Top Forest Products Family Offices

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BlueAlpha Capital, Single Family Office

7 Total Closed Deals Actively Sourcing Deals

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BlueAlpha Capital is a private markets investment manager serving the Sanjay Chandra Family. Established in 2006, the firm is dedicated to generating superior risk-adjusted returns through strategic investments in private asset classes. BlueAlpha Capital's investment focus includes buyout, growth equity, venture capital, real estate, and private credit, aiming for long-term value creation. Additionally, the firm offers real estate brokerage services, leveraging deep market knowledge and extensive experience. Based in Southlake, Texas, BlueAlpha Capital is a family office committed to…

Recent Transactions

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• Oct 2025 Invested in Confidential Company
• Aug 2025 Acquired Confidential Company
• Jan 2025 Acquired Confidential Company
• Nov 2024 Acquired Confidential Company

Tillery Capital, LLC

6 Total Closed Deals Actively Sourcing Deals

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Tillery Capital is an operationally oriented, family office structured private investment firm that invests in and builds lower middle-market companies in partnership with their management teams. We make equity investments in companies whose EBITDA is greater than $2 million. We are "hands-on", consultative investors and focus on companies where the current owners or management team are hungry to grow the business, but have concluded they need a value-added equity partner to help them get it done. Most our transactions are either recapitalizations in which the current owners retain 20-40% of…

Recent Transactions

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• Feb 2018 Acquired Heart of Nature
• Jul 2016 Invested in Electromedical Products International
• Jan 2012 Invested in Activate Healthcare
• Sep 2011 Invested in Venture Technology Groups

Bluestem Management LLC

6 Total Closed Deals Actively Sourcing Deals

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Bluestem Management LLC is a Midwest-based family office that specializes in the acquisition and growth of established private companies. With a focus on privately held, founder-led businesses, Bluestem Management employs a buy-and-hold investment strategy that emphasizes legacy, people, and continuity. The company is dedicated to nurturing and expanding businesses, ensuring long-term success and stability. As a direct buyer, Bluestem Management is committed to maintaining the core values and operational integrity of the companies it acquires, making it a trusted partner in the business…

Recent Transactions

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• Mar 2021 Acquired Confidential Company
• Mar 2021 Acquired Confidential Company
• Jan 2012 Acquired Confidential Company
• Feb 2000 Acquired Confidential Company

Entrepreneur Partners

6 Total Closed Deals Actively Sourcing Deals

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Entrepreneur Partners invests in the following segments:Direct marketing companies including business-to-business and business-to-consumer catalogers and direct marketers, specialty publishers, retailers and marketing service providers. Multi-channel retailers serving enthusiast customers.Printing and PackagingThe companies in which we invest are building loyal customer bases with high lifetime value – customer bases characterized by long relationships, frequent purchases and large cumulative spends. In addition to building high lifetime value, these companies participate in well-defined…

Recent Transactions

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• Aug 2023 Acquired PEACHTREE BUSINESS PRODUCTS
• Aug 2023 Acquired MEDICAL ARTS PRESS
• Jul 2019 Acquired Offset & Digital Printer to the Packaging and Retail Display Markets
• May 2019 Invested in Salumi

Treaty Oak Equity

6 Total Closed Deals Actively Sourcing Deals

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Treaty Oak is an Austin-based private investment firm with capital commitments from two Texas family offices.​We partner with privately held and family owned businesses to address funding needs, ownership transitions and succession planning issues while preserving legacy, existing culture and values. ​Our namesake, the Treaty Oak, is located in current-day downtown Austin. It is estimated to be over 500 years old and is a local symbol of Texas history and resilience. We seek to build long-term partnerships with our management teams. Our core values include conducting our business with…

Recent Transactions

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• Feb 2024 Acquired Touchstone II, LLC
• Dec 2022 Acquired PromoAdvantage
• Mar 2022 Acquired DJ's Boudain LLC
• Jun 2021 Acquired Boundless Network

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Jones Capital

5 Total Closed Deals Actively Sourcing Deals

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Jones Capital is a Houston-based private equity and family office firm focused on U.S. middle and lower-middle market businesses. Founded in 1949, it invests in founder-owned companies across industrials, infrastructure & logistics, and software & business services, using long-term, partnership-oriented capital.

Recent Transactions

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• Jan 2026 Acquired Triumph
• Jan 2026 Acquired Big Black River
• Jan 2026 Acquired Confidential Company
• Jan 2026 Acquired Tax Advisors Group

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Rising Ventures Group LLC

5 Total Closed Deals Actively Sourcing Deals

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Rising Ventures Group, established as a family-run business, came to fruition as a result of the family’s shared passion for Entrepreneurship, Value Creation, Leadership, Culture-building, Core Values, and Community.Both parents have been successful business owners since the mid-80’s and have spent their careers in CPG, Retail, Healthcare, Consulting, Manufacturing and Distribution. With savvy business acumen, multiple start-up companies were created and successfully exited, realizing extensive wealth.The younger generation of three adult children have experienced professional success and…

Recent Transactions

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• May 2018 Invested in CannaMD, LLC
• Jan 2017 Invested in Grassroots Cannabis
• Jan 2012 Invested in 7th Street Advisors
• Sep 2008 Advised Five Grapes, LLC. in its sale to Washington Capital Ventures, LLC

Jumana Capital

4 Total Closed Deals Actively Sourcing Deals

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Jumana Capital is a private investment firm focused on long-term value creation through strategic investments in lower-middle market companies across the United States. We target founder- or family-owned businesses that are at an inflection point—whether through succession planning, operational optimization, or platform expansion—where our capital and partnership can accelerate growth.Investment CriteriaWe typically invest in companies with:EBITDA between $2 million and $15 millionDefensible market positions in niche sectorsRecurring or re-occurring revenue modelsA clear path for…

Recent Transactions

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• May 2025 Acquired Confidential Company
• Nov 2023 Acquired Confidential Company
• Feb 2023 Acquired Confidential Company
• Feb 2021 Acquired Confidential Company

Forest Lane Capital

3 Total Closed Deals Actively Sourcing Deals

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Forest Lane Capital is a Pittsburgh-based family office focused on acquiring lower middle market companies that welcome an energetic partner who wants to help them accelerate growth. Our model is centered on leveraging what we have seen and learned from thousands of other lower middle market businesses we have evaluated to help you grow yours. From our experience, the right mix of capital and operational resources provides the greatest opportunity to build long-term equity value.

Recent Transactions

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• Feb 2025 Acquired ARS Recycling Systems
• Jun 2021 Acquired HTG Supply
• Jan 2019 Acquired Meritech Holdings, LLC

Permanent Corp.

3 Total Closed Deals Actively Sourcing Deals

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Permanent Corporation is a family office that specializes in acquiring and permanently holding profitable niche businesses. Positioned as a North American alternative to traditional private equity, the company focuses on small and medium-sized businesses with positive cash flows. Permanent Corporation typically acquires between 70% to 100% of these businesses, ensuring a stable and enduring ownership structure. With a robust management team and a strategic approach, Permanent Corporation aims to provide a perpetual home for its portfolio companies, fostering growth and stability in the lower…

Recent Transactions

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• Feb 2026 Acquired Rudolph Industries
• Jan 2026 Acquired ViOptix
• Jan 2025 Acquired Secure Care Products

Investar Financial Corporation

3 Total Closed Deals Actively Sourcing Deals

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Private investment firm with over $1.0 billion in AUM investing in the U.S. middle market since 2001. Investar is a family office firm that seeks to make long-term investments by partnering with extraordinary management teams.

Recent Transactions

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• Aug 2007 Acquired MD Medical Group
• Jul 2002 Acquired Transnetwork
• Feb 2000 Acquired Maxi Transfers

Alitus Partners

3 Total Closed Deals Actively Sourcing Deals

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Alitus Partners is a private equity firm managed by experienced operating executives rather than financial experts. Each of our managing partners have personally built companies from as small as a few million dollars of sales into businesses generating in excess of several hundred million dollars of revenue. Our goal is to acquire control positions in lower middle market companies, then use our hands on operating experience to help existing ownership and management realize potential which they can not achieve with their current resources. We not only know how to enhance the foundation of a…

Recent Transactions

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• Aug 2023 Acquired ATRO Engineered Systems
• Aug 2023 Acquired Hulsey Environmental Services
• Sep 2016 Acquired SolutionsWork, LLC

Carlin Capital Partners

3 Total Closed Deals Actively Sourcing Deals

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Carlin Capital Partners is a niche private equity firm focused on making control-oriented investments in mature, stable small businesses with untapped potential. Founded in 2009 by a father and son team, the firm exclusively seeks opportunities to invest in foundationally solid businesses that may not fit the traditional private equity model due to a lack of scale, stagnant growth, limited infrastructure or other limitations.We believe that Carlin Capital Partners brings an approach to private equity investing that is particularly well suited to the acquisition of smaller businesses. While…

Recent Transactions

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• Jul 2015 Acquired Rex Forge
• Apr 2013 Invested in Support of Excavation
• Oct 2010 Acquired Nuconic Packaging

Nobel Investments

2 Total Closed Deals Actively Sourcing Deals

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Nobel Investments is a family investment office based out of Santa Monica, CA. We are majority stake hold investors and are owners / operators of our businesses post-acquisition. We invest in businesses that operate in industries where we have demonstrated a successful track record of helping companies scale – either as direct operators or as consultants.Nobel Investments was founded by Atta Tarki. Born in Tehran, Atta moved to the countryside of Sweden at age 7, where he grew up a few minutes away from Alfred Nobel’s workshop. There, Atta developed a deep respect for Alfred Nobel’s…

Recent Transactions

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• Aug 2023 Acquired ECA Partners
• Aug 2023 Acquired TalentCompass

Pulte Capital Partners LLC

2 Total Closed Deals Actively Sourcing Deals

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Pulte Capital seeks acquisitions and relationships in targeted sectors across the building products industry. We specialize in flexible transaction structures, with particular expertise in strategic partnerships and recapitalizations in which management teams have the opportunity to retain significant ownership stakes. Our target transactions typically range from $10 – $200 million in size. We generally invest in middle-market companies and lower-priority divisions of national companies in the following building products segments: Niche / Specialty building products businesses Countertops /…

Recent Transactions

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• Feb 2013 Acquired Advanced Air Conditioning & Heating
• Apr 2011 Acquired Carstin Countertop Brands

Preservation Holdings LLC

2 Total Closed Deals Actively Sourcing Deals

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Preservation Holdings is a group of family offices based in Dallas/Fort Worth, who are seeking to deploy committed capital through multiple control investments. We primarily invest in B2B and B2C Services companies in the Lower Middle Market, as well as other compelling opportunities. We are seeking long-term investments as part of a broader portfolio of operating companies. There is no mandate to return capital to investors. Our focus is on long-term returns and cash flow generation. We have built, bought and sold businesses. We intimately understand the frustration that comes with a sale…

Recent Transactions

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• Jul 2022 Acquired Air Assurance Heating, Air Conditioning, and Plumbing
• Jan 2022 Acquired HomeTown Services

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Schultz Brothers Holdings

2 Total Closed Deals Actively Sourcing Deals

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Schultz Brothers Holdings is a family-owned holding company based in Texas, focused on acquiring and operating small to mid-sized businesses primarily in the Dallas–Fort Worth area, with flexibility to consider opportunities across the broader Texas region. We are long-term operators—not financial engineers—and we take pride in preserving the legacy and culture of the businesses we invest in.We target companies with $1M to $5M in EBITDA across a wide range of industries, including manufacturing, industrials, consumer products, technology, business services, energy, and…

Recent Transactions

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• Feb 2022 Acquired Confidential Company
• Jul 2018 Acquired Confidential Company

Falcon Private Investments

2 Total Closed Deals Actively Sourcing Deals

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Falcon Private Investments is a family office with over three decades of experience in managing and investing in a diverse range of assets. The firm specializes in growth capital and distressed assets, focusing on non-healthcare related companies. Falcon Private Investments is particularly active in the industrial sector, with a strong emphasis on steel processing, fabrication, distribution, and logistics. Headquartered in Oak Brook, Illinois, USA, the firm is committed to value investing across North America, leveraging its extensive expertise to drive growth and operational excellence in…

Recent Transactions

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• Feb 2026 Acquired Moutardier Resort & Marina
• Feb 2026 Acquired Pilothouse Real Estate Trust

Osprey Island Management

2 Total Closed Deals Actively Sourcing Deals

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Osprey Island Management is a single-family office based in Greenwich, Connecticut.  Our focus is on investing in small to mid-sized companies, across a wide range of industries. We operate privately and independently with the goal of helping businesses grow over an indefinite time horizon.Our strategy is rooted in true partnership. More important than industry, size, or geographic location, we look to partner with ambitious founders, entrepreneurs, operators, and management teams with a shared vision, and who seek to create enduring businesses.

Recent Transactions

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• Jun 2025 Acquired Confidential Company
• Jan 2025 Acquired Confidential Company

Stony Creek Capital

2 Total Closed Deals Actively Sourcing Deals

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Stony Creek Capital is a Family Office formed with capital from the sale of a company I operated as President. Our primary focus is acquiring businesses from retiring owners who are looking for a reliable and exciting transition plan. I take an active role in management, often serving as President immediately following the transition until a longer-term management team is in place. My brief background is: DI Athlete, Naval Officer (submarines / nuclear engineer), mgmt consultant, Strategy and Ops Corp Exec (Dir, VP, COO, President).

Recent Transactions

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• Jan 2023 Acquired Ultra Geothermal Inc.
• Dec 2021 Acquired C3I