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Top San Francisco Individual Accredited Investors

Explore 64 San Francisco Individual Accredited Investors that source acquisition and investment opportunities on Axial’s M&A platform.

Axial Insights

San Francisco Individual Accredited Investors

64

Active Firms

329

TTM Deal Inquiries

$3M-$10M

Core Revenue Range

$600K-$2M

Core EBITDA Range


Industrials 54%
Business Services 13%
Consumer Goods 11%
Transportation 5%
Healthcare 5%

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

Showing 61-64 of 64 Individual Accredited Investors

Sorted by recent activity

CWX 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.

Recent Transactions

This member has no reported closed transactions.

Brent Perez is a serial entrepreneur and technology executive. He has over 20 years of operating experience in technology and business services companies. Most recently, he served as COO of SafeGraph during which time the business grew from idea to over $25M ARR. Brent completed several acquisitions during his tenure at SafeGraph which he led from target identification to post acquisition integration. Currently, Brent is using his primary funds along with strategic co-investors to acquire and grow profitable businesses.

Recent Transactions

This member has no reported closed transactions.

We are interested in lower market services businesses that have the potential to increase margins through AI implementation. We are seasoned operators, private equity investors, business incubators and venture investors. We are industry agnostic, buy like businesses such as HOA, BPO, call centers, and etc.

Recent Transactions

This member has no reported closed transactions.

We are a searching fund looking for a business making between $5-10M in revenue with 40+ employees with $250k-$750k in SDE for sale between $1-5M where >50% of expenses are in salary and all employees are co-located. You can find more information here - https://docs.google.com/presentation/d/12C_uQ0xjhReDaf35xZtBYh9roCKvQkzqNIiMpDbR g1A/edit#slide=id.g2a9233de20d_0_37

Recent Transactions

This member has no reported closed transactions.

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Frequently Asked Questions

How are Individual Accredited Investors in this directory ordered?

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.

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 San Francisco Individual Accredited Investors?

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.

How important is location when evaluating Individual Accredited Investors?

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.

Do all Individual Accredited Investors in this directory operate exclusively in San Francisco?

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.

How do I compare Individual Accredited Investors in San Francisco?

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.

How do I connect with San Francisco 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 San Francisco Individual Accredited Investors directory, you can request information here.


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