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Top Specialized Finance Family Offices

Explore 148 Specialized Finance Family Offices that source acquisition and investment opportunities on Axial’s M&A platform.

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Axial Insights

Specialized Finance Family Offices

148

Active Firms

5,170

TTM Deal Inquiries

$4M-$20M

Core Revenue Range

$900K-$4M

Core EBITDA Range

Top States by Activity

Florida 14%
Texas 11%
California 10%
New York 7%
New Jersey 4%

Key Attributes

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

Showing 121-140 of 148 Family Offices

Sorted by recent activity

Bace Agency

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Our family office is rooted in an entrepreneurial tradition that began with small businesses in Buffalo Grove, built and led by our mother. That foundation instilled in us a commitment to hard work, resilience, and creating opportunities that serve both business and community needs.

Recent Transactions

This member has no reported closed transactions.

Outlive

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Outlive Capital is an investment firm founded by husband-and-wife team Juliana and Juan. We are dedicated to acquiring and operating a select group of high-quality companies in Florida. Backed by permanent capital and a long-term, hands-on approach, we offer business owners a personalized succession solution with a deep commitment to preserving their legacy.This is a family-led endeavor — not a side project — with the goal of building a portfolio of enduring businesses to one day pass on to our children. We bring extensive experience in M&A, operations, and entrepreneurship across…

Recent Transactions

This member has no reported closed transactions.

Digital Ascension Group

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Digital Ascension Group is a specialized multi-family office that bridges traditional services with the digital asset ecosystem. The firm serves private clients and works with other established family offices to navigate the complexities of digital asset investments and opportunities.

Recent Transactions

This member has no reported closed transactions.

Funded Ventures

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Funded Ventures 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.

Volta Global

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Volta Global is looking to acquire durable middle-market businesses ($1–15M EBITDA). Volta Global operates globally, with offices in Miami, Raleigh, Amsterdam, and Toulouse, and manages over 57 properties in its portfolio. The firm is led by principals with over 100 years of combined experience in investments, development, and operations, and is committed to long-term growth and development of both its people and assets.

Recent Transactions

This member has no reported closed transactions.

Hinduja Capital Advisors

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Investment advisory subsidiary of Private BankProvide investment advice for Group Companies Examine possible acquisitions and partial investments in private entities Undertake other business analysis on request

Recent Transactions

This member has no reported closed transactions.

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Woodthrush Capital

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I am the founder of a family office with committed capital looking to acquire a stabilized operating business that is not subject to AI risks and does not compete with Amazon type vendors. Target price is the in $3-5M range. The business would need to include an employee that is capable of running it day-to-day.

Recent Transactions

This member has no reported closed transactions.

Watchtower Holdings

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People make this possible. Grew up in a family business, JEGS Automotive, founded in 1960 by my Grandfather. Blessed to learn operations and people in a 500+ employee business. Recently sold the business to p/e. Learned a lot in the process both positive and not so positive. Now looking to acquire a business to hold and grow for the long-term. I believe a business cannot function properly with confined timelines. Incentives must be aligned over years and years of time. Driven to create meaningful career opportunities and grow leaders in local communities.

Recent Transactions

This member has no reported closed transactions.

Personal Investing

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Tech entrepreneur, and venture capitalist looking to acquire brick & mortar businesses in Ontario and Quebec Canada with digitization and modernization potential. Active investor and buyer. Please contact me for more information

Recent Transactions

This member has no reported closed transactions.

CBRF Capital Partners

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CBRF is the investment company of Cameron and Robert. We have built or invested in multiple businesses over 15 years. We intend to build the next acquisition from experience gained growing a Medical Distribution Company from 6 staff to 130. Criteria:Ideal target EBITDA of $500,000 to $2 millionMinority or majority positionsWestern Canada headquartered

Recent Transactions

This member has no reported closed transactions.

Mica Basin Holdings

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Our BackgroundMica Basin Holdings is a privately held investment firm focused on the long-term ownership of durable operating businesses. The firm was formed by a team with extensive and complimentary experience in investment banking, buyouts, and operations; the firm was founded with the objective of building a concentrated portfolio of high-quality businesses through direct ownership.We invest our own capital and take an active, hands-on approach alongside an existing employee base. Our mandate is simple: preserve culture, compound value responsibly, and operate with a long-term…

Recent Transactions

This member has no reported closed transactions.

Sapient Capital

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Sapient Capital transforms mid-sized companies and funds using our global experience, networks, and access to capital. We deploy resources only on opportunities where we can engage deeply and for extended periods with the aim of setting our acquired businesses on exciting growth paths.The firm is founded by Ravi Kushan, ex-global partner with leading management consulting firms Kearney and Roland Berger and Asia-Pacific management team member at the Commonwealth Bank of Australia. He has worked in the U.S and Asia-Pacific and brings an extensive network to bear on our efforts at transforming…

Recent Transactions

This member has no reported closed transactions.

Ritzr, LLC - EC Investments

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Ritzr is the Campbell Family office that manages our private company investments and great businesses we acquire.We make direct investments into companies into early stage growth companies and participate as a limited partner in private equity and venture capital investment funds. To date, we have been fortunate to back over 100+ different private companies which have created tens of thousands of jobs.We acquire majority stakes in established businesses in U.S. based manufacturing, home services companies, B2B services and subscription software companies.We are not a PE fund. We don’t…

Recent Transactions

This member has no reported closed transactions.

SHL Investment Group USA Inc

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Novel TMT is a single family office interested in partnering with or acquiring a lower middle market business. We have experience investing in industrials, services, technology, and healthcare businesses.

Recent Transactions

This member has no reported closed transactions.

rubricfo.com

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Home services & Manufacturing IIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIII

Recent Transactions

This member has no reported closed transactions.

SCG Capital

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I work for a family office in DFW with deep roots in banking and financial services. We are looking for our next deal, and are interested in obtaining control of a financial service company. Please feel free to reach out anytime with deals and opportunities.

Recent Transactions

This member has no reported closed transactions.

Farnsworth Holdings Company

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Holding Company with a history in commercial and industrial real estate. Recently, we have shifted into the aviation industry. And now we are seeking opportunities in home services or other boring businesses.

Recent Transactions

This member has no reported closed transactions.

Forty Four Holdings, LLC

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Forty Four Holdings, LLC is the single-family investment office of Clifton S. Robbins. Mr. Robbins has a long and distinguished track record identifying, structuring, consummating, and adding post investment value to investment opportunities across both the private and public markets. Mr. Robbins has spent 35+ years managing capital on behalf of institutional investors as a General Partner of Kohlberg Kravis Roberts & Co., as a Managing Member of General Atlantic, and as the Founder and Chief Executive Officer of multi-billion dollar public market investment manager Blue Harbour Group. A…

Recent Transactions

This member has no reported closed transactions.

Greenhall Capital Partners

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Greenhall Capital Partners is a sector focused control buyout group with offices in Los Angeles and Washington, DC.  We invest and engage in institutional level diligence for mission critical middle market companies in North America in order to generate outsized returns for our limited partners. Those companies can be founder-led or sponsor backed. We have been executing this strategy since 2017.We focus on 3 sectors:Tech-Enabled Business ServicesTechnology and TelecomIndustrials (Transportation, A&D, Logistics/Mobility)Size CriteriaRevenue size of $20M - $150M+ EBITDA…

Recent Transactions

This member has no reported closed transactions.

Signia Ventures, LLC

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I am looking for cash flow generating businesses with strong management in the geographic areas surrounding Del Mar, CA, Jackson Hole, WY and Mt Vernon, WA, I am experienced operator and able to make quick decision and quickly execute

Recent Transactions

This member has no reported closed transactions.

Frequently Asked Questions

How are Family Offices in this directory ordered?

Firms in the Specialized Finance 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.

What information is included in each Family Office 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 Specialized Finance Family Offices?

Based on activity on Axial’s M&A platform, the core revenue range for Specialized Finance 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.

How important is Financial Services experience when evaluating Family Offices?

Relevant Financial Services 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 148 firms included in this directory provide a starting point for identifying firms with relevant experience and activity in Financial Services.

Do all Family Offices in this directory focus exclusively on Financial Services?

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

How do I compare Family Offices with experience in Financial Services?

When comparing Family Offices with experience in Financial Services, consider factors such as size range, geographic reach, and recent transaction activity. These characteristics vary across the 148 firms included in the directory and can help identify firms that align with your needs.

How do I connect with Specialized Finance Family Offices?

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 Specialized Finance Family Offices directory, you can request information here.

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