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Top Individual Accredited Investors in San Jose - Axial

Members (8 results)

R Cubed Growth Actively Sourcing Deals

Individual Accredited Investor
  • Actively Sourcing Deals
  • This member has no reported closed transactions.

I am based in the Bay Area and running a self funded search. I have previous experience in investment banking, private equity, and startups, and previously started my own fintech startup and investment fund.

Sum Arc Actively Sourcing Deals

Individual Accredited Investor
  • Actively Sourcing Deals
  • This member has no reported closed transactions.

Seeking to acquire service companies that provides synergies to portfolio companies.Sum Arc is a private investment firm focused on acquiring IT MSP or related IT business. We partner with exceptional companies seeking the next stage of growth. Post acquisition, we work closely with our portfolio companies to consolidate or operating as stand along and drive measurable value for all stakeholders.

Blue Pelican Actively Sourcing Deals

Individual Accredited Investor
  • Actively Sourcing Deals
  • This member has no reported closed transactions.

Blue Pelican 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.

Thomas Shen Actively Sourcing Deals

Individual Accredited Investor
  • Actively Sourcing Deals
  • This member has no reported closed transactions.

I am a self funded searcher. I have 10+ years of experience working in tech in Silicon Valley. In the last 2+ years, I've looked at hundreds of listings and refined my search criteria. I know better what characteristics I'm looking for and what businesses align with my background.

Madan Menon

Individual Accredited Investor

    This member has no reported closed transactions.

Madan Menonis 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.

William Heath

Individual Accredited Investor

    This member has no reported closed transactions.

William Heath is a highly accomplished and enterprising Operations Executive with domestic and international experience in services management, client management, P&L management, product development, new product/service introduction, software development, direct sales, and strategic planning. Proven aptitude for driving successful P&L growth and client success. Leverages exemplary leadership, organizational, and communication skills to drive revenue generation and growth of client engagements, increase gross margins, and reduce partner costs while maintaining industry-leading…

Terrestrial Succession Capital

Individual Accredited Investor

    This member has no reported closed transactions.

A search fund is an investment vehicle through which investors financially support an individual or small team in their quest to locate, acquire, manage, and grow a company. In our context, the focus is on acquiring manufacturing companies that offer opportunities for substantial earnings improvement through the implementation of cost efficiencies, even in the absence of revenue growth. The search process is self-funded, providing the flexibility and autonomy necessary to thoroughly identify and evaluate potential acquisition targets. Upon identifying a suitable company, the fund possesses…

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