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Financial Services Search Funds - Axial

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Members (349 results)

Jasmine Pritchard Actively Sourcing Deals

Search Fund
  • Actively Sourcing Deals
  • This member has no reported closed transactions.

Acquiring a small business to own and operate, located anywhere in mainland US with at least 10 years of operating history. PE professional with 10 years of experience, committed to moving to the acquired business' location to focus on operations full time

Daniel Mockaitis Actively Sourcing Deals

Search Fund
  • Actively Sourcing Deals
  • This member has no reported closed transactions.

Daniel Mockaitis is a search fund 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.

JTC Holdings LLC Actively Sourcing Deals

Search Fund
  • Actively Sourcing Deals
  • This member has no reported closed transactions.

Joe is an independent sponsor looking to acquire and operate in Massachusetts ($1-3M EBITDA, Industry Agnostic). He's an experienced operator with a background in general management and engineering, having worked across manufacturing, finance, sales and marketing. He’s highly flexible on deal structure and is a unique exit option for owner operator and family owned businesses. 

Thomas Buckley Actively Sourcing Deals

Search Fund
  • Actively Sourcing Deals
  • This member has no reported closed transactions.

I am sourcing a sole proprietorship entity to acquire and operate. I am in the early stages of down-scoping the profile of entities in which I am interested. For the time being I am interested in a fairly wide range of businesses. Generally, I am interested in businesses that are based in the Mid-Atlantic region, adjacent to the region, or virtually based businesses.

Alex Smearman Actively Sourcing Deals

Search Fund
  • Actively Sourcing Deals
  • This member has no reported closed transactions.

I am an individual investor operating through an LLC. My sourcing entity is a newly established LLC focused on acquiring businesses in the manufacturing and home services sectors, particularly those that align with my interest in home improvement.

Mersberger Family Office Actively Sourcing Deals

Search Fund
  • Actively Sourcing Deals
  • This member has no reported closed transactions.

Following in the footsteps of Buffet, our family office aims to buy controlling stakes in stable businesses with strong management teams, deep moats, and plenty of opportunities to deploy capital at attractive rates of return. Following a family death, most of our capital was invested across a diversified set of PE, PC, and VC funds along with several common stock holdings and one-off PE deals. As capital is returned over the next few years, we're looking to buying operating businesses with the goal of scaling them and hopefully holding onto them forever, should the returns continue to be…

Fetcher Actively Sourcing Deals

Search Fund
  • Actively Sourcing Deals
  • This member has no reported closed transactions.

I’m a serial entrepreneur with a track record of founding, scaling, and successfully exiting multiple technology companies—both venture-backed and self-funded. I am now seeking to acquire an established business in the services or light-manufacturing sectors. Industry is flexible; my priority is finding a company with several years of operating history and clear opportunities to modernize go-to-market strategies or operational processes—areas in which I have deep expertise.I’m open to a range of transaction structures, from a full purchase with the owner’s exit to a partnership that…

Kanary Capital Actively Sourcing Deals

Search Fund
  • Actively Sourcing Deals
  • This member has no reported closed transactions.

Kanary Capital targets profitable, owner-operated service, distribution, and logistics firms in Canada with recurring or contract-driven revenue, diversified customers, and owners ready for a smooth majority buy-out succession. We plan to acquire a business, while preserving its legacy and driving sustainable growth.

Grey Wind Capital Actively Sourcing Deals

Search Fund
  • Actively Sourcing Deals
  • This member has no reported closed transactions.

Grey Wind Capital is an infrastructure-services-based search fund started by a former J.P. Morgan investment banker and Wilson Sonsini / Skadden attorney.

Juniper Valley Capital Actively Sourcing Deals

Search Fund
  • Actively Sourcing Deals
  • This member has no reported closed transactions.

Juniper Valley Capital is a fund formed for the sole purpose of identifying, acquiring and growing one great company. Juniper Valley Capital has committed capital from lower market funds, family offices and high net worth individuals. I would step into the CEO role and lead day to day business operations. Our site: https://www.junipervalleycapital.com/

Pageturn Capital Actively Sourcing Deals

Search Fund
  • Actively Sourcing Deals
  • This member has no reported closed transactions.

I am looking to acquire a small, service-based business in the range of $500K - $1.5M SDE in California. I am looking to run as owner/CEO and have extensive experience in entrepreneurship, private equity, and wealth management as well as an MBA.

kinesis growth partners Actively Sourcing Deals

Search Fund
  • Actively Sourcing Deals
  • This member has no reported closed transactions.

Kinesis growth partners is a purpose-led traditional search fund formed with the intention to acquire and operate a site-based healthcare business. kinesis looks for businesses that exist to serve others across women's health services, outpatient mental health and addiction treatment centers, autism treatment centers and services to people who have intellectual and developmental disabilities etc. Kat, Managing Partner at Kinesis looks forward to meeting and working with business owners who share similar passions and are looking for a high touch and personal transaction.

Simple Search LLC Actively Sourcing Deals

Search Fund
  • Actively Sourcing Deals
  • This member has no reported closed transactions.

Traditional Search Fund with committed capital. We're based in Houston with a nationwide search. We're exploring opportunities in the B2B space.Founded by two Mexicans, we have a special interest in businesses with Hispanic leadership, a largely Latino workforce, or cross-border operations. If this sounds like a company you represent, reach out to us. Let's explore opportunities together!

Paige Weaver Actively Sourcing Deals

Search Fund
  • Actively Sourcing Deals
  • This member has no reported closed transactions.

Looking for a small business within 60 miles of 47630 where I can leverage my skills and experience to grow. Service-related, $500,000 SDE, no turn arounds. With over 15 years of management experience in corporate America, I'm ready to leverage my experience and skillset in small business ownership.

Claymont Capital Partners Actively Sourcing Deals

Search Fund
  • Actively Sourcing Deals
  • This member has no reported closed transactions.

Claymont Capital Partners is a focused private investment firm, seeking to acquire and operate a single lower-middle market company through active management. Our goal is to continue and enhance what has made the company great.Claymont Capital Partners is led by an accomplished business operations leader supported by a strong team of senior advisors with significant operations and M&A experience, to provide deal execution and operations support after closing. 

Gia Gruett Actively Sourcing Deals

Search Fund
  • Actively Sourcing Deals
  • This member has no reported closed transactions.

Finance professional with MBA in Venture/ETA, seeking established service businesses ($300K-$800K EBITDA). Self-funded searcher raised around small business environments. I am looking for companies with a loyal customer base, recurring revenue, motivated staff, and minimal customer concentration. Ready to preserve legacy while driving consistent growth, not looking for quick growth and selling. Committed to hands-on leadership and maintaining a strong community presence.

Elliott & Frantz Actively Sourcing Deals

Search Fund
  • Actively Sourcing Deals
  • This member has no reported closed transactions.

Entrepreneurial operator with unique and deep experience scaling a 65-year-old family business to significant revenue and leading tech companies through growth, acquisition, and IPO. Seeking lower middle-market businesses with strong fundamentals and growth potential. Industry-agnostic with a hands-on, flexible approach. Backed by patient, well-capitalized partners. Committed to a fast, confidential, and founder-friendly process.

Greg Brown Actively Sourcing Deals

Search Fund
  • Actively Sourcing Deals
  • This member has no reported closed transactions.

Individual investor looking to own and operate. I have acquire businesses within a larger company, but this would be my first deal on my own. Looking for opportunities within 1-2 hours of Chattanooga, Tennessee.

Stewardship Partners Actively Sourcing Deals

Search Fund
  • Actively Sourcing Deals
  • This member has no reported closed transactions.

Stewardship Partners, LLC is an investor-backed fund that seeks to provide one business owner with a succession plan. Our founder, Matt, seeks acquire one company and steward it into its next phase of growth. The fund supported by a world-class investor group of funds, family offices, and entrepreneurs.

Gustavo Javier Mazal Actively Sourcing Deals

Search Fund
  • Actively Sourcing Deals
  • This member has no reported closed transactions.

I am looking to acquire within the next 6-12 months a B2B/B2C services or products company with recurring revenue, but lacking a strong marketing strategy. The right business has been around for decades and is consistently generating $1M - $1.8M in SDE; pricing up to $5M. I'm primarily looking for business in Utah or Florida, but I'm open to other states for the right opportunity. I have a JD and an MBA. I used to own my own professional services firm and successfully sold it. I’ve been doing B2B SaaS marketing for the last 8 years. I have liquid funds for a 10% down payment and I’m…

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