Top Internet Retail Family Offices with Recent Private M&A Activity

177

Active Firms

4,828

TTM Deal Inquiries

$4M-$20M

Core Revenue Range

$900K-$4M

Core EBITDA Range

Top States by Activity

Florida 14%

California 11%

Texas 10%

New York 8%

New Jersey 4%

Key Attributes

Focus: Long-Term Ownership | Capital Source: Family-Backed Capital | Operating Approach: Buy & Hold

Caldicot Capital

4 Total Closed Deals Actively Sourcing Deals

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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"…

Recent Transactions

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Sep 2023 Acquired John to Go
Jan 2023 Acquired Pacific Surfacing
Jul 2021 Invested in Pirawna
Oct 2020 Acquired RC Maintenance

Jumana Capital

4 Total Closed Deals Actively Sourcing Deals

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Jumana Capital is a private investment firm focused on long-term value creation through strategic investments in lower-middle market companies across the United States. We target founder- or family-owned businesses that are at an inflection point—whether through succession planning, operational optimization, or platform expansion—where our capital and partnership can accelerate growth.Investment CriteriaWe typically invest in companies with:EBITDA between $2 million and $15 millionDefensible market positions in niche sectorsRecurring or re-occurring revenue modelsA clear path for…

Recent Transactions

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May 2025 Acquired Confidential Company
Nov 2023 Acquired Confidential Company
Feb 2023 Acquired Confidential Company
Feb 2021 Acquired Confidential Company

Forest Lane Capital

3 Total Closed Deals Actively Sourcing Deals

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Forest Lane Capital is a Pittsburgh-based family office focused on acquiring lower middle market companies that welcome an energetic partner who wants to help them accelerate growth. Our model is centered on leveraging what we have seen and learned from thousands of other lower middle market businesses we have evaluated to help you grow yours. From our experience, the right mix of capital and operational resources provides the greatest opportunity to build long-term equity value.

Recent Transactions

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Feb 2025 Acquired ARS Recycling Systems
Jun 2021 Acquired HTG Supply
Jan 2019 Acquired Meritech Holdings, LLC

Gart Capital Partners

3 Total Closed Deals Actively Sourcing Deals

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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…

Recent Transactions

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Apr 2023 Invested in Topo Designs
Apr 2021 Acquired Whistle Work Wear
Jan 2020 Acquired Work World

Permanent Corp.

3 Total Closed Deals Actively Sourcing Deals

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Permanent Corporation is a family office that specializes in acquiring and permanently holding profitable niche businesses. Positioned as a North American alternative to traditional private equity, the company focuses on small and medium-sized businesses with positive cash flows. Permanent Corporation typically acquires between 70% to 100% of these businesses, ensuring a stable and enduring ownership structure. With a robust management team and a strategic approach, Permanent Corporation aims to provide a perpetual home for its portfolio companies, fostering growth and stability in the lower…

Recent Transactions

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Feb 2026 Acquired Rudolph Industries
Jan 2026 Acquired ViOptix
Jan 2025 Acquired Secure Care Products

Investar Financial Corporation

3 Total Closed Deals Actively Sourcing Deals

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Private investment firm with over $1.0 billion in AUM investing in the U.S. middle market since 2001. Investar is a family office firm that seeks to make long-term investments by partnering with extraordinary management teams.

Recent Transactions

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Aug 2007 Acquired MD Medical Group
Jul 2002 Acquired Transnetwork
Feb 2000 Acquired Maxi Transfers

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Alitus Partners

3 Total Closed Deals Actively Sourcing Deals

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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…

Recent Transactions

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Aug 2023 Acquired ATRO Engineered Systems
Aug 2023 Acquired Hulsey Environmental Services
Sep 2016 Acquired SolutionsWork, LLC

Nobel Investments

2 Total Closed Deals Actively Sourcing Deals

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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…

Recent Transactions

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Aug 2023 Acquired ECA Partners
Aug 2023 Acquired TalentCompass

Preservation Holdings LLC

2 Total Closed Deals Actively Sourcing Deals

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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…

Recent Transactions

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Jul 2022 Acquired Air Assurance Heating, Air Conditioning, and Plumbing
Jan 2022 Acquired HomeTown Services

Stony Creek Capital

2 Total Closed Deals Actively Sourcing Deals

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Stony Creek Capital is a Family Office formed with capital from the sale of a company I operated as President. Our primary focus is acquiring businesses from retiring owners who are looking for a reliable and exciting transition plan. I take an active role in management, often serving as President immediately following the transition until a longer-term management team is in place. My brief background is: DI Athlete, Naval Officer (submarines / nuclear engineer), mgmt consultant, Strategy and Ops Corp Exec (Dir, VP, COO, President).

Recent Transactions

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Jan 2023 Acquired Ultra Geothermal Inc.
Dec 2021 Acquired C3I

Shanahan Operating Partnership

2 Total Closed Deals Actively Sourcing Deals

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Shanahan Operating Partnership is a 25 year old private family investment firm focused on small to medium sized acquisitions. We seek to provide a favorable exit to seller's while adding depth to our portfolio.

Recent Transactions

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Aug 2023 Acquired SDRGC Inc.
Aug 2023 Acquired PS Industries Inc.

Taubman Capital LLC

2 Total Closed Deals Actively Sourcing Deals

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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…

Recent Transactions

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Jun 2020 Acquired DPMG
Oct 2019 Invested in Two Hat Security

Bass Rock Capital

1 Total Closed Deal Actively Sourcing Deals

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We acquire durable, recurring-revenue businesses and operate them for decades. With patient capital and disciplined underwriting, we preserve what works and strengthen what matters. Backed by permanent family capital with no fund timeline, we prioritize long-term durability over short-term optics — providing a stable home for the people and customers who depend on what you’ve built.

Recent Transactions

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Dec 2025 Acquired Confidential Company

Ursus Magnum, LLC

Actively Sourcing Deals

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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…

Recent Transactions

This member has no reported closed transactions.

DRA FAMILY OFFICE

Actively Sourcing Deals

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DRA Family Office, established in 2019 and based in San Diego, California, is a single family office focused on private investments. The firm targets both lower middle market private equity and early-stage companies across diverse industries, including real estate, operating businesses, and equity ventures. DRA Family Office collaborates with dynamic management teams to build sustainable value in businesses, leveraging its extensive operational experience. The firm actively seeks investment opportunities in early-stage growth companies and established businesses, with a preference for those…

Recent Transactions

This member has no reported closed transactions.

SMVentures

Actively Sourcing Deals

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SMVentures is a venture capital firm dedicated to investing in disruptive technologies and innovative startups. Founded by Jed Stiller and John McPheters, the firm emphasizes integrity, innovation, and experience in its investment strategy. SMVentures focuses on healthcare and technology sectors, with notable investments in artificial intelligence and nutrition companies, including AG1 and xAI. The firm is committed to supporting founders with category-defining brands and game-changing ideas, leveraging its founders' extensive experience in scaling successful businesses. SMVentures continues…

Recent Transactions

This member has no reported closed transactions.

Jordan and Sons, LLC

Actively Sourcing Deals

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I am an experienced tax professional with a background in public accounting, including work with partnerships, corporations, and complex tax matters. I am currently seeking to acquire an established business with a strong foundation, loyal customers, and opportunities for continued growth.I am interested in becoming an owner-operator and taking an active role in the business. My accounting and tax background gives me a strong understanding of financial statements, cash flow, profitability, and business operations, while my goal is to build upon the existing strengths of a company.I am open…

Recent Transactions

This member has no reported closed transactions.

Merwood Partners

Actively Sourcing Deals

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Based in Toronto, Merwood Partners is seeking to acquire and operate a small business. We will make a controlling investment in a stable company with annual revenues of $7 to $10 million and EBITDA of $1.5 to $2.5 million. We are focused on local opportunities within the Greater Toronto Area.

Recent Transactions

This member has no reported closed transactions.

Red Apple Group

Actively Sourcing Deals

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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…

Recent Transactions

This member has no reported closed transactions.

Gestalt Capital

Actively Sourcing Deals

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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.

Recent Transactions

This member has no reported closed transactions.

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Firms in the Internet Retail Family Offices 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 Internet Retail Family Offices is $4M-$20M, with a core EBITDA range of $900K-$4M. 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.

Relevant Retail experience can be an important consideration when evaluating a firm. Familiarity with the sector can provide a stronger understanding of its business models, market dynamics, valuation considerations, and transaction environment. The 177 firms included in this directory provide a starting point for identifying firms with relevant experience and activity in Retail.

Not necessarily. Many firms are active across multiple industries, so inclusion in the Internet Retail Family Offices directory reflects relevant experience or activity in Retail, rather than an exclusive sector focus. Individual profiles provide additional context on each firm’s areas of focus and activity within the sector.

When comparing Family Offices with experience in Retail, consider factors such as size range, geographic reach, and recent transaction activity. These characteristics vary across the 177 firms included in the directory and can help identify firms that align with your needs.

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 Internet Retail Family Offices directory, you can request information here.

Top Internet Retail Family Offices

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