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Top New York Family Offices

Explore 94 New York Family Offices that source acquisition and investment opportunities on Axial’s M&A platform.

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Axial Insights

New York Family Offices

94

Active Firms

1,121

TTM Deal Inquiries

$4M-$17M

Core Revenue Range

$800K-$4M

Core EBITDA Range

Top Sectors by Activity

Industrials 48%
Healthcare 15%
Consumer Goods 12%
Business Services 6%
Transportation 6%

Key Attributes

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

Showing 1-20 of 94 Family Offices

Sorted by recent activity

Northwoods Partners

3 Closed Deals via Axial 4 Total Closed Deals Actively Sourcing Deals
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Northwoods Partners was built in 2022 out of the success the founding partners had at their previous company, ImageFIRST – a healthcare linen company started by the Berstein Family.Over the years, the investment team worked together in a variety of capacities, each played a role in transforming ImageFIRST from a local, one-plant business to the nation's leading provider of healthcare linen services.When the Berstein Family sold ImageFIRST to a private equity firm, the group found themselves eager for a new challenge. They knew together they could positively impact other companies and…

Recent Transactions

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  • May 2025 Acquired Confidential Company
  • Mar 2025 Acquired Confidential Company
  • May 2023 Acquired Confidential Company
  • Apr 2023 Acquired Confidential Company

Cottonwood Acquisitions

2 Closed Deals via Axial 15 Total Closed Deals Actively Sourcing Deals
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Formed in 2010, Cottonwood Acquisitions is a family office that acquires and operates small to mid-sized businesses. We have made 12 platform acquisitions. We take a generalist approach to industries, most frequently purchase from owner entrepreneurs and have helped the Seller retire in 9 of our 12 transactions. We take a long term, evergreen approach to investing, rather than looking to flip businesses in 3-5 years. We are down to earth, midwest guys that have impeccable references for being nice people and easy to work with.

Recent Transactions

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  • Aug 2025 Acquired Boston Private Nursing
  • Dec 2024 Acquired Marine Systems
  • Aug 2023 Acquired CAMP
  • Aug 2023 Acquired Pacific Register Company

NorthCurrent Partners

1 Closed Deal via Axial 25 Total Closed Deals Actively Sourcing Deals
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NorthCurrent Partners is a private equity firm that partners with and grows American businesses through majority investments and acquisitions. As the extension of a family office, we bring certainty, flexibility, and speed to our transactions and investment partnerships. Our long-term investment horizon means we make decisions best suited for growth and value creation, including continued investments in the business. Alongside years of experience executing transactions and working with company leaders, we are supported by seasoned operators and successful entrepreneurs.

Recent Transactions

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  • Dec 2025 Acquired Hometown Plumbing, Electrical & HVAC
  • Sep 2025 Acquired Confidential Company
  • Aug 2025 Acquired Restivo's Heating and Air
  • May 2025 Acquired Pipewell (HD Crouch)

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Aeonic Partners

1 Closed Deal via Axial 11 Total Closed Deals Actively Sourcing Deals
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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…

Recent Transactions

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  • Mar 2025 Acquired Confidential Company
  • Aug 2023 Acquired Activstyle
  • Aug 2023 Acquired Pro-Vigil
  • Aug 2023 Acquired Health & Safety Institute

Applied Value Group

8 Total Closed Deals Actively Sourcing Deals
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The Applied Value Group combines Management Consulting, Private Equity, and Social Impact. The company was founded as the internal change agent for a Swedish conglomerate to challenge boards, drive operational improvements, and change the culture.Today, Applied Value is an independent adviser to dozens of Fortune 500 clients and a recognized Private Investor. We advise our corporate clients across industries on issues around Strategy and Cost and Capital Efficiency. The firm prides itself on its ROI-driven, Practical, and Hands-on in all areas.Our Private investments portfolio of ~25…

Recent Transactions

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  • Jun 2023 Acquired ES Solar LLC
  • Jul 2020 Acquired Structural Steel of Carolina
  • Nov 2018 Acquired Division 5 LLC
  • Jan 2017 Acquired Bake-my-Day

Bass Rock Capital

1 Total Closed Deal Actively Sourcing Deals
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We acquire durable, recurring-revenue businesses and operate them for decades. With patient capital and disciplined underwriting, we preserve what works and strengthen what matters. Backed by permanent family capital with no fund timeline, we prioritize long-term durability over short-term optics — providing a stable home for the people and customers who depend on what you’ve built.

Recent Transactions

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  • Dec 2025 Acquired Confidential Company

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Ursus Magnum, LLC

Actively Sourcing Deals
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AboutUrsus Magnum is a family office led by two partners with an extensive background in public and private investing, open to opportunities for outright acquisitions, recapitalizations, and co-investments across several industries and regions.  Both partners have 10+ years of experience in the public markets evaluating both equity and fixed income investments, first in various roles at investment banks in New York and later as principals/partners leading teams in the asset management business.  Partner Michael Wiebolt additionally has extensive experience in private investing, having…

Recent Transactions

This member has no reported closed transactions.

Minerva Ventures LLC

Actively Sourcing Deals
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Minerva Ventures LLC is the New York based family office of Robert Bertagna. Minerva provides advice and equity investment in the industrial and infrastructure end-markets, education, and financial services. The target equity investment of Minerva is $25-$100 million.Robert's background includes 35 years as an investment banker with substantial M&A, financing, and managerial experience. He advised and financed both major public companies and PE firms. He is also currently a senior advisor to a PE firm and has been Chairman of the Board of a selective US liberal arts college.

Recent Transactions

This member has no reported closed transactions.

Northbridge Holdings

Actively Sourcing Deals
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We are experienced operators, CFOs, and entrepreneurs independently exploring the acquisition of an established business. We are sector-flexible and particularly interested in profitable companies with recurring or repeat revenue, strong customer relationships, capable teams and clear opportunities for operational improvement and growth. Our experience includes leading over $19 million equity raise, arranging more than $30 million in debt financing, supporting transaction and due diligence engagements, and scaling complex operations across multiple markets. We are seeking to partner with an…

Recent Transactions

This member has no reported closed transactions.

Ancient

Actively Sourcing Deals
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Making control-stake equity investments in services businesses serving high-net-worth individuals. Own Solairus (largest manager of private jets in the US) and Burgess (largest manager of superyachts, by tonnage).

Recent Transactions

This member has no reported closed transactions.

SMVentures

Actively Sourcing Deals
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SMVentures is a venture capital firm dedicated to investing in disruptive technologies and innovative startups. Founded by Jed Stiller and John McPheters, the firm emphasizes integrity, innovation, and experience in its investment strategy. SMVentures focuses on healthcare and technology sectors, with notable investments in artificial intelligence and nutrition companies, including AG1 and xAI. The firm is committed to supporting founders with category-defining brands and game-changing ideas, leveraging its founders' extensive experience in scaling successful businesses. SMVentures continues…

Recent Transactions

This member has no reported closed transactions.

Wells Cove Capital

Actively Sourcing Deals
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Wells Cove Capital is dedicated to transforming the landscape of investment by focusing on acquiring small businesses.​We recognize that the business you are selling us is your life's work. Selling to Wells Cove Capital involves entrusting us to preserve that legacy. You have our commitment to honor that promise. Your legacy matters...​​​​We are interested in acquiring companies in the following industries: ​Business servicesHealthcare servicesLight manufacturingHome servicesIndustrial servicesDistributionFacility ServicesEducation​​​​​We are looking for…

Recent Transactions

This member has no reported closed transactions.

Red Apple Group

Actively Sourcing Deals
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Founded by John Catsimatidis, Red Apple Group is a New York-based, family-owned business that operates and invests in a wide variety of industries.  We seek to partner with founders, families, and institutions with a long-term investment horizon who understand that value is created through vision and operational excellence rather than financial engineering. We have a proven track record of scaling platforms organically and are looking to expand into new verticals.  Additionally, we are actively pursuing add-on acquisitions for our existing portfolio as well as select venture capital…

Recent Transactions

This member has no reported closed transactions.

Retro Capital Group

Actively Sourcing Deals
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We are a multi generational family office with a background in NY commercial real estate. We are focused on middle market lending, real estate, debt portfolios and private equity. We are currently seeking to enter the behavioral health space and we are looking for acquisition opportunities in the industry.

Recent Transactions

This member has no reported closed transactions.

Solex Capital Management

Actively Sourcing Deals
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Solex Capital Management is a family office managed by Steve Somers Sr. and Steve Somers Jr. who represent two generations of entrepreneurs and business operators. Solex is focused on acquiring manufacturing and/or distribution companies in niche industries whereby our operational experiences can help to maximize efficiencies, and our management experience develop a motivated team.Solex seeks to acquire majority stakes in long-standing manufacturing and distribution companies who are privately owned / family operated with the goal to continue the legacy of the prior owner and to grow the…

Recent Transactions

This member has no reported closed transactions.

Lepercq Group

Actively Sourcing Deals
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Lepercq de Neuflize Asset Management is a privately held investment firm dedicated to compounding family capital through strategic investment strategies and partnerships. The firm operates globally, investing in both public and private securities, assets, and companies. With a focus on long-term growth, Lepercq Group leverages its expertise to manage a diverse portfolio, aiming to maximize returns for its stakeholders. The company is known for its strategic approach to investments, ensuring sustainable growth and value creation across various sectors.

Recent Transactions

This member has no reported closed transactions.

Zeplin Holdings

Actively Sourcing Deals
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We are Ethan and Ryan Zeplin, two brothers with backgrounds in investment banking and private equity. Both graduates of the University of Michigan’s Ross School of Business, we bring a strong foundation in financial analysis, deal execution, and strategic growth. We’re now focused on acquiring and operating a small-to-medium-sized business where we can create long-term value through hands-on ownership and thoughtful, sustainable improvements.Acquisition CriteriaIndustry: Business services, consumer services, niche manufacturing, or light industrial (open to other recession-resistant…

Recent Transactions

This member has no reported closed transactions.

HCP Group LLC

Actively Sourcing Deals
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HCP Property Group is a holding company and platform for acquiring and operating complementary businesses. We identify investment opportunities with strong fundamentals, recurring revenue, and potential for operational improvement and scaling. Our core real estate assets provide a foundation and competitive advantage for bolt-on acquisitions and platform expansion. We're actively seeking acquisition opportunities, management partnerships, and co-investment structures that create value through integration and operational execution.

Recent Transactions

This member has no reported closed transactions.

Material LLC

Actively Sourcing Deals
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Material is an investment firm that co-founds new ventures and acquires private businesses. It is led by Matt Salzberg who is a multi-time CEO, investor, and founder focused on building and scaling technology-enabled businesses.Matt is the co-founder and Chairman of Unlimited, an alternative investment manager with over $200 million in assets under management. He is also the co-founder of Embark Veterinary, a leading canine genetics company, and the co-founder of Coldcart, a software company focused on perishable logistics.In 2011, Matt founded Blue Apron, the meal kit pioneer, and served as…

Recent Transactions

This member has no reported closed transactions.

J&K Global

Actively Sourcing Deals
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J&K Global is led by Jack Kahn and backed by two family offices with substantial experience operating healthcare and senior care businesses, as well as investing in service companies and other privately held businesses. Jack is an entrepreneurial growth and commercial operator with a track record of building and scaling founder-led and growth-stage businesses. As COO of a consumer-products company, he scaled annual revenue from $15 million to $45 million over four years. His track record also includes founding a medical supplies venture that generated millions in B2B sales to…

Recent Transactions

This member has no reported closed transactions.

Frequently Asked Questions

How are Family Offices in this directory ordered?

Firms in the New York 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.

What information is included in each Family Office 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 New York Family Offices?

Based on activity on Axial’s M&A platform, the core revenue range for New York Family Offices is $4M-$17M, with a core EBITDA range of $800K-$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.

How important is location when evaluating Family Offices?

Location can be an important consideration, but it does not necessarily define where a firm is active. Firms based in New York may bring regional knowledge, local relationships, and experience with businesses in the area, while many also pursue opportunities across a broader geographic footprint. Geography is best considered alongside sector focus, company size, and relevant transaction activity.

Do all Family Offices in this directory operate exclusively in New York?

Not necessarily. A firm’s location does not always define its geographic reach. Many Family Offices based in New York are active across multiple regions, while firms based elsewhere may also participate in the New York market. Location can provide useful context, but it should not be interpreted as a firm’s geographic boundary.

How do I compare Family Offices in New York?

When comparing Family Offices in New York, consider factors such as sector focus, size range, and recent transaction activity. These characteristics vary across the 94 firms included in the directory and can help identify firms that align with your needs.

How do I connect with New York Family Offices?

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 New York Family Offices directory, you can request information here.

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