Top Individual Accredited Investors with Recent Private M&A Activity

Cities

Atlanta Austin Birmingham Boston Boulder Bridgeport Charlotte Chicago Cincinnati Cleveland Columbus Dallas Denver Detroit Dover Houston Indianapolis Kansas City Las Vegas Los Angeles Memphis Miami Minneapolis Nashville New York Philadelphia Phoenix Portland Provo Raleigh Sacramento Salt Lake City San Antonio San Diego San Francisco San Jose Seattle Sheridan St. Louis Tampa Washington, DC

States

Alabama Alberta Arizona British Columbia California Colorado Connecticut Delaware District of Columbia Florida Georgia Idaho Illinois Indiana Iowa Kansas Kentucky Louisiana Maryland Massachusetts Michigan Minnesota Missouri Nevada New Jersey North Carolina Ohio Oklahoma Ontario Oregon Pennsylvania Quebec South Carolina Tennessee Texas Utah Virginia Washington Wisconsin Wyoming

Countries

Britain (UK) Canada United States

1,773

Active Firms

12,735

TTM Deal Inquiries

$3M-$12M

Core Revenue Range

$500K-$2M

Core EBITDA Range

Top Sectors by Activity

Industrials 42%

Technology 11%

Business Services 11%

Healthcare 10%

Consumer Goods 9%

Key Attributes

Focus: Owner-Operated Companies | Capital Source: Personal Wealth | Operating Approach: Stewardship & Growth

Avocet Holdings, LLC

1 Closed Deal via Axial

8 Total Closed Deals Actively Sourcing Deals

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Through my acquisition vehicle (Avocet Holdings, LLC), I am looking to make acquisitions of privately held companies in logistics, business services and manufacturing industries. I prefer businesses with stable cash flow, ongoing management (that I can work with) and an established customer base.I have extensive operating experience running my own companies over the past 20 years; prior to that I was an M&A banker and private equity investor on Wall Street. I'm looking to build out a portfolio of operating companies which I can own and to which I can add value. I like to get my hands…

Recent Transactions

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May 2021 Acquired Confidential Company
Oct 2017 Invested in STARC Systems, Inc.
Jan 2017 Acquired Tempshield, Inc.
Jun 2011 Acquired Fore River Warehousing, Inc.

White Brush Capital

1 Closed Deal via Axial

4 Total Closed Deals Actively Sourcing Deals

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Investment firm founded by investment professional with significant experience investing in and operating lower middle market businesses. Recently acquired Aquavita Spas in Steamboat Springs, CO and seeking to acquire other lower middle market businesses.

Recent Transactions

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Sep 2023 Acquired Mountain Hot Tub
Sep 2021 Acquired Weller Recreation
Mar 2021 Acquired Confidential Company
Nov 2018 Acquired Aqua Vita Spas

Bird Family Office

1 Closed Deal via Axial

4 Total Closed Deals Actively Sourcing Deals

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The Bird Family Office, founded by Scott Bird in 2016, is a collection of businesses that are customer, employee, and community oriented. Scott is looking to acquire family-owned or seller-founded businesses that are seeking to pass on their work's legacy to a financial steward. All of the capital deploy is permanent and personal (100% from Scott); enabling our businesses to manage/operate for the long term.

Recent Transactions

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Aug 2025 Acquired Confidential Company
Jun 2025 Acquired Confidential Company
Feb 2016 Acquired Confidential Company
Dec 2015 Acquired Confidential Company

Tasman Creative, LLC

1 Closed Deal via Axial

3 Total Closed Deals Actively Sourcing Deals

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Beacon Services, Inc is a niche infrastructure MSP installing and managing fiber networks, wifi, surveillance, and access control systems. The core business was built around marinas and now expands into RV parks, resorts, hotels, oil & gas, federal contracting, and MDUs.

Recent Transactions

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Sep 2024 Acquired Confidential Company
Apr 2023 Advised Prime Zero Prep in its sale to GiftCash
Jan 2016 Advised Fixture Finders on an investment from Hilco Global

Frog Rock Holdings LLC

1 Closed Deal via Axial

2 Total Closed Deals Actively Sourcing Deals

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Frog Rock Holdings is a boutique investment vehicle focused on driving growth in small businesses. We leverage the extensive experience of our primary founder and team of partners/advisors to identify undervalued ventures with high potential, and execute profitable growth strategies while preserving legacy for exiting founders. Our focus is on businesses generating between $1m and $10m EBITDA.

Recent Transactions

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Mar 2025 Invested in Maintenance Chef
Oct 2024 Acquired The Sommelier Company

Aventa Capital

1 Closed Deal via Axial

2 Total Closed Deals Actively Sourcing Deals

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Meet Sam!Sam Elsaadi is a seasoned investment professional. Sam started his career in the investment banking division of Goldman Sachs and subsequently worked in 3 investing roles (IQVIA, Lightview Capital, and Huron Capital) before deciding to launch his own independent investing efforts. In the past year, he completed investment execution assignments supporting several PE firms (Bateleur Capital, HKW, Lightview Capital, Nexa Equity, etc.).

Recent Transactions

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Dec 2025 Acquired Confidential Company
Apr 2023 Acquired Uptime USA

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Blue Ridge Global

1 Closed Deal via Axial

1 Total Closed Deal Actively Sourcing Deals

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We are a firm with experience in healthcare and technology. We are seeking businesses that have strong sustainable cash flows, light capex needs, operate in a fragmented market that has strong tailwinds, and have a strong sustainable competitive advantage. We are a team of Wharton MBAs, who are interested in buying and operating small to mid-sized businesses in the U.S.

Recent Transactions

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Sep 2025 Acquired Confidential Company

Riera Holdings

1 Closed Deal via Axial

1 Total Closed Deal Actively Sourcing Deals

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Riera Holdings is a private investment firm focused on small- to medium-sized acquisitions. In particular, we are seeking opportunities in service businesses with key differentiators and strong moats (long-term contracts, exclusive distribution, etc.).

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Jul 2026 Acquired Confidential Company

Alpha Mills Capital

1 Closed Deal via Axial

1 Total Closed Deal Actively Sourcing Deals

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Alpha Mills Capital 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.

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Feb 2025 Acquired Confidential Company

Barner Enterprises LLC

1 Closed Deal via Axial

1 Total Closed Deal Actively Sourcing Deals

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I'm an independent investor with experience building, operating, and investing in businesses across business services, technology, consumer products, and media. I'm looking to acquire and operate a business, ideally with a presence in southern California.

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Aug 2024 Acquired Confidential Company

Meraki Investments, LLC

1 Closed Deal via Axial

1 Total Closed Deal Actively Sourcing Deals

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Meraki Investments, LLC is a private investment firm focused on small to medium-sized acquisitions of established quality businesses. We have committed Family Office Capital that can facilitate a management buy-out, recap, or solve for owner succession planning. Meraki partners with companies with unique customer and employee experiences who are seeking a long term partner. We partner to unlock growth potential, including adding investing in resources and assisting with sales strategy. We are focused on values-aligned companies in B2B services and consumer products/brands. We can bring…

Recent Transactions

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Sep 2023 Acquired Confidential Company

Tiger Lily Holdings LLC

1 Closed Deal via Axial

1 Total Closed Deal Actively Sourcing Deals

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Tiger Lily Holdings is an independent sponsor looking to acquire businesses in Californiathat have durable profits, >20% EBITDA margins and reasonable growth opportunity.

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May 2024 Acquired Confidential Company

Conductive Capital, LLC

1 Closed Deal via Axial

1 Total Closed Deal Actively Sourcing Deals

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We make private investments with a long-term approach and apply operations expertise.Our self-funded model leads to a sustainable business philosophy. We aim to partner withbusiness owners who prefer a family-oriented team with boots-on-the-ground experience to continue and grow their legacy.

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Jun 2025 Acquired Confidential Company

Conlin & Co.

1 Closed Deal via Axial

17 Total Closed Deals

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Represented American Key Supply, a Las Vegas, NV based locksmith distributor in its acquisition by Foundation Investment Partners.Represented Northsound Refrigeration in its acquisition by Unlimited Service Group (Parts Town). Northsound specializes in refrigeration & HVAC in Washington and Arizona.Represented PriorityOne Group, a Denver, CO based leader in commercial food service equipment repair and installation in its acquisition by Unlimited Service Group (Parts Town).Represented the Refrigerated Specialist Inc. ("RSI") family of companies, a Mesquite, TX leader in genuine OEM parts…

Recent Transactions

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Oct 2025 Advised American Key Supply in its sale to Foundation Investment Partners
May 2025 Advised Northsound Refrigeration Inc. in its sale to Unlimited Service Group
Apr 2025 Advised PriorityOne Group in its sale to Unlimited Service Group
Apr 2024 Advised Refrigerated Specialist, Inc. in its sale to Unlimited Service Group

Spectra AS

1 Closed Deal via Axial

8 Total Closed Deals

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Spectra AS is a privately owned investment company. We are an opportunistic, flexible, and hands-on independent investor with interests in a variety of ventures. We focus on early-stage ventures and high growth investment opportunities, primarily Oil Service companies, energy-related technologies, Renewable Energy, Greentech, Water Treatment and Waste Management.We are headquartered in Oslo, Norway, but our Principal is based in Denver, CO focusing on financing and developing a O&G produced water technology company. Specialties: Development and management of growth opportunities within the…

Recent Transactions

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Oct 2015 Invested in NLB Water LLC
Mar 2015 Invested in Undislosed
Jan 2015 Invested in NLB Water LLC
Sep 2013 Invested in Ennox Oil Solutions AS

Isaac Rose

1 Closed Deal via Axial

1 Total Closed Deal

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I am a current business owner that has hired management to operate the company. I acquired my current business in 2018 and grew sales 84% in 4 years. I implemented new technology, marketing, and streamlined operations to support the growth. I am actively seeking to acquire an additional business in the $1MM to $4MM range with financing or a limited partner.

Recent Transactions

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Mar 2024 Acquired Confidential Company

Calzar Acquisition Corp

1 Closed Deal via Axial

1 Total Closed Deal

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I am a self-funded searcher actively seeking acquisitions. My professional background includes more than a decade in investment banking and software executive leadership.

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May 2024 Acquired Confidential Company

JTEN Companies LLC

1 Closed Deal via Axial

1 Total Closed Deal

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Mark Cuthbert, the owner of JTEN Companies LLC, is an individual investor looking full-time for a company to own and operate. Mark has over 20 years of experience including 7 years as a senior executive at a Fortune 100 company. He has experience in sourcing and executing M&A as well as leading large organizations (budget of ~$0.5B and hundreds of employees). Mark will bring his personal net worth and, as needed, capital partners to provide the equity needed to execute a deal.

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Oct 2024 Acquired Confidential Company

RMCV Investments LLC

1 Closed Deal via Axial

1 Total Closed Deal

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Richard Coronado is an individual investor focused on acquiring an established product or service B2B company. Targeting EBITDA of $500,000 to $2,000,000 in the greater Southeast Wisconsin and Northern Illinois area. He has an engineering degree and MBA. He has over 20 years experience working in production management, sourcing, supply chain, management consulting, sales, marketing and P&L product management in Fortune 500 pharmaceutical and medical device companies.

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Sep 2021 Acquired Private company

ATA

1 Closed Deal via Axial

1 Total Closed Deal

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My firm is recently established to acquire a business. I have worked in corporate for last 12 years leading operations, commercial and going through an executive MBA to run my own firm soon.

Recent Transactions

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Jul 2026 Acquired Confidential Company

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Firms in the Individual Accredited Investors 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.

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.

Based on activity on Axial’s M&A platform, the core revenue range for Individual Accredited Investors is $3M-$12M, with a core EBITDA range of $500K-$2M. 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.

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 Individual Accredited Investors directory, you can request information here.

Top Individual Accredited Investors

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