Mortgage Processors & Servicers Family Offices

Members (23 results)

Bluff Point Associates Actively Sourcing Deals

Family Office
  • 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…
Most Recent Transactions
Investor
Aug 2023
acquired
Investor
Aug 2023
acquired
Investor
Aug 2023
acquired
Investor
Aug 2023
acquired

Willcrest Partners Actively Sourcing Deals

Family Office
  • Actively Sourcing Deals
  • 1 Closed Deal via Axial
  • 3 Total Closed Deals
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.
Most Recent Transactions
Investor
Apr 2019
provided capital to
Investor
May 2015
provided capital to
Investor
Apr 2014
acquired

WoodLake Group Actively Sourcing Deals

Family Office
  • 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…
Most Recent Transactions
Investor
Aug 2023
acquired
Investor
Aug 2023
acquired
Investor
Aug 2023
acquired
Investor
Aug 2023
acquired

Matrix Private Capital Group Actively Sourcing Deals

Family Office
  • Actively Sourcing Deals
  • 4 Total Closed Deals
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…
Most Recent Transactions
Investor
Aug 2023
provided capital to
Investor
Dec 2019
provided capital to
Investor
Oct 2018
acquired
Investor
Jul 2015
provided capital to

Sagemoore Capital Actively Sourcing Deals

Family Office
  • Actively Sourcing Deals
  • 4 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…
Most Recent Transactions
Investor
Jan 2017
acquired
Investor
Mar 2014
provided capital to
Investor
Apr 2011
acquired
Investor
Jan 2007
acquired

Taubman Capital LLC Actively Sourcing Deals

Family Office
  • 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…
Most Recent Transactions
Investor
Jun 2020
acquired
Investor
Oct 2019
provided capital to

Bronfman LLC Actively Sourcing Deals

Family Office
  • Actively Sourcing Deals
  • This member has no reported closed transactions.

Bronfman LLC is an investment firm that specializes in making flexible equity investments in family and entrepreneur owned businesses in North America and Western Europe.The firm is associated with the Matthew Bronfman branch of the family. Bronfman LLC is separate from Matthew Bronfman’s other…

Kent Road Capital Actively Sourcing Deals

Family Office
  • Actively Sourcing Deals
  • This member has no reported closed transactions.

Formed by David Mansell and Steve Lawrynuik, Kent Road Capital combines seasoned private equity experience with proven operational and business transformation expertise. Together with a team of outstanding Senior Advisors and Specialist Advisors, Kent Road Capital is committed to acquiring and…

Sassano Endeavors Actively Sourcing Deals

Family Office
  • Actively Sourcing Deals
  • This member has no reported closed transactions.

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…

Jersey Street Capital Actively Sourcing Deals

Family Office
  • Actively Sourcing Deals
  • This member has no reported closed transactions.

Jersey Street Capital is a family team seeking to purchase an established business in the Denver or St. Louis metropolitan areas. Partners, Taylor and Megan Carrington, have over 30 years combined experience in the finance industry and are advised by John McCarthy who has over 35 years of…

Learn More About Joining Axial as a Member

Request Information

Axial

Complete the Form for Full Directory Access

Source M&A deals, connect with buyers & investors, or hire an M&A advisor via Axial's lower middle market M&A platform.

Your information is safe and will never be shared or sold.

Interested in finding out how investors are using Axial to source deals? Request Information

Interested in connecting with strategic buyers, family offices and PE firms? Request Information

Connect with strategic buyers, family offices and PE firms Request Information

Join the Axial network to streamline your deal origination and buyer discovery process Request Information

Send a message to company