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

1,774

Active Firms

12,732

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

M Lee Investments

Actively Sourcing Deals

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I was previously Chief Strategy Officer of Rogers Communications, a multibillion communications and media company. I have been an investor in and board member of B2B services companies and fast-growing technology-related companies for over a decade. Interested in utilizing my investment and growth-oriented background towards more traditional B2B services companies in traditional industries. Currently board member and advisor to several companies in which I am a minority investor.

Recent Transactions

This member has no reported closed transactions.

T Luke Sherwin

Actively Sourcing Deals

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Luke Sherwin is a technology entrepreneur who co founded Casper, the mattress brand, and Block, the renovation marketplace. Luke is looking to acquire durable home services businesses with consistent cash flow and a recurring base of customers.

Recent Transactions

This member has no reported closed transactions.

Rp-Automation

Actively Sourcing Deals

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We are a family office with multiple healthcare companies providing professional IT services, data analytics, quality of care audits, robotic process automation and data abstraction. We have public sector contracts and private sector work with 100's of hospitals across the country. Acquisitions happen with personal funds in 60 days on average.

Recent Transactions

This member has no reported closed transactions.

Lee Corbin

Actively Sourcing Deals

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Lee Corbin's State Farm agency, located in Austin, Texas, is dedicated to providing comprehensive insurance solutions to the local community and surrounding areas. As an independent agent of State Farm Insurance Companies, Lee Corbin offers a wide range of insurance products, including auto, life, business, and home insurance. The agency is committed to helping clients navigate their insurance options to ensure they have the necessary protection for every stage of life. In addition to insurance services, Lee Corbin's State Farm also provides investment services, offering tailored financial…

Recent Transactions

This member has no reported closed transactions.

Ross Peak Capital

Actively Sourcing Deals

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Ross Peak Capital is a small-cap Private Equity fund based in South Florida. We're focused on acquiring stable business platforms to expand and improve over time. Our partners have decades of experience in finance, technology, healthcare, law, and management, giving us a unique breadth of expertise that we use to evaluate businesses holistically.

Recent Transactions

This member has no reported closed transactions.

Jeff Talbot

Actively Sourcing Deals

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I have been a small business owner for over 15 years. I currently own my third business and we are looking to expand. Our geography is constrained and we are looking specifically at consumer services, business services, distribution, and light manufacturing businesses that are for sale.

Recent Transactions

This member has no reported closed transactions.

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EQC Holdings

Actively Sourcing Deals

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ECQ Holdings is an investment holding firm that focuses on diversified investments and asset management. The company primarily invests in undervalued and distressed assets across various industries, with a strategic focus on maximizing returns through management and operational improvements. As of 2025, ECQ Holdings targets sectors such as energy, technology, and manufacturing. With a workforce of 100 employees, the firm is dedicated to enhancing the value of its investments through strategic oversight and industry expertise. The company is recognized for its robust portfolio management and…

Recent Transactions

This member has no reported closed transactions.

G3 Medical LLC

Actively Sourcing Deals

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I live in University Park, Texas and have been a healthcare, capital, and medical device sales manager since 2008; now affiliated with Walton Capital Management here in Dallas looking to acquire a LMM healthcare business within an independent sponsor model. The time frame is next 12 months.

Recent Transactions

This member has no reported closed transactions.

KSINGH LLC

Actively Sourcing Deals

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East Palisade Holdings is an Atlanta-based firm focused on buying, growing and operating small businesses for the long term. We work with business owners to transition their legacy to a permanent home. For any business we acquire, we have a long-term approach on taking care of its customers, preserving the company’s long-built reputation and investing in its people.

Recent Transactions

This member has no reported closed transactions.

Axion Industries, LLC

Actively Sourcing Deals

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Axion Industries, LLC is a home-services focused holding company with a focus on acquiring high-quality roofing contractors. Axion's investment mandate includes companies offering residential or commercial home exterior services in the continental United States. We are looking to partner with companies with a minimum of $2M of annual revenue and $300k of EBITDA. Rahul Basu has 7+ years of experience in middle-market private equity, investing and partnering with founder and family owned businesses. He is working with partners with deep operational and commercial experience in the roofing…

Recent Transactions

This member has no reported closed transactions.

Digital Engagement, Llc

Actively Sourcing Deals

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The company is a private equity fund that focuses on strategic investments in the lower middle market. With a keen eye for identifying growth opportunities, they specialize in acquiring and managing a diverse portfolio of businesses. Their investment strategy is centered around creating value through operational improvements and strategic guidance, ensuring sustainable growth and profitability for their portfolio companies. The firm is committed to fostering long-term partnerships with management teams to drive success and maximize returns for their investors.

Recent Transactions

This member has no reported closed transactions.

Wynes Holdings

Actively Sourcing Deals

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I started Wynes Holdings with the goal of finding a business that I can acquire, build and pass down to my son. I have previously started, scaled and sold a significant business in the Defense Contracting world and am now looking for an owner/operator opportunity that I can run as a family business

Recent Transactions

This member has no reported closed transactions.

Choice Capital Management LLC

Actively Sourcing Deals

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Capasso Enterprises, Inc. is a multi-facet, family-owned firm providing construction, consulting and estimating services in masonry, precast concrete, restoration, concrete, waterproofing, rainscreens, panel systems and other facade systems. Masonry construction includes traditional and contemporary contracts for brick, CMU (block) decorative veneers, CMU partition walls, CMU loadbearing and structural walls, stone, precast concrete, thin adhered veneer, and all related masonry crafts. CE is a union based business based in Connecticut and offers services into surrounding states. Yearly volume…

Recent Transactions

This member has no reported closed transactions.

North Lake Consulting Group LLC

Actively Sourcing Deals

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North Lake Consulting (“NLC”) consists of a global team of banking and investment professionals who specialize in executing transactions for companies and investors valued between $5 million and $500 million. NLC provides bespoke financial services to our clients, including M&A advisory, debt advisory, capital advisory, asset sale and acquisition and alternative finance solutions. With our broad collective experience, we can help clients assess the market, devise a roadmap, and execute a plan to find a great partner on the ultimate execution. Whether you are a buyer or seller, lender…

Recent Transactions

This member has no reported closed transactions.

Miley Ventures, LLC

Actively Sourcing Deals

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Adam Miley is an entrepreneur, investor, and business advisor with a passion for helping small businesses grow, scale, and reach their full potential.In 2013, Adam founded AGM Benefit Solutions with a vision of building a company centered on exceptional client service, strong leadership, and long-term relationships. Over the next decade, he grew the business into one of the leading employee benefits firms in the region before successfully selling the company to a private equity-backed organization in 2021. Following the acquisition, Adam continued to help lead the company through a period of…

Recent Transactions

This member has no reported closed transactions.

JSMD

Actively Sourcing Deals

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JSMD Partners is an independent sponsor formed to acquire, operate, and grow a portfolio of high-cash-flowing essential services businesses across two complementary pillars: (1) HVAC and home services, and (2) niche businesses backed by hard assets or owned real estate

Recent Transactions

This member has no reported closed transactions.

JD Ridgeway

Actively Sourcing Deals

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I am an experienced operator, investor, and senior executive with deep experience scaling B2C and B2B businesses. I am seeking to acquire and operate a product or service with $1M-$2M EBITDA and meaningful long-term growth optionality.

Recent Transactions

This member has no reported closed transactions.

Shane Sender

Actively Sourcing Deals

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Looking for a profitable business to own and operate in the construction/service sectors.I have 30 years experience owning and operation businesses. I have plenty of capital to deploy and a loyal team of people to support operations.

Recent Transactions

This member has no reported closed transactions.

Strategikon Partners LLC

Actively Sourcing Deals

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Strategikon Partners is a private equity firm that specializes in acquiring small businesses with SDE ranging from $200k to $500k. The firm is dedicated to structuring deals that are mutually beneficial, offering a flexible and tailored approach to meet the specific needs of business owners.

Recent Transactions

This member has no reported closed transactions.

Paul Formella

Actively Sourcing Deals

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I have been a lawyer at a large law firm (Goodwin Procter LLP) for the last 8 years and am seeking to exit law by acquiring and operating a business. I have considerable savings that I intend to allocate to the business I acquire and, if needed, would raise additional equity from friends and family.

Recent Transactions

This member has no reported closed transactions.

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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