Top Pennsylvania Family Offices with Recent Private M&A Activity

Active Firms

125

TTM Deal Inquiries

$6M-$23M

Core Revenue Range

$1M-$5M

Core EBITDA Range

Top Sectors by Activity

Consumer Goods 34%

Industrials 17%

Healthcare 15%

Technology 13%

Transportation 13%

Key Attributes

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

Entrepreneur Partners

6 Total Closed Deals Actively Sourcing Deals

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Entrepreneur Partners invests in the following segments:Direct marketing companies including business-to-business and business-to-consumer catalogers and direct marketers, specialty publishers, retailers and marketing service providers. Multi-channel retailers serving enthusiast customers.Printing and PackagingThe companies in which we invest are building loyal customer bases with high lifetime value – customer bases characterized by long relationships, frequent purchases and large cumulative spends. In addition to building high lifetime value, these companies participate in well-defined…

Recent Transactions

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Aug 2023 Acquired PEACHTREE BUSINESS PRODUCTS
Aug 2023 Acquired MEDICAL ARTS PRESS
Jul 2019 Acquired Offset & Digital Printer to the Packaging and Retail Display Markets
May 2019 Invested in Salumi

Forest Lane Capital

3 Total Closed Deals Actively Sourcing Deals

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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.

Recent Transactions

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Feb 2025 Acquired ARS Recycling Systems
Jun 2021 Acquired HTG Supply
Jan 2019 Acquired Meritech Holdings, LLC

Sheriff & Co.

Actively Sourcing Deals

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Actively pursuing acquisitions in the transportation and logistics sector. Looking for freight brokerages and carriers (FTL, LTL, and dedicated preferred). Open to full exits, equity rollovers, and sponsor-backed. Preferred criteria: EBITDA of $10M+, strong company culture, and reviewed or audited financials. Extremely experienced buyer in this space.

Recent Transactions

This member has no reported closed transactions.

The Brynavon Group

4 Total Closed Deals

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The Brynavon Group, Inc. ("Brynavon") is a private investment company that was founded in 1973 and currently owns four companies located across the United States. Brynavon assists successful management teams in acquiring the business for which they work. Brynavon is a private investment firm that can handle all aspects of the M & A / ownership transition process: equity capital, mezzanine debt, senior debt, deal structuring, negotiation, estate planning, due diligence and divestiture. Typically, Brynavon owns between 60-80% of the portfolio companies while the balance is owned by management…

Recent Transactions

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Aug 2022 Acquired Effort Foundry
Jun 2015 Acquired Dura-Bond Bearings
Apr 2009 Acquired Pacific Sheet Metal
Feb 2004 Acquired Avcom of Virginia

2M Investment Partners

2 Total Closed Deals

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2M Investment Partners (“2M”), backed by a multi-billion-dollar family office, invests in durable businesses for the long-term. 2M is building a concentrated portfolio of small- and mid-size businesses with strong cultures and promising growth opportunities. Run by former private equity professionals, 2M has the experience to quickly close transactions and support both organic and acquisition-based growth initiatives. 2M’s family capital backing means success is measured over decades or longer, solidifying focus on each portfolio company’s needs and not an investor’s timeline. 2M is…

Recent Transactions

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Oct 2020 Acquired Precision Laser Specialist
Jun 2019 Acquired Advanced Metals Machining

Owl Creek Partners LLC

2 Total Closed Deals

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Owl Creek Partners is a family-owned, small market, private investment firm. We make equity investments in privately held companies and take an active role in the operational and strategic futures of our investments. Owl Creek is not a traditional private equity fund, in that we do not rely on a "blind pool" of capital from outside limited partners to fund our investments. This level of independence allows Owl Creek's partners to manage every investment with the long-term best interest of the company and its stakeholders in mind: no forced exits, dividend re-caps or excessive debt to satisfy…

Recent Transactions

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Mar 2008 Acquired Kifco, Inc.
Oct 2007 Acquired VRI Inc.

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Andrew Sentyz

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Transformational CEO with 15+ years of experience leading infrastructure, logistics, maritime, and government-contracted operations. Proven track record of creating shareholder value through operational improvement, strategic growth, and public-private partnerships. Looking to purchase a business that would benefit from strong operator with growth mindset.

Recent Transactions

This member has no reported closed transactions.

Atlas Global Group

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We are a private investment group focused on acquiring and co-investing in North American lower middle market companies. Our mandate includes SBA-backed acquisitions, service businesses, and asset-heavy operations with recurring cash flow. We provide equity capital as a limited partner alongside proven operators and value strategic, long-term partnerships.

Recent Transactions

This member has no reported closed transactions.

SteelPoint Capital Holdings

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Casey Quinn is a dynamic entrepreneur who has successfully founded and operates multiple companies with a focus on service companies in the real estate or real estate adjacent spaces. His primary venture, SteelPoint Capital, is renowned for its expertise in private lending and providing capital for real estate deals. The company is dedicated to offering strategic capital investment and advisory services, catering to the needs of service professionals and real estate investors. With a robust team of over 70 employees and 10 virtual professionals, Casey Quinn's enterprises are well-equipped…

Recent Transactions

This member has no reported closed transactions.

Matt Brinkmann

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Matt Brinkmann 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.

LBCW Holdings, LP

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LBCW was founded in 1984 by Clay W. Hamlin, III and Lynn B. Hamlin to facilitate their family's business investments. The Hamlin family has a long track record as successful investors with a particular focus on real estate.Today, LBCW continues to grow and is actively pursuing its investment strategy through an extensive network of investment partners that allows it to select among the best investments from a broad range of companies and management teams, private equity and hedge funds, and other private investors and entrepreneurs.

Recent Transactions

This member has no reported closed transactions.

Marathon Trading

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I’m currently seeking to acquire a wealth management business in or around Wayne, PA. Ideally, I’m looking for a firm that meets the following criteria:Location: Based in or serving the Main Line suburbs (Wayne, King of Prussia, Radnor, etc.)Size: Annual revenue in the range of $500K to $3MClient Base: Primarily recurring AUM-based revenue with a stable, long-term client base; open to firms with a mix of fee-based and commission businessTransition: Owner willing to assist in a short- or medium-term transition period (not a requirement)Team: Preference for a small team or solo practitioner…

Recent Transactions

This member has no reported closed transactions.

Aua Capital Management, LLC

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We are a single-family office with discretionary capital and advisory relationships. While we do not raise committed blind-pool funds, we deploy family and client capital through controlled entities with a track record of closing.

Recent Transactions

This member has no reported closed transactions.

PredictivEdge

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ST6 Investments is a private family office that invests, owns and operates various companies in the technology , real estate and medical industries.

Recent Transactions

This member has no reported closed transactions.

Firms in the Pennsylvania 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.

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 Pennsylvania Family Offices is $6M-$23M, with a core EBITDA range of $1M-$5M. 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 Pennsylvania 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 Family Offices based in Pennsylvania are active across multiple regions, while firms based elsewhere may also participate in the Pennsylvania market. Location can provide useful context, but it should not be interpreted as a firm’s geographic boundary.

When comparing Family Offices in Pennsylvania, consider factors such as sector focus, size range, and recent transaction activity. These characteristics vary across the 14 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 Pennsylvania Family Offices directory, you can request information here.

Top Pennsylvania Family Offices

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