Avita Holdings is a veteran-led micro family office that specializes in acquiring and nurturing small businesses. With a focus on operational excellence and long-term growth, Avita Holdings is dedicated to building a lasting legacy through purposeful ownership. The firm emphasizes honoring the founders of acquired businesses and aims to continue their legacy while also serving as a learning environment for the founder's children. Based in San Diego, California, Avita Holdings is committed to developing complementary ventures that align with its core values.
Who are we?Cantaris is an investment firm that acquires and scales founder-led businesses into enduring platforms through disciplined acquisitions, operational excellence, and a long-term vision.What is our investment criteria?Cantaris focuses on B2Bs that are G.R.E.A.T.Growing historically or can demonstrate strong organic/inorganic growthRecurring revenues with little customer concentration and churnEfficient and disciplined operations with asset-light business modelsAcquirable at a fair price where we can create value for all stakeholders involved in a processTeachable with transferrable…
Searching to purchase or invest in businesses with:- Long term hold strategy- Valuation $2-$100 million- EBITDA >$1.5 million- EBITDA margins >20%- Geographic dominance or extreme customer loyalty
Bluestar Holdings, LLC (“Bluestar”) is a private investment firm founded to identify and invest in private lower middle-market growth-oriented companies and real estate assets. We seek to partner with privately held companies to address capital requirements, succession plans, and liquidity/diversification needs. Our goal is to bring our experience as operators and investment professionals to management teams and provide executive guidance to realize a combined vision. Our founding members have over 70 years of combined management, ownership, and private equity experience.
Our essence extends beyond the individual—it’s a celebration of ‘we.’ Our culture places humanity at the forefront, embodying a profound people-centric philosophy. We believe in the collective strength of individuals who not only share our core principles but also exude a shared passion for championing small businesses. This commitment is rooted in humility, accountability, and a clear understanding of both who we are and, perhaps more significantly, who we are not.Our unwavering dedication, relentless drive, and fervent work ethic form the bedrock of our support for business owners,…
We are a Pledge Fund (backed by family offices) that invests in scalable and purpose-driven companies in the United States.The founding partners have each over ten years of private equity experience. Our team, operating partners, and pledge fund investors have substantial experience in investing, creating, growing, operating, and selling businesses.We invest in proven businesses with strong management teams within our core sectors: (i) financial services, (ii) business services, and (iii) specialized services and products.We make, both controlling and non-controlling stakes, investments in…
Tempus Partners seeks to buy and operate defensible and profitable small businesses in the consumer retail and manufacturing categories. We are committed to nurturing the long term success of our acquisitions and operating to generate consistent long-term cash flow. We are open to both growth partnerships, in which the existing team maintains some ownership and involvement going forward, or full buyouts. Our deep industry expertise in retail and manufacturing businesses allows us to take an active role and immediately pursue strong, low capital, low risk strategies to grow sales and…
Minerva Equity is a boutique acquisition firm focusing on the lower mid-market.We acquire controlling stakes in companies that we believe to be well run, have a talented management team in place and ownership that is departing.We pride ourselves in having a "people first approach" to business.
Rannerdale is both an independent sponsor and the private investment vehicle for its founder’s family. As an independent sponsor, Rannerdale identifies, pursues, executes and manages private equity transactions in the lower and middle market. As an investment vehicle, Rannerdale commits a material amount of its founder’s family capital to each transaction. David F. Browne is approaching 20 years of experience in private equity. He has had a lead role in circa 15 completed buyside transactions, investing $1.5 billion of equity capital. Of that equity capital, approximately $1…
Spartina Capital Management is a long-term investment vehicle founded by Matt Taylor to invest in and build enduring businesses for the long-term instead of maximizing short-term value. We seek to provide founders and owners an attractive alternative to traditional PE buyers that must sell after a few years. Matt was shaped growing up working in family businesses in NC, spend 11 years advising families on operating businesses and providing niche debt facilities for small and medium businesses.Our goal is to be the preferred exit vehicle for a founder or owner/operator who wants to preserve…
Independent sponsor looking to acquire SaaS, service and media businesses that do $2mill-$10mill ebitda. Completing roll-ups in two sectors at the moment.
Tenet Investment Company (“Tenet”) is a global private equity fund manager formed to make investments in middle market companies across the United States and West Africa. We are a generalist investment manager but however have a strong affinity for investments in sectors such as consumer products, manufacturing, food and agribusiness, financial services and technology. We seek control or significant minority investments in companies and look to back existing management teams or build strong management teams at investee companies. Our investment size ranges from $5 million to $30 million…
LBAdvisors, LLC draws upon its internal industry professionals to add value in actively managing its investments including capitalizing on its expertise, analytical capabilities, maximizing strategic alternatives and focusing on the dynamics of the business. We apply large capitalization operating and financial talent and resources to special situation investments in the lower middle market. Our ability to access turnaround operators is one of the key differentiators of LBAdvisors, LLC.
Montera is a middle market buy-and-build investment firm with offices in New York, NY and Atlanta, GA. We deploy control-oriented equity capital across services, consumer, and healthcare companies.We Believe that founder-owned companies are the lifeblood of our country. This is why we acquire great businesses and help them achieve their fullest potential.We Partner with owners and management teams who care deeply about their employees. We provide quick & straightforward exits and seek to honor the founders' legacy by protecting the culture for decades to come.We…
Agile Growth Equity is a trusted partner for founders and management teams seeking a catalyst for next-level value creation. Whether in the context of succession and exit planning, or evaluating a complex set of growth opportunities, we specialize in scaling businesses by working hand-in-hand with leadership teams to enhance people, processes, and technology. Our flexible investment structures, deep operational expertise, and collaborative approach are designed to unlock long-term value and drive transformative outcomes.Agile Growth Equity was founded in 2022 and has made and exited one…
I help investors and owners improve manufacturing and industrial businesses through operational execution. Ideal for private equity firms, search funds, independent sponsors, and founder-led companies seeking EBITDA growth, cost reduction, sourcing improvements, working capital gains, and post-acquisition integration.
Perennial was founded to build market-leading businesses that endure over generations. We partner with founders and families that have built exceptional organizations and are seeking a new steward to champion employees, customers, and their legacy. We believe the best organizations identify and empower talented people, treat them with respect, and reward long-term thinking. We’re not afraid to roll up our sleeves to support our teams. We’re serious about our work and consider ourselves your partners in building businesses for the long-term.
Tandem Investment Partners Inc. was founded by investment professionals who are passionate about working with small to medium sized companies to achieve their growth potential. Our name was chosen to symbolize our collaborative, hands-on approach to the companies we invest in. Our team’s extensive finance and operational experience supports businesses to achieve a higher level of performance.
Our vision is to systematically create value within our portfolio companies by working with transitioning owners to build upon the legacy. Through our investments, we create a community of…
Altmaven Capital is a Toronto-based investment firm focused on partnering with companies across all stages of the business life cycle, from early growth to succession and transition.Altmaven focuses on a range of investment opportunities, including growth capital for acquisitions, management buyouts, founder and family succession, carve-outs, and complex or overlooked situations. We selectively invest in earlier-stage companies where our capital and operating experience can accelerate growth and help navigate inflection points.We work closely with founders, management teams, and shareholders…
LeftRight Capital is a private investment firm committed to building resilient businesses and generating enduring value. With a systematic, strategic, and tech-enabled investment approach, LRC partners with founders and management teams to unlock transformational growth opportunities.LRC specializes in control investments in lower middle market companies across sectors such as niche manufacturing, aerospace and defense, industrial services, and vertical software. The firm targets businesses with strong fundamentals that are ready to scale, bring operational rigor, and embrace long-term value…
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