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Specialized Finance Holding Companies - Axial

Members (59 results)

The Courtney Group Incorporated Actively Sourcing Deals

Holding Company
  • Actively Sourcing Deals
  • 3 Closed Deals via Axial
  • 18 Total Closed Deals
The Courtney Group, Incorporated is a private investment firm with a focus on business services, chemical, consumer, distribution, financial services, healthcare, manufacturing, and technology. We have invested in 27 companies since 1999. We are different from some other buyers in that (1) we are flexible about the size of our investment -- from $1 million to $200 million in equity, and (2) that we can own a business for 20 years or more.We seek control and non-control equity investments in businesses with EBITDA of $2 million to $50 million. We often acquire businesses from founders seeking…
Most Recent Transactions
Investor
Aug 2023
acquired
Investor
Aug 2023
invested in
Investor
Aug 2023
invested in
Investor
Sep 2020
acquired

Teamshares Actively Sourcing Deals

Holding Company
  • Actively Sourcing Deals
  • 2 Closed Deals via Axial
  • 2 Total Closed Deals
Teamshares is one of America’s largest buyers of small businesses from retiring business owners. Since our inception in 2019, we've purchased over 95 transactions closed across 32 states and 40+ industries, along with committed capital to close 100 more transactions this year.
Most Recent Transactions
Investor
Feb 2025
acquired
Investor
Dec 2024
acquired

Tide Rock Holdings Actively Sourcing Deals

Holding Company
  • Actively Sourcing Deals
  • 1 Closed Deal via Axial
  • 42 Total Closed Deals
Tide Rock is a holding company that acquires a controlling interest in differentiated business-to-business companies in the lower middle market ($2-10M EBITDA for platforms). The firm is managed by experienced operators and finance professionals who have scaled businesses in various industries.We approach investment with a long-term perspective and with the goal of growing earnings while making regular distributions to all stakeholders.In partnering with Tide Rock, companies gain access, as needed, to our shared back-office team, which includes outsourced accounting & finance, talent…
Most Recent Transactions
Investor
Jan 2025
acquired
Investor
Nov 2024
acquired
Investor
Aug 2024
acquired
Investor
Aug 2024
acquired

Enduring Ventures Actively Sourcing Deals

Holding Company
  • Actively Sourcing Deals
  • 1 Closed Deal via Axial
  • 10 Total Closed Deals
We are looking for small and medium businesses with exceptionally big moats. The world of business is intensely competitive whether you are large or small, and we are not interested in competing on the basis of lowest price. We are looking for businesses that are the absolute best at what they do and make their customers extremely happy. This will typically be indicated by organic sales growth, little to no spending on sales & marketing, and relatively high margins.The more specific your niche, the more excited we are. The longer you have built your brand and/or reputation, the stronger base…
Most Recent Transactions
Investor
Aug 2023
acquired
Investor
Aug 2023
acquired
Investor
Aug 2023
acquired
Investor
Aug 2023
acquired

Kingsway Financial Services Inc. Actively Sourcing Deals

Holding Company
  • Actively Sourcing Deals
  • 1 Closed Deal via Axial
  • 7 Total Closed Deals
Kingsway Financial Services (“Kingsway”) is a publicly traded holding company that trades on the NYSE under the ticker “KFS.” Kingsway aspires to compound intrinsic value per share at high rates over the long-term through efficient operations and thoughtful capital allocation. Kingsway owns or controls subsidiaries primarily in the extended warranty, asset management, and real estate industries.The CEO Accelerator Program is a unique, new program under the Kingsway umbrella. The program is dedicated to finding talented, early-in-career managers that will source, acquire, and manage…
Most Recent Transactions
Investor
Sep 2023
acquired
Investor
Sep 2023
acquired
Investor
Nov 2022
acquired
Investor
Oct 2021
acquired

Nexus Partners LLC Actively Sourcing Deals

Holding Company
  • Actively Sourcing Deals
  • 1 Closed Deal via Axial
  • 6 Total Closed Deals
Nexus Partners is the holding company for a group of control investments in a variety of industries including, industrial laundry services, food processing and distribution, medical services, health insurance, and financial services. Past investments also included outdoor advertising and telecommunications.Nexus seeks to make both add-on acquisitions for its existing portfolio as well as to acquire new platforms. With an investment horizon of 10 to 15 years, we focus on growth stories, companies in seek of human or financial capital, and distressed of special situations with the following…
Most Recent Transactions
Investor
Jun 2018
acquired
Investor
Oct 2016
acquired
Investor
Sep 2016
acquired
Investor
Jan 2016
invested in

Empowered Ventures Actively Sourcing Deals

Holding Company
  • Actively Sourcing Deals
  • 1 Closed Deal via Axial
  • 5 Total Closed Deals
SummaryEmpowered Ventures is an employee-owned diversified holding company. We seek to acquire successful lower middle market companies led by a selling owner who cares deeply about their employees and the future for the business. All the employees join our employee ownership program as part of the transaction.About UsEmpowered Ventures buys closely held businesses with track records of success. We invest long term without any intention of selling. Employees join our ownership program, accruing value over time based on the combined performance of our operating companies.Empowered Ventures was…
Most Recent Transactions
Investor
Jan 2025
acquired
Investor
Aug 2023
invested in
Investor
Dec 2021
acquired
Investor
Apr 2021
acquired

Star Equity Holdings, Inc Actively Sourcing Deals

Holding Company
  • Actively Sourcing Deals
  • 1 Closed Deal via Axial
  • 3 Total Closed Deals
Star Equity Holdings is a publicly traded diversified holding company with a private equity strategy. We are seeking to become a "Berkshire-Hathaway" type company in the Microcap space. We are currently looking for acquisitions and scale, and are looking across a variety of sectors as well as both public and private businesses.
Most Recent Transactions
Investor
Jan 2025
acquired
Investor
May 2024
acquired
Investor
Oct 2023
acquired

Bristlecone Companies Actively Sourcing Deals

Holding Company
  • Actively Sourcing Deals
  • 1 Closed Deal via Axial
  • 2 Total Closed Deals
Bristlecone Companies partners with entrepreneurs who care deeply about their teams, customers, and legacy. We provide a permanent home for enduring businesses in niche markets and empower them to realize their full potential.
Most Recent Transactions
Investor
Jul 2024
acquired
Investor
Jan 2023
acquired

Tacoma Holdings Actively Sourcing Deals

Holding Company
  • Actively Sourcing Deals
  • 1 Closed Deal via Axial
  • 1 Total Closed Deal
Private investment firm focused on family-built companies with durable value propositions, strong leadership, and ambition for the future. Our operating philosophy is oriented around long-term sustainability and success, not short-term scale. We invest with no near-term intention of selling and believe that through true partnership we can provide lasting impact for founders, management, and employees. We understand that People and Culture are the secrets to any business' success and so hold deeply the responsibility to continue the legacy that a founder has built.Principals have extensive…
Most Recent Transactions
Investor
Feb 2021
acquired

HB Global, LLC Actively Sourcing Deals

Holding Company
  • Actively Sourcing Deals
  • 15 Total Closed Deals
HB Global, LLC, is the organizational partner that supports 10 divisions of mechanical service companies. The Leadership team at HB Global is responsible for guiding each division in living our core values, providing employees with opportunities for professional development, and protecting shareholder value. HB Global also encourages employees to connect with their communities and empowers employees to serve as trusted advisors to build lasting client relationships. A key component of this empowerment is participation in our employee stock ownership plan (ESOP). It is this ownership status…
Most Recent Transactions
Investor
Sep 2023
acquired
Investor
Dec 2021
acquired
Investor
Oct 2020
acquired
Investor
Jan 2020
acquired

RAF Industries Actively Sourcing Deals

Holding Company
  • Actively Sourcing Deals
  • 13 Total Closed Deals
RAF was founded in 1979, with an executive team whose average tenure is greater than 20 years with the firm. Since inception, our focus has been on partnering with strong founders and/or management teams that present a unique vision and strong values. Our small group of value-added in investors, have a permanent commitment to our enterprise. All of our equity capital is fully recyclable.We have a long-term vision and have held a number of our portfolio companies for 10+ years. Our company structure eliminates the need for short-term realization due to liquidity requirements. Our financing is…
Most Recent Transactions
Investor
Jul 2022
acquired
Investor
Dec 2021
acquired
Investor
Dec 2021
acquired
Investor
Mar 2021
acquired

Samsara Management Actively Sourcing Deals

Holding Company
  • Actively Sourcing Deals
  • 8 Total Closed Deals
Samsara Management is a Miami-based alternative asset management firm that invests in small and mid-sized companies, in the United States and Japan, through leveraged buyouts, recapitalizations and growth equity investments. The company invests in a wide variety of industries and sectors that include real estate as well as educational services, retail, advertising, and recreational vehicles. Samsara has an investment strategy that is both prudent yet dynamic and works in close collaboration with the management team to develop significant operational and growth strategies.
Most Recent Transactions
Investor
Aug 2023
acquired
Investor
Aug 2023
acquired
Investor
Aug 2023
acquired
Investor
Aug 2023
acquired

Rhodes Companies Actively Sourcing Deals

Holding Company
  • Actively Sourcing Deals
  • 6 Total Closed Deals
Rhodes Companies stands apart with its unique approach, prioritizing meaningful impact and authentic connections over industry buzzwords and superficial practices. The firm's actions are guided by a commitment to authenticity and humility to create an enduring legacy that transcends conventional metrics. The goal is to leave a positive imprint on individuals, communities, and the world.Why Partner with Rhodes?Rhodes Companies' approach is deeply rooted in an entrepreneurial heritage, which enables the firm to spot and execute operational efficiencies, enhance marketing strategies, and propel…
Most Recent Transactions
Investor
Jul 2022
acquired
Investor
Jan 2022
invested in
Investor
Jul 2020
invested in
Investor
Mar 2018
invested in

Brightleaf Holdings Actively Sourcing Deals

Holding Company
  • Actively Sourcing Deals
  • 5 Total Closed Deals
Brightleaf Holdings is a holding company that partners with founders, management teams and family-owned companies. Through our unique holding company model, we acquire great companies, grow them sustainably, and reinvest the earnings they generate. We invest planning to be long-term owners without the intention to sell.As experienced business builders, we take a hands-on approach to creating value in each company. We are guided by our people-first approach and have a dual mission to ensure both our companies and people thrive.Brightleaf Holdings’ current portfolio consists of five companies…
Most Recent Transactions
Investor
Aug 2023
invested in
Investor
Aug 2023
invested in
Investor
Aug 2023
invested in
Investor
Aug 2023
invested in

KCM Holdings Actively Sourcing Deals

Holding Company
  • Actively Sourcing Deals
  • 4 Total Closed Deals
KCM Holdings is a long-term investment partnership offering founders and owners a unique alternative to traditional private equity.We acquire and take a hands-on approach to growing businesses with $1M to $7M in EBITDA, primarily focusing on companies across North America.Our mandate is flexible: whether an owner-operator is looking to retire or seeking to de-risk their asset base while continuing to run the business, KCM Holdings can actively participate in either scenario. We focus on majority investments, ranging from 51% to 100% while preserving the owner's legacy over a long-term…
Most Recent Transactions
Investor
Sep 2024
invested in
Investor
Apr 2023
invested in
Investor
Feb 2023
invested in
Investor
Jul 2022
invested in

Elah Holdings Actively Sourcing Deals

Holding Company
  • Actively Sourcing Deals
  • 4 Total Closed Deals
Elah Holdings is a recently reorganized holding company led by experienced business leaders that is seeking to acquire profitable businesses in the commercial and industrial markets to generate sustainable profitability and cash flows, unlock the value of our considerable tax assets, and use win-win deal structures that reduce risk, ultimately creating long-term value for our shareholders.Elah is co-sponsored by funds managed by, or affiliated with, 210 Capital and Goldman Sachs Asset Management (GSAM), who collectively own 49% of the company’s outstanding stock. In addition, the Private…
Most Recent Transactions
Investor
Dec 2017
acquired
Investor
Oct 2017
acquired
Investor
Oct 2014
acquired
Investor
Aug 2011
acquired

U.S. Industrial Group Actively Sourcing Deals

Holding Company
  • Actively Sourcing Deals
  • 4 Total Closed Deals
At US Industrial Group, we acquire companies within the industrial sector, focusing mainly on manufacturing and distribution, often linked through vertical or horizontal integration. We believe that the success of a company is built on strong relationships—with our customers, employees, and vendors. We prioritize creating a collaborative and supportive environment where employees can thrive, customers receive top-quality products and service, and vendors are treated as trusted partners. Our commitment to fostering these relationships is at the heart of our business strategy.We acquire…
Most Recent Transactions
Investor
Oct 2023
acquired
Investor
Jan 2022
acquired
Investor
Jan 2021
acquired
Investor
Dec 2019
acquired

The Kane Group Actively Sourcing Deals

Holding Company
  • Actively Sourcing Deals
  • 3 Total Closed Deals
The Kane Group is a family-owned holding company based in Maryland. We have been actively involved in trucking, warehousing, office moving, limousine/bus services, commercial real estate, and interior commercial construction. The Kane Group is 100% owned by Richard Kane, maintains 350,000 square feet of cross dock warehousing serving clients using the Baltimore Port for their container movements.Richard Kane successfully grew International Limousine Service Inc, a limousine/bus company to 200 employees and 140 company-owned vehicles. With Richard’s desire to return to the trucking industry,…
Most Recent Transactions
Investor
Aug 2021
acquired
Investor
Aug 2021
acquired
Advisor
May 2019
secured investment from

ALJ Regional Holdings Actively Sourcing Deals

Holding Company
  • Actively Sourcing Deals
  • 3 Total Closed Deals
ALJ Regional Holdings, Inc. (NASDAQ: ALJJ), led by a highly experienced team, is the parent company of the following subsidiaries:Faneuil, Inc., a leading provider of call center services, back-office operations, staffing services and toll collection services to government and regulated commercial clients across the United States, focusing on the healthcare, utility, transportation, and toll revenue collection industries. Faneuil is headquartered in Hampton, Virginia. ALJ acquired Faneuil on October 19, 2013.Phoenix Color Corp. (including its subsidiaries, “Phoenix”), a leading…
Most Recent Transactions
Investor
Aug 2023
acquired
Investor
Sep 2022
acquired
Investor
Apr 2022
acquired

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