Top Systems Software Family Offices with Recent Private M&A Activity

161

Active Firms

2,210

TTM Deal Inquiries

$5M-$24M

Core Revenue Range

$1M-$5M

Core EBITDA Range

Top States by Activity

Florida 14%

California 10%

Texas 9%

New York 8%

New Jersey 5%

Key Attributes

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

Iron Creek Partners

3 Closed Deals via Axial

14 Total Closed Deals Actively Sourcing Deals

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Iron Creek Partners is a private investment firm with substantial committed capital, investing in private equity transactions with a particular focus on buyouts of software, data, communications, and business services companies.

Recent Transactions

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Feb 2026 Acquired BASELoad
Jul 2025 Acquired Confidential Company
Aug 2024 Acquired MoneyThumb
Jan 2023 Acquired Consumer Reporting Agency (Name Not Disclosed)

Willcrest Partners

2 Closed Deals via Axial

6 Total Closed Deals Actively Sourcing Deals

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Willcrest Partners (www.willcrest.com) is a team of entrepreneurs backed by a family office to provide equity investments and operational support to differentiated b2b service and product companies with $1-5 million in EBITDA.

Recent Transactions

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Jun 2025 Acquired Confidential Company
Sep 2023 Invested in Birch Risk Advisors
Aug 2021 Acquired Worldwide Healthstaff Solutions
Apr 2019 Invested in Precision Aerospace LLC

Aeonic Partners

1 Closed Deal via Axial

11 Total Closed Deals Actively Sourcing Deals

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Aeonic Partners seeks to work with high-quality management teams to build businesses for the long-term. Different from traditional 5-year private equity investment cycles, Aeonic employs a buy-and-hold strategy, which allows us to take an extremely long-term view to growing our portfolio companies. Our principals are involved in every step of the process, and our decision-making process is streamlined, which allows us to move quickly and deliberately on opportunities that we pursue.We have experience investing across a variety of industries and helping companies develop and execute…

Recent Transactions

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Mar 2025 Acquired Confidential Company
Aug 2023 Acquired Activstyle
Aug 2023 Acquired Pro-Vigil
Aug 2023 Acquired Health & Safety Institute

Cranbrook Partners

1 Closed Deal via Axial

5 Total Closed Deals Actively Sourcing Deals

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We are a private company creating value through active ownership of businesses and advisory engagements.We utilize creative management practices, productivity gains and growth as our primary drivers to create value. We are disciplined in our analysis, strategy and execution.

Recent Transactions

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Mar 2026 Acquired Roman Stone
Mar 2026 Acquired Ritner Steel
Mar 2026 Acquired FireCatt
Mar 2026 Acquired Iwerk

Davenforth LLC

1 Closed Deal via Axial

3 Total Closed Deals Actively Sourcing Deals

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Davenforth is the joint family office of Logan Brown and Bradley Roofner. It was established after the sale of their operating business, WLE, to BrightView Landscapes (NYSE: BV) in 2020. Davenforth seeks majority buy out opportunities with business owners who care deeply about serving customers, investing in their employees, and have scaled to at least $3 million in annual recurring revenue. Davenforth partners with these business leaders to provide operational assistance and capital in support of growth and best-in-class service delivery.

Recent Transactions

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Sep 2024 Acquired TeleCloud
Sep 2024 Acquired Third Generation
Mar 2017 Acquired WLE LLC

VIP MSG, LLC

1 Closed Deal via Axial

1 Total Closed Deal Actively Sourcing Deals

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VIP MSG is a single-family office formally established in 2015, however, the principals have been investing in and operating businesses together for over 20 years. The firm invests across all asset classes and has a long-term investment focus. The principals of the firm bring an expertise in starting, operating, and growing companies across many different industries. With backgrounds in management consulting, Wall Street, and commercial banking, the team at VIP MSG has been successful in investing and operating companies in the following industries: home health care, social work…

Recent Transactions

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Jun 2021 Acquired Confidential Company

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Brandsma Asset Management

1 Closed Deal via Axial

1 Total Closed Deal Actively Sourcing Deals

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Brandsma Asset Management is a Single Family Office founded in 2018 after the sale of our family business. To date we have made 15+ investments ranging from passive minority positions to full change of control acquisitions. We are looking to further our investment in high-quality operating businesses throughout the United States.

Recent Transactions

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Jul 2025 Acquired Confidential Company

Boring Tech

1 Closed Deal via Axial

1 Total Closed Deal

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Boring Tech is a long-term holding company dedicated to buying and building beautiful businesses and stewarding them with exceptional, values-driven leadership.

Recent Transactions

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Oct 2023 Acquired Confidential Company

Critical Services Group

54 Total Closed Deals Actively Sourcing Deals

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Critical Services Group is a long-term holding company focused on industrial services and telecommunications. We invest out of a $100mm committed evergreen fund. CSG is backed by the principals/GPs behind four of the world's largest private equity funds.

Recent Transactions

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Jul 2024 Acquired Certificate of Service
Sep 2023 Acquired SysTrends
Dec 2021 Acquired Alpaca Capital
Oct 2021 Acquired Sylmar Group

SIG Partners

34 Total Closed Deals Actively Sourcing Deals

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SIG is an investment firm that has acquired 30+ companies in the last 6 years. What makes SIG special is our team of highly qualified Operators we bring into our firm and place as CEO or GM in the companies we acquire. This allows ownership to transition out successfully within 30-45 days. SIG brings 90% to 100% cash to close. SIG is a high-probability-to-close-buyer. SIG is always committed to preserving the legacy, brand names, and existing employee pool of all of the companies we acquire. If you go to www.sigpartners.com/companies, you'll see 32 companies still operating under…

Recent Transactions

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May 2026 Acquired Krista Care
Jan 2026 Acquired Snipps Heating & Air Conditioning
Dec 2025 Acquired Gaddy Drug
Jul 2025 Acquired Heart of Humanity

Rosewood Private Investments

20 Total Closed Deals Actively Sourcing Deals

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Rosewood Private Investments is the private equity arm of The Rosewood Corporation, a prominent family-owned company with diverse worldwide operations and investments. Rosewood is wholly owned by the Caroline Hunt Trust Estate and has grown over generations by developing and acquiring businesses that are leaders in their respective industries. Our structure and history enable us to be a unique resource and flexible investment partner. As an evergreen entity, Rosewood is continually seeking to invest capital in companies that share our commitment to entrepreneurism, integrity, and sound…

Recent Transactions

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Jan 2016 Acquired Ferco Aerospace Group
Dec 2015 Acquired ESNA
Mar 2015 Acquired ExtraTech
Jan 2015 Acquired John Hassall, Inc.

StoneCalibre, LLC

11 Total Closed Deals Actively Sourcing Deals

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Founded in 2012, StoneCalibre is an international private investment firm with offices located in Los Angeles, Paris and London. We are focused on corporate divestitures, buy & builds and special situations opportunities via control transactions. To date, we have acquired 36 companies throughout North America and Europe through 7 different investment platforms.Our investment approach is based upon creating value from deal origination through to monetization. Pre-acquisition, our process is focused on finding companies that possess certain characteristics which in our view can lead to…

Recent Transactions

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May 2022 Acquired Serviquimia
Sep 2016 Acquired Data 911
Jun 2016 Acquired Amtel
Dec 2015 Acquired XMedius

Rising Ventures Group LLC

5 Total Closed Deals Actively Sourcing Deals

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Rising Ventures Group, established as a family-run business, came to fruition as a result of the family’s shared passion for Entrepreneurship, Value Creation, Leadership, Culture-building, Core Values, and Community.Both parents have been successful business owners since the mid-80’s and have spent their careers in CPG, Retail, Healthcare, Consulting, Manufacturing and Distribution. With savvy business acumen, multiple start-up companies were created and successfully exited, realizing extensive wealth.The younger generation of three adult children have experienced professional success and…

Recent Transactions

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May 2018 Invested in CannaMD, LLC
Jan 2017 Invested in Grassroots Cannabis
Jan 2012 Invested in 7th Street Advisors
Sep 2008 Advised Five Grapes, LLC. in its sale to Washington Capital Ventures, LLC

Caldicot Capital

4 Total Closed Deals Actively Sourcing Deals

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Caldicot Capital is a private equity firm serving lower middle market businesses. We view our investments as partnerships and take a hands-on approach in collaborating with business owners and management teams. We have a concentrated portfolio which enables us to focus our time and resources to closely support operators we invest in. When combining management's expertise with our own, we unlock significant value together. We focus on investing in businesses with $1 to $10 million of EBITDA and structure our transactions flexibly on a case-by-case basis with "patient capital"…

Recent Transactions

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Sep 2023 Acquired John to Go
Jan 2023 Acquired Pacific Surfacing
Jul 2021 Invested in Pirawna
Oct 2020 Acquired RC Maintenance

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

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

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

Pinehill Capital

1 Total Closed Deal Actively Sourcing Deals

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We are a private group investing our own family money. We are long term investors looking for acquisitions in software and online businesses. We have completed 2 acquisitions of online platforms in the recruitment space in Australia and are looking to expand our targets in the US and Europe. Our acquisition process is efficient (typically 2-3 weeks due diligence) and our offers are not subject to financing.

Recent Transactions

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May 2018 Acquired Sportspeople

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Firms in the Systems 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 Systems Software Family Offices is $5M-$24M, with a core EBITDA range of $1M-$5M. 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 Technology 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 161 firms included in this directory provide a starting point for identifying firms with relevant experience and activity in Technology.

Not necessarily. Many firms are active across multiple industries, so inclusion in the Systems Software Family Offices directory reflects relevant experience or activity in Technology, 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 Technology, consider factors such as size range, geographic reach, and recent transaction activity. These characteristics vary across the 161 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 Systems Software Family Offices directory, you can request information here.

Top Systems Software Family Offices

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