Top Specialty Stores Family Offices with Recent Private M&A Activity

183

Active Firms

5,038

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 8%

New Jersey 4%

Key Attributes

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

Gestalt Capital

Actively Sourcing Deals

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We are a Toronto-based SFO and currently own three platforms in the $4mm-$10mm EBITDA range, including co-owning 18 Five Guys in Minneapolis-St. Paul (with another 27 currently under LOI). We generally love cash flowing businesses, aim for majority ownership, but look to have shareholders / a team that want to roll equity and partner with us for the long term.

Recent Transactions

This member has no reported closed transactions.

Retro Capital Group

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We are a multi generational family office with a background in NY commercial real estate. We are focused on middle market lending, real estate, debt portfolios and private equity. We are currently seeking to enter the behavioral health space and we are looking for acquisition opportunities in the industry.

Recent Transactions

This member has no reported closed transactions.

Modi Investment Group

Actively Sourcing Deals

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Modi Investment Group is a private investment company specializing in the acquisition and management of established and profitable small and mid-size businesses with attractive growth prospects. Our capital is fully-committed and available immediately to invest in companies that meet our criteria. As a hands-on investor, we specifically look for business owners who are seeking to retire or simply transition away from management responsibilities. We work directly with the company's existing management team with a goal to secure the immediate and long-term success of the company. Balancing…

Recent Transactions

This member has no reported closed transactions.

Sama Capital

Actively Sourcing Deals

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Family Office investment firm led by experienced entrepreneurs and operators committed to unleashing the full potential of companies with exceptional DNA, serving as a catalyst for their next leap forward.Our background as founders and operators provides a unique vantage point into the real needs and challenges facing management teams. We take a collaborative approach, working with portfolio companies to identify opportunities to accelerate growth and expand margins. Our results-driven ethos empowers companies to execute strategies and achieve enduring success, creating value for all…

Recent Transactions

This member has no reported closed transactions.

cortelyou capital

Actively Sourcing Deals

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Overview:Cortelyou Capital (“Cortelyou”) is an entrepreneurial investment firm focused on acquiring and operating a single high-quality company over the long-term. After purchasing a business, Sean Penso, the firm’s Founder and Managing Partner, will assume leadership and day-to-day management responsibilities of the acquired company.Why Us?Cortelyou provides an attractive alternative to selling your business to a competitor or private equity.If you are ready to transition ownership in your business and care deeply about your legacy, finding the right buyer to partner with is critical.…

Recent Transactions

This member has no reported closed transactions.

Solex Capital Management

Actively Sourcing Deals

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Solex Capital Management is a family office managed by Steve Somers Sr. and Steve Somers Jr. who represent two generations of entrepreneurs and business operators. Solex is focused on acquiring manufacturing and/or distribution companies in niche industries whereby our operational experiences can help to maximize efficiencies, and our management experience develop a motivated team.Solex seeks to acquire majority stakes in long-standing manufacturing and distribution companies who are privately owned / family operated with the goal to continue the legacy of the prior owner and to grow the…

Recent Transactions

This member has no reported closed transactions.

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Corinthian Capital Partners

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Corinthian Capital Partners is a private investment firm that focuses on real estate development and investments as well as growth Equity and buyout investments in lower middle market companies with a focus on long term value creation and sustainable growth

Recent Transactions

This member has no reported closed transactions.

Omnigate Capital

Actively Sourcing Deals

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We are not bound by ten-year cycles, capital calls, or distribution pressures.Our capital is strategic, our horizon is generational, and our decisions sit with a small group of principals who answer to no one but themselves and the businesses they steward.

Recent Transactions

This member has no reported closed transactions.

Jiwani Family Office

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Family Office; we own and operate 100+ businesses across many sectors including: consumer services, industrials, hospitality, etc.We are operators first, investors second. We are looking for great quality businesses at fair prices. We will pay up for quality.

Recent Transactions

This member has no reported closed transactions.

Lepercq Group

Actively Sourcing Deals

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Lepercq de Neuflize Asset Management is a privately held investment firm dedicated to compounding family capital through strategic investment strategies and partnerships. The firm operates globally, investing in both public and private securities, assets, and companies. With a focus on long-term growth, Lepercq Group leverages its expertise to manage a diverse portfolio, aiming to maximize returns for its stakeholders. The company is known for its strategic approach to investments, ensuring sustainable growth and value creation across various sectors.

Recent Transactions

This member has no reported closed transactions.

Zeplin Holdings

Actively Sourcing Deals

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We are Ethan and Ryan Zeplin, two brothers with backgrounds in investment banking and private equity. Both graduates of the University of Michigan’s Ross School of Business, we bring a strong foundation in financial analysis, deal execution, and strategic growth. We’re now focused on acquiring and operating a small-to-medium-sized business where we can create long-term value through hands-on ownership and thoughtful, sustainable improvements.Acquisition CriteriaIndustry: Business services, consumer services, niche manufacturing, or light industrial (open to other recession-resistant…

Recent Transactions

This member has no reported closed transactions.

Prairie Creek Holdings LLC

Actively Sourcing Deals

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Prairie Creek Holdings is a family-owned investment company rooted in Illinois farmland. The foundation is a multi-generational portfolio of row-crop land in the Kankakee and Will County corridor, held for the long term and managed with an owner's discipline.Beyond the land, Prairie Creek invests opportunistically — absolute-value, sector-agnostic, and patient. We hold cash without apology, concentrate where we have conviction, and deploy only when price and quality align. We are permanent capital: no fund clock, no forced selling, no pressure to do something.Prairie Creek Strategic Equity…

Recent Transactions

This member has no reported closed transactions.

Roystone Capital

Actively Sourcing Deals

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Roystone is a single family office with a presence in New York and Florida. As a family office with internal capital, we are flexible, nimble and opportunistic investors. We are seeking to buy minority and/or control positions in SMBs with established proof and concept / product market fit that are at inflection points where our capital and professional expertise can help accelerate the target’s trajectory to the next level

Recent Transactions

This member has no reported closed transactions.

SI Capital LLC

Actively Sourcing Deals

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SI Capital is a private investment firm with $1billion+ in capital resources. SI engages in a broad range of investment activities and asset classes, including debt, leasing, and equity investments. The firm was formed to source and manage investments for the founder of 5-hour ENERGY® products. SI has offices in suburban Detroit, New York, and Chicago.Debt - 8%+ coupon in unitranch, second lien, mezzanine conv pref ticket size $10MM-$50MMEquipment Lease: stream rate 8%+, $1MM+ ships, tugs, planes, tugs, rail, intermodal US-onlyEquity - change of control in lower middle market companies…

Recent Transactions

This member has no reported closed transactions.

Five Points Family Ventures

Actively Sourcing Deals

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Five Points Family Ventures is a family office investment firmgrounded in over 60 years of entrepreneurial heritage in theAmerican middle market. The family's business-building legacy spans automotive retail, consumer finance, asset tracking, investment management and healthcare — industriesthat demand operational discipline, long-term thinking, and anintimate understanding of what it takes to win. The firm is a patient, flexible and long term capital partner with the agility of a family office and rigor and relationships of an institutional investor. Five Points focuses on acquiring and…

Recent Transactions

This member has no reported closed transactions.

Quartile Capital, LLC

Actively Sourcing Deals

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Single Family Office looking for lower middle market opportunities primarily in the Southeastern US. Interested in ownership, high quality product or service offering, opportunities for growth, long-standing and diverse customer relationships, and strong position within an industry. Prefer to invest in transactions where there is management team continuity.

Recent Transactions

This member has no reported closed transactions.

Dozer Capital LLC

Actively Sourcing Deals

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Dozer is a single-family office based in Charlotte NC that provides business owners across the Southeast with a unique exit opportunity, combining industry and operational expertise with the resources and capabilities of a seasoned institutional investor. We seek to acquire established businesses with a strong legacy and potential for future growth. Our approach emphasizes preserving company culture while implementing strategic improvements to drive long-term value.

Recent Transactions

This member has no reported closed transactions.

Beugg Family Office

Actively Sourcing Deals

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CFO of a multi-generational family office that invests our own capital in established cash-flowing businesses. We focus on opportunities where our team’s experience in investment banking, energy, distribution and consumer packaged goods can directly support management’s growth plans. We typically seek meaningful ownership positions and offer flexible structures tailored to sellers’ goals, including succession, liquidity for shareholders, or funding for expansion and acquisitions. Our approach is hands on but founder friendly: we bring institutional-grade financial discipline, M&A…

Recent Transactions

This member has no reported closed transactions.

West Hill Group

Actively Sourcing Deals

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West Hill Group is a private investment firm dedicated to the long-term growth and management of lower middle-market private companies. The firm focuses on acquiring businesses with EBITDA between $1 million and $10 million.

Recent Transactions

This member has no reported closed transactions.

Versus LLC

Actively Sourcing Deals

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Versus LLC is a newly formed holding company focused on acquiring and operating small, durable businesses through disciplined, highly leveraged buyouts. We pursue full ownership, centralized control, and post-acquisition execution as the primary drivers of returns.Our approach is direct: buy outright, simplify operations, enforce financial discipline, and scale what works.

Recent Transactions

This member has no reported closed transactions.

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Firms in the Specialty Stores 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 Specialty Stores 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 Retail 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 183 firms included in this directory provide a starting point for identifying firms with relevant experience and activity in Retail.

Not necessarily. Many firms are active across multiple industries, so inclusion in the Specialty Stores Family Offices directory reflects relevant experience or activity in Retail, 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 Retail, consider factors such as size range, geographic reach, and recent transaction activity. These characteristics vary across the 183 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 Specialty Stores Family Offices directory, you can request information here.

Top Specialty Stores Family Offices

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