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Top Research & Consulting Services Individual Accredited Investors

Explore 1,250 Research & Consulting Services Individual Accredited Investors that source acquisition and investment opportunities on Axial’s M&A platform.

Axial Insights

Research & Consulting Services Individual Accredited Investors

1,250

Active Firms

11,729

TTM Deal Inquiries

$3M-$12M

Core Revenue Range

$500K-$2M

Core EBITDA Range


Florida 13%
California 10%
New York 10%
Texas 10%
New Jersey 5%

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

Showing 121-140 of 1,250 Individual Accredited Investors

Sorted by recent activity

Tyler Nichols

Actively Sourcing Deals
Tyler Nichols 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.

Valore Properties

Actively Sourcing Deals
I have have experience in M&A, transaction advisory and valuation. I have a lot of experience in investing in companies. I am currently looking to purchase private businesses.

Recent Transactions

This member has no reported closed transactions.

OiiO Holding Limited

Actively Sourcing Deals
OiiO Holding Limited 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.

JCA Management

Actively Sourcing Deals
After business school, I used Axial to acquire my first business - Swedish Painting Company ("SPC") - with funds I accumulated while working in investment banking (Morgan Stanley) and private equity (Nautic Partners). Since then, I've acquired 6 other platform businesses - i.e. excluding "bolt-ons" - and accompanying commercial real estate via shareholders' equity. I am currently searching for a business to acquire and operate personally.

Recent Transactions

This member has no reported closed transactions.

Clayton Shum CFP

Actively Sourcing Deals
Clayton K. Shum CFP is a specialized financial planning firm that focuses on providing high-end retirement and wealth management solutions. With over two decades of experience, the firm offers tailored financial planning and investment strategies to secure clients' financial futures. Their services include retirement income strategies, wealth management, annuities, investments, IRA/401(k) rollovers, asset protection strategies, life insurance, and tax planning. Operating independently, Clayton K. Shum CFP prides itself on delivering unbiased investment advice, leveraging access to over 3,000…

Recent Transactions

This member has no reported closed transactions.

Ancorbay Investments

Actively Sourcing Deals
Experienced finance executive and operating partner seeking to acquire and actively operate a founder-led lower middle market business in the U.S. I bring 25+ years of CFO, M&A, transformation, and private equity value creation experience across manufacturing, distribution, healthcare, technology, and business services. Focused on companies with $3M–$30M revenue, durable margins, strong teams, and opportunities to accelerate growth through operational excellence, systems, and strategic execution.

Recent Transactions

This member has no reported closed transactions.

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Gradient Mgmt

Actively Sourcing Deals
Gradient is an AI-centric private investment platform purpose-built to create value through partnering with lower middle market service businesses to invest in AI transformation.Gradient combines decades of private equity investing and value creation experience with in-house AI talent and proprietary AI systems that uniquely position Gradient to capitalize on the opportunity. Focus is on EBITDA between $5-$25M.

Recent Transactions

This member has no reported closed transactions.

House Homey

Actively Sourcing Deals
Self-funded owner-operator acquiring residential property management and real estate service businesses in the SF Bay Area. Real estate developer and multifamily operator with acquisition and operations experience seeking a long-term growth platform with recurring revenue, strong teams, and seller transition opportunities.

Recent Transactions

This member has no reported closed transactions.

Kensington Place LLC

Actively Sourcing Deals
KP LLC has been set up to make a purchase of a company in the transportation/logistics sector in the SE US. The idea is to leverage the new asset via an existing related network of businesses in the sector. I will look at all opportunities as there may be a potential to seek a target larger than indicated with a co-investor.

Recent Transactions

This member has no reported closed transactions.

Trilon Group / CPH

Actively Sourcing Deals
Nicholas DeMeo holds a degree from Harvard University - Harvard Business School and is currently working as Senior Vice President, Strategy & Operations at Trilon Group. Previously, he was a plant engineer within the chemical manufacturing industry.

Recent Transactions

This member has no reported closed transactions.

W2G Investments LLC

Actively Sourcing Deals
Individual investor looking for operating businesses. Desire to own and operate small business. Looking for the right fit. Highly motivated to buy in the near term. Focused on essential services in tried and true industries.

Recent Transactions

This member has no reported closed transactions.

DLC Holdings

Actively Sourcing Deals
DNC Holdings is engaged in a diverse range of businesses, including real estate, the emerging field of hemp farming, and the burgeoning electric vehicle charging station industry. As someone who has launched three startup businesses and a small real estate company a decade ago, I understand the importance of such strategic thinking and the value it brings to a company's growth. My experience in diverse industries has honed my business acumen, allowing me to identify and capitalize on opportunities for expansion and profitability

Recent Transactions

This member has no reported closed transactions.

Bravely Found

Actively Sourcing Deals
Our firm Bravely Found was created to acquire and grow a single, exceptional, closely-held small business. We are targeting businesses with $500k-2m in SDE, ideally based in the east coast US (New England to FL) and within the following sectors: industrials, light manufacturing, skilled trades, infrastructure services, workforce development, pediatric therapy, and youth enrichment.Our partners:Sid Radhakrishna. Sid is an entrepreneurial company builder with experience founding and scaling ventures, applying the lenses of commercial strategy, finance, and operations to help visionary companies…

Recent Transactions

This member has no reported closed transactions.

Cybul Holdings

Actively Sourcing Deals
We are experienced entrepreneurs and operators looking to acquire a well-established small business with a strong reputation and solid foundation. We are well-capitalized, hands-on, and able to move quickly for the right opportunity. Our goal is to build on what is already working and support the business’s continued growth.

Recent Transactions

This member has no reported closed transactions.

Tom Tofield

Actively Sourcing Deals
Individual investor pursuing acquisition of one SMB to own & operate. NYC metro area or remote friendly. Background in M&A integration and strategic operations (SaaS expertise). Particular interest in (digital) marketing agencies or small SaaS with partial product-market fit.

Recent Transactions

This member has no reported closed transactions.

TPFKC

Actively Sourcing Deals
I am building an operator-led acquisition platform focused on acquiring technically excellent, under-scaled businesses with strong products but weak go-to-market systems. The platform’s core value creation comes from engineering discipline, brand coherence, sales enablement, and operational integration—allowing acquired companies to scale without sacrificing craftsmanship, quality, or culture.

Recent Transactions

This member has no reported closed transactions.

Crossbow Capital is a permanent capital holding company focused on acquiring cash-flowing B2B businesses with contracted recurring revenue and owner-independent operations. The goal is to build a portfolio of businesses that generate predictable cash flow without depending on the founder to function — companies that sustain themselves and grow with capital and structure.The initial investment criteria is conservative and deliberate: businesses below $1.25M in purchase price, with contracted or recurring revenue models, in B2B sectors where client relationships are long-term and switching…

Recent Transactions

This member has no reported closed transactions.

Akan Ventures

Actively Sourcing Deals
We are a group of 3 long-term partners based in the south east, currently looking to acquire a business with at least $1M EBITDA.We have a combined 40+ years building and growing products in the Financial Services, Technology, Insurance and Transportation industries, building enterprise risk management solutions for large banking institutions and currently managing a team in charge of $10M in real estate rental portfolio.We have no issues providing equity for an acquisition in the $1M-2.5M EBITDA so we are prepared to move quickly for any deal valued up to $10M.

Recent Transactions

This member has no reported closed transactions.

Seal Rock Ventures, LLC

Actively Sourcing Deals
We aim to foster the growth and expansion of existing businesses by providing patient, long-term investments and developing strong, trusting relationships over time.

Recent Transactions

This member has no reported closed transactions.

My Name is Dan Bendever I'm a Business Owner, Advisor, Consultant and Investor. I owned Blake's Remanufacturing for 14 years and ATL Diesel for 10 years. I'm currently President and Owner of Equity Path Advisors.

Recent Transactions

This member has no reported closed transactions.


Frequently Asked Questions

How are Individual Accredited Investors in this directory ordered?

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.

What information is included in each Individual Accredited Investor profile?

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.

What company sizes are most common for Research & Consulting Services Individual Accredited Investors?

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.

How important is Business Services experience when evaluating Individual Accredited Investors?

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.

Do all Individual Accredited Investors in this directory focus exclusively on 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.

How do I compare Individual Accredited Investors with experience in Business Services?

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.

How do I connect with Research & Consulting Services Individual Accredited Investors?

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.


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