Members (19 results)
- Actively Sourcing Deals
- 2 Closed Deals via Axial
- 27 Total Closed Deals
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…
Most Recent Transactions
Investor
Aug 2023
Bluff Point Associates
acquired
StaffGarden
Investor
Aug 2023
Bluff Point Associates
acquired
AXONI
Investor
Aug 2023
Bluff Point Associates
acquired
VISIONLAB
Investor
Aug 2023
Bluff Point Associates
acquired
untapt
- Actively Sourcing Deals
- 11 Total Closed Deals
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…
Most Recent Transactions
Investor
Aug 2023
WoodLake Group
acquired
Archon Woodworks
Investor
Aug 2023
WoodLake Group
acquired
AMICORP
Investor
Aug 2023
WoodLake Group
acquired
Special Products Company
Investor
Aug 2023
WoodLake Group
acquired
SME
- Actively Sourcing Deals
- 5 Total Closed Deals
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…
Most Recent Transactions
Investor
Aug 2024
Sagemoore Capital
secured investment from
Anonymous
Investor
Jan 2017
Sagemoore Capital
acquired
Carie Health
Investor
Mar 2014
Sagemoore Capital
invested in
ServRX
Investor
Apr 2011
Sagemoore Capital
acquired
Restore Health
- Actively Sourcing Deals
- 2 Total Closed Deals
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…
Most Recent Transactions
Investor
Jun 2020
Taubman Capital LLC
acquired
DPMG
Investor
Oct 2019
Taubman Capital LLC
invested in
Two Hat Security
ALEC Capital, LLC is a family investment firm focused on acquiring and operating lower middle-market businesses throughout North America. We also specialize in minority or structured investments that provide bespoke solutions to sellers and/or existing owners. We've invested in healthcare providers and services, real estate, consumer goods, and many other industries. We have a large amount of dry powder and are able to close transactions quickly without financing.
At 119th Street Capital, we invest exclusively in firms within financial services. We partner with growth-oriented leaders to build exceptional firms, leveraging specialized sector knowledge and a vast network of industry contacts.
This is a family office with experience in healthcare and financial services management.Ownership and Board Director:Dental PracticePharmaceutical Company - retail in the Mental Health spaceTrust Company - administering wealth and settlement trusts Staffing Company - in the manufacturing sectorOrthopedic Surgical Instrumentation Supplier Financial Advisory FirmLeasing Company
Greenhall Capital Partners is a sector focused control buyout group with offices in Los Angeles and Washington, DC. We invest and engage in institutional level diligence for mission critical middle market companies in North America in order to generate outsized returns for our limited partners. Those companies can be founder-led or sponsor backed. We have been executing this strategy since 2017.We focus on 3 sectors:Tech-Enabled Business ServicesTechnology and TelecomIndustrials (Transportation, A&D, Logistics/Mobility)Size CriteriaRevenue size of $20M - $150M+ EBITDA…
Kuttin Wealth Management is a traditional wealth management business managing $10Bn+ in AUM today with 200+ full-time employees and 30+ offices across the United States. The business was started in 1994 by Jon Kuttin and has taken no external capital to date. The business has completed 50+ acquisitions to date and is still highly acquisitive. Jon Kuttin has bough ownership interested in 10+ other businesses int he financial services industry and I've recently joined him to help manage M&A at the wealth management firm, manage the portfolio of 10+ other companies, and embark on a CPA firm…
CB Growth Group is a Family Office Investor seeking long-term investments. We have a long history of successful companies in multiple industries with consistent top-tier investment performance.
The Bird Family Office, founded by Scott Bird in 2016, is a collection of businesses that are customer, employee, and community oriented. Scott is looking to acquire family-owned or seller-founded businesses that are seeking to pass on their work's legacy to a financial steward. All of the capital deploy is permanent and personal (100% from Scott); enabling our businesses to manage/operate for the long term.
Chief Investments is a private investment firm focused on small to medium sized acquisitions. We are a team of seasoned investors who plan to work closely with our portfolio companies to drive measurable value for all stakeholders.
Most Recent Transactions
Investor
Dec 2014
Chief Investments LLC
invested in
PerfX Wireline Services
Investor
Dec 2011
Chief Investments LLC
invested in
Greenlight Energy Services
Investor
Jan 2010
Chief Investments LLC
invested in
Black Hawk Energy Services
Investor
Jan 2008
Chief Investments LLC
acquired
Hi-Country Auto Group
Silicon Valley based family office made up of experienced professionals seeking investment opportunities that will generate current double digit cash on cash returns. Prefer non real estate opportunities but will consider right real estate situation.
Most Recent Transactions
Investor
Sep 2019
BLY Returns
invested in
Dollar General
JZ International is an industrial holding investment group that specializes in investing in and growing small to medium-sized businesses in partnership with founders and entrepreneurs. Our investment philosophy remains unchanged: to become the true-value investor of choice for small and mid-size companies, by providing long-term capital JZ International has 30 plus investments in various sectors throughout Europe, with a combined revenue of more than €1 billion. Investments have been made in the UK, Finland, Sweden, Norway, Denmark, Germany, Holland, Italy and Spain. In 2003, we developed…
Alistar Resources is a private equity company that invests in ongoing businesses. The company's goal is to maximize shareholder value through the superior deployment and management of capital over the long term. In doing so, Alistar aims to foster effective collaboration with all of its stakeholders through commitment, integrity and transparency.
Chaifetz Group is a private investment firm that partners with carefully selected entrepreneurs, business owners and management teams to build and grow game-changing businesses.Our team has an established track record of building businesses and working with management teams to create lasting value. We understand from personal experience that each business is unique and does not follow a perfectly scripted growth path. Every business requires a unique combination of time, flexibility, capital, resourcefulness, and tenacity in order to become industry leaders. Accordingly, Chaifetz Group…
We are committed to creating value with our partners through our unconventional approach, multi-industry scope, and counter-intuitive strategy.
Atlantic Wealth Partners, LLC is a private multi family office focused on early stage startups and lower-middle market opportunities in the real estate, finance, insurance and technology sectors.
We are a private investment firm with offices in Chicago, Michigan and Los Angeles. We are focused on acquiring manufacturing companies with at least $1.5MM of EBITDA and management in place. Historically, we’ve acquired companies in the automotive, oil & gas, aerospace and health care industries. Since we acquire companies for our own account with no intention to sell, we also buy the related industrial real estate. We invest with our own capital and close quickly. We have dozens of references available upon request from our portfolio company sellers and brokers we’ve worked with in…
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