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Top Massachusetts Holding Companies

Explore 21 Massachusetts Holding Companies that source acquisition and investment opportunities on Axial’s M&A platform.

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Axial Insights

Massachusetts Holding Companies

21

Active Firms

165

TTM Deal Inquiries

$5M-$16M

Core Revenue Range

$1M-$4M

Core EBITDA Range

Top Sectors by Activity

Industrials 53%
Healthcare 10%
Food & Hospitality 9%
Transportation 7%
Business Services 5%

Key Attributes

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

Showing 1-20 of 21 Holding Companies

Sorted by recent activity

Newbury Franklin

2 Closed Deals via Axial 2 Total Closed Deals Actively Sourcing Deals
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Newbury Franklin is an acquirer and builder of businesses operating in niche markets, with loyal customers, high revenue retention, and sustainable cash generation potential. We are differentiated by our credibility as business leaders, not just investors. We leverage a proven organizational approach to drive organic and inorganic growth.We are industry agnostic but dogmatic about the business model and industry characteristics that we seek out, investing only in opportunities that satisfy our key criteria. We have deep experience both facilitating leadership transitions and partnering with…

Recent Transactions

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  • May 2023 Acquired Confidential Company
  • Apr 2023 Acquired Confidential Company

Shaker Valley Capital Partners LLC

1 Closed Deal via Axial 2 Total Closed Deals Actively Sourcing Deals
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Shaker Valley Capital Partners LLC is a Boston based investment firm focused on acquiring small middle market business. We are not a fund and no planned exit strategy. Investments are made with infinite holding periods in mind. Acquisition capital is secured. There is no capital raising risk. All deals structured with little leverage. We want all decisions made with the long-term health of the business as the only priority. We intend to take advantage of industry volatility. We prefer to buy healthy businesses and then overlay a sensible growth strategy. Each…

Recent Transactions

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  • Sep 2022 Acquired Harbor Sweets
  • Feb 2021 Acquired Hilliards Chocolates

AMS Partnership

1 Total Closed Deal Actively Sourcing Deals
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AMS Partnership (AMS) was founded in 2022 with the goal of acquiring and operating profitable product and services-based companies to create value for our employees, customers, and communities. AMS stands out from the crowd of traditional financial acquirers by leveraging the founders' years of hands-on small business operational and technical experience.AMS plans to acquire and hold vs the traditional approach of acquire, grow, and sell. We feel that acquiring businesses at fair valuations and continuing to own and operate these businesses indefinitely will provide the best outcome for the…

Recent Transactions

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  • Aug 2023 Acquired Confidential Company

JDA Advisors, LLC

1 Total Closed Deal Actively Sourcing Deals
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JDA Advisors believes that investment success requires more than just access to capital. Our firm provides a unique combination of financing along with a deep commitment to advising our portfolio companies over the long term.After over 20 years of working at some of the largest private equity firms in the country, Benjamin Kahn founded JDA Advisors as a holding company to invest in a diversified set of privately held businesses. While JDA has significant consumer expertise in franchising, health & wellness, beauty products & services, and food & beverage, we also look to selectively acquire…

Recent Transactions

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  • Aug 2023 Acquired BigBlue Swim School

Brattle Point, LLC

Actively Sourcing Deals
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Brattle Technologies is a family-owned holding company of fantastic American businesses.We are not a private equity firm and do not seek profit from the regular sale of our holdings.Instead, we provide capital and professional, long-term ownership to our companies to help them grow into significantly larger enterprises over many years of stable ownership.In other words, we are investors for the long run.

Recent Transactions

This member has no reported closed transactions.

Kamylon Capital

11 Total Closed Deals
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Kamylon Capital is a Managerial Holding Company that invests in and provides ownership transition solutions to LargeLocal™ businesses. Typically family or entrepreneur-controlled and often owner-operated, LargeLocal™ businesses range from roughly $8 to $80 million in revenue and $1 to $8 million in free cash flow. These businesses usually demonstrate a strong competitive position in their local market or within a national or global market niche. Kamylon prides itself on its creativity, flexibility, and sensitivity in responding to each LargeLocal™ transaction consideration to ensure a…

Recent Transactions

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  • Apr 2016 Acquired Healthcare Transportation Provider
  • Jul 2015 Acquired Transformative Healthcare
  • Aug 2013 Acquired Tru-Fire
  • Jun 2012 Acquired Muzzy Products

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Quinsig Capital

4 Total Closed Deals
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Quinsig Capital is a private investment firm focused on small to medium sized acquisitions. We partner with exceptional companies seeking the next stage of growth. Post acquisition, we work closely with our portfolio companies to drive measurable value for all stakeholders. 

Recent Transactions

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  • Jan 2025 Acquired Cape Cod Plumbing & HVAC Business
  • Sep 2019 Acquired Diagnostic Testing Platform
  • Mar 2019 Acquired Healthcare Services Platform
  • Mar 2018 Acquired IT Services Platform

BP Group Inc

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BP Group Inc is a private investment firm focused on small to medium-sized acquisitions. We partner with exceptional companies seeking the next stage of growth. Post-acquisition, we work closely with our portfolio companies to drive measurable value for all stakeholders.BP Group is uniquely positioned to combine strategic and execution capabilities with deep functional expertise, rigor, and attention to detail to deliver best-in-class Cost Cutting and Strategic Sourcing solutions to our clients. Our approach supports both full-scale, transformational, and targeted improvements to address key…

Recent Transactions

This member has no reported closed transactions.

Clifton Road

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Clifton Road is an investment company pursuing acquisitions of profitable, durable small businesses poised for ongoing growth. My background is in finance and investing where I have a decade of experience. I started out as an equity research analyst at Fidelity and currently a principal at a large hedge fund based in Boston where I’m responsible for originating and diligence within our special sits group. My plan is to take this skillset to find an appropriate acquisition, then invest all my time and resources into growing the business and becoming a great operator.

Recent Transactions

This member has no reported closed transactions.

GBS Holdings

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Starting out looking at businesses to invest in with partners agnostic of industry with a preference for a location in the NE area. Looking for businesses in the 1-2M revenue range that has the potential for expansion.

Recent Transactions

This member has no reported closed transactions.

Happy River Farms Inc

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Happy River Farms Inc is a private investment firm focused on small to medium-sized acquisitions. We partner with exceptional companies seeking the next stage of growth. Post-acquisition, we work closely with our portfolio companies to drive measurable value for all stakeholders.

Recent Transactions

This member has no reported closed transactions.

Boardwalk Breeze

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My father ran his own business for 40+ years - that was in the food and beverage industry. I worked within the family business until my mid-20s and wanted to get into software. I have 20 years of experience operating in some of the most technical areas of software and have been part of one IPO and two acquisitions. I want someone of my own, something I can pass on to my kids. I'm Interested in any of the trades business (i.e. plumbing, HVAC, landscaping, etc). Also interested in accounting firms as well. I'm less interested in franchise models.

Recent Transactions

This member has no reported closed transactions.

Juno

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LeverEdge Association is a holding company based in Boston. Our largest company is Juno, which has originated $900M in consumer credit since 2018.LeverEdge was founded by Chris Abkarians and Nikhil Agarwal at Harvard Business School. It raised one round of venture financing before achieving profitability.

Recent Transactions

This member has no reported closed transactions.

Curtis Point Capital

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Curtis Point Capital provides expert advice and tailored capital solutions across the alternative investments landscape. We source, evaluate and execute bespoke private market transactions in partnership with financial sponsors, family offices, closely-held businesses, operating entities, and business founders/owners. Facilitate access to a wide range of transactions, including direct investing opportunities, co-investment, private equity, growth equity and venture capital.

Recent Transactions

This member has no reported closed transactions.

Fairfield Enterprises

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Objective Management Group (OMG) is a leading provider of sales skills assessments. We help mid-market companies hire more effectively.Fairfield Enterprises acquired OMG in 2022. We are selection acquirers of HR services businesses. We focus on companies that provide hiring training, job skill assessments, compensation planning, or workforce development for mission critical functions.Target size is $0.5 - $2mm EBITDA.

Recent Transactions

This member has no reported closed transactions.

Upside Advisors/ Upside Holdings

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We focus on operators first and align capital and strategic partnerships within the real estate, development, startup and tech space including prop, fin & health techour partners include Northern Digital Solutions, Sasaki, JLL, Newmark, Northern Bank, Novarro Capital, Clover lending and City Fealty Group

Recent Transactions

This member has no reported closed transactions.

McMahon Holdings Group

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McMahon Holdings Group is an individual investment entity focused on acquiring cash-flowing small businesses with $750K–$2M EBITDA. I bring 30+ years of executive experience in telecom, hold an MBA and a doctorate in leadership psychology, and am currently allocating personal capital from retirement and real estate gains. My focus is on long-term ownership, bolt-on growth, and operational stability.

Recent Transactions

This member has no reported closed transactions.

Auterra

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Our team is made up of already successful and established business leaders, motivated to build amazing companies and united by shared values. Our backgrounds and histories are unique, from founders and entrepreneurs to Fortune 100 CEOs and executives to Celebrity Chefs. We believe good companies start with good people, and we engage with amazing companies ready for their next chapter.Our managing partners are David Long, 12 year CEO of Liberty Mutual, and Dan Tatar, Founder and CEO of ADK Group (acquired by Amdocs)

Recent Transactions

This member has no reported closed transactions.

ST Investment Company

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Running a law firm focusing on business law, real estate, litigation and immigration, with around 50 attorneys, CPA and supporting staffs. The headquarters in MA, with branch offices in CA，NY and Chicago.

Recent Transactions

This member has no reported closed transactions.

Gurnet Holding Company

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Gurnet Holding Company partners with, invests in, and acquires exceptional businesses. We work with ambitious owners and management teams who have built strong companies and want to create something much larger.Our role is to help make that possible. We bring long-term capital and hands-on support to strengthen leadership, build scalable systems, enter new markets, and pursue complementary acquisitions. We aim to preserve the people, culture, and reputation that made each business successful while helping it become a leader in its industry.We are selective about the companies and people we…

Recent Transactions

This member has no reported closed transactions.

Frequently Asked Questions

How are Holding Companies in this directory ordered?

Firms in the Massachusetts Holding Companies 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 Holding Company 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 Holding Companies?

Based on activity on Axial’s M&A platform, the core revenue range for Massachusetts Holding Companies is $5M-$16M, 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 Holding Companies?

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 Holding Companies in this directory operate exclusively in Massachusetts?

Not necessarily. A firm’s location does not always define its geographic reach. Many Holding Companies 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 Holding Companies in Massachusetts?

When comparing Holding Companies in Massachusetts, consider factors such as sector focus, size range, and recent transaction activity. These characteristics vary across the 21 firms included in the directory and can help identify firms that align with your needs.

How do I connect with Massachusetts Holding Companies?

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 Holding Companies directory, you can request information here.

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