Oct 2022
acquired
Investor
Nov 2021
acquired
Investor
Feb 2018
acquired

Gauge Capital Actively Sourcing Deals

Private Equity Firm
  • Actively Sourcing Deals
  • 2 Closed Deals via Axial
  • 28 Total Closed Deals
Gauge Capital is a private equity firm that makes shared control and majority investments in growth-oriented service business. We tend to focus on the business service, healthcare service, consumer service, and food service sectors. Our platform investments typically have north of $5 million of EBITDA and are based in the US or Canada.
Most Recent Transactions
Investor
Jan 2024
acquired
Investor
Aug 2023
acquired
Investor
Aug 2023
acquired
Investor
Mar 2023
acquired

Evolution Capital Partners Actively Sourcing Deals

Private Equity Firm
  • Actively Sourcing Deals
  • 2 Closed Deals via Axial
  • 23 Total Closed Deals
Evolution Capital Partners (ECP) is a small business private equity firm investing control growth equity in founder led businesses generating annual EBITDA of at least $1,000,000. Evolution invests in small businesses with opportunities for growth but lacking the capital, management or expertise in certain critical competencies that are required to realize a company’s true potential.Investment Criteria:- Company Size: $1,000,000 - $3,000,000 in EBITDA; - Gross Profit Margin at least 40%;- Minimum of 12% EBITDA margin; - Equity Investment Size: $3,000,000 - $10,000,000; - Geography:…
Most Recent Transactions
Investor
Oct 2021
acquired
Investor
Dec 2020
acquired
Investor
Jul 2018
acquired
Investor
Apr 2018
acquired

Permanent Equity Actively Sourcing Deals

Private Equity Firm
  • Actively Sourcing Deals
  • 2 Closed Deals via Axial
  • 22 Total Closed Deals
Using 30-year committed funds, Permanent Equity invests in companies that care what happens next. Our current portfolio includes 14 investments in companies like Pacific Air Industries, Blue Square Manufacturing, Chance Rides, AdAdvance, Selective Search, and MediaCross.We are looking to steward companies with durable value propositions and great teams. In each case, we examine why the company will be successful by remaining independent and why market demand is likely to endure over time, creating highly sustainable cash flow. We only consider companies headquartered in North America. Our…
Most Recent Transactions
Investor
Feb 2024
acquired
Investor
Jun 2023
invested in
Investor
Nov 2022
invested in
Investor
Apr 2022
invested in

Thornblade Capital Actively Sourcing Deals

Private Equity Firm
  • Actively Sourcing Deals
  • 2 Closed Deals via Axial
  • 12 Total Closed Deals
Thornblade Capital is a private equity investment and advisory firm passionate about small business—specifically those with sales revenues of $3 to $50 million. Our motto is short-term investments and advisory for a long-term return. And with a team that has managed over $3 billion in private equity transactions, we have a strong track record of helping companies reach their potential.
Most Recent Transactions
Investor
Aug 2023
invested in
Investor
Aug 2023
invested in
Investor
Aug 2023
invested in
Investor
Aug 2023
invested in

Kuzari Group LLC Actively Sourcing Deals

Private Equity Firm
  • Actively Sourcing Deals
  • 2 Closed Deals via Axial
  • 9 Total Closed Deals
Kuzari Group is a private investment firm managing a portfolio of equity and debt investments on behalf of its partners and investors. Please contact us if you represent a potential investment opportunity or would like to discuss becoming a capital, strategic or operating partner. We primarily sponsor acquisitions of Companies with enterprise values from $5 million to $50 million and EBITDA of $1 million to $10 million.
Most Recent Transactions
Investor
Apr 2016
acquired
Investor
Oct 2014
invested in
Investor
Jan 2014
provided debt financing to
Investor
Sep 2013
acquired

Greybull Stewardship Actively Sourcing Deals

Private Equity Firm
  • Actively Sourcing Deals
  • 1 Closed Deal via Axial
  • 24 Total Closed Deals
Greybull Stewardship is founded, funded, and run by business owners and managers. Our fund is structured to allow the power of permanence to impact the value of an investment, we have no mandate to sell. We have committed capital to support current ownership's growth and liquidity needs. Greybull is actively seeking new investments and our investment horizon is long term. We do not mandate growth rates and with our history as owners and managers, we know how to assist businesses and also stay out of the way.
Most Recent Transactions
Investor
Mar 2023
acquired
Investor
Aug 2022
acquired
Investor
Sep 2021
acquired
Investor
Aug 2021
acquired

Branford Castle Partners, L.P. Actively Sourcing Deals

Private Equity Firm
  • Actively Sourcing Deals
  • 1 Closed Deal via Axial
  • 22 Total Closed Deals
Headquartered in New York City, Branford is a pre-eminent private market investor. We are focused on working with already strong companies that typically have under $200MM in sales. Since its original founding in 1986, Branford’s mission has been to work with these companies to maximize their potential, both in terms of strengthening operations and facilitating growth. As evidence of the success of our partnership with companies, two recent managers of our businesses made between 30-42x their invested capital during Branford’s ownership period.In the investment world, there are few…
Most Recent Transactions
Investor
Aug 2023
acquired
Investor
Aug 2023
acquired
Investor
Aug 2023
acquired
Investor
Aug 2023
acquired

Envest Capital Partners Actively Sourcing Deals

Private Equity Firm
  • Actively Sourcing Deals
  • 1 Closed Deal via Axial
  • 22 Total Closed Deals
Envest Capital Partners is an investment company holding long term private equity positions in established basic businesses. We invest in a relatively broad range of basic industries, with a focus on manufacturing, industrial & consumer services, and franchising. Envest seeks to provide private direct equity financing to companies with sales of $5 to $50 million, exceptional growth prospects and strong, stable cash flow. Founded in 2000, Envest is a private equity firm based in Virginia Beach, VA. We are dedicated to partnering with privately held and founder-owned businesses. The Envest…
Most Recent Transactions
Investor
Aug 2023
acquired
Investor
Aug 2023
acquired
Investor
Aug 2023
acquired
Investor
Oct 2022
acquired

IMB Partners Actively Sourcing Deals

Private Equity Firm
  • Actively Sourcing Deals
  • 1 Closed Deal via Axial
  • 13 Total Closed Deals
IMB Partners (IMB) is a private investment firm focused on delivering top-quartile market returns to investors and creating positive social impact. IMB buys, builds, capitalizes and partners with management teams to grow value-added B2B companies in the small-to-midsize business market. We seek to generate above-market growth and customer retention rates by owning and building businesses that address the unmet need for large-scale diverse supplier participation among large corporate and government buyers. IMB invests capital on behalf of and alongside 25 high net worth families.We seek to…
Most Recent Transactions
Investor
Aug 2023
invested in
Investor
Jul 2023
invested in
Investor
Nov 2022
invested in
Investor
Jul 2022
acquired

PennSpring Capital Actively Sourcing Deals

Private Equity Firm
  • Actively Sourcing Deals
  • 1 Closed Deal via Axial
  • 10 Total Closed Deals
The Resources to Close. The Support to Scale.Lancaster, Pennsylvania-based PennSpring is specifically engineered to assist companies that are not quite ready for institutional capital. Specifically, we specialize in elevating companies with EBITDA of $750,000 - $5 million to the next tier of $5 - $10 million and beyond - and thus positioned for an institutional audience. With a robust rolodex of ways to finance transactions, including direct investment, we can close quickly.Through this process we give company owners their desired measure of liquidity and, perhaps more importantly, "a second…
Most Recent Transactions
Investor
Aug 2023
acquired
Investor
Aug 2023
acquired
Investor
Aug 2023
acquired
Investor
Aug 2023
acquired

Ninth Street Capital Partners

Private Equity Firm
  • 1 Closed Deal via Axial
  • 9 Total Closed Deals
Ninth Street Capital Partners is a private investment partnership that specializes in acquiring, developing and managing established businesses. With a focus on executing deals with the highest degree of integrity, we make long-term controlling investments in growth-oriented, privately held businesses with revenues ranging from $5 to $50 million. Our flexible approach allows us to tailor our investments to help entrepreneurs and business owners achieve their personal and financial goals.
Most Recent Transactions
Investor
Sep 2019
acquired
Investor
Jun 2015
invested in
Investor
Mar 2014
invested in
Investor
May 2013
acquired

Gemini Investors Actively Sourcing Deals

Private Equity Firm
  • Actively Sourcing Deals
  • 131 Total Closed Deals
Founded in 1993, Gemini Investors is a Massachusetts-based private equity firm that provides capital and strategic resources to lower middle market companies. Since its inception, we have invested approximately $600 million in more than 100 companies throughout the U.S., typically investing $3 – $8 million per transaction in either control or minority positions. Gemini offers a flexible investment approach. We provide a wide range of financing structures, which include subordinated debt with warrants, preferred stock, and common equity. We have extensive experience leading transactions, as…
Most Recent Transactions
Investor
Jul 2023
acquired
Investor
Apr 2023
acquired
Investor
Mar 2023
acquired
Investor
Jan 2023
acquired

Forsyth Partners Actively Sourcing Deals

Private Equity Firm
  • Actively Sourcing Deals
  • 94 Total Closed Deals
BW Forsyth Partners is a private investment firm located in St. Louis, Missouri. Our approach differs from those typically utilized by other investment or private equity firms in that Forsyth Partners is a long-term investor (we do not exit our investments) looking to build strong companies through operational focus, an active acquisition effort and, most importantly, a focus on the best interests of all stakeholders of its portfolio companies. Forsyth partners directly with businesses in an effort to develop sustainable performance over the long-term, promote a people-centric culture, and…
Most Recent Transactions
Investor
Sep 2023
invested in
Investor
Aug 2023
invested in
Investor
Mar 2023
invested in
Investor
Jan 2021
invested in

VSS Capital Partners Actively Sourcing Deals

Private Equity Firm
  • Actively Sourcing Deals
  • 62 Total Closed Deals
VSS is a leading private equity investment firm that invests in the healthcare, business services and education industries.• 30+ years of experience and have managed over $4B in aggregate capital commitments across 8 funds• Investments in 99 portfolio companies, with over 600 add-on acquisitions • VSS invests in businesses that are well-positioned for sustainable growth• Flexible capital solutions, from debt to equity, for a wide range of corporate and shareholder uses • Assists company management teams, boards and financial sponsors in effective strategic initiatives • Leverages…
Most Recent Transactions
Investor
Aug 2023
acquired
Investor
May 2023
invested in
Investor
Jan 2023
acquired
Investor
Sep 2022
acquired

Gen Cap America Actively Sourcing Deals

Private Equity Firm
  • Actively Sourcing Deals
  • 57 Total Closed Deals
Gen Cap America (GCA) is a private equity firm headquartered in Nashville, Tennessee that specializes in leveraged buyouts of privately held lower-middle market businesses. Investment Criteria: Revenue: $5M - $100MEBITDA: $1.5M - $10M Geography: United States & CanadaTransaction Types: Family SuccessionManagement BuyoutDivisional Spin-offRecapitalizationsMost transactions are management buyouts or buyouts of one or multiple retiring owners. GCA target investments typically have a long history of successful operations and cash flow, and quality managers who wish to be part of the buying…
Most Recent Transactions
Investor
Feb 2022
acquired
Investor
Sep 2021
invested in
Investor
Jan 2021
acquired
Investor
Sep 2020
acquired

CIVC Partners Actively Sourcing Deals

Private Equity Firm
  • Actively Sourcing Deals
  • 53 Total Closed Deals
CIVC Partners is a Chicago-based private equity firm investing in high growth middle market companies in business services sectors. Since 1989, the team has invested over $1.9 billion and currently invests from CIVC Partners Fund VII. More information on CIVC Partners and its portfolio companies can be found at www.civc.com.
Most Recent Transactions
Investor
Jan 2024
acquired
Investor
Jan 2024
acquired
Investor
Aug 2023
acquired
Investor
Aug 2023
acquired

Hammond Kennedy Whitney & Company Actively Sourcing Deals

Private Equity Firm
  • Actively Sourcing Deals
  • 44 Total Closed Deals
HKW is evolving with clarity and purpose, while honoring the vision of the firm’s founders and our 100 plus year history. We focus on specific sectors in which we can utilize our skills and perspective, leveraging technology as part of a data-driven methodology to power our “Four Pillar” structure. HKW has developed processes that support our strategy to find, create, and sustain value in our companies while trusting and appreciating that our approach is what sets us apart.
Most Recent Transactions
Investor
Jan 2023
acquired
Investor
Dec 2022
acquired
Investor
Sep 2022
acquired
Investor
Mar 2022
invested in

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