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

1,253

Active Firms

11,831

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

Eduard Blonk

Actively Sourcing Deals

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I am an experienced senior executive and individual investor seeking to acquire or invest in established, profitable lower-middle-market businesses in the U.S. I bring more than 20 years of international operating, commercial and leadership experience, including executive leadership within a Nasdaq-listed global technology and services company.I focus on durable, cash-generative businesses with recurring or repeat revenue, strong customer relationships, defensible market positions and opportunities for continued growth. Areas of interest include B2B services, technology-enabled services,…

Recent Transactions

This member has no reported closed transactions.

AMX Capital, LLC

Actively Sourcing Deals

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AMX Capital is a dynamic and forward-thinking company specializing in transforming businesses through strategic investments and operational expertise. Our mission is to modernize and revitalize companies, unlocking their full potential for sustained growth and enhanced profitability. With a keen eye for promising opportunities, we identify businesses with untapped potential and provide them with the necessary resources and guidance to thrive in the modern market landscape. Through a combination of targeted investments and hands-on operational excellence, we empower our portfolio companies to…

Recent Transactions

This member has no reported closed transactions.

Gila Legacy Holdings

Actively Sourcing Deals

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Gila Legacy Holdings is a small family office seeking platform acquisitions of operating businesses in the $2-10 million acquisition price range. Gila Legacy Holdings is industry agnostic and owns companies in real estate, direct to consumer toys and services businesses.

Recent Transactions

This member has no reported closed transactions.

TGS Global

Actively Sourcing Deals

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Principal with much experience in defense, energy, government, international business, etc. Looking for companies in the lower to middle market to add to our family portfolio and to help mentor/grow/add value.

Recent Transactions

This member has no reported closed transactions.

Intufit LLC

Actively Sourcing Deals

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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.

Nystrom Family Office

Actively Sourcing Deals

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Nystrom Family Office 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.

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Davern Family Ventures

Actively Sourcing Deals

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I’m Allison Davern founder of Davern Family Ventures. I am not a fund looking to flip companies but an owner operator searching for strong Pacific Northwest businesses to lead personally and grow for the long term. Entrepreneurship is in my blood. I grew up working in my parents’ businesses where I learned that a business is never just a balance sheet. It’s the people who depend on it and the reputation built over decades. Over 15 years, I’ve turned that into real operating experience. At Square and Amazon as a GM building strong teams, owning large P&Ls, and growing these…

Recent Transactions

This member has no reported closed transactions.

Faithman Group

Actively Sourcing Deals

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An operator-led firm specializing in business growth in electrical and mechanical service industries. Bring real-world leadership experience who have successfully scaled, operated, and excited companies.

Recent Transactions

This member has no reported closed transactions.

Yahalom Ventures

Actively Sourcing Deals

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ABI Investments is a privately held family office with a multigenerational history of building and operating relationship-driven businesses. Our approach is hands-on, long-term, and partnership-oriented, emphasizing stability, growth, and continuity.We’re seeking to acquire established, cash-flowing company that provides essential, non-discretionary products or services with consistent demand through economic cycles. We prioritize businesses with recurring or contracted revenue, a diversified customer base, and meaningful opportunities for sustainable expansion.While our portfolio has…

Recent Transactions

This member has no reported closed transactions.

Cikada Partners

Actively Sourcing Deals

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Experienced pharmaceutical entrepreneur and operating executive seeking platform or add-on acquisitions in privately held U.S. pharmaceutical, healthcare products, and related life sciences businesses. Target companies will have an established revenue base, positive EBITDA, durable demand, and a defensible competitive position driven by proprietary products, specialized capabilities, regulatory expertise, channel access, and/or leadership in a niche market. I am focused on businesses with significant growth potential where hands-on operating experience, commercial strategy, business…

Recent Transactions

This member has no reported closed transactions.

James Mayfield

Actively Sourcing Deals

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I am an individual investor with a background in corporate financial planning and strategic analysis. Under my leadership, the organization will be vision and mission focused, powered by a team oriented and collaborative culture. We will provide best in class service to our customers in order to create long term partnerships. Preserving established legacies and achieving new levels of value creation will be my focus as an investor & operator.

Recent Transactions

This member has no reported closed transactions.

Liebhauser Creative LLC

Actively Sourcing Deals

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Liebhauser Creative LLC 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.

Catalina LLC

Actively Sourcing Deals

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Founder and member of exec team for venture-backed companies with exits to PayPal and Facebook. Seeking smb companies to acquire. Currently running Mable, a b2b commerce platform powering marketplaces for large distributors

Recent Transactions

This member has no reported closed transactions.

Monarch Grove

Actively Sourcing Deals

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Just getting started as a Family thinking about acquiring businesses as a next phase in our collective successful corporate careers in investment management and technology businesses. We are primarily interested in businesses that would cost $1 million or less.

Recent Transactions

This member has no reported closed transactions.

GANZ

Actively Sourcing Deals

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GANZ 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.

Ted Lee

Actively Sourcing Deals

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Looking for a resilient, recurring business to purchase and scale. Primary geographic focus area includes East Coast and California. Prior experiences as a private equity investor across healthcare, IT, and tech spaces. Currently an executive at a big tech company in Silicon Valley.

Recent Transactions

This member has no reported closed transactions.

O'Rourke Holdings, LLC

Actively Sourcing Deals

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O'Rourke Holdings, LLC 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.

Adam Wilkins

Actively Sourcing Deals

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Taxtoolbox helps solopreneurs save thousands in taxes and reclaim hundreds of hours by implementing advanced tax strategies unique to your business.

Recent Transactions

This member has no reported closed transactions.

Kudi LLC

Actively Sourcing Deals

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Interested in acquisitions. Especially medical-related. Focus on expanding the ability to deliver care beyond traditional settings. Background in Private Capital/ Equity and management consulting across the entire healthcare value chain

Recent Transactions

This member has no reported closed transactions.

Ted Rippey

Actively Sourcing Deals

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Acquirer / Platform OperatorFranchise development and multi-unit operating executive with two decades scaling consumer, service, and auto-aftermarket businesses. I've held senior development roles across a private equity–backed portfolio spanning automotive services, quick-service food, and education & enrichment, where my focus has been franchise development, real estate site selection, M&A, and data-driven operational excellence.Track record includes scaling an auto-services concept from roughly 60 to over 1,300 locations, and playing a pivotal role in a consumer-food brand's…

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 1,253 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 1,253 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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