Treaty Oak is an Austin-based private investment firm with capital commitments from two Texas family offices.We partner with privately held and family owned businesses to address funding needs, ownership transitions and succession planning issues while preserving legacy, existing culture and values. Our namesake, the Treaty Oak, is located in current-day downtown Austin. It is estimated to be over 500 years old and is a local symbol of Texas history and resilience. We seek to build long-term partnerships with our management teams. Our core values include conducting our business with…
Obelysk is a family office with a long history of investing in, operating and growing businesses in North America.We seek to acquire high-quality businesses and grow their cash flow through a combination of organic growth, operational improvements and M&A.Our focus is on acquiring lower middle market companies in the following industries: business / industrial services, light manufacturing / processing, infrastructure services, and home services.
Rising Ventures Group, established as a family-run business, came to fruition as a result of the family’s shared passion for Entrepreneurship, Value Creation, Leadership, Culture-building, Core Values, and Community.Both parents have been successful business owners since the mid-80’s and have spent their careers in CPG, Retail, Healthcare, Consulting, Manufacturing and Distribution. With savvy business acumen, multiple start-up companies were created and successfully exited, realizing extensive wealth.The younger generation of three adult children have experienced professional success and…
Jumana Capital is a private investment firm focused on long-term value creation through strategic investments in lower-middle market companies across the United States. We target founder- or family-owned businesses that are at an inflection point—whether through succession planning, operational optimization, or platform expansion—where our capital and partnership can accelerate growth.Investment CriteriaWe typically invest in companies with:EBITDA between $2 million and $15 millionDefensible market positions in niche sectorsRecurring or re-occurring revenue modelsA clear path for…
Forest Lane Capital is a Pittsburgh-based family office focused on acquiring lower middle market companies that welcome an energetic partner who wants to help them accelerate growth. Our model is centered on leveraging what we have seen and learned from thousands of other lower middle market businesses we have evaluated to help you grow yours. From our experience, the right mix of capital and operational resources provides the greatest opportunity to build long-term equity value.
Gart Capital Partners is a private investment partnership focused on investing in closely-held and family-owned businesses. We focus on facilitating ownership transition planning; and strategic future growth.With over ninety years of collective investing and operating experience, we are true innovative and operational partners rather than passive financial investors. In addition, our patient, family office capital base allows us to be uniquely flexible and focused on the long-term potential of every company in our portfolio.We partner with growing, lower middle market consumer and services…
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.
Alitus Partners is a private equity firm managed by experienced operating executives rather than financial experts. Each of our managing partners have personally built companies from as small as a few million dollars of sales into businesses generating in excess of several hundred million dollars of revenue. Our goal is to acquire control positions in lower middle market companies, then use our hands on operating experience to help existing ownership and management realize potential which they can not achieve with their current resources. We not only know how to enhance the foundation of a…
Nobel Investments is a family investment office based out of Santa Monica, CA. We are majority stake hold investors and are owners / operators of our businesses post-acquisition. We invest in businesses that operate in industries where we have demonstrated a successful track record of helping companies scale – either as direct operators or as consultants.Nobel Investments was founded by Atta Tarki. Born in Tehran, Atta moved to the countryside of Sweden at age 7, where he grew up a few minutes away from Alfred Nobel’s workshop. There, Atta developed a deep respect for Alfred Nobel’s…
Preservation Holdings is a group of family offices based in Dallas/Fort Worth, who are seeking to deploy committed capital through multiple control investments. We primarily invest in B2B and B2C Services companies in the Lower Middle Market, as well as other compelling opportunities. We are seeking long-term investments as part of a broader portfolio of operating companies. There is no mandate to return capital to investors. Our focus is on long-term returns and cash flow generation. We have built, bought and sold businesses. We intimately understand the frustration that comes with a sale…
Most Recent Transactions
Investor
Jul 2022
Preservation Holdings LLC
acquired
Air Assurance Heating, Air Conditioning, and Plumbing
Taubman Capital (“TC”) is a private equity investment firm for the Taubman familyThrough TC, the family is building an investment portfolio of world-class businesses led by exceptional management teams outside of its core real estate holdingsThe firm’s flexible, long-term capital base offers sellers closing certainty, while also providing management teams with the ability to focus on building larger, more valuable enterprises without time constraints or exit pressuresTC has no outside investors – all internal capital means making investment decisions as true owners and the ability to…
KGF Capital Partners is a single-family office founded by Louis Kenter, who previously co-founded Prospect Partners, a Chicago-based middle-market private equity firm. We pursue microcap platform buyouts (sub-$3 million EBITDA) in manufacturing, value-added distribution, and business services, along with add-on acquisitions of all sizes for our existing portfolio companies — John Boos & Co. (commercial food equipment) and Workspace+ (school and laboratory furniture).
GoodCapital owns and builds national leading companies that have a clear purpose and long-term reason to exist. We do this by combining talented leadership, smart capital, and the flexibility to own them forever. We are led by entrepreneurs who have been there and done it - successfully leading and transforming purpose-built businesses.The GoodCapital team has completed 7 transactions with a focus on safety and asset management software and technology.
DRA Family Office, established in 2019 and based in San Diego, California, is a single family office focused on private investments. The firm targets both lower middle market private equity and early-stage companies across diverse industries, including real estate, operating businesses, and equity ventures. DRA Family Office collaborates with dynamic management teams to build sustainable value in businesses, leveraging its extensive operational experience. The firm actively seeks investment opportunities in early-stage growth companies and established businesses, with a preference for those…
Scott Capital Partners, LLC is a private investment firm dedicated to fostering long-term growth and capital appreciation. The firm employs a strategic "buy and build" approach, focusing on value creation and capital preservation. Scott Capital invests in companies with solid growth potential, aiming to achieve significant growth and superior value for both employees and stockholders. The firm is committed to acting as a patient, long-term partner, with investment timing not dictated by artificial timelines. Scott Capital's strategy includes finding complementary acquisitions, developing new…
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…
We are a Toronto-based SFO and currently own three platforms in the $4mm-$10mm EBITDA range, including co-owning 18 Five Guys in Minneapolis-St. Paul (with another 27 currently under LOI). We generally love cash flowing businesses, aim for majority ownership, but look to have shareholders / a team that want to roll equity and partner with us for the long term.
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.
Modi Investment Group is a private investment company specializing in the acquisition and management of established and profitable small and mid-size businesses with attractive growth prospects. Our capital is fully-committed and available immediately to invest in companies that meet our criteria. As a hands-on investor, we specifically look for business owners who are seeking to retire or simply transition away from management responsibilities. We work directly with the company's existing management team with a goal to secure the immediate and long-term success of the company. Balancing…
Ouabache Investments is an investment company created by Will Weaver, who is a principal at Weaver Popcorn, the world's largest popcorn company. The fund will operate as a standalone entity and will be funded by investments from the Weaver Family Office.We are seeking companies who have demonstrated growth potential and are seeking investment to fuel that growth. We believe that partnering with good management teams is important; however, we also want to bring our operational expertise to assist in growth. We are seeking opportunities that result in a majority stake or complete acquisition.…
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