Top Portland Individual Accredited Investors with Recent Private M&A Activity

Active Firms

116

TTM Deal Inquiries

$3M-$12M

Core Revenue Range

$800K-$3M

Core EBITDA Range

Top Sectors by Activity

Industrials 31%

Technology 18%

Business Services 11%

Consumer Goods 8%

Food & Hospitality 6%

Key Attributes

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

Avocet Holdings, LLC

1 Closed Deal via Axial

8 Total Closed Deals Actively Sourcing Deals

View Full Profile

Through my acquisition vehicle (Avocet Holdings, LLC), I am looking to make acquisitions of privately held companies in logistics, business services and manufacturing industries. I prefer businesses with stable cash flow, ongoing management (that I can work with) and an established customer base.I have extensive operating experience running my own companies over the past 20 years; prior to that I was an M&A banker and private equity investor on Wall Street. I'm looking to build out a portfolio of operating companies which I can own and to which I can add value. I like to get my hands…

Recent Transactions

View All

May 2021 Acquired Confidential Company
Oct 2017 Invested in STARC Systems, Inc.
Jan 2017 Acquired Tempshield, Inc.
Jun 2011 Acquired Fore River Warehousing, Inc.

Eduardo Serrano

Actively Sourcing Deals

View Full Profile

I'm an experienced technology executive with broad general management experience and a specialization in bringing new products to market. I've also invested in 10+ companies. I'm seeking to acquire my first operating company.

Recent Transactions

This member has no reported closed transactions.

BFT

Actively Sourcing Deals

View Full Profile

Independent investor/operator looking for additional acquisition opportunities. M&A professional by training, well versed in deal dynamics/execution. Have prior experiance with SME acquisitions and operations.

Recent Transactions

This member has no reported closed transactions.

Mack Howell

Actively Sourcing Deals

View Full Profile

I’m looking for a saas or technology-enabled business with strong core operations but untapped growth potential — ideally where I can drive revenue growth through product innovation, partnerships, or marketing.The business should be generating $300K–$1M in SDE and have a stable team in place that I can lead and support.I’m open to a variety of sectors, but I’m especially interested in government services, B2B SaaS, or data-heavy workflows. The company should have room for strategic improvements and be based in the U.S., with a preference for remote or…

Recent Transactions

This member has no reported closed transactions.

Intufit LLC

Actively Sourcing Deals

View Full Profile

Intufit is a family office located in the Pacific Northwest. We invest in manufacturing, technology and services companies based in the U.S. looking for support from an experienced private equity operating executive.

Recent Transactions

This member has no reported closed transactions.

Crux Holding Company

View Full Profile

We are looking to acquire product based companies, technology companies, or manufacturing companies. We are looking for business valued in the $3-5 million dollar range. We are located in Portland, Oregon, so physical business located in the Pacific Northwest are optimal. We are also interested in remote businesses.

Recent Transactions

This member has no reported closed transactions.

Stop Browsing. Start Transacting.

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

Get Started Today

Jeremy Haug

View Full Profile

Jeremy Haug 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.

Robert Lacis

View Full Profile

I’m a self-funded searcher. In addition to starting, building, and operating 3 startups, I have 25 years of experience in customer-facing roles at high-tech companies. I'm looking to acquire a business on Vancouver Island, BC.

Recent Transactions

This member has no reported closed transactions.

N3 Notary

View Full Profile

I am an individual and business owner looking to acquire other businesses. I’ve spent the last 20 years building a business started in a basement. Our annual revenues are in the 7 figures, with 17 employees and 3000 contractors, in the HR space.

Recent Transactions

This member has no reported closed transactions.

Joshua Leonard

View Full Profile

I have extensive experience working through investment underwriting and acquisition, portfolio management and capital raises from my time working in the Commercial Real Estate industry. I left the industry to begin building a portfolio of operating companies with my first acquisition in 2021. I am now looking to expand my operating company portfolio with additional acquisitions.

Recent Transactions

This member has no reported closed transactions.

Cascade Corporate Services

View Full Profile

Ex-Fortune 500, executive turned serial entrepreneur, now looking to acquire and operate one or more small businesses in the security to combine, operate, and grow in the Vancouver WA/Portland OR metro area.

Recent Transactions

This member has no reported closed transactions.

The Boatswain Group

View Full Profile

The Boatswain GroupThe Boatswain Group is a family office-backed private equity and management firm specializing in acquiring and operating small to mid-market businesses. We target companies with enterprise values between $2-6 million, focusing on established businesses with strong fundamentals and untapped growth potential.Our approach combines patient capital with hands-on operational expertise to drive sustainable value creation. Unlike traditional PE firms, our family office backing allows us to take a long-term view, prioritizing business health and steady growth over quick exits. We…

Recent Transactions

This member has no reported closed transactions.

My Duc The Nguyen

View Full Profile

https://network.axial.net/a/company/my-duc-the-nguyen/https://network.axial.net/a/company/my-duc-the-nguyen/https://network.axial.net/a/company/my-duc-the-nguyen/https://network.axial.net/a/company/my-duc-the-nguyen/https://network.axial.net/a/company/my-duc-the-nguyen/https://network.axial.net/a/company/my-duc-the-nguyen/https://network.axial.net/a/company/my-duc-the-nguyen/https://network.axial.net/a/company/my-duc-the-nguyen/https://network.axial.net/a/company/my-duc-the-nguyen/https://network.axial.net/a/company/my-duc-the-nguyen/

Recent Transactions

This member has no reported closed transactions.

Kelly Holdings

View Full Profile

Search fund with a proven operator in CPG space, primary focus on frozen food and bakery brands. Most recently scaled and exited family owned business, Willamette Valley Pie to Dessert Holdings/Bain Capital.

Recent Transactions

This member has no reported closed transactions.

Firms in the Portland 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 Portland Individual Accredited Investors is $3M-$12M, with a core EBITDA range of $800K-$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 Portland 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 Portland are active across multiple regions, while firms based elsewhere may also participate in the Portland market. Location can provide useful context, but it should not be interpreted as a firm’s geographic boundary.

When comparing Individual Accredited Investors in Portland, 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 Portland Individual Accredited Investors directory, you can request information here.

Top Portland Individual Accredited Investors

Axial Insights

Stop Browsing. Start Transacting.

Frequently Asked Questions

Let us curate Relevant Introductions.

Companies sold using Axial Advisor Finder:

Get Introduced to the Right Advisors

You’re All Set

We've Received Your Request