Top IT Consulting & Other Services Family Offices with Recent Private M&A Activity

324

Active Firms

6,063

TTM Deal Inquiries

$4M-$19M

Core Revenue Range

$800K-$4M

Core EBITDA Range

Top States by Activity

Florida 13%

Texas 12%

California 10%

New York 7%

New Jersey 4%

Key Attributes

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

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

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

Carlin Capital Partners

3 Total Closed Deals Actively Sourcing Deals

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Carlin Capital Partners is a niche private equity firm focused on making control-oriented investments in mature, stable small businesses with untapped potential. Founded in 2009 by a father and son team, the firm exclusively seeks opportunities to invest in foundationally solid businesses that may not fit the traditional private equity model due to a lack of scale, stagnant growth, limited infrastructure or other limitations.We believe that Carlin Capital Partners brings an approach to private equity investing that is particularly well suited to the acquisition of smaller businesses. While…

Recent Transactions

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Jul 2015 Acquired Rex Forge
Apr 2013 Invested in Support of Excavation
Oct 2010 Acquired Nuconic Packaging

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

Schultz Brothers Holdings

2 Total Closed Deals Actively Sourcing Deals

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Schultz Brothers Holdings is a family-owned holding company based in Texas, focused on acquiring and operating small to mid-sized businesses primarily in the Dallas–Fort Worth area, with flexibility to consider opportunities across the broader Texas region. We are long-term operators—not financial engineers—and we take pride in preserving the legacy and culture of the businesses we invest in.We target companies with $1M to $5M in EBITDA across a wide range of industries, including manufacturing, industrials, consumer products, technology, business services, energy, and…

Recent Transactions

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Feb 2022 Acquired Confidential Company
Jul 2018 Acquired Confidential Company

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Osprey Island Management

2 Total Closed Deals Actively Sourcing Deals

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Osprey Island Management is a single-family office based in Greenwich, Connecticut. Our focus is on investing in small to mid-sized companies, across a wide range of industries. We operate privately and independently with the goal of helping businesses grow over an indefinite time horizon.Our strategy is rooted in true partnership. More important than industry, size, or geographic location, we look to partner with ambitious founders, entrepreneurs, operators, and management teams with a shared vision, and who seek to create enduring businesses.

Recent Transactions

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Jun 2025 Acquired Confidential Company
Jan 2025 Acquired Confidential Company

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

KGF Capital Partners

1 Total Closed Deal Actively Sourcing Deals

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KGF Capital Partners is a single-family office founded by Louis Kenter, who previously co-founded Prospect Partners, a Chicago-based middle-market private equity firm. We pursue microcap platform buyouts (sub-$3 million EBITDA) in manufacturing, value-added distribution, and business services, along with add-on acquisitions of all sizes for our existing portfolio companies — John Boos & Co. (commercial food equipment) and Workspace+ (school and laboratory furniture).

Recent Transactions

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Sep 2025 Acquired Confidential Company

Audare Legacy Group

1 Total Closed Deal Actively Sourcing Deals

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Audare Legacy Group is a family investment and impact organization dedicated to managing multi-generational capital with a focus on achieving exceptional returns and creating lasting impact. Audare collaborates with management teams to build enduring businesses, leveraging its operational expertise to foster growth and innovation.

Recent Transactions

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Oct 2025 Acquired TK Health

SGH Management Company

Actively Sourcing Deals

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SGH Strategic Investment Partners is a private investment company in Austin, Texas founded in 2019. We acquire control equity investments in established Texas-based companies in the professional services, wholesale distribution, specialized manufacturing and hospitality industries. Our founder, Sam Hanna, founded and built a substantial land surveying and engineering businesses. He sold a majority interest in the company to private equity and established our family office. Sam's lifetime of commercial experience provides our team with the unique capability to cultivate growth, develop and…

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.

Minerva Ventures LLC

Actively Sourcing Deals

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Minerva Ventures LLC is the New York based family office of Robert Bertagna. Minerva provides advice and equity investment in the industrial and infrastructure end-markets, education, and financial services. The target equity investment of Minerva is $25-$100 million.Robert's background includes 35 years as an investment banker with substantial M&A, financing, and managerial experience. He advised and financed both major public companies and PE firms. He is also currently a senior advisor to a PE firm and has been Chairman of the Board of a selective US liberal arts college.

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.

Condel Brands

Actively Sourcing Deals

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Condel Brands is an operator-led holding company that acquires established manufacturing and industrial businesses and operates them for the long term. We buy companies to run them, not to sell them, which means we make decisions for the lasting health of the business rather than a future exit. We stay involved day to day alongside leadership and employees, protect the history and relationships that made the company worth continuing, and pursue steady improvement in safety, quality, delivery, and customer experience. Our goal is for every company in the family to become the best at what it…

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.

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Firms in the IT Consulting & Other Services 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 IT Consulting & Other Services Family Offices is $4M-$19M, with a core EBITDA range of $800K-$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 Business Services 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 324 firms included in this directory provide a starting point for identifying firms with relevant experience and activity in Business Services.

Not necessarily. Many firms are active across multiple industries, so inclusion in the IT Consulting & Other Services Family Offices directory reflects relevant experience or activity in Business Services, 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 Business Services, consider factors such as size range, geographic reach, and recent transaction activity. These characteristics vary across the 324 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 IT Consulting & Other Services Family Offices directory, you can request information here.

Top IT Consulting & Other Services Family Offices

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