Top San Francisco Family Offices with Recent Private M&A Activity

Active Firms

TTM Deal Inquiries

$3M-$11M

Core Revenue Range

$1M-$3M

Core EBITDA Range

Top Sectors by Activity

Industrials 53%

Business Services 23%

Technology 11%

Financial Services 5%

Consumer Goods 3%

Key Attributes

Focus: Long-Term Ownership | Capital Source: Family-Backed Capital | Operating Approach: Buy & Hold

Willcrest Partners

2 Closed Deals via Axial

6 Total Closed Deals Actively Sourcing Deals

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Willcrest Partners (www.willcrest.com) is a team of entrepreneurs backed by a family office to provide equity investments and operational support to differentiated b2b service and product companies with $1-5 million in EBITDA.

Recent Transactions

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Jun 2025 Acquired Confidential Company
Sep 2023 Invested in Birch Risk Advisors
Aug 2021 Acquired Worldwide Healthstaff Solutions
Apr 2019 Invested in Precision Aerospace LLC

Coughlin Capital

1 Closed Deal via Axial

6 Total Closed Deals Actively Sourcing Deals

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Coughlin Capital is a family owned and operated investment firm dedicated to working with small and lower middle-market expansion stage companies to help unlock their true potential. Our goal is simple: grow businesses. Coughlin Capital has grown out of over 60 years of family owned and operated businesses originally located in Detroit, Michigan. In 2007 Coughlin Capital was established to leverage this experience by investing in small and lower middle-market companies with growth potential. The team includes MBAs, JDs, CPAs and entrepreneurs with extensive real-world experience running…

Recent Transactions

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Aug 2023 Acquired TRT Intermodal, Inc.
Aug 2023 Acquired TRIGO Global Quality Solutions
Aug 2023 Acquired GoBeyond Lightning
Aug 2023 Acquired ITS Logistics

Big7Ventures

1 Closed Deal via Axial

3 Total Closed Deals Actively Sourcing Deals

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Big7Ventures 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

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Mar 2025 Acquired Confidential Company
Jan 2024 Acquired Bowtex LLC
Nov 2023 Assisted Confidential Company in securing debt financing from Confidential Company

Superlinear Partners

Actively Sourcing Deals

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Superlinear Partners is a family office investing in founder-led financial services and specialty insurance businesses, backed by operators who scaled a company from $0 to $100M in revenue in 4 years.

Recent Transactions

This member has no reported closed transactions.

NT Capital Management

1 Total Closed Deal

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NT Capital Management is a single-family office based in the Bay Area, California, founded by the family running a multi-field corporation established in 1993. 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.

Recent Transactions

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Dec 2013 Acquired Confidential Company

EPIQ Capital Group

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EPIQ Capital Group is a boutique multi-family office delivering a high-quality client experience to prominent senior executives, founders, and early-employees of high-profile companies who have significant wealth. Adhering to a fiduciary standard of care, EPIQ does not have internally-managed proprietary funds. EPIQ clients are provided access to the investments and investing acumen that families of significant wealth deserve.

Recent Transactions

This member has no reported closed transactions.

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SFG Asset Advisors

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SFG Asset Advisors ("SFG") is a family investment office based in San Francisco. SFG was established in 2002 to manage assets accumulated over decades of successful investing. The majority of the assets are allocated through our fund of funds program to third party hedge fund managers as a way to generate long term returns with reduced volatility.

Recent Transactions

This member has no reported closed transactions.

Bennico

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I have started three funds, managing approxiamtely $7.5B of AUM, across venture, growth equity, buyout, private credit and special situations. In addiiton, i started three operating companies across AI, data analytics and power. Prior to this, I was Managing Partner of an advisory firm, where I lead the growth to approximately 100 people globally and then transitioned to Lead Director. I'm currently on several private company boards.

Recent Transactions

This member has no reported closed transactions.

Ely Family Group

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Kristin Ely (Ely Family Group) is a Strategic Revenue Operations Leader with a track record for driving business growth and operational excellence. Seasoned in revenue operations, process improvement, and team collaboration/management. I have a proven success record in driving efficiency and scalability while maintaining a keen eye on customer success. I have lead data enrichment programs, optimize business processes, and deliver insights that enhance sales and customer experience. Recognized as a strong leader with analytical acumen and a collaborative approach. Passionate about leading and…

Recent Transactions

This member has no reported closed transactions.

Legacy Foundry

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We are in search of companies with strong EBITA earnings, strong leadership and sellers who want to continue a familial environment for their employees and the company they spent so much time building. We are owners who care deeply about relationships and standing behind your word.

Recent Transactions

This member has no reported closed transactions.

C&S Family Capital

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Based in San Francisco, C&S Family Capital is a family office founded by several private equity GPs as a platform to invest their personal capital. We focus on small and mid cap private investments, including minority growth equity and buyouts in the healthcare, consumer and technology sectors. The principals have over 100 years of combined experience at some of the world's leading private investment firms and seek to apply their expertise, networks and flexible long term capital to small private company situations.

Recent Transactions

This member has no reported closed transactions.

Blue Star Services Group

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Blue Star Group Ventures LLC is a single-family office that manages investments across various sectors, including technology, services, healthcare, and e-commerce. As a strategic partner, the firm focuses on acquiring companies and propelling their success through strategic partnerships. With a robust portfolio of over 10 companies, Blue Star Group Ventures leverages its expertise to manage private equity and fund of funds, ensuring growth and value creation for its investments.

Recent Transactions

This member has no reported closed transactions.

NorthTower Capital

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family office with fundamental value focus. capital structure agnostic. place higher value on stable, moderate risk cash flow relative to high growth.

Recent Transactions

This member has no reported closed transactions.

Pirque Ventures

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VC-arm of single family office. Based in San Francisco, CA. . . .

Recent Transactions

This member has no reported closed transactions.

Amsden

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We're a new family office looking to start acquiring small to medium sized companies. My partner has 20 years of experience as an operator and I have 15 years of experience building and scaling software companies.

Recent Transactions

This member has no reported closed transactions.

Thorpe Design, Inc.

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Thorpe Design, Inc. is a full service fire sprinkler systems contractor for residential and commercial buildings serving the states of California, Idaho and Tennessee. We offer owners, builders and architects a pre-designed fire sprinkler system, allowing for quality, accuracy and on time delivery. The system will be custom tailored to meet your needs and budget constraints. We are highly regarded among our peers and counter parts enabling us to build a good working rapport with the authorities having jurisdiction as well as offering guidance for budgeting, contract awards and scheduling. A…

Recent Transactions

This member has no reported closed transactions.

Circuit Partners

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Circuit Partners is a buy-side M&A advisory firm based in Los Angeles, exclusively focused on the IT Services and Software sectors. Our experience as investment professionals allows us to take a differentiated approach to our work and to provide advice that goes beyond deal origination.We work with a broad spectrum of clients that ranges from “mega-funds”, to middle-market investors, growth equity firms, and sophisticated independent sponsors. Our clients value our sector expertise as well as our ability to provide market insights that help shape their investment thesis and business…

Recent Transactions

This member has no reported closed transactions.

Firms in the San Francisco Family Offices 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 San Francisco Family Offices is $3M-$11M, with a core EBITDA range of $1M-$3M. 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.

Location can be an important consideration, but it does not necessarily define where a firm is active. Firms based in San Francisco may bring regional knowledge, local relationships, and experience with businesses in the area, while many also pursue opportunities across a broader geographic footprint. Geography is best considered alongside sector focus, company size, and relevant transaction activity.

Not necessarily. A firm’s location does not always define its geographic reach. Many Family Offices based in San Francisco are active across multiple regions, while firms based elsewhere may also participate in the San Francisco market. Location can provide useful context, but it should not be interpreted as a firm’s geographic boundary.

When comparing Family Offices in San Francisco, consider factors such as sector focus, size range, and recent transaction activity. These characteristics vary across the 17 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 San Francisco Family Offices directory, you can request information here.

Top San Francisco Family Offices

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