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Financial Technology Family Offices - Axial

Members (227 results)

Ultra Marine Finance

Family Office

    This member has no reported closed transactions.

Ultra Marine Finance is a private family owned investment firm which provides finance services to small to mid market cap companies from around the world. We provide cross border corporate finance services and specialize in debt and equity based financing for companies from around the world including the USA, Canada, Europe, Asia, Africa and Emerging Markets. Ultra Marine Finance is headquartered in Switzerland in the heart of one of the major global financial centers.

Strix Holdings

Family Office

    This member has no reported closed transactions.

Buying blue-collar businesses that care about what happens next. - Our family loves building. We have built and sold multiple businesses during our time overseas and we are excited about entering into a new season and strategy to acquire, operate and hold businesses in the US within a structure where employees share in the ownership and long-term upside. At Strix, we strive to acquire and nurture recurring niche blue-collar service-based businesses, led by solid, experienced management teams. Through a relentless focus on operational excellence and growth, we honor the legacy of sellers while…

Clint Salter Inc

Family Office

    This member has no reported closed transactions.

Clint Salter Inc invests in small to medium sized companies. Currently invested in five companies. After selling five companies over the last 21 years looking at the next acquisition or investment.

Laugen Ventures

Family Office

    This member has no reported closed transactions.

I am a very committed solo, self-funded searcher with the financial means to purchase a business quickly. Given I have over 8 years experience working in the home services space via start-ups as well as a large, publicly traded company (Angi), I have a preference for a home services business that will benefit from my expertise in online marketing, partnerships, and P&L management. I have managed service business lines within Angi ranging from $50 M ARR to $300 MM, focused on optimizing their profitability as well as growth. I am excited to bring my entrepreneurial spirit and expertise in…

Get Things Done LLC

Family Office

    This member has no reported closed transactions.

Get Things Done LLC is a family office holding company with numerous investments in real estate, start ups, and private equity transactions. Get Things Done LLC would like to join Axial to review potential deals and acquisitions. In particular Get Things Done LLC would be interested in acquiring a company in the digital marketing space, as Get Things Done LLC has a majority interest in WITHIN, a digital marketing agency.

Lagomaj Capital

Family Office

    This member has no reported closed transactions.

Lagomaj seeks to invest in high quality defensible businesses throughout the US. Since our founding in 2017 we've participated in more than three dozen deals with enterprise values ranging from $5M to $100M.

CNTR Capital

Family Office

    This member has no reported closed transactions.

CNTR Capital, ("CNTR”) is the investing entity for the Kunzi family office. Together we offer over ten decades of combined experience, never having lost principal for any of our businesses and we always perform. We have committed capital designed for the business owner who would like to either sell their company or monetize a portion of equity allowing continued participation in the future growth of the company. In addition to capital, we offer expertise in executive leadership, corporate development, human capital management, sales, operations, finance, and strategy. Together we have built…

White Spruce Capital

Family Office

    This member has no reported closed transactions.

White Spruce Capital is an operator led management firm established by its principal to acquire and actively manage a single lower-middle market Southern Ontario-based business. We focus on owners who wish to reduce their day-to-day operating role through full or partial liquidity and on businesses whose growth trajectory can be enhanced with capital and active management expertise. We are flexible in developing deal structure and make investments for full control or a clear path to control. Graham Yin, White Spruce's principal, will assume a senior operational role post-acquisition to drive…

Heraldic Ventures

Family Office

    This member has no reported closed transactions.

Heraldic Ventures 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. 

Grey Lock Equity

Family Office

    This member has no reported closed transactions.

Grey Lock Equity is a national investment manager and our purpose is to help more people experience financial well-being. As a fiduciary to investors and a leading provider of financial technology, our clients turn to us for the solutions they need when planning for the most important goals

Snowbank Capital

Family Office

    This member has no reported closed transactions.

Who We AreSnowbank invests in Cash-flow Producing B2B service organizations. We are experienced Canadian media and technology operators backed by family offices.Our favorite businesses have:Proven cash flow over $2MUnique advantageHistory of strong supportive leadershipRevenue from SMB's Operate in marketing, media, or adjacent industriesFocus on supporting existing customersGrow during challenging timesMeet the team!Doug CampbellPrior to joining Snowbank Capital, Doug was the Chief Revenue Officer for Golden West Broadcasting where he beat peers by 30% through COVID and increased revenue…

Portfolio Capital

Family Office

    This member has no reported closed transactions.

Portfolio Capital is a family office operated by Tyler Stample, a digital marketing veteran. Having completed 10+ transactions on the buy/sell side, we are looking to acquire companies with growth potential in digital marketing, particularly SEO. We are currently focused on growing our portfolio of owned and operated properties and building great teams. Tyler Stample is a digital media entrepreneur with deep operational experience and multiple exits. He is the co-founder of Venture Equity firm Digital Ventures, acquired by Centerfield Media / Platinum Equity in January 2020. He is supported…

Red Rock Investments, LLC

Family Office

    This member has no reported closed transactions.

Red Rock Investments is a Minnesota-based family office that provides mezzanine financing for lower middle market companies and real estate. We also make majority equity investments and provide bridge financing for special situations, including stressed, distressed, and turn-around opportunities. We are focused on business services, manufacturing, distribution, industrial products and services, energy services, and real estate.

Dyna Corp MN

Family Office

    This member has no reported closed transactions.

My company owns and operates 10 Tide Cleaners locations (franchise) since 2016. We have exclusive territory rights for the Minneapolis market for both the Tide Cleaners (dry cleaning services) as well as access to the newest franchise concept from P&G, Tide Laundromats. In addition, we own & lease both commercial and residential real estate to supplement our core franchise business.

CYC Partners

Family Office

    This member has no reported closed transactions.

We are a family office with a successful track record of both investing and operating experience. We have built sucessful companies from the ground up, having raised venture capital, most recently exiting to Vivian Health, an IAC company (NYSE: IAC). We also have significant M&A, spinoff, and recapitalization experience at PJT Partners (the original Blackstone M&A group that spun off in 2015).

LK2 Ventures, LLC

Family Office

    This member has no reported closed transactions.

LK2 Ventures, LLC is a vehicle set up to acquire controlling stakes in small businesses in and around Northeast Ohio. Acquisitions will be funded by the family's wealth.

JSJ Investments Inc

Family Office

    This member has no reported closed transactions.

JSJ Investments is a Texas-based family office with a 20-year history of investing in promising businesses. We invest in small- to mid-cap companies that are on the precipice of major growth and need strategic investment to facilitate it. Our portfolio includes companies in North America, Europe, and across the globe.We provide access to funds — whether in the form of seed money, bridge financing, or simply an injection of capital. The companies we invest in have strong action plans with clearly identified targets. They are led by strong management with expertise and a track record of…

Park Monroe

Family Office

    This member has no reported closed transactions.

Park Monroe would like to partner with exceptional companies seeking the next stage of growth. Post-acquisition, we plan to work closely with our portfolio company to drive measurable value for all stakeholders. Our team includes managers that have been involved with 4 Private Equity transactions and over 30 acquisitions and integrations

Concentric Equity Partners

Family Office

    This member has no reported closed transactions.

Concentric Equity Partners (“CEP”) is a private investment firm based in Chicago, IL. We partner with leading middle market companies by providing capital and strategic advisory to accelerate long term value creation. Our approach is simple: support entrepreneurs and operators by providing the resources required to achieve extraordinary results.CEP’s investment team is made up of individuals with distinguished track records as operators and professional investors across a variety of growth oriented middle market companies.CEP is the direct investing arm of Financial Investments…

Laka Capital

Family Office

    This member has no reported closed transactions.

Läka Capital is a private investment firm that seeks to acquire and grow small-to-medium sized family-owned businesses that have exceptional potential for long-term value creation. Our strategy is to build a diversified portfolio of cash flowing businesses that will benefit from compounding growth over an extended time frame.With a permanent capital base, Läka Capital invests patiently with an indefinite time horizon. We are committed to operating with integrity, compassion, and a genuine concern for the best interests of the retiring owner, their family, their company, its employees, its…

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