Investment Banking & Brokerage Individual Accredited Investors - Axial

Mark Sinatra is an individual investor focused on acquiring companies based in California and Texas with cash flow of $300k to $1MM. Shortly after graduating Wharton’s MBA program, Mark embarked on a quest to acquire and operate a company; and in July 2008 after researching the PEO industry, Mark acquired Staff One HR. Mark led Staff One HR through a period of substantial growth highlighted by achieving the Inc. 5000 list of fastest-growing companies for four years in a row, and culminating in Staff One HR’s sale to its largest privately-held competitor, Oasis Outsourcing, in December…

Wald Capital Group (WCG) specializes in the acquisition and strategic development of lower middle market companies across the Tri-State area. Leveraging a substantial capital base, we facilitate swift and seamless acquisitions with a flexible approach that isn't dependent on external financing.Our investment focus is on companies within the financial, industrial, energy & utility, real estate, information services and publishing sectors. We prioritize businesses with strong management teams, a distinct competitive advantage or strong brand, and the potential for sustainable growth. As a…

Zach Spencer is an individual investor focused on small to medium sized acquisitions. Post- acquisition, he plans to work closely with portfolio companies to drive measurable value for all stakeholders. 

Macon Legacy is an independent organization looking to acquire a business for the owner, Tarra Sharp, to own, operate and grow for the long-term. Seeking B2B services opportunities with $500K-$2M in EBITDA preferably in the mid-west, but open to other regions as well. Tarra formally ran a search fund, JHMacon Capital, and has access to outside equity capital or can fund the business solo through SBA loan, personal savings and seller financing, which is preferred. Tarra is an experienced business builder and people leader having spent 15 years in operations, strategy and marketing roles at…

Motivated buyer of Industrial, Manufacturing, Construction, Real Estate and Services. I can manage teams, replace teams, optimize and raise capital for my focus area. My background is engineering with a focus on operations and financing. Looking for inefficiencies from an operational standpoint or management to extract value within the first 3 years. I've got capital resources and talented personnel as well to join me if existing team is retiring or needs replacement. Willing to look at multiple states and my require my family to move which we're open to as well.

Jeffrey Silverman is an individual investor focused on acquiring a small to medium sized business. Post- acquisition, he plans to assume an operational role to drive measurable value for all stakeholders.

Leading independent business owners, investors, and advisors, we share best solutions to maximize private business value. Working closely with academic, government, and other professional organizations, we bring new efficiencies to the global private company marketplace. We are thought leaders pioneering efforts to organizing the 1st middle market M&A body of knowledge and professional credentialing program of its kind!

Pentwater Equity Partners is a private investment entity specializing in the acquisition and management of established, strategically viable companies with annual cashflow between $1M and $3M. Our investment strategy is to take an active management position within the companies we acquire. We seek to identify business owners who care about the continued growth and reputation of their company, but who are ready to retire or take money "off the table". We are experienced operators with a history of working for and with multi generational family enterprises.Headquartered in Houston, TX, we are…

aboutthree licenses software and provides consulting services to assist companies in standardizing and documenting how to run their businesses based on “best practices”. Our technology and expertise will allow companies to reduce risk, insure predictable results and dramatically improve performance, thus increasing profitability and providing the opportunity to make every employee their best employee.

Acquiring one small business to continue & grow it’s rich culture, values, and team. Experienced with a handful of acquisitions and a few exits.

Raj Jayaraman is an individual lead investor, backed by reliable funding sources. He is currently focused on small to medium sized acquisitions. Raj targets deals in the revenue range of $2M to $10M, and are looking for opportunities primarily in the Mid-West. Key criteria are stable, recurring revenue businesses with dependable cash flow, and experienced staff that will stay on post acquisition.Raj has managed large, global transformations for Fortune 100 companies. He has significant business development and sales experience within the Enterprise and Public Sector space. In addition, he has…

We are a corporate advisory firm that specializes in supporting small and middle-market companies in all aspects of the deal-making process. We believe that the only path to success is developing deep and productive working relationships with management. With each of our clients, we support management to strengthen day-to-day operations and work diligently with them to create long-term value and growth. A complete service offer from ground up execution to exit.BankabilityWe ready your company to receive interest from investors Deal ConstructionWith a…

Crescent Consulting invests in and advises businesses (digital media, apparel, finance), along with professionals & high net worth families.