Top New York Individual Accredited Investors with Recent Private M&A Activity

Q: How are Individual Accredited Investors in this directory ordered?

Firms in the New York 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.

Q: 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.

Q: What company sizes are most common for New York Individual Accredited Investors?

Based on activity on Axial’s M&A platform, the core revenue range for New York Individual Accredited Investors is $3M-$14M, with a core EBITDA range of $700K-$3M. 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.

Q: How important is location when evaluating Individual Accredited Investors?

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.

Q: Do all Individual Accredited Investors in this directory operate exclusively in New York?

Not necessarily. A firm’s location does not always define its geographic reach. Many Individual Accredited Investors 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.

Q: How do I compare Individual Accredited Investors in New York?

When comparing Individual Accredited Investors in New York, consider factors such as sector focus, size range, and recent transaction activity. These characteristics vary across the 173 firms included in the directory and can help identify firms that align with your needs.

Q: How do I connect with New York 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 New York Individual Accredited Investors directory, you can request information here .

173

Active Firms

2,159

TTM Deal Inquiries

$3M-$14M

Core Revenue Range

$700K-$3M

Core EBITDA Range

Top Sectors by Activity

Industrials 42%

Healthcare 11%

Business Services 10%

Technology 9%

Consumer Goods 9%

Key Attributes

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

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

Aventa Capital

1 Closed Deal via Axial

2 Total Closed Deals Actively Sourcing Deals

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Meet Sam!Sam Elsaadi is a seasoned investment professional. Sam started his career in the investment banking division of Goldman Sachs and subsequently worked in 3 investing roles (IQVIA, Lightview Capital, and Huron Capital) before deciding to launch his own independent investing efforts. In the past year, he completed investment execution assignments supporting several PE firms (Bateleur Capital, HKW, Lightview Capital, Nexa Equity, etc.).

Recent Transactions

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Dec 2025 Acquired Confidential Company
Apr 2023 Acquired Uptime USA

Confluence Capital

1 Total Closed Deal Actively Sourcing Deals

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Confluence Capital is a boutique small business consulting firm focused on helping clients acquire and integrate new businesses. After several years of working with other clients, we are looking to acquire our first company solely in-house. We are industry agnostic and focused on businesses with high quality repeating and recurring revenue.

Recent Transactions

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Feb 2024 Assisted Confidential Company in securing debt financing from Confidential Company

Sas Sheena

Actively Sourcing Deals

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Our business is a technology provider looking for addon investments in technology that compliment our business. David Smooha is an individual investor that invests in small to mid market companies using his entrepreneurial years of experience running multiple businesses to grow early stage companies with the financing, sales, marketing and financial prowess to run any aspect of a business.

Recent Transactions

This member has no reported closed transactions.

John Yuen

Actively Sourcing Deals

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Hoboken, NJ-based independent buyer with a credit risk background, acquiring one cash-flowing business within 40 miles of NYC metro. Primary focus: HVAC, mechanical, plumbing, and refrigeration contractors with $300K+ SDE and a service-revenue mix. Also active in CPA practice acquisitions and home services platforms.Target deal size: $500K – $5M EV, 1.5x – 3.5x SDE depending on quality of recurring revenue. Open to seller-retained equity or earn-out structures where it accelerates close.

Recent Transactions

This member has no reported closed transactions.

Traditions Growth Capital

Actively Sourcing Deals

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Traditions Growth Capital pursues family-aligned opportunities in fragmented lower middle market sectors, focusing on business services, facility maintenance, and niche industrials with $2–10 million EBITDA and $15–75 million enterprise values. Operating primarily in NY, NJ, CT, PA, and MA, we emphasize professionalization, organic expansion, and buy-and-build strategies for next-generation stewardship. As a responsive counterparty on Axial, Traditions Growth Capital collaborates with family offices, co-sponsors, and advisors to deliver patient capital solutions grounded in trust and…

Recent Transactions

This member has no reported closed transactions.

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Aran Capital Holdings

Actively Sourcing Deals

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Holding company focused on acquiring growing, cash flowing businesses at reasonable valuations. Strong network of operating partners and value-add / active ownership mentality. Seeking businesses <$1.5 million of EBITDA with strong track records and management teams.

Recent Transactions

This member has no reported closed transactions.

Spar Industries

Actively Sourcing Deals

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SPAR Industries is a permanent-capital platform that acquires and operates essential aerospace and defense suppliers for the long term. No fund clock or exit timeline. The company focuses on strategic investments in key suppliers within the aerospace and defense sectors, ensuring sustained growth and operational excellence. SPAR Industries is committed to maintaining and enhancing the capabilities of its acquisitions, thereby supporting the broader aerospace and defense industry. Their strategic approach emphasizes long-term value creation and operational stability.

Recent Transactions

This member has no reported closed transactions.

Mayher Uppal

Actively Sourcing Deals

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I am looking to acquire a strong business with stable cash flows, a strong management team, and good fundamentals. My background spans M&A execution and investing in middle market companies. I look forward to being in touch.

Recent Transactions

This member has no reported closed transactions.

Value Partners

Actively Sourcing Deals

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At Legacy Capital Partners, we proudly serve as your trusted guide, offering expertise, support, and tailored solutions to simplify this complex transition.We enhance businesses through strategic operational, marketing, and technological improvements. With us, your business isn't just an investment; it's a commitment to long-term growth and success. Specializing in acquiring and managing companies, we adopt a hands-on approach to maximize their potential and resolve any issues during the selling process.We prioritize guiding entrepreneurs toward successful exits, leveraging our expertise to…

Recent Transactions

This member has no reported closed transactions.

Arima Investments LLC

Actively Sourcing Deals

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I am a self funded searcher actively seeking to acquire a profitable small business as a long-term owner. My focus is on durable, cash-flowing companies with recurring revenue, strong customer relationships, and opportunities for operational improvement and growth. I am not seeking distressed businesses, turnarounds, or highly speculative opportunities. I am looking for fundamentally healthy businesses where anowner is seeking succession, retirement, or a thoughtful transition.Big 4 Consulting Partner - Extensive experience in strategy, risk management, transformation, and operational…

Recent Transactions

This member has no reported closed transactions.

Cybul Holdings

Actively Sourcing Deals

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We are experienced entrepreneurs and operators looking to acquire a well-established small business with a strong reputation and solid foundation. We are well-capitalized, hands-on, and able to move quickly for the right opportunity. Our goal is to build on what is already working and support the business’s continued growth.

Recent Transactions

This member has no reported closed transactions.

Tom Tofield

Actively Sourcing Deals

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Individual investor pursuing acquisition of one SMB to own & operate. NYC metro area or remote friendly. Background in M&A integration and strategic operations (SaaS expertise). Particular interest in (digital) marketing agencies or small SaaS with partial product-market fit.

Recent Transactions

This member has no reported closed transactions.

Seal Rock Ventures, LLC

Actively Sourcing Deals

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We aim to foster the growth and expansion of existing businesses by providing patient, long-term investments and developing strong, trusting relationships over time.

Recent Transactions

This member has no reported closed transactions.

Maxwell Holloway

Actively Sourcing Deals

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Self-funded searcher and technical founder seeking one B2B software or tech-enabled services business to acquire, operate, and grow long-term. $1M to $5M enterprise value, $500K+ EBITDA, US-based.Background: Founded and built a profitable, fully automated market-making firm from the ground up, from securing 7-figure loan financing to architecting the full technology stack. The firm is still operating and generating returns with minimal oversight, freeing me to focus full-time on acquiring and operating a software business.I'm looking for healthy, well-run businesses with strong fundamentals,…

Recent Transactions

This member has no reported closed transactions.

Andrew Li

Actively Sourcing Deals

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Individual with large cap PE experience looking to acquire business to operate. Based in NY Metro area, but open to various locations. Looking for opportunities with long term, durable businesses, ideally as a partner to the existing owner with a staged transition.

Recent Transactions

This member has no reported closed transactions.

Corner Three

Actively Sourcing Deals

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Corner Three is a consumer services holding company, aggregating and scaling operating assets through a strategy built around lower middle market M&A and selective multi-unit expansion. The holding company targets operators, including those with multi-site footprints, delivering high-quality experiences across different settings.

Recent Transactions

This member has no reported closed transactions.

Cedar Hill Capital

Actively Sourcing Deals

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Cedar Hill will acquire a Georgia-based septic services platform at 2–4× EBITDA and consolidate a hyper-fragmented, succession-driven industry in which no company in the US has more than 5% market share — bringing institutional marketing, routing, and operations to an essential, recession-resistant service that organized capital has yet to enter.

Recent Transactions

This member has no reported closed transactions.

Presidium Capital

Actively Sourcing Deals

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Presidium Capital was founded with a clear mission: to acquire, operate, and grow an exceptional small business while serving as a trusted partner to owners navigating succession. We focus on established, profitable companies—often at a turning point due to retirement or leadership transition, where we can step in as committed, long-term stewards.

Recent Transactions

This member has no reported closed transactions.

Magnifico Investments

Actively Sourcing Deals

View Full Profile

Mangnifico Investments is a premier investment firm renowned for its astute financial acumen and strategic foresight. With a steadfast commitment to maximizing returns and fostering sustainable growth, Mangnifico specializes in identifying lucrative investment opportunities across diverse sectors. Our seasoned team of experts meticulously analyzes market trends and conducts thorough due diligence to ensure optimal investment decisions. At Mangnifico, we pride ourselves on our ability to cultivate synergistic partnerships and drive value creation for our stakeholders. Whether through strategic…

Recent Transactions

This member has no reported closed transactions.

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Firms in the New York 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.

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 New York Individual Accredited Investors is $3M-$14M, with a core EBITDA range of $700K-$3M. 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.

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.

Not necessarily. A firm’s location does not always define its geographic reach. Many Individual Accredited Investors 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.

When comparing Individual Accredited Investors in New York, consider factors such as sector focus, size range, and recent transaction activity. These characteristics vary across the 173 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 New York Individual Accredited Investors directory, you can request information here.

Top New York Individual Accredited Investors

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