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Top Florida Family Offices

Explore 58 Florida Family Offices that source acquisition and investment opportunities on Axial’s M&A platform.

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Axial Insights

Florida Family Offices

58

Active Firms

1,119

TTM Deal Inquiries

$7M-$30M

Core Revenue Range

$1M-$6M

Core EBITDA Range

Top Sectors by Activity

Industrials 54%
Consumer Goods 9%
Technology 9%
Transportation 7%
Healthcare 7%

Key Attributes

Focus: Long-Term Ownership | Capital Source: Family-Backed Capital | Operating Approach: Buy & Hold

Showing 21-40 of 58 Family Offices

Sorted by recent activity

Sargi Group

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Sargi Group is a real estate investment firm focused on finding value in real estate in Florida. We focus on two main strategies:Land entitlementInfill development 

Recent Transactions

This member has no reported closed transactions.

WhitneyWilder

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WhitneyWilder is a Family Office that invests its own capital into lower middle market companies and creates value through distribution.WhitneyWilder mixes a conservative, tax-efficient and capital preservation mindset with entrepreneurial/opportunistic alt investments to generate superior returns. People are the cornerstone of our value proposition. We are committed to a partnership culture; integrity drives how we select ambitious, extraordinarily talented people.  Types of Transactions:● Private company buyouts, recapitalizations, lift-outs and spin-offs●…

Recent Transactions

This member has no reported closed transactions.

Clint Salter Inc

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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.

Recent Transactions

This member has no reported closed transactions.

Applied Investments

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Applied Investments is a single-family office with a proven track record of successful investments and strategic acquisitions across a range of industries in North America and Europe. With deep operational and financial expertise, our team has consistently identified, acquired, and grown our portfolio companies, creating value and generating strong returns. 

Recent Transactions

This member has no reported closed transactions.

Oak Shadows Capital

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Oak Shadows Capital is a private investment firm and family office dedicated to providing growth capital and operating guidance to founder- and family-owned businesses. With a focus on fostering growth and sustainability, the firm partners with businesses to enhance their operational capabilities and financial performance. Oak Shadows Capital operates with a strategic approach, leveraging its expertise to support the unique needs of its portfolio companies. The firm is committed to building long-term relationships and delivering value to its partners, making it a trusted ally in the lower…

Recent Transactions

This member has no reported closed transactions.

Grey Lock Equity

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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

Recent Transactions

This member has no reported closed transactions.

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Portfolio Capital

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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…

Recent Transactions

This member has no reported closed transactions.

Vergara Group

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Vergara Group 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.

Recent Transactions

This member has no reported closed transactions.

Park Monroe

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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

Recent Transactions

This member has no reported closed transactions.

CummingsCamp LLC

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We’re Buddy and Nikki Cummings, co-founders of Cummings Camp Programs. Twenty years ago, we started launching, scaling and selling successful companies. Now, we’ve got a track record of building top-performing teams, creating cultures people love, managing seasons of crisis, and nearly anything related to starting, scaling and maintaining an industry-leading business. We believe that the more you persevere, the greater your success. As entrepreneurs, we leveraged our challenges and risks into rewards. Most recently, we started a “mom-and-pop shop.” Then, we grew it. It…

Recent Transactions

This member has no reported closed transactions.

Chirisa

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Value creation for the long termChirisa is a global investor active across Digital Infrastructure, Communications and Real Estate in Europe and the Americas.We seek situations where our capital, strategies, expertise and operational support help create substantial and sustainable value.Chirisa draws on the insights and experience of an extensive network of industry professionals to originate and execute high quality investments.

Recent Transactions

This member has no reported closed transactions.

KNEZ Capital LLC

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KNEZ Capital is a real estate investment firm, focused on premier opportunities in multifamily and other select sectors.Our principals have more than 20 years of combined investment experience, which includes a portfolio of 3,000+ multifamily units, representing $375 million across multiple geographies.

Recent Transactions

This member has no reported closed transactions.

Millefiori

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We are excited to present you a golden investment opportunity in Millefiori Medical Skin Rejuvenation. Millefiori is in the Aesthetic industry and is a Medical Spa business. We provide six services to our customers 1. Botox2. Fillers3. Microdermabrasions4. Medical Grade Chemical Peels5. Skin Rejuvenation6. Tattoo RemovalOur value proposition is the PicoSure Laser that performs Tattoo Removal and Skin Rejuvenation services. This laser is new technology that was released this past year. There are only 4 in the state and none within 100 miles. A second unique sell point is our great location in…

Recent Transactions

This member has no reported closed transactions.

Atlantic Wealth Partners, LLC

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Atlantic Wealth Partners, LLC is a private multi family office focused on early stage startups and lower-middle market opportunities in the real estate, finance, insurance and technology sectors.

Recent Transactions

This member has no reported closed transactions.

voym group llc

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We are a family office managing a diversified portfolio across real estate and rice mill production. We invest internationally, focusing on long-term value creation, disciplined operations, and partnering with trusted operators to grow durable businesses.

Recent Transactions

This member has no reported closed transactions.

Greene Family Holdings

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Greene Family Holdings is a private organization established to manage the financial, investment, and administrative affairs of the Greene family. Its primary mission is to preserve and grow the family's wealth across generations, while also providing a range of personalized services and support. Greene Family Holdings has a strategic focus on investments within the food and beverage industry. This includes various segments such as agriculture, food production, distribution, and food technology

Recent Transactions

This member has no reported closed transactions.

Harris Vortex

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Harris Vortex 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.

Recent Transactions

This member has no reported closed transactions.

Outlive

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Outlive Capital is an investment firm founded by husband-and-wife team Juliana and Juan. We are dedicated to acquiring and operating a select group of high-quality companies in Florida. Backed by permanent capital and a long-term, hands-on approach, we offer business owners a personalized succession solution with a deep commitment to preserving their legacy.This is a family-led endeavor — not a side project — with the goal of building a portfolio of enduring businesses to one day pass on to our children. We bring extensive experience in M&A, operations, and entrepreneurship across…

Recent Transactions

This member has no reported closed transactions.

Novo Financial Holdings

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Florida Based family officeFlorida Based family officeFlorida Based family officeFlorida Based family officeFlorida Based family officeFlorida Based family officeFlorida Based family officeFlorida Based family office

Recent Transactions

This member has no reported closed transactions.

Frequently Asked Questions

How are Family Offices in this directory ordered?

Firms in the Florida Family Offices 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.

What information is included in each Family Office profile?

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.

What company sizes are most common for Florida Family Offices?

Based on activity on Axial’s M&A platform, the core revenue range for Florida Family Offices is $7M-$30M, with a core EBITDA range of $1M-$6M. 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.

How important is location when evaluating Family Offices?

Location can be an important consideration, but it does not necessarily define where a firm is active. Firms based in Florida may bring regional knowledge, local relationships, and experience with businesses in the area, while many also pursue opportunities across a broader geographic footprint. Geography is best considered alongside sector focus, company size, and relevant transaction activity.

Do all Family Offices in this directory operate exclusively in Florida?

Not necessarily. A firm’s location does not always define its geographic reach. Many Family Offices based in Florida are active across multiple regions, while firms based elsewhere may also participate in the Florida market. Location can provide useful context, but it should not be interpreted as a firm’s geographic boundary.

How do I compare Family Offices in Florida?

When comparing Family Offices in Florida, consider factors such as sector focus, size range, and recent transaction activity. These characteristics vary across the 58 firms included in the directory and can help identify firms that align with your needs.

How do I connect with Florida Family Offices?

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 Florida Family Offices directory, you can request information here.

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