1.800.860.4519

Sign In Get Started

Powered by Axial Data

Top New York Family Offices

Explore 93 New York Family Offices that source acquisition and investment opportunities on Axial’s M&A platform.

Explore Firms Join Axial Explore Firms Join Axial

Axial Insights

New York Family Offices

93

Active Firms

1,000

TTM Deal Inquiries

$4M-$17M

Core Revenue Range

$800K-$4M

Core EBITDA Range

Top Sectors by Activity

Industrials 46%
Healthcare 17%
Consumer Goods 12%
Transportation 6%
Business Services 6%

Key Attributes

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

Showing 21-40 of 93 Family Offices

Sorted by recent activity

Diftar

Actively Sourcing Deals
View Full Profile
Byron Edwards is the Principal of Diftar LLC. He began his career at The Boston Consulting Group, advising Fortune 500 companies in finance and aerospace on operations and product development, and later worked for the CFO of WeWork on $5 billion in financings and global pricing strategy.In 2020, he co-founded Spark, a venture-backed Medicare brokerage that built AI tools to help brokers serve more than 500,000 beneficiaries. That experience shaped his approach to using data and software to improve complex, relationship-driven industries.Byron grew up around his family’s adhesive business,…

Recent Transactions

This member has no reported closed transactions.

LionHill Partners

12 Total Closed Deals
View Full Profile
LionHill Partners have been making investments in Manufacturing, Product Development, Intellectual Property, Brands, Real Estate, Entertainment, and Hospitality for over 2 decades. We look for opportunities to make transformational investments in start-ups, and helping establishing companies grow. We offer strategic advice, access to capital and facilitate connections with our expansive network of contact across many industries. We invest in passionate people that have the potential to do great things.

Recent Transactions

View All
  • Aug 2023 Acquired Headspace
  • Aug 2023 Acquired New York Yankess
  • Aug 2023 Acquired Scotch & Soda Amsterdam Couture
  • Aug 2023 Acquired TAO Asian-Bistro Nightclub Beach Las vegas

First Haven Capital

10 Total Closed Deals
View Full Profile
First Haven Capital (“First Haven”), a private investment firm based in New York, is targeting non-control equity investments in leading lower middle market companies in partnership with high quality investment sponsors.  As part of the Turtle Creek family office, First Haven maintains a flexible, patient capital base that can invest for long hold periods and support future growth needs.  By utilizing First Haven’s broader investment network and industry contacts, the firm can effectively evaluate opportunities and provide additional support required to build successful business…

Recent Transactions

View All
  • Oct 2022 Invested in AGS Automotive Solutions
  • Jul 2022 Invested in Entertainment Earth
  • Mar 2022 Invested in Tedia High Purity Solvents
  • Feb 2022 Invested in Stanz Foodservice and Troyer Foods

Featured Deals

To access curated deal flow through Axial, get started here.

Conversion Venture Capital

5 Total Closed Deals
View Full Profile
Conversion Venture Capital (CVC2) is a private equity firm that offers flexible, long-term funding solutions. We leverage our decades of investment experience and founder-focused philosophy to help our partners grow their businesses with confidence.We bring a personal approach to the highly transactional world of private equity investing. Our team leads each engagement with empathy and transparency, bringing support and guidance to the table while ensuring we align our success with that of our partners.

Recent Transactions

View All
  • Nov 2013 Advised Institute for Health Technology Transformation in its sale to Vendome Group
  • Mar 2013 Advised Update Legal in its sale to Conversion Venture Capital
  • Feb 2013 Advised Vendome Group in its sale to Conversion Venture Capital
  • Apr 2012 Advised Driven Inc. in its sale to Conversion Venture Capital

Giana Enterprises LLC

4 Total Closed Deals
View Full Profile
Giana Enterprises is a family office focused on investing in public and private opportunities. Both shareholders have tenured histories in the financial services industries including firms like Citigroup, Deloitte, Brigade Capital Management, and CLS Group.Giana Enterprises is open to both minority and majority investments including opportunities that require us to draw on third-party investors/capital if appropriate. We are long-term holders, focused on creating value for all stakeholders, including employees.

Recent Transactions

View All
  • Jan 2022 Invested in Steel Key Capital
  • Oct 2021 Invested in M3-Brigade Acquisition III Corporation
  • Jul 2021 Invested in Jetha Global
  • Mar 2021 Invested in M3-Brigade Acquisition II Corp

Alliance Global Finance

4 Total Closed Deals
View Full Profile
We run a family office for a few wealthy families out of Asia. We make direct private equity investments in undervalued and distressed small to mid-sized companies and we are sector agnostic. We also invest in and raise capital for disruptive technology/cleantech companies that are proven and profitable. Our investment size is anywhere between $0.5 mm to $3 mm.

Recent Transactions

View All
  • Mar 2019 Invested in Biopipe
  • Apr 2016 Advised Monolith Software on an investment from Evolution Capital Partners
  • Nov 2014 Acquired Eastern
  • Feb 2013 Acquired Mohican Quarries

Stop Browsing. Start Transacting.

Join 20,000+ members who source deals, connect with counterparties, and close transactions on Axial.
Get Started Today

ZBS Capital

4 Total Closed Deals
View Full Profile
ZBS seeks industries and investment opportunities with such characteristics as:- Ability to deploy capital efficiently - Highly fragmented industry with potential for economies of scale- Aligned incentives between management and investorsWe grow and scale existing businesses by providing patient, long-term capital. Along the way, we build trusting partnerships.

Recent Transactions

View All
  • Aug 2023 Acquired Legacy Service Partners
  • Aug 2023 Acquired Crete Professional Alliance
  • Aug 2023 Acquired Crete Mechanical Group
  • Aug 2023 Acquired Alliance Animal Health

Culbro, LLC

2 Total Closed Deals
View Full Profile
Culbro, LLC was formed in 2005 as the private equity investment vehicle of the Cullman family and is presently managed by members of two generations of that family. Its target equity investment range is $5 to $20 million but it has broad latitude and can make both smaller and larger investments. It is bolstered by a number of allied investors who are prepared to invest along side it. In the United States, Culbro invests in both control and growth capital situations, but is amenable to minority stakes as well. Culbro also has a significant private equity effort in India, where it will do both…

Recent Transactions

View All
  • Mar 2013 Invested in TDBBS
  • May 2009 Invested in LearningMate

Li Family Office

2 Total Closed Deals
View Full Profile
My family has had liquidity events over the last few years from real estate and startup sales. Independently, I've also had quite a bit of professional success in the finance industry and have built up a significant net worth of my own. I currently work at an investment fund, and have had meaningful M&A experience in an investment banking role across megacap M&A, lower-middle-market M&A, restructuring, and spin-off related transactions. We're looking to redeploy some of our proceeds into well-run, capital-light, cash-flowing businesses with recurring revenue. In terms of business…

Recent Transactions

View All
  • Jul 2019 Advised Wyndham Vacation Rentals on an investment from Vacasa
  • Feb 2019 Advised General Electric on an investment from Danaher

Boxcar Brands

View Full Profile
D&H is a private investment firm focused on small to medium-sized acquisitions. We partner with exceptional companies seeking the next stage of growth. Post-acquisition, we work closely with our portfolio companies to drive measurable value for all stakeholders. The founders of D&H Brands, Dylan Kaplan and Helen Guo, are E-commerce operators. They founded Schoolyard Snacks, a $30MM+ DTC business now also with nationwide retail distribution. Previously, Dylan and Helen were featured on the Forbes 30 under 30 list as a result of their accomplishments.With their new entity, D&H,…

Recent Transactions

This member has no reported closed transactions.

Danbro Properties

View Full Profile
Danbro is a newly formed family office focused on small to medium sized acquisitions. We would like to partner with exceptional companies seeking the next stage of growth. Post acquisition, we plan to work closely with our portfolio companies to drive measurable value for all stakeholders. 

Recent Transactions

This member has no reported closed transactions.

eBuild Ventures

View Full Profile
Family office with $150MM in capital to acquire lower middle market businesses. Our strategy, eBuild Ventures, is nestled within a public holdco called ENDI with a few cashflow generating businesses including a mutual fund with $2-3B AUM.

Recent Transactions

This member has no reported closed transactions.

Claridge Group

View Full Profile
Claridge Group is a private investment firm focused on lower to middle market acquisitions. We partner with exceptional companies seeking the next stage of growth. Post acquisition, we work closely with our portfolio companies to drive measurable value for all stakeholders. 

Recent Transactions

This member has no reported closed transactions.

Tyler Gering

View Full Profile
I work for a multi family office, and the partners may be interested in pursuing acquisitions. I also am personally interested in exploring potential equity investments. It would be awesome to source market research, connect with like minded investors, or explore potential acquisition opportunities .

Recent Transactions

This member has no reported closed transactions.

Phoenix Behavioral Health

View Full Profile
At Phoenix we strive to enhance the lives of every person who comes through our doors. We passionately build our service around our clients and their communities so that all our clients have the right support throughout their recovery journey. Our clients well-being is our sole focus. At Phoenix we work every day to bring the best care and outcomes to each patient coming through our mental health and substance abuse facilities. We select our staff to bring life and love along with their deep expertise to our programs. Our therapists are industry experts with years of experience and have…

Recent Transactions

This member has no reported closed transactions.

Galaxy Invest

View Full Profile
Galaxy Invest is a family office with a flexible investment mandate to deploy capital throughout the capital structures of small to medium sized enterprises across a range of industry sectors. As the private investment firm of a single family with no investment period, we selectively partner with other investors and management teams to deliver and enable long-term, sustained growth. Our principals have completed several hundred million dollars’ worth of private equity transactions and have significant experience and/or investments in real estate and sub-sectors throughout the broader…

Recent Transactions

This member has no reported closed transactions.

abca3245

View Full Profile
1igj;sdkfgnerpiogh3og0ghjsifjkjsfhgpwiuhtbpfjdnbrtiogjuharoiuyntbsoirutnbusihjblksthgb[9aeuts[bnu a[biur[aiebunpeaurnbvpsriejnblsitrjblsfgjkblksfdnjlkbndflbkjnslfdkjbnsldkfjbnlksfddsfbjkjfbnlskfjnsibnpetiuhb

Recent Transactions

This member has no reported closed transactions.

Fortistar

View Full Profile
Founded in 1993, Fortistar is a privately-owned investment firm that provides capital to build, grow and manage companies that address complex sustainability challenges. Fortistar utilizes its capital, flexibility and operating expertise to grow high-performing assets, first in independent power and now in other areas that support decarbonization. As a team, Fortistar has led financings raising over $3.5 billion in capital for companies and projects in the energy, transportation and industrial sectors.Fortistar’s success is built on a foundation of problem solving, collaboration and…

Recent Transactions

This member has no reported closed transactions.

Sands Point Capital

View Full Profile
Sands Point Capital is a private investment firm focused on partnering with lower middle-market businesses whose owners are seeking an exit or interested in staying on helping to drive the next stage of growth. We work with founders who care about the future of their business and structure a succession plan that preserves their legacy. We aim to have our companies do right by their employees, customers and the communities they serve.

Recent Transactions

This member has no reported closed transactions.

LAH Investments LLC

View Full Profile
AboutLAH Investments, LLCLAH Investments LLC was founded in 2005 to provided accounting and financial services to family investment funds. The firm specializes in providing project and contract-based accounting and diversified financial services to small and medium size enterprises in the New York City Metropolitan area. A few of our clients are international financial institutions.Accounting & Financial ServicesThe firm provides the following accounting services to small businesses and high net worth individuals (families):AccountingBusiness planning documentationInstallation and set-up of…

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 93 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.

Want to Keep Exploring?

Enter your details to access all firm profiles.

Let us curate Relevant Introductions.

Rather than a one-off introduction to company, work with an Axial Exit Consultant to find the best options from our network of 2,500 M&A advisors — at no cost to you.

Companies sold using Axial Advisor Finder:

Get Introduced to the Right Advisors

This service is complimentary and all information is confidential. Looking to learn more? Complete the form above.

By providing telephone number and submitting the form you are consenting to be contacted by SMS text message. Message & data rates may apply. Reply STOP to opt of further messaging.

You’re All Set

We’ve received your request. An Axial Exit Consultant will reach out shortly to coordinate next steps.

While you’re waiting, you can learn more about our advisor introduction offering here.

We've Received Your Request

A member of our team will follow up to coordinate next steps.

 Explore Axial
Template