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Retail Family Offices - Axial

Members (106 results)

B. Holbrooks, LLC Actively Sourcing Deals

Family Office
  • Actively Sourcing Deals
  • 2 Total Closed Deals
B. Holbrooks, LLC is the investment vehicle of Bryan Holbrooks and his direct family based in Lexington, NC. The firm's main focus is on making investments in niche manufacturing businesses, but is open to special situations in other industries.Size ParametersInvestments up to $15 MillionEBITDA greater than $0.5 MillionBusiness CharacteristicsNiche Industry LeadersDefensible Market PositionsMission Critical Products / ServicesHistory of ProfitabilityOrganic Growth OpportunitiesProprietary / Special SituationsLow Capex Business ModelsThe hallmarks of the firm’s proven investment track record…
Most Recent Transactions
Investor
Nov 2019
acquired
Investor
Nov 2017
acquired

NT Capital Management Actively Sourcing Deals

Family Office
  • Actively Sourcing Deals
  • 1 Total Closed Deal
NT Capital Management is a single-family office based in Fremont, California, founded by the family running Gami Group, a multi-field corporation established in 1993 that operates in Vietnam. Our experienced management team utilizes a research-driven approach to allocate capital in a diversified portfolio across private equities and real estate holdings. Our commitment is to maximize your risk-adjusted returns.
Most Recent Transactions
Investor
Dec 2013
acquired

EA Wood Holdings Actively Sourcing Deals

Family Office
  • Actively Sourcing Deals
  • 1 Total Closed Deal
EA Wood Holdings is a family office 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. 
Most Recent Transactions
Investor
Mar 2022
invested in

Modi Investment Group Actively Sourcing Deals

Family Office
  • Actively Sourcing Deals
  • This member has no reported closed transactions.

Modi Investment Group is a private investment company specializing in the acquisition and management of established and profitable small and mid-size businesses with attractive growth prospects. Our capital is fully-committed and available immediately to invest in companies that meet our criteria. As a hands-on investor, we specifically look for business owners who are seeking to retire or simply transition away from management responsibilities. We work directly with the company's existing management team with a goal to secure the immediate and long-term success of the company. Balancing…

SI Capital LLC Actively Sourcing Deals

Family Office
  • Actively Sourcing Deals
  • This member has no reported closed transactions.

SI Capital is a private investment firm with $1billion+ in capital resources. SI engages in a broad range of investment activities and asset classes, including debt, leasing, and equity investments. The firm was formed to source and manage investments for the founder of 5-hour ENERGY® products. SI has offices in suburban Detroit, New York, and Chicago.Debt - 8%+ coupon in unitranch, second lien, mezzanine conv pref ticket size $10MM-$50MMEquipment Lease: stream rate 8%+, $1MM+ ships, tugs, planes, tugs, rail, intermodal US-onlyEquity - change of control in lower middle market companies…

Lightheart Management Partners Actively Sourcing Deals

Family Office
  • Actively Sourcing Deals
  • This member has no reported closed transactions.

We are a multifamily office that professionally invests across a range of asset classes, with our primary focus on lower-middle market buyouts. Over the past decade we have acquired over a dozen businesses in a broad range of industries including real estate and real estate services, tech-enabled services, skilled trades services, and ecommerce, although our mandate is open-ended and is not restricted to just these industries. Our expertise and financial resources enable us to bid competitively and close quickly and professionally. Our network of operating partners enables us to flexibly…

Baker Nye Actively Sourcing Deals

Family Office
  • Actively Sourcing Deals
  • This member has no reported closed transactions.

Baker Nye 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.

Paul Goodman Actively Sourcing Deals

Family Office
  • Actively Sourcing Deals
  • This member has no reported closed transactions.

I was the Co-Founder of Pura Vida Bracelets, a jewelry and lifestyle brand. Fresh out of college at San Diego State University, I took a surfing trip to Costa Rica with my best friend, Griffin Thall. We were lucky enough to stumble across two talented artisans, whose simple string bracelets captured the essence of our journey and the beauty of Costa Rica. Hoping to help them out, we asked the artisans to make 400 bracelets to bring back home and sell at a local San Diego boutique. Much to our surprise, they sold out in just a matter of days. At Pura Vida, I was instrumental in guiding our…

Soaring Eagle Investments Actively Sourcing Deals

Family Office
  • Actively Sourcing Deals
  • This member has no reported closed transactions.

Soaring Eagle Investments is a private investment firm that creates long-term value by applying broad industry knowledge, operational skill, and financial resources to attractive investment opportunities. We are not a private equity firm or financial intermediary and the companies we seek to acquire or partner with are viewed as long-term investments. We focus on private and family-owned, small to mid-stage growth companies with compelling stories. Please see our website for a complete overview of who we are, our criteria, and our values. We look forward to working with you!

Greyscape Advisors LLC Actively Sourcing Deals

Family Office
  • Actively Sourcing Deals
  • This member has no reported closed transactions.

Greyscape Advisors 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.

Bluefish International LLC Actively Sourcing Deals

Family Office
  • Actively Sourcing Deals
  • This member has no reported closed transactions.

Bluefish International is a family office seeking to acquire and operate small businesses forever.Bluefish founder, Jason Greene, is an accomplished operating and finance executive who previously led the successful turnaround of a PE-backed company; led corporate development at AEG; and was an investment banker at DLJ.Jason graduated with B.Sc., magna cum laude, from The Wharton School at UPENN.

Vermilion Group Actively Sourcing Deals

Family Office
  • Actively Sourcing Deals
  • This member has no reported closed transactions.

Vermilion Group is a private direct investor for the Mortenson family. For over four generations, the family has operated M.A. Mortenson Companies, Inc., a privately-held, diversified construction enterprise. As one of the largest contractors in North America, Mortenson has over 7,000 team members and 11 North American offices completing projects in renewable energy, sports stadiums, hospitals and data centers.Vermilion seeks to make control investments in great businesses, that are doing good, and have a commitment to achieve social and environmental impact. We target strong impact and…

Veer Group Actively Sourcing Deals

Family Office
  • Actively Sourcing Deals
  • This member has no reported closed transactions.

We are a family office building a general business holding company as well as a hospitality group. We recently made our first acquisition in August 2023 and are hoping to make at least 2 acquisitions per year going forward. Our group consists of 3 partners with me - Shawn Allard being the majority decision maker.

ALEC Capital, LLC Actively Sourcing Deals

Family Office
  • Actively Sourcing Deals
  • This member has no reported closed transactions.

ALEC Capital, LLC is a family investment firm focused on acquiring and operating lower middle-market businesses throughout North America. We also specialize in minority or structured investments that provide bespoke solutions to sellers and/or existing owners. We've invested in healthcare providers and services, real estate, consumer goods, and many other industries. We have a large amount of dry powder and are able to close transactions quickly without financing.

Jczm Family Investments, LLLP Actively Sourcing Deals

Family Office
  • Actively Sourcing Deals
  • This member has no reported closed transactions.

We do not manage outside capital, nor do we accept non-family clients. JCZM Family Investments, LLLP invests globally in hedge funds, private equity and venture funds, in addition to direct investments in operating companies and other private opportunities, including real estate. Our family mission statement is to protect and enhance the family wealth, to assist in the pursuit of leadership in philanthropic endeavors, and to secure a sound future for ourselves and for future generations.

Saturn Five Capital Actively Sourcing Deals

Family Office
  • Actively Sourcing Deals
  • This member has no reported closed transactions.

Saturn Five Capital acquires good businesses and focuses on these areas to make them great:Brand and Reputation EnhancementCreating World Class Customer ExperiencesModern Digital Marketing and SEOCreating efficient, documented, streamlined processes and proceduresAlliances and Partnerships to expand market reachEffective sales process that drives resultsPrograms to engage and enhance employee performance and retention

Kreate Actively Sourcing Deals

Family Office
  • Actively Sourcing Deals
  • This member has no reported closed transactions.

We’re a product development company, intent on reimagining product categories for today’s consumers. By looking at every opportunity with a critical eye and an innovative spirit, we’re engineering product excellence from ideation to realization and bringing the best of the best to the market.

Bax llc Actively Sourcing Deals

Family Office
  • Actively Sourcing Deals
  • This member has no reported closed transactions.

We currently manage a commercial & residential real estate portfolio in 3 different states. We have strong management, consulting & marketing backgrounds. Our goal is to implement and supercharge our systems and processes into a growing business, to help grow the local communities we are apart of. The blended & combined experience is over 10 years.

Brooklake Management Actively Sourcing Deals

Family Office
  • Actively Sourcing Deals
  • This member has no reported closed transactions.

Brooklake Management seeks to acquire U.S.-based businesses with durable and consistent profitability, attractive growth prospects, and understandable operating models. Brooklake intends to own, operate, invest in, and continue building these businesses over a long-term horizon. The principal, Vikas Desai, is experienced in corporate strategy, private equity and public market investing, corporate law, and investment banking, and the firm's capital investors bring decades of experience in investment management. Brooklake has a flexible investment criteria but generally seeks companies with…

SGS 228 Industries Actively Sourcing Deals

Family Office
  • Actively Sourcing Deals
  • This member has no reported closed transactions.

SGS 228 Industries 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. Seeking companies with $1-3 million in EBITDA in noncyclical service or manufacturing industries with accretive follow-on M&A potential.

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