Top Research & Consulting Services Holding Companies with Recent Private M&A Activity

367

Active Firms

8,457

TTM Deal Inquiries

$3M-$18M

Core Revenue Range

$800K-$4M

Core EBITDA Range

Top States by Activity

Florida 14%

California 14%

Texas 11%

New York 6%

New Jersey 4%

Key Attributes

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

Baseline Enterprise LLC

1 Total Closed Deal Actively Sourcing Deals

View Full Profile

Baseline Enterprises is a parent company interested in acquiring businesses in the healthcare space. We previously made acquisitions of assisted living facilities and are looking to expand into the same and any adjacent verticals.

Recent Transactions

View All

Mar 2021 Acquired Elizabeth Care Homes

AMS Partnership

1 Total Closed Deal Actively Sourcing Deals

View Full Profile

AMS Partnership (AMS) was founded in 2022 with the goal of acquiring and operating profitable product and services-based companies to create value for our employees, customers, and communities. AMS stands out from the crowd of traditional financial acquirers by leveraging the founders' years of hands-on small business operational and technical experience.AMS plans to acquire and hold vs the traditional approach of acquire, grow, and sell. We feel that acquiring businesses at fair valuations and continuing to own and operate these businesses indefinitely will provide the best outcome for the…

Recent Transactions

View All

Aug 2023 Acquired Confidential Company

Plantation Investments

1 Total Closed Deal Actively Sourcing Deals

View Full Profile

Plantation Investments focuses on businesses that compliment each other. I started down this path with a machine shop founded in 2007, and in 2019 acquired a motorsports manufacturing company in Oklahoma. My primary focus is to try and add additional companies that can compliment each other.

Recent Transactions

View All

Jan 2019 Acquired Stroud Safety

K4 Holdings

1 Total Closed Deal Actively Sourcing Deals

View Full Profile

K4 Holdings is dedicated to partnering with, actively operating, and growing a small portfolio of complimentary lower middle market manufacturing businesses in the Greater Delaware Valley and Northeast region.

Recent Transactions

View All

Apr 2021 Acquired Philadelphia Dry Ice / Jim's Ice

Highmount Madison

1 Total Closed Deal Actively Sourcing Deals

View Full Profile

Highmount is an investment partnership that invests capital on behalf of high-net-worth individuals and family offices. We are focused on acquiring and building businesses in fragmented spaces through a long-term buy-and-build strategy (not subject to a 3-5 year holding period). Our backgrounds are in investment banking (Goldman Sachs), private equity (Centerbridge Partners, Apollo Global Management, Clearsky, and Whale Rock Capital Management), and company operations (Berkshire Hathaway).Prior to Highmount Madison, Dan was the Head of Corporate Development for Pampered Chef (a Berkshire…

Recent Transactions

View All

Oct 2023 Acquired 4Ever Young

JDA Advisors, LLC

1 Total Closed Deal Actively Sourcing Deals

View Full Profile

JDA Advisors believes that investment success requires more than just access to capital. Our firm provides a unique combination of financing along with a deep commitment to advising our portfolio companies over the long term.After over 20 years of working at some of the largest private equity firms in the country, Benjamin Kahn founded JDA Advisors as a holding company to invest in a diversified set of privately held businesses. While JDA has significant consumer expertise in franchising, health & wellness, beauty products & services, and food & beverage, we also look to selectively acquire…

Recent Transactions

View All

Aug 2023 Acquired BigBlue Swim School

Stop Browsing. Start Transacting.

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

Get Started Today

Rouge River Capital

1 Total Closed Deal Actively Sourcing Deals

View Full Profile

Founded in 2008, Rouge River Capital invests its own capital to acquire majority positions in small to mid-sized North American businesses. We own a diversified portfolio of strong operating businesses in Canada, across three platform sectors (Consumer, Logistics, and Industrials) generating in excess of $400 million in sales. Our Managing Partners are owners, investing their own capital for long-term capital appreciation, and do not raise nor manage external funds. We partner with management that wants to remain active and that want to build long-term value in partnership with Rouge River…

Recent Transactions

View All

Dec 2022 Acquired Brookdale Treeland Nurseries

Haywood Lane

1 Total Closed Deal Actively Sourcing Deals

View Full Profile

At Haywood Lane, we seek to build great companies through a distinct platform, allowing us to focus on a single, large and fragmented market at a time. By immersing ourselves in the industry alongside our management partners we best position ourselves to build relationships, increase knowledge and our ability to effectively scale our platform. We value cash generation and quality managers as primary criteria, followed by growth prospects and opportunities to increase value through operational improvements. Founded in mid-2022, we have completed three acquisitions to date and are actively…

Recent Transactions

View All

Mar 2022 Acquired Joss Growers, Inc.

GovSoft Holdings

1 Total Closed Deal Actively Sourcing Deals

View Full Profile

GovSoft Holdings is a holding company focused exclusively on government and public safety technology. It acquires and partners with software and IT-enabled businesses serving government agencies, operating on a patient capital model rather than the fixed timelines of traditional private equity or venture capital.

Recent Transactions

View All

Mar 2013 Acquired FastSpring

Murphy Legacy Partners

Actively Sourcing Deals

View Full Profile

Michael Murphy, CPA, is a repeat founder who has built and sold digital infrastructure and consumer platforms while keeping investors whole. Over a two-decade career he has raised more than seven million dollars, closed a $150 million power and land agreement, and overseen construction of a 45 MW computing facility.He also engineered an enterprise email system that delivers two billion messages each year and created video and real-estate platforms that attract millions of users.Murphy manages his own reconciliations, crypto treasury, and GAAP compliance, drawing on early training with the…

Recent Transactions

This member has no reported closed transactions.

Crmone

Actively Sourcing Deals

View Full Profile

Leader in BPO & CX services with over 20 years of global experience, a world-class team of 4,000+, and operations in seven countries. We excel at enhancing customer experiences, boosting efficiency, and cutting costs, making us the preferred BPO partner for industry leading brands worldwide.

Recent Transactions

This member has no reported closed transactions.

Corporate Rebels North America

Actively Sourcing Deals

View Full Profile

We are the "anti-PE" social impact alternative. We are currently seeking to buy and transform manufacturers and vertical market software companies around the Chicago area with at least 10% EBITDA to convert every acquisition into a 100% employee owned and controlled business. This will be accomplished via a leveraged buyout into a U.S. ESOP trust combined with a "self-management" transformation per the proven Corporate Rebels playbook to maximize both organizational performance and employee control over each business. See our website at https://us.corporate-rebels.com/ for more details on…

Recent Transactions

This member has no reported closed transactions.

Montlake Partners LLC

Actively Sourcing Deals

View Full Profile

Todd Owens and Paul Judy bring 25+ years of co-leadership experience building, operating, and scaling companies from early-stage to $100M+ ARR across tech-enabled services, SaaS, healthcare, and light manufacturing. Their complementary skill set pairs aggressive GTM and commercial growth leadership (Todd) with disciplined operational execution and customer delivery (Paul).Acquisition MandateActively evaluating acquisition targets west of the Rocky Mountains in stable, fragmented industries with low risk of AI disintermediation.Target Criteria:Primary Sectors: Home Services | B2B Tech-Enabled…

Recent Transactions

This member has no reported closed transactions.

Perpetuo Corp

Actively Sourcing Deals

View Full Profile

Perpetuo is a permanent capital holding vehicle deploying committed capital directly from our balance sheet, we seek to acquire US based businesses through majority change in control LBO with historical management continuing to stay in place. Our criteria include EBITDA ranges $2-10M, 12% margins or greater, with 5+ years of profitable cash flow operations. We are sector agnostic, but do not invest in technology, real estate, and capital intensive businesses. We aim to align sellers with our long-term permanent hold strategy through a majority buyout, seller note, and roll over equity.

Recent Transactions

This member has no reported closed transactions.

Toyota Tsusho

Actively Sourcing Deals

View Full Profile

Toyota Tsusho America, Inc. is a multi-market, multi-business enterprise which has been operating in North America for over 60 years. Based on both the heritage and the vision of our parent company, Toyota Tsusho Corporation, the trading affiliate of the Toyota Group companies, we have greatly enlarged upon our traditional trading business model by developing new manufacturing, intermediate goods processing and logistics activities in United States, Canada, Mexico, and the Caribbean.Toyota Tsusho America’s business spans a wide range of fields. We have organized our business under seven…

Recent Transactions

This member has no reported closed transactions.

Inlet Point Holdings

Actively Sourcing Deals

View Full Profile

Sod Solutions is a leading turfgrass research, development, and technology company headquartered in Charleston, South Carolina. Since 1994, we’ve partnered with top turfgrass breeders, producers, and industry stakeholders to develop and license some of the most successful turfgrass brands in the market. Beyond our core turfgrass licensing and technology platforms, we own and operate a growing portfolio of businesses adjacent to the lawn and landscape industries.Acquisition Criteria: We are actively seeking to diversify our holdings through the acquisition of well-run small businesses…

Recent Transactions

This member has no reported closed transactions.

Brattle Point, LLC

Actively Sourcing Deals

View Full Profile

Brattle Technologies is a family-owned holding company of fantastic American businesses.We are not a private equity firm and do not seek profit from the regular sale of our holdings.Instead, we provide capital and professional, long-term ownership to our companies to help them grow into significantly larger enterprises over many years of stable ownership.In other words, we are investors for the long run.

Recent Transactions

This member has no reported closed transactions.

DMM Motorsports

Actively Sourcing Deals

View Full Profile

DMM Motorsports is a multi-brand automotive aftermarket platform focused on acquiring and scaling niche performance and off-road parts companies. Our investment criteria target founder-led businesses with $1–10 million in revenue and strong brand equity where we can add value through shared operations, centralized systems, and growth capital. We have a proven track record of building and integrating brands such as Hybrid Racing and DC Sports, and we continue to execute on a roll-up strategy that prioritizes founder-friendly deal structures and long-term brand growth.Our team combines deep…

Recent Transactions

This member has no reported closed transactions.

Follis Management Partners

Actively Sourcing Deals

View Full Profile

Founded in 2021, FMP is a value-oriented holding vehicle focused on long-term value creation across its portfolio companies. We aim to deploy medium-to-long duration capital across the capital structure, primarily focused on controlling equity stakes.Our experience is rooted from structuring and executing complex public markets transactions, but we have always gravitated towards entrepreneur-led private enterprises. Given our expertise, we can get up-to-speed and comfortable on unique opportunities. No financial engineering. No games. We are interested in the success of valuable…

Recent Transactions

This member has no reported closed transactions.

Medley Holdings

Actively Sourcing Deals

View Full Profile

Medley Holdings is an entrepreneurial, operationally‑focused investment firm partnering with founder‑owned consumer and services businesses.We invest in growth and work hands‑on alongside founders, bringing support and resources to help businesses reach their full potential and scale into category leaders.

Recent Transactions

This member has no reported closed transactions.

1 4 5 6 19

Firms in the Research & Consulting Services Holding Companies 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 Research & Consulting Services Holding Companies is $3M-$18M, 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.

Relevant Business Services experience can be an important consideration when evaluating a firm. Familiarity with the sector can provide a stronger understanding of its business models, market dynamics, valuation considerations, and transaction environment. The 367 firms included in this directory provide a starting point for identifying firms with relevant experience and activity in Business Services.

Not necessarily. Many firms are active across multiple industries, so inclusion in the Research & Consulting Services Holding Companies directory reflects relevant experience or activity in Business Services, rather than an exclusive sector focus. Individual profiles provide additional context on each firm’s areas of focus and activity within the sector.

When comparing Holding Companies with experience in Business Services, consider factors such as size range, geographic reach, and recent transaction activity. These characteristics vary across the 367 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 Research & Consulting Services Holding Companies directory, you can request information here.

Top Research & Consulting Services Holding Companies

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