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

1,250

Active Firms

11,729

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

Emparc Group

Actively Sourcing Deals

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I'm an active small business investor with investments in three growing companies, now seeking to acquire my next business. I target established companies with $500K to $1.5M in EBITDA and a proven track record of growth. With hands-on experience in sales and leadership, helping businesses scale, I'm ready to partner with the right opportunity to drive continued success.

Recent Transactions

This member has no reported closed transactions.

ButterDrive

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Decades of analytics leadership, now focused on uncovering, creating, and scaling customer value through acquisitions, optimized operations, and targeted investments in high-potential businesses and assets.Currently building a last-mile logistics company proudly serving up to 10K customers across several CT towns & cities daily.

Recent Transactions

This member has no reported closed transactions.

Dellwood Advisors

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Dellwood Advisors is a strategic investment firm dedicated to acquiring and nurturing businesses with a focus on long-term value creation. The firm partners with companies across various sectors, leveraging its capital, experience, and extensive network to unlock growth opportunities. With a team that possesses deep expertise in finance, operations, and business development, Dellwood Advisors positions itself not merely as a capital provider but as a strategic partner committed to the success of its investments. The firm emphasizes hands-on investment and aims to build enduring businesses…

Recent Transactions

This member has no reported closed transactions.

Empower IT Consulting LLC

Actively Sourcing Deals

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Empower IT Consulting LLC is a privately held acquisition vehicle focused on acquiring and operating established U.S. small and lower-middle-market businesses.We target profitable companies with durable cash flow, recurring or repeat revenue, strong customer relationships, and limited dependence on the current owner. We are particularly interested in businesses where an owner is preparing for retirement or transition and where an experienced management team, general manager, or key operator can remain in place following the transaction.Our primary acquisition criteria include:$500K–$10M…

Recent Transactions

This member has no reported closed transactions.

Red Blue Circle LLC

Actively Sourcing Deals

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Red Blue Circle LLC and its affiliate Crossroads Hardware are owner-operated businesses based in the Dallas–Fort Worth metroplex, Texas, led by Adi— an entrepreneur with a background in corporate finance roles. After a successful corporate career, Adi transitioned into entrepreneurship with a focus on building durable, cash-flowing businesses in retail, distribution and e-commerce across North Texas.We operate at the intersection of brick-and-mortar retail and digital commerce — giving us a rare dual-channel perspective that informs how we evaluate acquisition opportunities, investment…

Recent Transactions

This member has no reported closed transactions.

5 Nails Capital

Actively Sourcing Deals

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About Us: As a family office, 5 Nails Capital is a patient owner of companies with the flexibility of holding investments in perpetuity to generate outsized returns for all stakeholders.Mission: We transform businesses to enrich lives. With a long-term mindset rooted in the 80/20 principle, continuous improvement, and collaboration, we help companies build exceptional workplaces, solve customer's challenges, and create enduring value for all stakeholders.Experience: We combine operational leadership experience from roles at companies such as Danaher, IDEX, KKR, and International Paper,…

Recent Transactions

This member has no reported closed transactions.

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Paroya and Aslam Capital

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Aslam Capital is a private investment firm focused on acquiring and operating essential service businesses across the U.S. - from dental and healthcare clinics to field services, logistics, and infrastructure. We’re operators who build cash-flow-compounding platforms in sectors that the modern economy can’t function without.We invest with discipline, structure for permanence, and purpose in scale-targeting companies with $1–5M in EBITDA, a strong local presence, and recession-resistant demand. Our strategy is rooted in wartime thinking: acquire what society depends on, run it…

Recent Transactions

This member has no reported closed transactions.

SawaUp

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Strategy leader and tech founder with 14 years advising financial institutions and sovereign entities, with deep expertise in Private Equity, merger integration, market entry, and human capital development.

Recent Transactions

This member has no reported closed transactions.

Justin Froerer

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Individual investor / independent sponsor looking to acquire and operate a business. Experience in business services, healthcare, technology, industrials from time as an investor working for a variety of private equity funds.

Recent Transactions

This member has no reported closed transactions.

Hairy Cow Holdings

Actively Sourcing Deals

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Defense & aerospace executive and family office principal. Targeting cash-flowing B2B services, property management, and GovCon in the NoVA/DC corridor. $600K–$1.5M range. SBA or seller financing. Quiet, serious buyer. Fast close.

Recent Transactions

This member has no reported closed transactions.

Western Trail Capital

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Investing in services businesses that take the burden of non-core, but vital, operations off of small businesses. Deploying equity to build a portfolio of 3 - 4 platform businesses. Geographically agnostic.

Recent Transactions

This member has no reported closed transactions.

Value Partners

Actively Sourcing Deals

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At Legacy Capital Partners, we proudly serve as your trusted guide, offering expertise, support, and tailored solutions to simplify this complex transition.We enhance businesses through strategic operational, marketing, and technological improvements. With us, your business isn't just an investment; it's a commitment to long-term growth and success. Specializing in acquiring and managing companies, we adopt a hands-on approach to maximize their potential and resolve any issues during the selling process.We prioritize guiding entrepreneurs toward successful exits, leveraging our expertise to…

Recent Transactions

This member has no reported closed transactions.

Sumit Khandelwal

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Private Investment Firm focused on lower middle market, performing and turnaround situations. Sectors of interest include healthcare, business services, consumer and niche manufacturing.

Recent Transactions

This member has no reported closed transactions.

paulamsbary.com

Actively Sourcing Deals

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Paul Amsbary specializes in UX design, research, and leadership, focusing on product design for data, AI, and complex systems. The company emphasizes creating user-centered designs that enhance the interaction between users and complex technological systems. With a strong foundation in both design and technology, Paul Amsbary aims to bridge the gap between user needs and advanced technological solutions, ensuring that products are not only functional but also intuitive and engaging for users.

Recent Transactions

This member has no reported closed transactions.

Arima Investments LLC

Actively Sourcing Deals

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I am a self funded searcher actively seeking to acquire a profitable small business as a long-term owner. My focus is on durable, cash-flowing companies with recurring revenue, strong customer relationships, and opportunities for operational improvement and growth. I am not seeking distressed businesses, turnarounds, or highly speculative opportunities. I am looking for fundamentally healthy businesses where anowner is seeking succession, retirement, or a thoughtful transition.Big 4 Consulting Partner - Extensive experience in strategy, risk management, transformation, and operational…

Recent Transactions

This member has no reported closed transactions.

Mass Endeavors, LLC

Actively Sourcing Deals

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Hello,I recently sold my operational business and am looking for a new opportunity, ideally in the Central Texas area (around Austin ideally, but open to all of Texas). I would love to review any operational businesses $1-5M EBITDA to see if it could be a right fit. I would likely be able to finance with a cash deal. Looking forward to hearing about opportunities.

Recent Transactions

This member has no reported closed transactions.

Winston Chiu

Actively Sourcing Deals

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Winston Chiu is an individual investor focused on small to medium-sized acquisitions. He partners with exceptional companies seeking the next stage of growth. Post-acquisition, he works closely with his portfolio companies to drive measurable value for all stakeholders.

Recent Transactions

This member has no reported closed transactions.

Jeremy Levitt

Actively Sourcing Deals

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CEO with a quantifiable track record of exceptional performance (over $1bn of cumulative equity value created), specializing in driving transformations in PE-backed Service-based companies. Proven P&L manager ($50-200+mm Revenue / $4-100+mm EBITDA), who can optimize and grow businesses, with a history of developing and leading strong teams (100-3,000+ people). Collaborative & hands-on leader that motivates and inspire teams in order to transform culture and create impeccable experiences and products for guests/customers. Led teams that organically grew 4 different stagnant businesses,…

Recent Transactions

This member has no reported closed transactions.

Signal and Engine LLC

Actively Sourcing Deals

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Signal & Engine is a San Jose-based acquisition and operating company that specializes in acquiring durable small businesses in the greater San Jose area. In addition to its acquisition activities, the company offers selective AI and automation consulting services, focusing on workflow automation, AI assistants, and operational tooling. Signal & Engine is strategically positioned to serve businesses within the South Bay, East Bay, and Peninsula regions, leveraging its expertise to enhance operational efficiencies and drive growth in its portfolio companies.

Recent Transactions

This member has no reported closed transactions.

Navio, LLC

Actively Sourcing Deals

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Acquisition entrepreneur focused on acquiring and scaling lower middle market service businesses in fragmented industries. Seeking stable companies with recurring revenue, strong operations, and growth potential for long-term ownership and buy-and-build expansion. Interested in businesses with $250k–$750k+ SDE/EBITDA in home and commercial services including painting, landscaping, fencing, facility services, exterior services, and related sectors. Backed by SBA acquisition financing relationships and focused on disciplined, relationship-driven transactions with smooth seller transitions.

Recent Transactions

This member has no reported closed transactions.

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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 1,250 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 1,250 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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