Willcrest Partners (www.willcrest.com) is a team of entrepreneurs backed by a family office to provide equity investments and operational support to differentiated b2b service and product companies with $1-5 million in EBITDA.
Life, Liberty & Creation Corp. is a private investment firm focusing on small to medium-sized business acquisitions. Having completed several acquisitions and growing the businesses by more than 700%, we know what is required to complete a deal and to increase revenue. Our leadership team brings several years of experience in multiple industries, allowing for a frictionless change in ownership.
PrinciplesThe Stephens Family has partnered with entrepreneurs and management teams for nearly 90 years, building exceptional businesses with long-term, sustainable value. We continue to build on that heritage and legacy. While our team and capabilities have grown significantly over the years, we have not fundamentally changed. We are unwavering in our commitment to the very same principles and standards on which Witt Stephens, Sr. founded W.R. Stephens Investment Company in 1933.Enduring ValuesFairness, Transparency, Respect and Alignment. By partnering with people and companies who share…
Founded in 2013, Dunes Point Capital, LLC ("DPC") is a family office and private investment firm, pursuing control investments in companies operating in the general industrial sector. DPC targets companies with enterprise values of up to $500 million.
Now in its fifth decade, Sowell & Co. is a family investment office investing in private equity, oil & gas, and land development. The partners invest their own capital in each venture, rather than raising outside funds, and believe that such investment creates a longer term investment horizon that better aligns investors with its management team partners.
Addison Capital Partners (“ACP”) is a private equity investment firm backed by two high net worth Family Offices that seeks out partnerships with owners and operators of “smaller” middle market growth companies, often that are closely held or family owned businesses, to provide legacy stewardship, liquidity, growth capital and management resources to grow and build exceptional enterprises.
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…
Aeonic Partners seeks to work with high-quality management teams to build businesses for the long-term. Different from traditional 5-year private equity investment cycles, Aeonic employs a buy-and-hold strategy, which allows us to take an extremely long-term view to growing our portfolio companies. Our principals are involved in every step of the process, and our decision-making process is streamlined, which allows us to move quickly and deliberately on opportunities that we pursue.We have experience investing across a variety of industries and helping companies develop and execute…
First Haven Capital (“First Haven”), a private investment firm based in New York, is targeting non-control equity investments in leading lower middle market companies in partnership with high quality investment sponsors.  As part of the Turtle Creek family office, First Haven maintains a flexible, patient capital base that can invest for long hold periods and support future growth needs.  By utilizing First Haven’s broader investment network and industry contacts, the firm can effectively evaluate opportunities and provide additional support required to build successful business…
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…
Tillery Capital is an operationally oriented, family office structured private investment firm that invests in and builds lower middle-market companies in partnership with their management teams. We make equity investments in companies whose EBITDA is greater than $2 million. We are "hands-on", consultative investors and focus on companies where the current owners or management team are hungry to grow the business, but have concluded they need a value-added equity partner to help them get it done. Most our transactions are either recapitalizations in which the current owners retain 20-40% of…
We are equity investors across company lifecycle, from seed to turnaround, with a focus on leveraged buyouts of operating companies that fit our reshoring and sustainability investment theses. Because Lorentzen Investments is a family office, we do not have any preconceived timeframe for an investment. Our expectation, in any investment, is to hold permanently. Our goal is to implement best-in-class safety and environmental procedures, invest in sustaining maintenance and profitable growth, and then harvest the cash flow on a financially prudent basis.
Treaty Oak is an Austin-based private investment firm with capital commitments from two Texas family offices.​We partner with privately held and family owned businesses to address funding needs, ownership transitions and succession planning issues while preserving legacy, existing culture and values. ​Our namesake, the Treaty Oak, is located in current-day downtown Austin. It is estimated to be over 500 years old and is a local symbol of Texas history and resilience. We seek to build long-term partnerships with our management teams. Our core values include conducting our business with…
Canadian family office with investments in real estate, private equity and public markets seeking to acquire Canadian & U.S lower-middle market businesses.
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.
Albion River (“Albion”) is a private direct investment firm, with a focus on Aerospace, Defense, and Government related businesses. The common thread between all of our investments is they operate in highly regulated industries and have limited correlation with the broader U.S. economy.Our capital comes exclusively from a handful of families, enabling us to hold businesses until they have reached their potential under our stewardship. Albion’s team has significant experience operating in regulated industries (e.g. insurance, healthcare, defense), collectively served under 7 different…
Matrix Private Capital Group ("Matrix") is a Registered Investment Advisor and multi-family office located in New York City. Matrix is led by the former CEO of Lehman Brothers and leverages that executive network and expertise to act as an institutional quality investor for its clients by sourcing and executing direct as well as co-investment opportunities. The firm is comprised of four divisions which include Wealth Advisory, Alternative Equity, Private Equity and Strategic Advisory. The Private Equity and Strategic Advisory group is the team responsible for executing the direct and…
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…
Pulte Capital seeks acquisitions and relationships in targeted sectors across the building products industry. We specialize in flexible transaction structures, with particular expertise in strategic partnerships and recapitalizations in which management teams have the opportunity to retain significant ownership stakes. Our target transactions typically range from $10 – $200 million in size. We generally invest in middle-market companies and lower-priority divisions of national companies in the following building products segments: Niche / Specialty building products businesses Countertops /…
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…
