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Top Massachusetts Family Offices

Explore 14 Massachusetts Family Offices that source acquisition and investment opportunities on Axial’s M&A platform.

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Axial Insights

Massachusetts Family Offices

14

Active Firms

199

TTM Deal Inquiries

$5M-$17M

Core Revenue Range

$1M-$4M

Core EBITDA Range

Top Sectors by Activity

Industrials 53%
Technology 17%
Business Services 12%
Transportation 7%
Healthcare 4%

Key Attributes

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

Showing 1-14 of 14 Family Offices

Sorted by recent activity

Critical Services Group

54 Total Closed Deals Actively Sourcing Deals
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Critical Services Group is a long-term holding company focused on industrial services and telecommunications. We invest out of a $100mm committed evergreen fund. CSG is backed by the principals/GPs behind four of the world's largest private equity funds.

Recent Transactions

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  • Jul 2024 Acquired Certificate of Service
  • Sep 2023 Acquired SysTrends
  • Dec 2021 Acquired Alpaca Capital
  • Oct 2021 Acquired Sylmar Group

Monument Bay Capital Partners

Actively Sourcing Deals
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Monument Bay Capital Partners is a private investment firm with offices in Boston and Palm Beach. Our partners bring decades of experience and have been involved in hundreds of private equity transactions across a wide range of industries, including manufacturing, distribution, healthcare, business services, and consumer products.Unlike traditional private equity funds, Monument Bay operates independently of a single funding source or rigid investment structure. This flexibility allows us to evaluate each opportunity on its individual merits and craft tailored solutions that align with the…

Recent Transactions

This member has no reported closed transactions.

BHC Advisors, LLC

Actively Sourcing Deals
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BHC Advisors is a Boston-based Single Family Office. With a 30 year track record in private equity, we focus a significant portion of our time and capital on sourcing direct private investments across a variety of industries, sectors, geographies and stages. Ideally, we seek opportunities to partner with well-run, growing businesses for the long-term.

Recent Transactions

This member has no reported closed transactions.

Conanicut Capital Partners LLC

6 Total Closed Deals
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Conanicut Capital is a Boston-based lower-middle market private equity firm focused on the business services sector with backing from family offices.Conanicut Capital focuses on being the first to partner with business owners and management teams of exceptional service-based companies to assist these companies in reaching their full potential.

Recent Transactions

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  • Jul 2024 Acquired Retail Process Engineering, LLC
  • Aug 2023 Acquired Taos Mountain LLC
  • Aug 2023 Acquired ASPEQ Heating Group
  • Aug 2023 Acquired Dyno LLC

Sombra Capital Management

3 Total Closed Deals
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Sombra Capital Management is a private investment firm focused on healthcare, technology, industrials and business services. Sombra is comprised of long-term oriented investors and talented operators, who each bring deep sector expertise and complimentary skill sets. Sombra's strategy is to work closely with portfolio companies to drive measurable value for all stakeholders.

Recent Transactions

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  • Dec 2019 Acquired Snowerks LLC
  • Aug 2019 Invested in Ageless Rx
  • May 2016 Invested in Turnstyle Cycle

RiverForce Partners, Inc.

1 Total Closed Deal
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RiverForce LLC is a BIPOC-led and privately-held investment and advisory firm based in Boston, MA. Our investment arm focuses on venture and early-stage investments, and our advisory arm focuses on accounting, tax and related services.

Recent Transactions

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  • Oct 2019 Invested in Industrial-scale extraction operator (private company)

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The Erskine Company LLC

1 Total Closed Deal
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We provide specialized succession planning and family office services to owners of unique assets such as businesses, Americana, ephemera, coin and fine art collections, as well as commercial and residential real estate.

Recent Transactions

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  • Oct 2012 Advised Bonneville Pharmacy in its sale to CVS Caremark Corporation (NYSE:CVS)

KAMBERI FAMILY LLC

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Kamberi Enterprises is a privately held holding company headquartered in Massachusetts, focusing on building and operating small businesses across various industries. The firm owns and manages a portfolio of operating companies, including BDL Construction Group, World Tech Auto Center, BK Products, BDL Logistics, and a real estate division. Kamberi Enterprises adopts a hands-on operational approach, emphasizing organic growth and operational efficiency within its subsidiaries.

Recent Transactions

This member has no reported closed transactions.

Five Bays Capital

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Five Bays Capital was founded by two entrepreneurs who both recently sold their businesses. Mike L co-founded and served as the COO of Corvus, a cyber insurance MGA recently acquired by Travelers for $435m. Mike H founded and was CEO of Buckeye Restaurant Group, a roll-up of fast food restaurant franchises which he sold to a private equity firm in 2023.

Recent Transactions

This member has no reported closed transactions.

851Ventures

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851Ventures is the family office of Max Spiegel (sold Student Loan Hero to LendingTree in 2018). 851Ventures is seeking to acquire and operate privately held small to medium sized businesses in the New England area.

Recent Transactions

This member has no reported closed transactions.

Ambler Brook

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Ambler Brook is a growth-oriented investment firm focused on being a flexible and long-term oriented capital partner to founders, entrepreneurs, executives and management teams. We are focused on investing in majority and meaningful minority transactions in Healthcare and B2B services, technology and SaaS companies within <$10M of EBITDA. We are not day-to-day operators, but value-added partners who can serve as a source of strategic capital to accelerate organic growth, strategic initiatives and pursue accretive M&A.

Recent Transactions

This member has no reported closed transactions.

Carey Family Office

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Consultant supporting operating businesses, search funds, and micro-cap PE deal sourcing, diligence and portfolio operations.Family office holdings in hospitality industry, ranching over multiple generations.

Recent Transactions

This member has no reported closed transactions.

Thomas McDermott

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I am independent, self-funded searcher looking for lower middle market business acquisition opportunities within New England and primarily in MA & RI.

Recent Transactions

This member has no reported closed transactions.

Draper Equity

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Draper Equity is the family office of Joshua Rosenfield. We are focused on small to medium sized acquisitions and our plan is to hold businesses for the the long term. We look for stable and growing businesses with exceptional people.

Recent Transactions

This member has no reported closed transactions.

Frequently Asked Questions

How are Family Offices in this directory ordered?

Firms in the Massachusetts 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.

What information is included in each Family Office profile?

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.

What company sizes are most common for Massachusetts Family Offices?

Based on activity on Axial’s M&A platform, the core revenue range for Massachusetts Family Offices is $5M-$17M, with a core EBITDA range of $1M-$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.

How important is location when evaluating Family Offices?

Location can be an important consideration, but it does not necessarily define where a firm is active. Firms based in Massachusetts may bring regional knowledge, local relationships, and experience with businesses in the area, while many also pursue opportunities across a broader geographic footprint. Geography is best considered alongside sector focus, company size, and relevant transaction activity.

Do all Family Offices in this directory operate exclusively in Massachusetts?

Not necessarily. A firm’s location does not always define its geographic reach. Many Family Offices based in Massachusetts are active across multiple regions, while firms based elsewhere may also participate in the Massachusetts market. Location can provide useful context, but it should not be interpreted as a firm’s geographic boundary.

How do I compare Family Offices in Massachusetts?

When comparing Family Offices in Massachusetts, consider factors such as sector focus, size range, and recent transaction activity. These characteristics vary across the 14 firms included in the directory and can help identify firms that align with your needs.

How do I connect with Massachusetts Family Offices?

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 Massachusetts Family Offices directory, you can request information here.

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