Top San Francisco Individual Accredited Investors with Recent Private M&A Activity

Active Firms

329

TTM Deal Inquiries

$3M-$10M

Core Revenue Range

$600K-$2M

Core EBITDA Range

Top Sectors by Activity

Industrials 54%

Business Services 13%

Consumer Goods 11%

Transportation 5%

Healthcare 5%

Key Attributes

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

Tiger Lily Holdings LLC

1 Closed Deal via Axial

1 Total Closed Deal Actively Sourcing Deals

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Tiger Lily Holdings is an independent sponsor looking to acquire businesses in Californiathat have durable profits, >20% EBITDA margins and reasonable growth opportunity.

Recent Transactions

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May 2024 Acquired Confidential Company

Calzar Acquisition Corp

1 Closed Deal via Axial

1 Total Closed Deal

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I am a self-funded searcher actively seeking acquisitions. My professional background includes more than a decade in investment banking and software executive leadership.

Recent Transactions

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May 2024 Acquired Confidential Company

Veneto Partners

Actively Sourcing Deals

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Veneto Partners is a long-term hold fund that seeks to acquire, operate, and grow exceptional US-based small and medium sized businesses. It focuses on businesses generating annual sales of $5-25 million and $1-5 million in annual free cash flow. Industries of interest include healthcare, precision manufacturing, and home services.

Recent Transactions

This member has no reported closed transactions.

Scipio Pacific

Actively Sourcing Deals

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Skipio partners with companies to create products and experiences that drive growth. We take a holistic approach that balances business needs with future opportunities. Blending creativity, usability, and strategy, we evolve companies for the digital age. We invest directly alongside or acquire companies whose vision and potential resonate with us. We put our capital where our conviction lies, demonstrating our long-term commitment to your success.

Recent Transactions

This member has no reported closed transactions.

Everest

Actively Sourcing Deals

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About Everest: Growth Equity and Technology Partner for MSPsEverest is not private equity. We are a hands-on technology and growth partner led by former engineers from Netflix, Microsoft, and AWS who know how to scale MSPs efficiently.We provide:Capital to reinvest in your businessTechnical expertise to deploy AI-powered automationsTalent to streamline dispatch, triage, and onboarding processesWhat We Offer MSP OwnersWe partner with growth-oriented MSP operators to increase EBITDA margins by 50 to 100 percent, typically within the first year.This is not a buyout. You retain control. We earn…

Recent Transactions

This member has no reported closed transactions.

PETER SOLAR

Actively Sourcing Deals

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I'm a experience real estate developer with more than 30 years of experience. Developed more than $4 billion CRE. I want to acquire an established California based commercial service business with recurring revenue, experienced operations, EBITDA of $800,000 or greater, and a purchase price of $2 million or more.

Recent Transactions

This member has no reported closed transactions.

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Clayton Shum CFP

Actively Sourcing Deals

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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.

House Homey

Actively Sourcing Deals

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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.

Westcroft

Actively Sourcing Deals

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Westcroft 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.

Guildhall Capital

Actively Sourcing Deals

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Grove Technology Partners (formerly Guildhall Capital) is a single family office managing capital for its founder, Christian Berger. The firm focuses on control investments in founder-owned companies in traditional industries.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.

Lucidity Capital

Actively Sourcing Deals

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We are a holding company. We buy great businesses at fair prices. We have experience as acquisition entrepreneurs and as former consultants assisting megacap private equity firms buy private companies.

Recent Transactions

This member has no reported closed transactions.

Cybersecurityem Inc

Actively Sourcing Deals

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I'm Meire Akpaibor, a senior technology and GRC executive with 20+ years of experience scaling risk, compliance, and security functions at Google, PayPal, Visa, Square, Gusto, and Everlaw, with earlier audit foundations at PwC and BDO.Beyond my corporate work, I'm the founder of CybersecurityEM Institute, where I've built and run a GRC and IT audit training program with a strong CISA pass rate, and I teach cybersecurity as an adjunct professor at Merritt College. I'm now pursuing acquisition opportunities through Entrepreneurship Through Acquisition (ETA). My investment criteria:- Established…

Recent Transactions

This member has no reported closed transactions.

Michael Hagen

Actively Sourcing Deals

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I'm a builder and operator who has spent 15 years turning strategy into execution. I'm now looking to do that as an owner, actively searching to acquire a business in the San Francisco Bay Area or a remote-friendly operation within the next six months, as a hands-on, full-time leader rather than a passive investor.My background spans operations, technology, and go-to-market. I led software implementations as a consultant, managed a team as a Product Manager in industry, and have worked in Partnerships, Sales and Delivery within technology scale-ups.

Recent Transactions

This member has no reported closed transactions.

Front Street Associates

Actively Sourcing Deals

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I have over ten years of hotel ownership and real estate transaction experience in both boutique operating firms and private equity. I am searching for new investment opportunities in adjacent and related industries.

Recent Transactions

This member has no reported closed transactions.

Rahul Bhatt

Actively Sourcing Deals

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Rahul Bhatt is an individual investor 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.

Millhammer

Actively Sourcing Deals

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Accomplished finance and strategic leader focused on driving growth, profitability and shareholder value within $1 billion+ global enterprises. Highly analytical and strong communicator able to develop, convey and translate a strategic vision into tangible results via organic and inorganic initiatives.

Recent Transactions

This member has no reported closed transactions.

Casebright, LLC

Actively Sourcing Deals

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I built one company from the ground up. I am now looking to steward the next one.I am a well-capitalized principal buyer and experienced founder, CEO, CFO, and owner-operator seeking to acquire and lead an established, profitable business for the long term. I self-funded Parachute Technology and grew it from my kitchen table into one of California’s largest managed IT service providers—with more than $13 million in revenue, six locations, 85 employees, and over 50,000 devices under management—before completing a successful exit.Over more than two decades, I led P&L and cash-flow…

Recent Transactions

This member has no reported closed transactions.

ST Capital Partners

Actively Sourcing Deals

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Recently, my family and I decided to explore opportunities to acquire small to medium-sized businesses in the US. For background, my family has operated an Asia-focused shipping business for several decades (The company's total assets are now worth over $1B). We are now interested in using a portion of our family assets, ranging from $3M to $10M, to acquire businesses in the US.

Recent Transactions

This member has no reported closed transactions.

Juan Salas

Actively Sourcing Deals

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Technology entrepreneur with 17+ years of operating experience. Bootstrapped a software services and talent platform to $5M in revenue and its 2025 exit, scaling it to 15,000+ certified professionals across 70+ countries, leading US market entry, brand work, middle-management buildout, and the company's path to profitability without outside capital. Positioned the company for sale and negotiated the acquisition through close.Strengths I bring to this acquisition: P&L ownership and capital discipline; strategic operations and scaling; M&A experience from the seller side; technology and…

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.

Firms in the San Francisco 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 San Francisco Individual Accredited Investors is $3M-$10M, with a core EBITDA range of $600K-$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.

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 Individual Accredited Investors 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 Individual Accredited Investors in San Francisco, consider factors such as sector focus, size range, and recent transaction activity. These characteristics vary across the 64 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 Individual Accredited Investors directory, you can request information here.

Top San Francisco Individual Accredited Investors

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