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Top New York Family Offices

Explore 93 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

93

Active Firms

998

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 41-60 of 93 Family Offices

Sorted by recent activity

bhambri Capital

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We are a private investment group with three decades of experience in the apparel industry. We previously owned and operated an apparel sourcing and supply chain company similar to what we are seeking to acquire, which gives us deep expertise and operational knowledge in this sector. We have the resources and industry experience to execute a successful acquisition.

Recent Transactions

This member has no reported closed transactions.

Harisharan Construction

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We are a small construction Consulting Firm providing services in NY/NJ Area. As a president of the company, I have 15 years of extensive experience in construction and engineering field. I have worked with all the pubic agencies in NY.

Recent Transactions

This member has no reported closed transactions.

Stonecorner Group, LLC

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Stonecorner Group, LLC 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.

Recent Transactions

This member has no reported closed transactions.

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emi ideozu

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The company is a private entity that provides senior-level executive support to the office of an ultra-high-net-worth individual (UHNWI) in the medical devices industry. With a focus on the medical devices sector, the company operates with a substantial workforce of over 1,000 employees. Although specific details about the company's portfolio are not disclosed, it is known for its strategic involvement in the medical devices industry, catering to the needs and operations of a high-profile client.

Recent Transactions

This member has no reported closed transactions.

Amelin USA

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Family office have multiple different companies in healthcare, interested in getting into other spaces as well. We can close all cash and put up deposit. we like a buissness that was open for at least couple years.opportunistic buyer

Recent Transactions

This member has no reported closed transactions.

Carpe Investments

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Carpe Diem Investments is a family office seeking investment opportunities across a range of industries. We have specific interest in financial services businesses, with a focus on opportunities in the range of $1-$10M EBTIDA

Recent Transactions

This member has no reported closed transactions.

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3E Transport inc

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Dharmendra “Richie” builds and runs service businesses with discipline. In 1997, he co‑founded an air freight logistics company from a basement and scaled it to a 40,000 sq ft operation doing $10M+ in revenue. In 2020, he started a local trucking company that now does about $750K a year and is growing. He leads a 30‑person team across office, dock, drivers, and cargo screeners, and focuses on clear processes, accountable sales, and tight margin control. He’s a father of three and husband to Venita, his partner of 17 years.

Recent Transactions

This member has no reported closed transactions.

CYC Partners

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We are a family office with a successful track record of both investing and operating experience. We have built sucessful companies from the ground up, having raised venture capital, most recently exiting to Vivian Health, an IAC company (NYSE: IAC). We also have significant M&A, spinoff, and recapitalization experience at PJT Partners (the original Blackstone M&A group that spun off in 2015).

Recent Transactions

This member has no reported closed transactions.

Morgan Stanley

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Morgan Stanley Private Wealth Management, a division of Morgan Stanley Smith Barney LLC provides highly customized financial advice, investment solutions and brokerage services to individuals, families and foundations with $20 million or more in investable assets. As Morgan Stanley Smith Barney's premier service for individuals and families with significant means, we specialize in providing our clients with custom-tailored financial solutions and a level of sophistication and access to expertise and investments typically reserved for large corporations, financial institutions and governments.…

Recent Transactions

This member has no reported closed transactions.

Arbour Way Investors

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Arbour Way Investors (AWI) is a private investment platform backed by the single-family office of the Co-Founder and Co-CEO of Audax Group. The firm is known for its flexible investment strategies, focusing on private investment opportunities. With a portfolio of 15 companies, AWI leverages its backing to provide strategic and minority equity investments. The company operates with a team of approximately 10 employees, emphasizing a personalized and strategic approach to investment management. Located in New York, AWI is positioned to capitalize on diverse investment opportunities in the lower…

Recent Transactions

This member has no reported closed transactions.

Innovating Capital

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Innovating Capital is a family-office backed fund with strong operational expertise. We invest in companies at various stages and help them expand their operations organic growth and strategic acquisitions.

Recent Transactions

This member has no reported closed transactions.

Holter Holdings

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Holter Holdings is a private investment, focusing on wealth management for American families. With a Norwegian heritage, the firm is dedicated to serving discerning clients with discretion and excellence. Holter Holdings specializes in growth-oriented businesses within the lower middle market, aiming to add value and prepare these enterprises for future ownership. The firm is headquartered in New York, United States.

Recent Transactions

This member has no reported closed transactions.

GMF Management LLC

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GMF Management, a multi-billion single-family office, has a flexible mandate and opportunistic investment approach focused across the private markets spectrum. Our investments in private companies focus on high-quality businesses with strong management teams, targeting businesses with long-term, sustainable growth and attractive reinvestment economics. Our broad investment mandate and permanent, flexible capital base allows us to creatively structure and execute transactions. We can participate at various levels within the capital structure and are willing to make both growth and control…

Recent Transactions

This member has no reported closed transactions.

LeFort Interests, LLC

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LeFort Interests, LLC is a family office based in New York City and Florida with a focus on acquiring controlling ownership in businesses in the $1-5m EBITDA range. Our firm has extensive experience owning and operating businesses in healthcare services, consumer goods, HVAC, business services, and enterprise software. We lean on operational excellence to drive value creation and cash flow over the long term with no time limitations for ownership.

Recent Transactions

This member has no reported closed transactions.

Lattingtown Land

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Lattingtown Land 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. 

Recent Transactions

This member has no reported closed transactions.

Elysium Management, LLC

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Elysium is a private investment firm that manages investments for a single family office. We like to work closely with our portfolio companies to create value for all stakeholders.

Recent Transactions

This member has no reported closed transactions.

Hawkins Capital

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Acquiring businesses in various sectors. We currently are. Looking for opportunities in the childcare, QSR, and spirits spaces. We currently own and operate businesses in all of those sectors. Let’s get do a deal!

Recent Transactions

This member has no reported closed transactions.

Nicholas Deveau

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We are spinning up an LLC focused mainly on acquiring businesses related to capital improvements necessary to comply with Local Laws 92/94/97 in New York City. We're interested in a broad range of comapanies that can support buildings reduce their carbon expenditure through the installation of modern, more efficient building technologies. These can range from roofing & general contractors, to window manufacturers and & installers, to HVAC companies. 

Recent Transactions

This member has no reported closed transactions.

Formation Capital

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Formation Capital 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. 

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.

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