Top Steel Products Family Offices with Recent Private M&A Activity

128

Active Firms

5,407

TTM Deal Inquiries

$4M-$20M

Core Revenue Range

$800K-$4M

Core EBITDA Range

Top States by Activity

Florida 13%

Texas 12%

California 10%

New York 7%

Illinois 4%

Key Attributes

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

Entrepreneur Partners

6 Total Closed Deals Actively Sourcing Deals

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Entrepreneur Partners invests in the following segments:Direct marketing companies including business-to-business and business-to-consumer catalogers and direct marketers, specialty publishers, retailers and marketing service providers. Multi-channel retailers serving enthusiast customers.Printing and PackagingThe companies in which we invest are building loyal customer bases with high lifetime value – customer bases characterized by long relationships, frequent purchases and large cumulative spends. In addition to building high lifetime value, these companies participate in well-defined…

Recent Transactions

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Aug 2023 Acquired PEACHTREE BUSINESS PRODUCTS
Aug 2023 Acquired MEDICAL ARTS PRESS
Jul 2019 Acquired Offset & Digital Printer to the Packaging and Retail Display Markets
May 2019 Invested in Salumi

Treaty Oak Equity

6 Total Closed Deals Actively Sourcing Deals

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Treaty Oak is an Austin-based private investment firm with capital commitments from two Texas family offices.We partner with privately held and family owned businesses to address funding needs, ownership transitions and succession planning issues while preserving legacy, existing culture and values. Our namesake, the Treaty Oak, is located in current-day downtown Austin. It is estimated to be over 500 years old and is a local symbol of Texas history and resilience. We seek to build long-term partnerships with our management teams. Our core values include conducting our business with…

Recent Transactions

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Feb 2024 Acquired Touchstone II, LLC
Dec 2022 Acquired PromoAdvantage
Mar 2022 Acquired DJ's Boudain LLC
Jun 2021 Acquired Boundless Network

Jumana Capital

4 Total Closed Deals Actively Sourcing Deals

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Jumana Capital is a private investment firm focused on long-term value creation through strategic investments in lower-middle market companies across the United States. We target founder- or family-owned businesses that are at an inflection point—whether through succession planning, operational optimization, or platform expansion—where our capital and partnership can accelerate growth.Investment CriteriaWe typically invest in companies with:EBITDA between $2 million and $15 millionDefensible market positions in niche sectorsRecurring or re-occurring revenue modelsA clear path for…

Recent Transactions

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May 2025 Acquired Confidential Company
Nov 2023 Acquired Confidential Company
Feb 2023 Acquired Confidential Company
Feb 2021 Acquired Confidential Company

Forest Lane Capital

3 Total Closed Deals Actively Sourcing Deals

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Forest Lane Capital is a Pittsburgh-based family office focused on acquiring lower middle market companies that welcome an energetic partner who wants to help them accelerate growth. Our model is centered on leveraging what we have seen and learned from thousands of other lower middle market businesses we have evaluated to help you grow yours. From our experience, the right mix of capital and operational resources provides the greatest opportunity to build long-term equity value.

Recent Transactions

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Feb 2025 Acquired ARS Recycling Systems
Jun 2021 Acquired HTG Supply
Jan 2019 Acquired Meritech Holdings, LLC

Permanent Corp.

3 Total Closed Deals Actively Sourcing Deals

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Permanent Corporation is a family office that specializes in acquiring and permanently holding profitable niche businesses. Positioned as a North American alternative to traditional private equity, the company focuses on small and medium-sized businesses with positive cash flows. Permanent Corporation typically acquires between 70% to 100% of these businesses, ensuring a stable and enduring ownership structure. With a robust management team and a strategic approach, Permanent Corporation aims to provide a perpetual home for its portfolio companies, fostering growth and stability in the lower…

Recent Transactions

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Feb 2026 Acquired Rudolph Industries
Jan 2026 Acquired ViOptix
Jan 2025 Acquired Secure Care Products

Investar Financial Corporation

3 Total Closed Deals Actively Sourcing Deals

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Private investment firm with over $1.0 billion in AUM investing in the U.S. middle market since 2001. Investar is a family office firm that seeks to make long-term investments by partnering with extraordinary management teams.

Recent Transactions

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Aug 2007 Acquired MD Medical Group
Jul 2002 Acquired Transnetwork
Feb 2000 Acquired Maxi Transfers

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Alitus Partners

3 Total Closed Deals Actively Sourcing Deals

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Alitus Partners is a private equity firm managed by experienced operating executives rather than financial experts. Each of our managing partners have personally built companies from as small as a few million dollars of sales into businesses generating in excess of several hundred million dollars of revenue. Our goal is to acquire control positions in lower middle market companies, then use our hands on operating experience to help existing ownership and management realize potential which they can not achieve with their current resources. We not only know how to enhance the foundation of a…

Recent Transactions

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Aug 2023 Acquired ATRO Engineered Systems
Aug 2023 Acquired Hulsey Environmental Services
Sep 2016 Acquired SolutionsWork, LLC

Nobel Investments

2 Total Closed Deals Actively Sourcing Deals

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Nobel Investments is a family investment office based out of Santa Monica, CA. We are majority stake hold investors and are owners / operators of our businesses post-acquisition. We invest in businesses that operate in industries where we have demonstrated a successful track record of helping companies scale – either as direct operators or as consultants.Nobel Investments was founded by Atta Tarki. Born in Tehran, Atta moved to the countryside of Sweden at age 7, where he grew up a few minutes away from Alfred Nobel’s workshop. There, Atta developed a deep respect for Alfred Nobel’s…

Recent Transactions

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Aug 2023 Acquired ECA Partners
Aug 2023 Acquired TalentCompass

Preservation Holdings LLC

2 Total Closed Deals Actively Sourcing Deals

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Preservation Holdings is a group of family offices based in Dallas/Fort Worth, who are seeking to deploy committed capital through multiple control investments. We primarily invest in B2B and B2C Services companies in the Lower Middle Market, as well as other compelling opportunities. We are seeking long-term investments as part of a broader portfolio of operating companies. There is no mandate to return capital to investors. Our focus is on long-term returns and cash flow generation. We have built, bought and sold businesses. We intimately understand the frustration that comes with a sale…

Recent Transactions

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Jul 2022 Acquired Air Assurance Heating, Air Conditioning, and Plumbing
Jan 2022 Acquired HomeTown Services

Schultz Brothers Holdings

2 Total Closed Deals Actively Sourcing Deals

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Schultz Brothers Holdings is a family-owned holding company based in Texas, focused on acquiring and operating small to mid-sized businesses primarily in the Dallas–Fort Worth area, with flexibility to consider opportunities across the broader Texas region. We are long-term operators—not financial engineers—and we take pride in preserving the legacy and culture of the businesses we invest in.We target companies with $1M to $5M in EBITDA across a wide range of industries, including manufacturing, industrials, consumer products, technology, business services, energy, and…

Recent Transactions

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Feb 2022 Acquired Confidential Company
Jul 2018 Acquired Confidential Company

Falcon Private Investments

2 Total Closed Deals Actively Sourcing Deals

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Falcon Private Investments is a family office with over three decades of experience in managing and investing in a diverse range of assets. The firm specializes in growth capital and distressed assets, focusing on non-healthcare related companies. Falcon Private Investments is particularly active in the industrial sector, with a strong emphasis on steel processing, fabrication, distribution, and logistics. Headquartered in Oak Brook, Illinois, USA, the firm is committed to value investing across North America, leveraging its extensive expertise to drive growth and operational excellence in…

Recent Transactions

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Feb 2026 Acquired Moutardier Resort & Marina
Feb 2026 Acquired Pilothouse Real Estate Trust

Stony Creek Capital

2 Total Closed Deals Actively Sourcing Deals

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Stony Creek Capital is a Family Office formed with capital from the sale of a company I operated as President. Our primary focus is acquiring businesses from retiring owners who are looking for a reliable and exciting transition plan. I take an active role in management, often serving as President immediately following the transition until a longer-term management team is in place. My brief background is: DI Athlete, Naval Officer (submarines / nuclear engineer), mgmt consultant, Strategy and Ops Corp Exec (Dir, VP, COO, President).

Recent Transactions

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Jan 2023 Acquired Ultra Geothermal Inc.
Dec 2021 Acquired C3I

Taubman Capital LLC

2 Total Closed Deals Actively Sourcing Deals

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Taubman Capital (“TC”) is a private equity investment firm for the Taubman familyThrough TC, the family is building an investment portfolio of world-class businesses led by exceptional management teams outside of its core real estate holdingsThe firm’s flexible, long-term capital base offers sellers closing certainty, while also providing management teams with the ability to focus on building larger, more valuable enterprises without time constraints or exit pressuresTC has no outside investors – all internal capital means making investment decisions as true owners and the ability to…

Recent Transactions

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Jun 2020 Acquired DPMG
Oct 2019 Invested in Two Hat Security

Bass Rock Capital

1 Total Closed Deal Actively Sourcing Deals

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We acquire durable, recurring-revenue businesses and operate them for decades. With patient capital and disciplined underwriting, we preserve what works and strengthen what matters. Backed by permanent family capital with no fund timeline, we prioritize long-term durability over short-term optics — providing a stable home for the people and customers who depend on what you’ve built.

Recent Transactions

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Dec 2025 Acquired Confidential Company

The Thomas Family Office

1 Total Closed Deal Actively Sourcing Deals

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OverviewThe Thomas Family office has a strong tradition of establishing, acquiring and growing family owned manufacturing, service and distribution companies. Royal Vendors and Coin Acceptors, Inc. have both been owned by the Thomas family since their founding’s 30 and 60 years ago respectively. Numerous add-on acquisitions have been made to these two companies over the years that have helped grow them into the market leaders that they are today. We have rich histories in metal fabrication, plastics and electronics manufacturing, tight-tolerance engineering, refrigeration engineering,…

Recent Transactions

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Apr 2018 Acquired Coin Acceptors, Inc

KGF Capital Partners

1 Total Closed Deal Actively Sourcing Deals

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KGF Capital Partners is a single-family office founded by Louis Kenter, who previously co-founded Prospect Partners, a Chicago-based middle-market private equity firm. We pursue microcap platform buyouts (sub-$3 million EBITDA) in manufacturing, value-added distribution, and business services, along with add-on acquisitions of all sizes for our existing portfolio companies — John Boos & Co. (commercial food equipment) and Workspace+ (school and laboratory furniture).

Recent Transactions

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Sep 2025 Acquired Confidential Company

Wallbank Industrial

Actively Sourcing Deals

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Wallbank Industrial is a privately held manufacturing holding company that acquires and operates niche manufacturers indefinitely. It uses internal equity funding and has no planned exit or sale. Founded by Chris Wallbank, it focuses on stewardship rather than financial engineering. Wallbank Industrial buys and permanently holds niche manufacturers from owners who care deeply about their company’s future who want a PE alternative. The company is structured as a "compounder" to hold manufacturing companies forever with no planned sale, using strictly internal equity funding with no outside…

Recent Transactions

This member has no reported closed transactions.

SGH Management Company

Actively Sourcing Deals

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SGH Strategic Investment Partners is a private investment company in Austin, Texas founded in 2019. We acquire control equity investments in established Texas-based companies in the professional services, wholesale distribution, specialized manufacturing and hospitality industries. Our founder, Sam Hanna, founded and built a substantial land surveying and engineering businesses. He sold a majority interest in the company to private equity and established our family office. Sam's lifetime of commercial experience provides our team with the unique capability to cultivate growth, develop and…

Recent Transactions

This member has no reported closed transactions.

DRA FAMILY OFFICE

Actively Sourcing Deals

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DRA Family Office, established in 2019 and based in San Diego, California, is a single family office focused on private investments. The firm targets both lower middle market private equity and early-stage companies across diverse industries, including real estate, operating businesses, and equity ventures. DRA Family Office collaborates with dynamic management teams to build sustainable value in businesses, leveraging its extensive operational experience. The firm actively seeks investment opportunities in early-stage growth companies and established businesses, with a preference for those…

Recent Transactions

This member has no reported closed transactions.

Scott Capital Partners, LLC

Actively Sourcing Deals

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Scott Capital Partners, LLC is a private investment firm dedicated to fostering long-term growth and capital appreciation. The firm employs a strategic "buy and build" approach, focusing on value creation and capital preservation. Scott Capital invests in companies with solid growth potential, aiming to achieve significant growth and superior value for both employees and stockholders. The firm is committed to acting as a patient, long-term partner, with investment timing not dictated by artificial timelines. Scott Capital's strategy includes finding complementary acquisitions, developing new…

Recent Transactions

This member has no reported closed transactions.

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Firms in the Steel Products 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 Steel Products Family Offices is $4M-$20M, with a core EBITDA range of $800K-$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 Materials 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 128 firms included in this directory provide a starting point for identifying firms with relevant experience and activity in Materials.

Not necessarily. Many firms are active across multiple industries, so inclusion in the Steel Products Family Offices directory reflects relevant experience or activity in Materials, 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 Materials, consider factors such as size range, geographic reach, and recent transaction activity. These characteristics vary across the 128 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 Steel Products Family Offices directory, you can request information here.

Top Steel Products Family Offices

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