Top Software Family Offices with Recent Private M&A Activity

294

Active Firms

5,492

TTM Deal Inquiries

$4M-$20M

Core Revenue Range

$900K-$4M

Core EBITDA Range

Top States by Activity

Florida 14%

California 11%

Texas 10%

New York 7%

New Jersey 4%

Key Attributes

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

Lullwater & Co.

9 Total Closed Deals

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Lullwater & Co. is a purpose-driven private investment firm committed to building enduring partnerships with the next generation of business leaders. We specialize in supporting talented operators pursuing entrepreneurship through acquisition (ETA), as well as legacy-minded owners seeking a thoughtful and values-aligned transition of their businesses.Our approach is grounded in operational empathy, long-term vision, and a deep respect for the entrepreneurial journey. With roots in both principal investing and company building, we bring more than capital — we deliver a strategic,…

Recent Transactions

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Jun 2023 Acquired Radon Medical Imaging
Jan 2023 Acquired Inspire Horizons
Jun 2022 Acquired B2B Reviews
Jun 2021 Acquired PalCare

Granite Point Partners

9 Total Closed Deals

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Granite Point is a middle market equity investor that is growth oriented, flexible, and has a long-term mindset. Over the past 15 years, Granite Point has completed over 70 investments, and repeatedly partnered with entrepreneurs to build best-in-class businesses. Kent Weaver is the founder, CEO, and Managing Member of Granite Point.

Recent Transactions

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Sep 2025 Acquired Confidential Company
Aug 2025 Acquired Confidential Company
Jun 2025 Acquired Confidential Company
May 2025 Invested in Confidential Company

The Arnold Companies

7 Total Closed Deals

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The Arnold Companies (TAC), is a Dallas, TX-based family investment management and services firm. Established in 1964 in Texarkana, Texas as a wholesale refinedpetroleum products distributor it has grown to lead in many different industries includingreal estate, retail, banking, aviation, technology and many varied sectors. TAC focusesinvestments on high-value companies that support their employees and communitieswhile maintaining the values of integrity, leadership, efficiency and a passion for greatservice. The almost 60-year legacy and traditions set the standards to allow innovationand…

Recent Transactions

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May 2021 Acquired Gemini Air Group
Oct 2020 Acquired Prior Aviation Services, Inc.
Nov 2019 Acquired IPC USA, Inc.
Aug 2018 Acquired Desert Fuels

Thrive Five

6 Total Closed Deals

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Thrive Five is a single family office with expertise in healthcare and outdoor building products. We have founded, built, sold and invested in businesses, over the past twenty-five years. To us, good business is about more than just profit. It's about purpose. Our purpose is to found and invest in mission-driven companies that give back and make a positive impact.

Recent Transactions

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Aug 2023 Invested in SURGICAL TRAINING INSTITUTE
Aug 2023 Invested in STREAMLINE HEALTHCARE
Aug 2023 Invested in COLLECTION ST-AUGUSTIN
Aug 2023 Invested in FIRST STREET REAL ESTATE, LP

Cardinal Equity Partners LLC

5 Total Closed Deals

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Cardinal Equity Partners LLC was formed in 2014 to invest in and manage small to mid-size consumer-centric businesses. We partner with best-in-class entrepreneurs, operators and families to help grow their businesses and provide a succession plan that works for them.Over the last several years, CEP has invested in and operated several companies across a variety of industries. Our deal size ranges from as low as $3mm to as high as $125mm. Historically, we have made investments in the consumer, retail, industrial, education, healthcare, services, real estate and eComm sectors. Although we…

Recent Transactions

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Oct 2019 Acquired Del Toro Footwear
Jun 2018 Acquired Heritage Family Services
Aug 2017 Acquired Waggle Inc.
Apr 2015 Acquired Arby's (Cardinal RB Holdings)

Reddick Wellington Investments

5 Total Closed Deals

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Canadian family office with investments in real estate, private equity and public markets seeking to acquire Canadian & U.S lower-middle market businesses.

Recent Transactions

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Dec 2020 Invested in Evergen Infrastructure Corp.
Dec 2019 Invested in Northspace
Nov 2019 Invested in Peakhill Capital
Aug 2019 Invested in Mediseen

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Nashville Capital

4 Total Closed Deals

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At NCG, we’re fortunate enough to speak from experience when it comes to building lasting partnerships that lead to prosperity. We specialize in private equity lower-middle markets, with personal experiences in growing companies from ideas into profitable business ventures. From our own companies, experiences, and investments, we have the money, knowledge, and resources to help you launch your dreams.

Recent Transactions

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Apr 2019 Acquired Confidential Company
Jun 2015 Acquired EPDI
Aug 2014 Acquired Confidential Company
Feb 2013 Acquired Segway

Siwa Capital

4 Total Closed Deals

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We are a family office investor in SMB and lower middle market companies. We invest in exceptional people who demonstrate a relentless commitment to creating value. My name is Daniel Farag, and I am the managing partner of Siwa Capital. Most recently, I purchased a sustainable aquaculture business (fish farm), and served as its CEO for 8 years. During that time, I helped grow annual revenue from $100,000 to $20 million, and exited the business to a private equity group. Previously, I held roles in investment banking at Goldman Sachs and private equity at GI Partners. Born and raised…

Recent Transactions

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Apr 2024 Invested in TelcoBridges
Mar 2024 Invested in Steel River
Mar 2024 Invested in SabrePak
Jan 2024 Invested in OnPoint Generators

Creach Family Holdings, LLC

4 Total Closed Deals

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Creach Family Holdings, 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.

Recent Transactions

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Dec 2024 Acquired HealthRev Partners, LLC
Aug 2024 Acquired Faith Home Health & Hospice
Mar 2020 Invested in True Captive Insurance
Jan 2017 Acquired Careficient, Inc.

Brougham Ventures LLC

4 Total Closed Deals

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Brougham Ventures LLC 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

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Mar 2023 Advised Roane Metals Group in its sale to Commercial Metals Company
Jun 2021 Advised WE Transport in its sale to Beacon Mobility
Feb 2021 Advised Hawkins Point Partners in its sale to Verista
Nov 2020 Advised Jet Line Products in its sale to Pool Corporation

Schu Capital

3 Total Closed Deals

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Schu Capital is an investment firm focused on acquiring and growing a single exceptional family- or founder-led business. Backed by a pool of committed capital, the firm draws on deep private equity and operational experience to invest in people, culture, and long-term growth rather than short-term returns. Schu Capital offers founders a thoughtful transition and a trusted partner to carry their business forward for the next phase of growth.

Recent Transactions

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Aug 2025 Acquired Confidential Company
Nov 2024 Acquired Confidential Company
Feb 2024 Acquired Confidential Company

On Par Capital LLC

3 Total Closed Deals

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On Par Capital is a South Florida based family office that has significant experience as both a direct and indirect investor in lower middle market businesses and real estate transactions. On the direct investing side, we have started, acquired, built, and exited nearly 10 investments in the healthcare industry generating strong returns for our partners. Over the past 10 years we have developed a strong track record as a limited partner, completing 40+ co-investments across real estate, lower middle market private equity, and special situations. We currently have a dedicated pool of capital…

Recent Transactions

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Jan 2018 Invested in Dreamlife Recovery
Aug 2017 Acquired Ventre Medical Associates
Aug 2017 Acquired Research Centers of America

Culbro, LLC

2 Total Closed Deals

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Culbro, LLC was formed in 2005 as the private equity investment vehicle of the Cullman family and is presently managed by members of two generations of that family. Its target equity investment range is $5 to $20 million but it has broad latitude and can make both smaller and larger investments. It is bolstered by a number of allied investors who are prepared to invest along side it. In the United States, Culbro invests in both control and growth capital situations, but is amenable to minority stakes as well. Culbro also has a significant private equity effort in India, where it will do both…

Recent Transactions

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Mar 2013 Invested in TDBBS
May 2009 Invested in LearningMate

Reciprocity Inc

2 Total Closed Deals

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We help owners of privately held businesses successfully grow and exit their businesses for maximum value. We guide clients through the entire M&A process, from evaluation and growth strategies to negotiations and deal structuring. Our purpose and passion are helping you create a legacy that will last for generations.

Recent Transactions

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Mar 2024 Acquired Forge
Jan 2012 Acquired Building Products of America

Elm Fork Partners

2 Total Closed Deals

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Elm Fork Partners stems from a history of entrepreneurship, corporate value creation, and successful outcomes for all parties involved. We are a Texas-based, single family office, focused on providing flexible and sustainable capital to companies, teams, and assets that are striving to create material value. We are not a private equity fund, but rather a permanent capital source focused on providing capital to high quality companies or assets that exhibit the following characteristics: High returns on invested capital (ROIC) and free cash flow generationSignificant barriers to entry and…

Recent Transactions

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Jul 2018 Invested in Indigenous Rights
Jan 2003 Invested in Pumpco Energy Services.

Scorpion Capital

2 Total Closed Deals

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Scorpion Capital Management is Family Office and investment bank specializing lending, mergers and acquisitions and client goal achievements.

Recent Transactions

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Nov 2019 Advised Physician Software in its sale to Online doctor Platform
Jul 2019 Advised Remote Patient Monitoring Company in its sale to Undisclosed Public Company

Frasier Capital

2 Total Closed Deals

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Frasier Capital has partnered with a seasoned operating executiveto target control acquisitions in high-quality business generating$2 to $10 million of revenue. The collaborative effort provides a unique opportunity for business owners to benefit both strategically and financially from the resources and experience Frasier has pulled together.

Recent Transactions

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Sep 2016 Invested in Affinity Beverages LLC
Feb 2005 Invested in The Fitzpatrick Company

2M Investment Partners

2 Total Closed Deals

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2M Investment Partners (“2M”), backed by a multi-billion-dollar family office, invests in durable businesses for the long-term. 2M is building a concentrated portfolio of small- and mid-size businesses with strong cultures and promising growth opportunities. Run by former private equity professionals, 2M has the experience to quickly close transactions and support both organic and acquisition-based growth initiatives. 2M’s family capital backing means success is measured over decades or longer, solidifying focus on each portfolio company’s needs and not an investor’s timeline. 2M is…

Recent Transactions

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Oct 2020 Acquired Precision Laser Specialist
Jun 2019 Acquired Advanced Metals Machining

Li Family Office

2 Total Closed Deals

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My family has had liquidity events over the last few years from real estate and startup sales. Independently, I've also had quite a bit of professional success in the finance industry and have built up a significant net worth of my own. I currently work at an investment fund, and have had meaningful M&A experience in an investment banking role across megacap M&A, lower-middle-market M&A, restructuring, and spin-off related transactions. We're looking to redeploy some of our proceeds into well-run, capital-light, cash-flowing businesses with recurring revenue. In terms of business…

Recent Transactions

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Jul 2019 Advised Wyndham Vacation Rentals on an investment from Vacasa
Feb 2019 Advised General Electric on an investment from Danaher

Stewart Family of Companies

1 Total Closed Deal

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The Stewart Family of Companies is a long-term, family-owned holding company acquiring operating businesses throughout the Midwest. We are not your typical financial buyer — we are committed to preserving the brand names, employees, and legacies of the companies we acquire. Our family has been acquiring and operating businesses for four generations, and we would be honored to add your business to that legacy.Our firm is based in St. Louis, Missouri, and is owned and operated by the Stewart family.

Recent Transactions

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Aug 2025 Acquired Confidential Company

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Firms in the Software 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 Software Family Offices is $4M-$20M, with a core EBITDA range of $900K-$4M. 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.

Relevant Software experience can be an important consideration when evaluating a firm. Familiarity with the sector can provide a stronger understanding of its business models, market dynamics, valuation considerations, and transaction environment. The 294 firms included in this directory provide a starting point for identifying firms with relevant experience and activity in Software.

Not necessarily. Many firms are active across multiple industries, so inclusion in the Software Family Offices directory reflects relevant experience or activity in Software, rather than an exclusive sector focus. Individual profiles provide additional context on each firm’s areas of focus and activity within the sector.

When comparing Family Offices with experience in Software, consider factors such as size range, geographic reach, and recent transaction activity. These characteristics vary across the 294 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 Software Family Offices directory, you can request information here.

Top Software Family Offices

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