Top Research & Consulting Services Individual Accredited Investors with Recent Private M&A Activity

1,257

Active Firms

11,859

TTM Deal Inquiries

$3M-$12M

Core Revenue Range

$500K-$2M

Core EBITDA Range

Top States by Activity

Florida 13%

California 10%

New York 10%

Texas 10%

New Jersey 5%

Key Attributes

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

ER3 Global

Actively Sourcing Deals

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I have successfully started and exited two businesses and am now looking at new opportunities as an owner/operator, investor or director/advisor. My interests range from manufacturing and system service companies like elevators, HVAC, electrical, etc. to management consulting, IT services, and BPO/operational services in the US. I am seeking businesses with good cash flow, where an owner who is looking to retire or move-on but wants someone who understands their level of business to keep their legacy alive (i.e. a partner more than a bank), or that need some help scaling to get to the next…

Recent Transactions

This member has no reported closed transactions.

Chosyn

Actively Sourcing Deals

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I am an experienced healthcare and social impact leader exploring acquisition opportunities in service-based businesses. My background includes leading complex programs, managing multimillion-dollar portfolios, evaluating organizations, and building partnerships across healthcare, nonprofit, and corporate sectors.I am particularly interested in founder-owned businesses with strong client relationships, recurring revenue, and opportunities for long-term growth. Areas of interest include healthcare services, consulting, research, community engagement, professional services, and other…

Recent Transactions

This member has no reported closed transactions.

Ten Fold Investments

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Georg Washington is an entrepreneurial pioneer in gaming and technology with a proven track record of building, acquiring, scaling, and exiting companies. He founded and sold Synergy Blue, a gaming manufacturer, and later sold Synergy Information Solutions after acquiring and integrating a smaller company into the business. An inventor holding dozens of patents, he is recognized for creative product concepts, technical expertise, and hands-on leadership, and has held regulated gaming licenses in key jurisdictions including Nevada.Georg is actively seeking to acquire companies in the following…

Recent Transactions

This member has no reported closed transactions.

Daniel Aragon

Actively Sourcing Deals

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Del Duero Wines 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.

JCMI

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JCMI acquires established, cash-flowing businesses to build enduring, generational legacies. We act as long-term stewards, preserving culture while investing capital and strategy to create sustainable growth and lasting value.

Recent Transactions

This member has no reported closed transactions.

Harbal Inc

Actively Sourcing Deals

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I am interested in evaluating stable and profitable businesses with EBITDA > 1M. Manufacturing and wholesales businesses or businesses with professional team in place are of high interest. My background is in small business and tech industry.

Recent Transactions

This member has no reported closed transactions.

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AA Capital

Actively Sourcing Deals

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We are an acquisition-focused investment firm dedicated to buying and growing small businesses across the United States. Our goal is to provide business owners with a trusted, fair, and confidential transition partner while preserving the legacy they’ve built. We target profitable companies in services, logistics, light manufacturing, and niche B2B sectors with $1M–$10M in revenue. Our approach is hands-on and people-first: we support existing teams, streamline operations, modernize processes, and invest for long-term growth. With flexible deal structures and a commitment to stability, we…

Recent Transactions

This member has no reported closed transactions.

Second Ascent Holdings

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Second Ascent Holdings is a long-term holding company built around ownership, stewardship, and disciplined growth. We focus on acquiring durable, well-run businesses and helping them compound over time -- without disrupting what makes them great.“Second Ascent” reflects a deliberate next chapter: applying hard-earned experience to build something enduring for family and future generations. For the companies we acquire, it’s also a second ascent -- a new chapter with thoughtful support, stable ownership, and a long-term horizon. We believe the best outcomes come from clarity, care…

Recent Transactions

This member has no reported closed transactions.

Fairway Home Care Partners

Actively Sourcing Deals

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Fairway Home Care Partners is a private investment firm dedicated to partnering with exceptional home healthcare and nurse concierge businesses. As a private equity firm, it focuses on investing in established companies within this sector, aiming to support growth and preserve legacy. Fairway Home Care Partners specializes in identifying businesses with strong potential in the healthcare industry, leveraging its expertise to enhance value and ensure sustainable development.

Recent Transactions

This member has no reported closed transactions.

Juncture

Actively Sourcing Deals

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I am an independent investor and operator seeking to acquire a fundamentally strong, scalable business in the lower middle market, targeting $1M to $3M in EBITDA. My primary focus is providing a seamless, respectful succession plan for retiring founders who want to ensure their legacy, brand, and employees are protected after they exit.Bringing a background in sophisticated financial diligence, institutional project management, and modern operational architecture, I offer flexible, creative transaction structures tailored to a seller's specific timeline and tax goals. I am not a traditional…

Recent Transactions

This member has no reported closed transactions.

Derek Schreiner

Actively Sourcing Deals

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Have spent 13 years in the finance industry in investment banking, private equity and private credit / structrued equity investing. In that time, have completed 24 platform transactions and 9 tuck-in acquisitions .Looking to acquire a business as a platofrm for consolidation alongside managing and re-investing for organic growth over a long-term hold. Targeting businesses with SDE of $1mm+ located in the Midwest and Texas.

Recent Transactions

This member has no reported closed transactions.

Greg Hadley

Actively Sourcing Deals

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I am an NYC-based acquisition entrepreneur seeking to personally acquire and operate a business in the continental United States. I have the willingness and ability to re-locate geographically. I have years of M&A experience through time spent as an investor at a private equity fund, and as an investment banker.I am prioritizing businesses in the $800K-$1.2M EBITDA range. I have SBA pre-approval for $3.8M, with the ability to go higher via seller notes or contingent consideration.

Recent Transactions

This member has no reported closed transactions.

Acquisition Corp, LLC

Actively Sourcing Deals

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I am a private investor and entrepreneur who has founded, built, and sold 2 healthcare services firms. I am now looking to acquire a controlling or partnership interest in a services firm.

Recent Transactions

This member has no reported closed transactions.

Ellerbrock Companies

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Investor in Columbus, OH. Looking for acquisitions in the aggregates hauling, production or recycling verticals. Current platform consists of a 22 truck fleet focused on gravel, sand and topsoil.

Recent Transactions

This member has no reported closed transactions.

BroCap Holdings, LLC

Actively Sourcing Deals

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Funded lower middle market holding company focused on acquiring and operating businesses in the manufacturing & industrial sectors, with hands-on experience building and managing a five-company manufacturing portfolio totaling $180 million in revenue.

Recent Transactions

This member has no reported closed transactions.

Tactical Capital

Actively Sourcing Deals

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I have over a decade of experience as an operator (engineering/operations/finance) and have consolidated three manufacturing sites (TX, NJ, and VA) supporting over fifty million in revenue to Charlotte, NC over the last three years. I also manage a multimillion-dollar portfolio for my clients and can bring different partners into deals depending on size and industry.

Recent Transactions

This member has no reported closed transactions.

Hanson Nimako

Actively Sourcing Deals

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We are a husband-and-wife team actively seeking to acquire a well-established, B2B business. Our preference is for companies based in Illinois, though we’re also open to opportunities across the Midwest and beyond if the fit is right. We’re looking for businesses with $700K or more in SDE, ideally in industries such as commercial construction and the skilled trades (HVAC, plumbing, electrical), light manufacturing, logistics, IT, or business services.I currently work in consulting, with a background in commercial banking and Big 4 advisory. My experience spans financial analysis,…

Recent Transactions

This member has no reported closed transactions.

Wald Enterprises GP

Actively Sourcing Deals

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I am a former senior analyst at Goldman Sachs. I have founded, acquired, operated, and sold a number of companies. I'm looking for my next opportunity to create value.

Recent Transactions

This member has no reported closed transactions.

MedGrace Enterprise

Actively Sourcing Deals

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MedGrace Ventures LLC is an MD-led private investment firm sourcing tech-enabled B2B testing, inspection, certification, and compliance (TICC) routes across the Southeast. Because of our deep medical background, we provide retiring founders with a highly professional transition, ensuring their hospital and pharmacy clients face zero disruption. We target $500k–$2M in EBITDA and do not require heavy broker marketing processes to close.

Recent Transactions

This member has no reported closed transactions.

Luke Ziegenmeyer

Actively Sourcing Deals

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As an experience finance executive, I have a strong track record of driving profitability and enhancing user experiences through technology and operational excellence. In my roles, I've been responsible for setting the organization's vision while overseeing operational strategy and managing technology partnerships - with full P&L ownership. With executive management experience, I've demonstrated my ability to lead strategic initiatives, develop products, and manage cross-functional teams. My focus is always on delivering exceptional results while leading teams toward achieving our business…

Recent Transactions

This member has no reported closed transactions.

Firms in the Research & Consulting Services 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 Research & Consulting Services Individual Accredited Investors is $3M-$12M, with a core EBITDA range of $500K-$2M. 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 1,257 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 Individual Accredited Investors 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 Individual Accredited Investors with experience in Business Services, consider factors such as size range, geographic reach, and recent transaction activity. These characteristics vary across the 1,257 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 Individual Accredited Investors directory, you can request information here.

Top Research & Consulting Services Individual Accredited Investors

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