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Top Multi-line Insurance Individual Accredited Investors

Explore 9 Multi-line Insurance Individual Accredited Investors that source acquisition and investment opportunities on Axial’s M&A platform.

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Axial Insights

Multi-line Insurance Individual Accredited Investors

9

Active Firms

124

TTM Deal Inquiries

$3M-$9M

Core Revenue Range

$700K-$2M

Core EBITDA Range

Top States by Activity

California 18%
Texas 15%
Michigan 10%
Florida 9%
Illinois 7%

Key Attributes

Focus: Owner-Operated Companies | Capital Source: Personal Wealth | Operating Approach: Stewardship & Growth

Showing 1-9 of 9 Individual Accredited Investors

Sorted by recent activity

Bird Family Office

1 Closed Deal via Axial 4 Total Closed Deals Actively Sourcing Deals
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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.

Recent Transactions

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  • Aug 2025 Acquired Confidential Company
  • Jun 2025 Acquired Confidential Company
  • Feb 2016 Acquired Confidential Company
  • Dec 2015 Acquired Confidential Company

Mark Sinatra

6 Total Closed Deals Actively Sourcing Deals
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Mark Sinatra is an individual investor focused on acquiring companies based in California and Texas with cash flow of $300k to $1MM. Shortly after graduating Wharton’s MBA program, Mark embarked on a quest to acquire and operate a company; and in July 2008 after researching the PEO industry, Mark acquired Staff One HR. Mark led Staff One HR through a period of substantial growth highlighted by achieving the Inc. 5000 list of fastest-growing companies for four years in a row, and culminating in Staff One HR’s sale to its largest privately-held competitor, Oasis Outsourcing, in December…

Recent Transactions

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  • Jan 2020 Invested in Wolin Design Group
  • Aug 2019 Invested in RedCAT Systems
  • Mar 2018 Invested in Utopia Food and Fitness
  • Mar 2018 Invested in MediBookr

Raj Jayaraman

Actively Sourcing Deals
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Raj Jayaraman is an individual lead investor, backed by reliable funding sources. He is currently focused on small to medium sized acquisitions. Raj targets deals in the revenue range of $2M to $10M, and are looking for opportunities primarily in the Mid-West. Key criteria are stable, recurring revenue businesses with dependable cash flow, and experienced staff that will stay on post acquisition.Raj has managed large, global transformations for Fortune 100 companies. He has significant business development and sales experience within the Enterprise and Public Sector space. In addition, he has…

Recent Transactions

This member has no reported closed transactions.

Jeffrey Silverman

5 Total Closed Deals
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Jeffrey Silverman is an individual investor focused on acquiring a small to medium sized business. Post- acquisition, he plans to assume an operational role to drive measurable value for all stakeholders.

Recent Transactions

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  • Jan 2019 Invested in Bottle Shot Brew UK
  • Jan 2016 Invested in Cake Technology UK
  • Jan 2014 Invested in PWP Real Estate II
  • Jan 2014 Invested in PWP Growth Equity - Trench Plate

Arsi Energy

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Motivated buyer of Industrial, Manufacturing, Construction, Real Estate and Services. I can manage teams, replace teams, optimize and raise capital for my focus area. My background is engineering with a focus on operations and financing. Looking for inefficiencies from an operational standpoint or management to extract value within the first 3 years. I've got capital resources and talented personnel as well to join me if existing team is retiring or needs replacement. Willing to look at multiple states and my require my family to move which we're open to as well.

Recent Transactions

This member has no reported closed transactions.

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MEMM Capital LTD

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About Me and My Objective: I am an experienced entrepreneur and executive seeking an opportunity to purchase an operating business. I have grown a business from a bootstrapped start‐up through acquisition by a Fortune 800, publicly traded company. My career experience across multiple business functions empowers me to drive meaningful results and direction for a company. I empower employees through the use of technology and process to deliver world class service to our clients and to fulfill their own potential. I am interested in acquiring a company for an indefinite time period…

Recent Transactions

This member has no reported closed transactions.

LSR Growth Advisors

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We are a corporate advisory firm that specializes in supporting small and middle-market companies in all aspects of the deal-making process. We believe that the only path to success is developing deep and productive working relationships with management. With each of our clients, we support management to strengthen day-to-day operations and work diligently with them to create long-term value and growth. A complete service offer from ground up execution to exit.BankabilityWe ready your company to receive interest from investors Deal ConstructionWith a…

Recent Transactions

This member has no reported closed transactions.

Maven Enterprises

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I represent a Special Situation Fund focused on middle-market opportunities in the U.S. We specifically are looking for distressed companies which are looking for a solution. We acquire the debt of these companies.We have helped a multitude of businesses address their crippling debt and are now looking to acquire businesses that are considering bankruptcy because they no longer know what to do.

Recent Transactions

This member has no reported closed transactions.

Frequently Asked Questions

How are Individual Accredited Investors in this directory ordered?

Firms in the Multi-line Insurance Individual Accredited Investors 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 Individual Accredited Investor 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 Multi-line Insurance Individual Accredited Investors?

Based on activity on Axial’s M&A platform, the core revenue range for Multi-line Insurance Individual Accredited Investors is $3M-$9M, with a core EBITDA range of $700K-$2M. 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 Financial Services experience when evaluating Individual Accredited Investors?

Relevant Financial Services experience can be an important consideration when evaluating a firm. Familiarity with the sector can provide a stronger understanding of its business models, market dynamics, valuation considerations, and transaction environment. The 9 firms included in this directory provide a starting point for identifying firms with relevant experience and activity in Financial Services.

Do all Individual Accredited Investors in this directory focus exclusively on Financial Services?

Not necessarily. Many firms are active across multiple industries, so inclusion in the Multi-line Insurance Individual Accredited Investors directory reflects relevant experience or activity in Financial Services, rather than an exclusive sector focus. Individual profiles provide additional context on each firm’s areas of focus and activity within the sector.

How do I compare Individual Accredited Investors with experience in Financial Services?

When comparing Individual Accredited Investors with experience in Financial Services, consider factors such as size range, geographic reach, and recent transaction activity. These characteristics vary across the 9 firms included in the directory and can help identify firms that align with your needs.

How do I connect with Multi-line Insurance Individual Accredited Investors?

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 Multi-line Insurance Individual Accredited Investors directory, you can request information here.

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