Insurance Family Offices - Axial

Atlantic Wealth Partners, LLC is a private multi family office focused on early stage startups and lower-middle market opportunities in the real estate, finance, insurance and technology sectors.

Bronfman LLC is an investment firm that specializes in making flexible equity investments in family and entrepreneur owned businesses in North America and Western Europe.The firm is associated with the Matthew Bronfman branch of the family. Bronfman LLC is separate from Matthew Bronfman’s other business endeavors and those associated with other branches of the Bronfman family.From humble beginnings as immigrants at the end of the nineteenth century, leaving Russia to find a better life, the Bronfman family began to create what would become the leading distiller in North America.As a direct…

Altitude Capital focuses on investment opportunities in North American Healthcare businesses. We target profitable companies with leading market positions with positive secular trends. ACQUISITION CRITERIA:We are exclusively focused on control investments in the HealthcareServices industryWe invest in companies that operate in fragmented competitivelandscapes with the opportunity to take market share both organicallyand inorganicallyOur time is spent in sub-industries that have positive secular trendswith room for meaningful growthTarget companies must have $2mm+ of cash flow or a clear path…

Greenhall Capital Partners is a sector focused control buyout group with offices in Los Angeles and Washington, DC.  We invest and engage in institutional level diligence for mission critical middle market companies in North America in order to generate outsized returns for our limited partners. Those companies can be founder-led or sponsor backed. We have been executing this strategy since 2017.We focus on 3 sectors:Tech-Enabled Business ServicesTechnology and TelecomIndustrials (Transportation, A&D, Logistics/Mobility)Size CriteriaRevenue size of $20M - $150M+ EBITDA…

CB Growth Group is a Family Office Investor seeking long-term investments. We have a long history of successful companies in multiple industries with consistent top-tier investment performance. 

Asia-Pacific Family Office headquartered in Guam, with operating businesses in Guam, San Francisco, Saipan, Palau, and the Philippines. Portfolio companies generate greater than $500 million in annual revenue and compete in the retail, manufacturing, insurance, banking, finance, entertainment, media, real estate, construction, import/export, and wholesale distribution industries.

Chaifetz Group is a private investment firm that partners with carefully selected entrepreneurs, business owners and management teams to build and grow game-changing businesses.Our team has an established track record of building businesses and working with management teams to create lasting value. We understand from personal experience that each business is unique and does not follow a perfectly scripted growth path. Every business requires a unique combination of time, flexibility, capital, resourcefulness, and tenacity in order to become industry leaders. Accordingly, Chaifetz Group…