Managed Health Care Family Offices - Axial

Bluff Point Associates is a Family Office based in Westport, Connecticut. Bluff Point actively invests in information services companies supporting the banking, trust, securities, retirement and wealth management sectors of the financial services industry, as well as the healthcare information services sector.Bluff Point Associates invests in growth companies in the financial services and healthcare industries and looks for the following in potential investments:• Recurring revenue model• Technology as a core competency• Strong senior management• The ability to gain a control…

Hillandale Advisors is a Charlotte, NC-based investment and advisory firm that provides strategic counsel to business owners and invests long-term permanent capital in private businesses.#1 - We buy and hold great businesses with $1-10mm of EBITDA across the Southeast (Sidekick Therapy Partners, Aiwyn AI, Horizon Roofing, Polysonics Acoustics/Technology Design). #2 - We provide strategic counsel to business owners : - need talent, capital, new clients? - looking to buy or sell a business?Email us at [email protected] or visit www.HillandaleAdvisors.com. Past Private Investments…

Based in Dallas and Nashville, Pharos Capital Group has approximately $750 million in capital under management through three private equity funds. Our latest partnership is a $535 million fund focused on providing later stage equity funding for internal growth, acquisitions, leveraged buyouts, management buyouts or recapitalizations across industry sectors, with particular focus on healthcare. Pharos is primarily seeking to provide capitalto established healthcare companies based in the United States.Our investment preferences include the following:Funding for acquisitions, leveraged buyouts,…

Meraki Investments, LLC is a private investment firm focused on small to medium-sized acquisitions of established quality businesses. We have committed Family Office Capital that can facilitate a management buy-out, recap, or solve for owner succession planning. Meraki partners with companies with unique customer and employee experiences who are seeking a long term partner. We partner to unlock growth potential, including adding investing in resources and assisting with sales strategy. We are focused on values-aligned companies in B2B services and consumer products/brands. We can bring…

Frog Rock Holdings is a boutique investment vehicle focused on driving growth in small businesses. We leverage the extensive experience of our primary founder and team of partners/advisors to identify undervalued ventures with high potential, and execute profitable growth strategies while preserving legacy for exiting founders. Our focus is on businesses generating between $1m and $10m EBITDA.

FM158 Holdings is a family office focused on investing in private companies including but not limited to business services, healthcare, manufacturing, industrials, utility services, and energy. We partner with successful owner-led businesses seeking a pathway for growth or exiting the business. We look to identify opportunities where we can add value to an established business by leveraging collective experience, industry relationships and strategic insights. Our current partnerships include other family offices, specialized financial institutions, and seasoned entrepreneurs with extensive…

Control-oriented, operationally-focused PE firm focused on lower middle-market companies$200M in equity invested across 10 platform acquisitionsSam Seraphim (Managing Partner): 40+ years investing & operating, ran $120M manufacturing company and started a bankMarc Paganini (Partner): 30+ years operating (former President/CEO, Airbus Helicopters, US)EBITDA $3-20M (15%+ margins)Revenues $25M+EV: $10-200MLow capex, highly scalable modelAvailability of add-on acquisitionSIndustry Focus:Aerospace & DefenseBusiness ServicesConsumer Products & ServicesEducationFood & BeverageIndustrials/specialty…

Founded in 2012, StoneCalibre is an international private investment firm with offices located in Los Angeles, Paris and London. We are focused on corporate divestitures, buy & builds and special situations opportunities via control transactions. To date, we have acquired 36 companies throughout North America and Europe through 7 different investment platforms.Our investment approach is based upon creating value from deal origination through to monetization. Pre-acquisition, our process is focused on finding companies that possess certain characteristics which in our view can lead to…

Matbridge operates as a forward-thinking and nimble investment firm with a diversified portfolio, intent on supporting small businesses, acquiring established companies and cash flowing investment properties, and investing in real estate developments. In addition to providing financial support, Matbridge’s unique approach includes a focus on enhancing its business relationships through supportive value-added expertise and leadership support. 

Hall Capital Holdings was founded in 2001 by our managing member, Bill Hood, with the goal of providing support to the family office. Over the past two decades, Hall Capital Holdings has expanded into its current position; a multi-faceted, private investment office backed by patient, long-term, family capital. We are not only capital providers, but a team of operators who look for businesses we understand and can add value to. Being a family office gives us the opportunity to invest without the obligation to fulfill limited partners investment needs, allowing for a “no-rush” investment…

Mitchell Family Office is a single family office founded in 2015. The company's principals bring decades of experience as founders, operators, advisors, and investors, with a particular focus on the healthcare industry. MFO has made direct investments in businesses within healthcare services, behavioral healthcare, RCM, medical devices, B2B services, education/edtech, retail, automotive, hospitality, real estate, and others. In 2018, MFO spun off its institutional private equity management firm, Lorient Capital.

Rising Ventures Group, established as a family-run business, came to fruition as a result of the family’s shared passion for Entrepreneurship, Value Creation, Leadership, Culture-building, Core Values, and Community.Both parents have been successful business owners since the mid-80’s and have spent their careers in CPG, Retail, Healthcare, Consulting, Manufacturing and Distribution. With savvy business acumen, multiple start-up companies were created and successfully exited, realizing extensive wealth.The younger generation of three adult children have experienced professional success and…

Pondera Holdings is an operationally-focused holding company that provides capital to private, entrepreneurial businesses. Our objective with each investment is to create value for employees, customers, communities, and our shareholders. Pondera’s principals serve as active board members of portfolio companies, and in certain situations, will play an active management role if needed.As a holding company with permanent capital, we are not constrained by the fixed time horizon of a traditional private equity fund. This structure is advantageous for all stakeholders because it allows for a…

Cresset Private Capital investing team makes direct investments in operating companies where we have experience. We focus on long term partnerships with like-minded entrepreneurs, founders, and management teams. We believe in long-term, flexible, and patient capital avoiding misalignment, friction and unfavorable fee structures, which can produce inefficient results for business owners and investors.

Obelysk is a family office with a long history of investing in, operating and growing businesses in North America.We seek to acquire high-quality businesses and grow their cash flow through a combination of organic growth, operational improvements and M&A.Our focus is on acquiring lower middle market companies in the following industries: business / industrial services, light manufacturing / processing, infrastructure services, and home services.

Sagemoore is a private equity firm focused on making investments in the lower middle-market. We utilize an evergreen fund structure with committed capital from family office investors resulting in a patient capital base.This structure offers a flexible investment horizon designed to maximize stakeholder alignment by focusing on true long-term value creation. Sagemoore’s investment principals each have more than 15 years of professional investing and healthcare operating experience.We seek to cultivate deep partnerships with entrepreneurs and experienced operating teams for the benefit of…

Fourshore Partners is a Miami-based private equity firm that focuses on lower middle market buyouts in the U.S. and Caribbean. Fourshore targets companies generating between $2m and $15m of EBITDA with enterprise values between $10m and $75m.Business Types/Situations:• Family-owned businesses • Management buyouts • Secondary buyouts • Corporate carve-outs/divestitures • Complex situations/turnaroundsIndustries • Marine Services • Financial Services • Agribusiness • Transportation & Logistics• Distribution • Business Services • Niche Manufacturing • Consumer…

NexGen Resources Corporation was formed in 1993 as a privately-held company dedicated to development and procurement of natural resources. Since its inception, NexGen and its affiliated entities have grown into a closely-held investment group managing a diverse portfolio of investments in companies at multiple stages of growth and across multiple industries, with an emphasis on the energy and natural resources industries.

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…

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…