Financial Technology Family Offices - Axial

Bluff Point Associates is a Family Office based in Westport, Connecticut. Bluff Point actively invests in information services companies supporting the banking, trust, securities, retirement and wealth management sectors of the financial services industry, as well as the healthcare information services sector.Bluff Point Associates invests in growth companies in the financial services and healthcare industries and looks for the following in potential investments:• Recurring revenue model• Technology as a core competency• Strong senior management• The ability to gain a control…

Hillandale Advisors is a Charlotte, NC-based investment and advisory firm that provides strategic counsel to business owners and invests long-term permanent capital in private businesses.#1 - We buy and hold great businesses with $1-10mm of EBITDA across the Southeast (Sidekick Therapy Partners, Aiwyn AI, Horizon Roofing, Polysonics Acoustics/Technology Design). #2 - We provide strategic counsel to business owners : - need talent, capital, new clients? - looking to buy or sell a business?Email us at [email protected] or visit www.HillandaleAdvisors.com. Past Private Investments…

Based in Dallas and Nashville, Pharos Capital Group has approximately $750 million in capital under management through three private equity funds. Our latest partnership is a $535 million fund focused on providing later stage equity funding for internal growth, acquisitions, leveraged buyouts, management buyouts or recapitalizations across industry sectors, with particular focus on healthcare. Pharos is primarily seeking to provide capitalto established healthcare companies based in the United States.Our investment preferences include the following:Funding for acquisitions, leveraged buyouts,…

Iron Creek Partners is a private investment firm with substantial committed capital, investing in private equity transactions with a particular focus on buyouts of software, data, communications, and business services companies.

Aeonic Partners seeks to work with high-quality management teams to build businesses for the long-term. Different from traditional 5-year private equity investment cycles, Aeonic employs a buy-and-hold strategy, which allows us to take an extremely long-term view to growing our portfolio companies. Our principals are involved in every step of the process, and our decision-making process is streamlined, which allows us to move quickly and deliberately on opportunities that we pursue.We have experience investing across a variety of industries and helping companies develop and execute…

Davenforth is the joint family office of Logan Brown and Bradley Roofner. It was established after the sale of their operating business, WLE, to BrightView Landscapes (NYSE: BV) in 2020. Bradley and Logan have spent the past two years fulfilling their integration commitments to BrightView, as well as establishing a portfolio of 25 minority equity investments in search funds and other financial sponsors. Now, Davenforth is seeking a majority control acquisition opportunity to be the cornerstone asset of the family office for the next several decades.

Meraki Investments, LLC is a private investment firm focused on small to medium-sized acquisitions of established quality businesses. We have committed Family Office Capital that can facilitate a management buy-out, recap, or solve for owner succession planning. Meraki partners with companies with unique customer and employee experiences who are seeking a long term partner. We partner to unlock growth potential, including adding investing in resources and assisting with sales strategy. We are focused on values-aligned companies in B2B services and consumer products/brands. We can bring…

Alpha Mills Capital 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.

Frog Rock Holdings is a boutique investment vehicle focused on driving growth in small businesses. We leverage the extensive experience of our primary founder and team of partners/advisors to identify undervalued ventures with high potential, and execute profitable growth strategies while preserving legacy for exiting founders. Our focus is on businesses generating between $1m and $10m EBITDA.

Boring Tech is a long-term holding company dedicated to buying and building beautiful businesses and stewarding them with exceptional, values-driven leadership.

Bilgola Capital LLC is an investment firm led by George Ferris that invests in small dynamic growth companies with strong fundamental business models. I am currently seeking either acquisitions or growth capital investments in small companies with stable cash flow and strong growth prospects. In many cases, the company's founder will have built a successful business but has realized that he needs help to take the business to the next level. With 20+ years professional experience with world class companies as a chief financial officer, private equity investor and investment banker, I have a…

Now in its fifth decade, Sowell & Co. is a family investment office investing in private equity, oil & gas, and land development. The partners invest their own capital in each venture, rather than raising outside funds, and believe that such investment creates a longer term investment horizon that better aligns investors with its management team partners.

Now in its third generation, Elmore Companies was built on the ability to recognize and pursue business opportunity. Dating back to the late 70’s, Dave Elmore started by purchasing travel companies that were headed toward bankruptcy, taking them over and building them up. This repetition became muscle memory as he began to understand an industry and acquire several more businesses within that space, starting the legacy of Elmore Companies.As Dave’s conglomerate of businesses continued to grow, his son, DG Elmore took over Gant Travel at a critical juncture in the company’s history.…

FM158 Holdings is a family office focused on investing in private companies including but not limited to business services, healthcare, manufacturing, industrials, utility services, and energy. We partner with successful owner-led businesses seeking a pathway for growth or exiting the business. We look to identify opportunities where we can add value to an established business by leveraging collective experience, industry relationships and strategic insights. Our current partnerships include other family offices, specialized financial institutions, and seasoned entrepreneurs with extensive…

LionHill Partners have been making investments in Manufacturing, Product Development, Intellectual Property, Brands, Real Estate, Entertainment, and Hospitality for over 2 decades. We look for opportunities to make transformational investments in start-ups, and helping establishing companies grow. We offer strategic advice, access to capital and facilitate connections with our expansive network of contact across many industries. We invest in passionate people that have the potential to do great things.

Control-oriented, operationally-focused PE firm focused on lower middle-market companies$200M in equity invested across 10 platform acquisitionsSam Seraphim (Managing Partner): 40+ years investing & operating, ran $120M manufacturing company and started a bankMarc Paganini (Partner): 30+ years operating (former President/CEO, Airbus Helicopters, US)EBITDA $3-20M (15%+ margins)Revenues $25M+EV: $10-200MLow capex, highly scalable modelAvailability of add-on acquisitionSIndustry Focus:Aerospace & DefenseBusiness ServicesConsumer Products & ServicesEducationFood & BeverageIndustrials/specialty…

Founded in 2012, StoneCalibre is an international private investment firm with offices located in Los Angeles, Paris and London. We are focused on corporate divestitures, buy & builds and special situations opportunities via control transactions. To date, we have acquired 36 companies throughout North America and Europe through 7 different investment platforms.Our investment approach is based upon creating value from deal origination through to monetization. Pre-acquisition, our process is focused on finding companies that possess certain characteristics which in our view can lead to…

Century Technology Group is a private investment firm focused on small to medium sized acquisitions. We plan to work closely with our portfolio companies to drive measurable value for all stakeholders.

Ocho Capital is an investment firm that hires powerful leaders and provides them with personal growth and business learning opportunities to become highly effective CEOs. We then invest our own capital as they find, acquire, and operate high-quality businesses that Ocho will own forever.

Mitchell Family Office is a single family office founded in 2015. The company's principals bring decades of experience as founders, operators, advisors, and investors, with a particular focus on the healthcare industry. MFO has made direct investments in businesses within healthcare services, behavioral healthcare, RCM, medical devices, B2B services, education/edtech, retail, automotive, hospitality, real estate, and others. In 2018, MFO spun off its institutional private equity management firm, Lorient Capital.