Obelysk is a family office with a long history of investing in, operating and growing businesses in North America.We seek to acquire high-quality businesses and grow their cash flow through a combination of organic growth, operational improvements and M&A.Our focus is on acquiring lower middle market companies in the following industries: business / industrial services, light manufacturing / processing, infrastructure services, and home services.
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…
Caldicot Capital is a private equity firm serving lower middle market businesses. We view our investments as partnerships and take a hands-on approach in collaborating with business owners and management teams. We have a concentrated portfolio which enables us to focus our time and resources to closely support operators we invest in. When combining management's expertise with our own, we unlock significant value together. We focus on investing in businesses with $1 to $10 million of EBITDA and structure our transactions flexibly on a case-by-case basis with "patient capital"…
Fourshore Partners is a Miami-based private equity firm that focuses on lower middle market buyouts in the U.S. and Caribbean. Fourshore targets companies generating between $2m and $15m of EBITDA with enterprise values between $10m and $75m.Business Types/Situations:• Family-owned businesses • Management buyouts • Secondary buyouts • Corporate carve-outs/divestitures • Complex situations/turnaroundsIndustries • Marine Services • Financial Services • Agribusiness • Transportation & Logistics• Distribution • Business Services • Niche Manufacturing • Consumer…
Gart Capital Partners is a private investment partnership focused on investing in closely-held and family-owned businesses. We focus on facilitating ownership transition planning; and strategic future growth.With over ninety years of collective investing and operating experience, we are true innovative and operational partners rather than passive financial investors. In addition, our patient, family office capital base allows us to be uniquely flexible and focused on the long-term potential of every company in our portfolio.We partner with growing, lower middle market consumer and services…
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…
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…
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…
Most Recent Transactions
Investor
Jul 2022
Preservation Holdings LLC
acquired
Air Assurance Heating, Air Conditioning, and Plumbing
Taubman Capital (“TC”) is a private equity investment firm for the Taubman familyThrough TC, the family is building an investment portfolio of world-class businesses led by exceptional management teams outside of its core real estate holdingsThe firm’s flexible, long-term capital base offers sellers closing certainty, while also providing management teams with the ability to focus on building larger, more valuable enterprises without time constraints or exit pressuresTC has no outside investors – all internal capital means making investment decisions as true owners and the ability to…
NT Capital Management is a single-family office based in the Bay Area, California, founded by the family running a multi-field corporation established in 1993. Our experienced management team utilizes a research-driven approach to allocate capital in a diversified portfolio across private equities and real estate holdings. Our commitment is to maximize your risk-adjusted returns.
Smith Ventures is a single family office that acquires and holds generational businesses long term. The family’s capital originated from founding and exiting multiple technology businesses, giving them a deep understanding of what it takes to build a successful organization.
AboutUrsus Magnum is a family office led by two partners with an extensive background in public and private investing, open to opportunities for outright acquisitions, recapitalizations, and co-investments across several industries and regions. Both partners have 10+ years of experience in the public markets evaluating both equity and fixed income investments, first in various roles at investment banks in New York and later as principals/partners leading teams in the asset management business. Partner Michael Wiebolt additionally has extensive experience in private investing, having…
SGH Strategic Investment Partners is a private investment company in Austin, Texas founded in 2019. We acquire control equity investments in established Texas-based companies in the professional services, wholesale distribution, specialized manufacturing and hospitality industries. Our founder, Sam Hanna, founded and built a substantial land surveying and engineering businesses. He sold a majority interest in the company to private equity and established our family office. Sam's lifetime of commercial experience provides our team with the unique capability to cultivate growth, develop and…
Family office with $150MM in capital to acquire lower middle market businesses. Our strategy, eBuild Ventures, is nestled within a public holdco called ENDI with a few cashflow generating businesses including a mutual fund with $2-3B AUM.
Minerva Ventures LLC is the New York based family office of Robert Bertagna. Minerva provides advice and equity investment in the industrial and infrastructure end-markets, education, and financial services. The target equity investment of Minerva is $25-$100 million.Robert's background includes 35 years as an investment banker with substantial M&A, financing, and managerial experience. He advised and financed both major public companies and PE firms. He is also currently a senior advisor to a PE firm and has been Chairman of the Board of a selective US liberal arts college.
Founded by John Catsimatidis, Red Apple Group is a New York-based, family-owned business that operates and invests in a wide variety of industries. We seek to partner with founders, families, and institutions with a long-term investment horizon who understand that value is created through vision and operational excellence rather than financial engineering. We have a proven track record of scaling platforms organically and are looking to expand into new verticals. Additionally, we are actively pursuing add-on acquisitions for our existing portfolio as well as select venture capital…
We are a Toronto-based SFO and currently own three platforms in the $4mm-$10mm EBITDA range, including co-owning 18 Five Guys in Minneapolis-St. Paul (with another 27 currently under LOI). We generally love cash flowing businesses, aim for majority ownership, but look to have shareholders / a team that want to roll equity and partner with us for the long term.
We are a multi generational family office with a background in NY commercial real estate. We are focused on middle market lending, real estate, debt portfolios and private equity. We are currently seeking to enter the behavioral health space and we are looking for acquisition opportunities in the industry.
Family Office investment firm led by experienced entrepreneurs and operators committed to unleashing the full potential of companies with exceptional DNA, serving as a catalyst for their next leap forward.Our background as founders and operators provides a unique vantage point into the real needs and challenges facing management teams. We take a collaborative approach, working with portfolio companies to identify opportunities to accelerate growth and expand margins. Our results-driven ethos empowers companies to execute strategies and achieve enduring success, creating value for all…
We invest in businesses and teams that share our values and our focus on creating value. As private investors, we can move quickly, provide uncommon flexibility, and preserve the legacy and culture that make each company unique.
