Top Multi-Sector Holdings Family Offices with Recent Private M&A Activity

118

Active Firms

4,782

TTM Deal Inquiries

$4M-$20M

Core Revenue Range

$900K-$4M

Core EBITDA Range

Top States by Activity

Florida 14%

Texas 12%

California 11%

New York 8%

New Jersey 4%

Key Attributes

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

Spring Capital Group

Actively Sourcing Deals

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With an experienced and dedicated team, Spring Capital Group has laid its foundation in the real estate industry throughout the Western United States since 1984.SCG are committed operators who have been in the very seats as the partners we invest along with. We work diligently to stay ahead of trends, and creatively solve real world challenges.We invest in people and business processes. We create value for our partners and operating companies.

Recent Transactions

This member has no reported closed transactions.

KNJ Capital

Actively Sourcing Deals

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KNJ Capital is a family office in Austin, Texas building a vertically integrated home services and real estate company.We operate on a plain read of this market. Austin rent is rising faster than wages, the housing stock is aging, and the skilled trades are short handed. That combination makes honest, affordable home service a necessity and not a luxury. We own the service work and the property side together so we can hold the total cost of living down for the people we serve.We grow by partnering with established Austin operators who spent decades building something real and are starting to…

Recent Transactions

This member has no reported closed transactions.

Superlinear Partners

Actively Sourcing Deals

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Superlinear Partners is a family office investing in founder-led financial services and specialty insurance businesses, backed by operators who scaled a company from $0 to $100M in revenue in 4 years.

Recent Transactions

This member has no reported closed transactions.

REIFF-Gruppe

Actively Sourcing Deals

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The REIFF Group is a pan European family-owned business founded in 1910 and meanwhile managed in 4th generation. Facts and figures: Annual revenue approx. 180mUSD in 2023 615 employees Core business: Industrial distributor Seeking to acquire and develop SME businesses in North America. As a family-owned business we stand for integrity, social responsibility and long-term strategic thinking.

Recent Transactions

This member has no reported closed transactions.

Kahn Holdings

Actively Sourcing Deals

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Kahn Holdings is a family office with decades of experience, primarily in real estate investment / development. We are looking to expand our holdings across other industries to diversify our portfolio and are seeking to partner with small business owners in flexible ways that best suit their needs.We bring access to capital, institutional support from our advisors (who bring a wealth of deal-making and business operations experience), banking relationships, and a close-knit family mindset that spans three generations.Our M&A process is flexible and is not restricted by typical PE…

Recent Transactions

This member has no reported closed transactions.

Ballast point capital

Actively Sourcing Deals

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Single-Family office based in Tampa. We specialize in Chemical manufacturing, commercial Real Estate, direct lending for small business and short term bridge financing for real estate projects, acquisition, public equities.

Recent Transactions

This member has no reported closed transactions.

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Snow Hill Capital

Actively Sourcing Deals

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Snow Hill is a holding company focused on small to medium sized acquisitions. We utilize permanent capital with a long-term view and work closely with our operating businesses to drive value for all stakeholders.

Recent Transactions

This member has no reported closed transactions.

Point Zero Capital

Actively Sourcing Deals

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Point Zero invests in small to medium-sized companies seeking an ownership transition and provides growth capital to promising businesses. To date Point Zero has invested across a variety of industries including healthcare, consumer retail, fintech and proptech.

Recent Transactions

This member has no reported closed transactions.

Elmore Companies

13 Total Closed Deals

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Now in its third generation, Elmore Companies was built on the ability to recognize and pursue business opportunity. Dating back to the late 70’s, Dave Elmore started by purchasing travel companies that were headed toward bankruptcy, taking them over and building them up. This repetition became muscle memory as he began to understand an industry and acquire several more businesses within that space, starting the legacy of Elmore Companies.As Dave’s conglomerate of businesses continued to grow, his son, DG Elmore took over Gant Travel at a critical juncture in the company’s history.…

Recent Transactions

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Aug 2021 Acquired Coach Marketing
Jan 2017 Acquired Turner Mining Group
Sep 2016 Acquired Bellwether Forest Products
Jan 2015 Acquired Legacy Fire Protection

Lullwater & Co.

9 Total Closed Deals

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Lullwater & Co. is a purpose-driven private investment firm committed to building enduring partnerships with the next generation of business leaders. We specialize in supporting talented operators pursuing entrepreneurship through acquisition (ETA), as well as legacy-minded owners seeking a thoughtful and values-aligned transition of their businesses.Our approach is grounded in operational empathy, long-term vision, and a deep respect for the entrepreneurial journey. With roots in both principal investing and company building, we bring more than capital — we deliver a strategic,…

Recent Transactions

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Jun 2023 Acquired Radon Medical Imaging
Jan 2023 Acquired Inspire Horizons
Jun 2022 Acquired B2B Reviews
Jun 2021 Acquired PalCare

Granite Point Partners

9 Total Closed Deals

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Granite Point is a middle market equity investor that is growth oriented, flexible, and has a long-term mindset. Over the past 15 years, Granite Point has completed over 70 investments, and repeatedly partnered with entrepreneurs to build best-in-class businesses. Kent Weaver is the founder, CEO, and Managing Member of Granite Point.

Recent Transactions

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Sep 2025 Acquired Confidential Company
Aug 2025 Acquired Confidential Company
Jun 2025 Acquired Confidential Company
May 2025 Invested in Confidential Company

The Arnold Companies

7 Total Closed Deals

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The Arnold Companies (TAC), is a Dallas, TX-based family investment management and services firm. Established in 1964 in Texarkana, Texas as a wholesale refinedpetroleum products distributor it has grown to lead in many different industries includingreal estate, retail, banking, aviation, technology and many varied sectors. TAC focusesinvestments on high-value companies that support their employees and communitieswhile maintaining the values of integrity, leadership, efficiency and a passion for greatservice. The almost 60-year legacy and traditions set the standards to allow innovationand…

Recent Transactions

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May 2021 Acquired Gemini Air Group
Oct 2020 Acquired Prior Aviation Services, Inc.
Nov 2019 Acquired IPC USA, Inc.
Aug 2018 Acquired Desert Fuels

Chief Investments LLC

4 Total Closed Deals

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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.

Recent Transactions

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Dec 2014 Invested in PerfX Wireline Services
Dec 2011 Invested in Greenlight Energy Services
Jan 2010 Invested in Black Hawk Energy Services
Jan 2008 Acquired Hi-Country Auto Group

Schu Capital

3 Total Closed Deals

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Schu Capital is an investment firm focused on acquiring and growing a single exceptional family- or founder-led business. Backed by a pool of committed capital, the firm draws on deep private equity and operational experience to invest in people, culture, and long-term growth rather than short-term returns. Schu Capital offers founders a thoughtful transition and a trusted partner to carry their business forward for the next phase of growth.

Recent Transactions

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Aug 2025 Acquired Confidential Company
Nov 2024 Acquired Confidential Company
Feb 2024 Acquired Confidential Company

Elm Fork Partners

2 Total Closed Deals

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Elm Fork Partners stems from a history of entrepreneurship, corporate value creation, and successful outcomes for all parties involved. We are a Texas-based, single family office, focused on providing flexible and sustainable capital to companies, teams, and assets that are striving to create material value. We are not a private equity fund, but rather a permanent capital source focused on providing capital to high quality companies or assets that exhibit the following characteristics: High returns on invested capital (ROIC) and free cash flow generationSignificant barriers to entry and…

Recent Transactions

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Jul 2018 Invested in Indigenous Rights
Jan 2003 Invested in Pumpco Energy Services.

Stewart Family of Companies

1 Total Closed Deal

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The Stewart Family of Companies is a long-term, family-owned holding company acquiring operating businesses throughout the Midwest. We are not your typical financial buyer — we are committed to preserving the brand names, employees, and legacies of the companies we acquire. Our family has been acquiring and operating businesses for four generations, and we would be honored to add your business to that legacy.Our firm is based in St. Louis, Missouri, and is owned and operated by the Stewart family.

Recent Transactions

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Aug 2025 Acquired Confidential Company

BLY Returns

1 Total Closed Deal

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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.

Recent Transactions

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Sep 2019 Invested in Dollar General

Joseph Libatique & Co.

1 Total Closed Deal

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We are committed to creating value with our partners through our unconventional approach, multi-industry scope, and counter-intuitive strategy.

Recent Transactions

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Oct 2014 Invested in A Bioethanol Company

Smith Ventures

1 Total Closed Deal

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Smith Ventures is a single family office that acquires and holds generational businesses long term. The family’s capital originated from founding and exiting multiple technology businesses, giving them a deep understanding of what it takes to build a successful organization.

Recent Transactions

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Sep 2023 Acquired Action Manufacturing Inc.

Walia Group of Companies

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Walia Group of Companies is a family-owned investment group with deep roots in real estate and a growing portfolio across multiple sectors. While our foundation lies in hospitality, residential, office, and commercial real estate, we also have a proven track record of acquiring, operating, and scaling businesses across diverse industries.

Recent Transactions

This member has no reported closed transactions.

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Firms in the Multi-Sector Holdings Family Offices 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.

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.

Based on activity on Axial’s M&A platform, the core revenue range for Multi-Sector Holdings Family Offices is $4M-$20M, with a core EBITDA range of $900K-$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.

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 118 firms included in this directory provide a starting point for identifying firms with relevant experience and activity in Financial Services.

Not necessarily. Many firms are active across multiple industries, so inclusion in the Multi-Sector Holdings Family Offices 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.

When comparing Family Offices with experience in Financial Services, consider factors such as size range, geographic reach, and recent transaction activity. These characteristics vary across the 118 firms included in the directory and can help identify firms that align with your needs.

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-Sector Holdings Family Offices directory, you can request information here.

Top Multi-Sector Holdings Family Offices

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