Top Texas Family Offices with Recent Private M&A Activity

Active Firms

1,179

TTM Deal Inquiries

$5M-$21M

Core Revenue Range

$1M-$4M

Core EBITDA Range

Top Sectors by Activity

Industrials 53%

Consumer Goods 9%

Transportation 8%

Healthcare 8%

Business Services 6%

Key Attributes

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

Cade & Company

Actively Sourcing Deals

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Cade & Company, founded by Steve Cade in 1996, specializes in investing in established manufacturing and distribution companies with proven business models. With a focus on B2B products, the company has a diverse portfolio that includes industries such as fumigation, lighting, importing/exporting, international food, property development, and recreational equipment. Cade & Company is not just an investor; they actively manage and operate their investments, aiming to build long-term value and profitability. They seek financial partners who share their commitment to sustainable growth and offer…

Recent Transactions

This member has no reported closed transactions.

KNJ Capital

Actively Sourcing Deals

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KNJ Capital is a family office in Austin, Texas building a vertically integrated home services and real estate company.We operate on a plain read of this market. Austin rent is rising faster than wages, the housing stock is aging, and the skilled trades are short handed. That combination makes honest, affordable home service a necessity and not a luxury. We own the service work and the property side together so we can hold the total cost of living down for the people we serve.We grow by partnering with established Austin operators who spent decades building something real and are starting to…

Recent Transactions

This member has no reported closed transactions.

SWS Capital

Actively Sourcing Deals

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SWS Capital Partners is a family office investment firm focused on private market investing and disciplined growth strategies in infrastructure services and other durable industries. It partners with management teams to build enduring businesses and generate sustainable cash flows. The firm emphasizes a hands-on partnership approach, bringing operational expertise and strategic capital to middle-market companies. With a focus on sustainable cash flows and long-term value creation, SWS Capital Partners aims to deliver exceptional returns and create lasting impact for its partners, management…

Recent Transactions

This member has no reported closed transactions.

Lang Partners

10 Total Closed Deals

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Lang Partners is a real estate development firm and family office investor that focuses on long-term value creation across a portfolio that spans diverse industry sectors and asset classes. Our investments range from real estate, public equity, and leveraged buyouts to acquisitions, fixed income, and other special situations.

Recent Transactions

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Aug 2023 Invested in Service star brandshttps://servicestarbrands.com/
Aug 2023 Invested in Bounty Minerals
Aug 2023 Invested in Javo
Aug 2023 Invested in IC Biomedical

The Arnold Companies

7 Total Closed Deals

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The Arnold Companies (TAC), is a Dallas, TX-based family investment management and services firm. Established in 1964 in Texarkana, Texas as a wholesale refinedpetroleum products distributor it has grown to lead in many different industries includingreal estate, retail, banking, aviation, technology and many varied sectors. TAC focusesinvestments on high-value companies that support their employees and communitieswhile maintaining the values of integrity, leadership, efficiency and a passion for greatservice. The almost 60-year legacy and traditions set the standards to allow innovationand…

Recent Transactions

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May 2021 Acquired Gemini Air Group
Oct 2020 Acquired Prior Aviation Services, Inc.
Nov 2019 Acquired IPC USA, Inc.
Aug 2018 Acquired Desert Fuels

Thrive Five

6 Total Closed Deals

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Thrive Five is a single family office with expertise in healthcare and outdoor building products. We have founded, built, sold and invested in businesses, over the past twenty-five years. To us, good business is about more than just profit. It's about purpose. Our purpose is to found and invest in mission-driven companies that give back and make a positive impact.

Recent Transactions

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Aug 2023 Invested in SURGICAL TRAINING INSTITUTE
Aug 2023 Invested in STREAMLINE HEALTHCARE
Aug 2023 Invested in COLLECTION ST-AUGUSTIN
Aug 2023 Invested in FIRST STREET REAL ESTATE, LP

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CH Investment Partners

4 Total Closed Deals

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CH Investment Partners is an investment advisor offering investment strategies across traditional and alternative asset classes to ultra-high net worth families across the country. With a focus on portfolio diversification and wealth preservation, our experienced investment specialists and advisors partner with families to deliver customized investment advice and services.

Recent Transactions

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Oct 2010 Acquired Windsor Court Hotel L.P
Oct 2010 Acquired Wyndham International Inc., Eight Wyndham Garden Hotels
Oct 2010 Acquired Brussels International Trade Mart Ltd. Co. BVBA
Oct 2010 Acquired Omni Royal Orleans Hotel

Elm Fork Partners

2 Total Closed Deals

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Elm Fork Partners stems from a history of entrepreneurship, corporate value creation, and successful outcomes for all parties involved. We are a Texas-based, single family office, focused on providing flexible and sustainable capital to companies, teams, and assets that are striving to create material value. We are not a private equity fund, but rather a permanent capital source focused on providing capital to high quality companies or assets that exhibit the following characteristics: High returns on invested capital (ROIC) and free cash flow generationSignificant barriers to entry and…

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Jul 2018 Invested in Indigenous Rights
Jan 2003 Invested in Pumpco Energy Services.

Emles Advisors LLC

2 Total Closed Deals

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Established in 2012, Emles is an investment firm focused on maximizing long-term capital appreciation across its core areas of expertise – Venture Capital, Infrastructure, and Real Estate Development. With roots originating in 2004 from the family office of SteelPath and Alerian Founder and CEO Gabriel Hammond, Emles has focused on flexible capital solutions, investing with a long-term horizon, and aligning with founders and management teams around the globe who share our core values.

Recent Transactions

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Mar 2020 Acquired Hammond Beverage Group
Jun 2004 Acquired Alerian

Will X Capital LLC

1 Total Closed Deal

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The Will X Capital team is just two people but we pack a punch. With backgrounds in SMB ownership and fortune 50 corporate operations, we pride ourselves on being the type of people to roll up our sleeves and charge headfirst into problems.Regardless of interests or background, our growing team remains committed to building a portfolio of robust small businesses that support each other. We share an obsession with small businesses of all types and rally around the belief that we can always learn something new.Selling your business is a huge decision. No doubt, you have been through many deep…

Recent Transactions

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Dec 2021 Acquired Willabys Catering

Jose Teixeira

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Business owner and leader of successful transformations in all areas of the business. Seasoned to enrich, enable, and enhance core business elements of culture, process, and architecture. Brings global experience managing customer expectations and teams in diverse continents and groups. Owns and operates a neighborhood hardware store. Dedicated to excellent customer service and community engagement to build customer loyalty.Looking to acquire a consumer service business with $400K–$600K in SDE, preferably located in Collin County - Texas. We’re particularly interested in companies…

Recent Transactions

This member has no reported closed transactions.

Texas Atlantic Group

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I spent 30 years as an M&A Banker and now have a family office investing in and assisting private companies. We have made investments in fintech , tech enabled professional services, real estate and drug development. Have other family groups that would like to invest in any investment I make.

Recent Transactions

This member has no reported closed transactions.

InLight Capital

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InLight Capital is a private investment firm specializing in private equity investments. Operating as an investment office, the firm is dedicated to identifying and capitalizing on lucrative opportunities within these sectors. With a strategic focus on expanding its portfolio, InLight Capital manages a diverse range of investments, underscoring its commitment to growth and value creation. The firm is based in Sugar Land, Texas, and maintains a robust presence in the investment community, leveraging its expertise to drive successful outcomes for its stakeholders.

Recent Transactions

This member has no reported closed transactions.

American chassis

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3700 mechanics nationwide to work on large trucks and trailer, working with large fleets, working on all types of breakdowns, main concentration east coast and southeast, 35 years' experience helping fleets keep their equipment on the road safely.

Recent Transactions

This member has no reported closed transactions.

JARR Industries

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James is an experienced executive and operator with a background in oil & gas services, private equity-backed businesses, and value creation. Most recently, he served as CEO of Smart Chemical Solutions, where he led the company through a period of growth and a successful private equity exit.His career spans senior leadership roles across operations, sales, business development, strategy, and profitability, including more than six years with Baker Hughes. Throughout his career, James has focused on building strong teams, improving operational performance, allocating capital effectively,…

Recent Transactions

This member has no reported closed transactions.

Sharif Management

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We are a family office with 20M capital raised following a successful exit of a previous business. We prefer to lead or coinvest in buyouts of existing ownership. We are based in Houston and are agnostic about geography but prefer to target b2b firms run by families with opportunities to shift company culture in a professional, growth-oriented direction.

Recent Transactions

This member has no reported closed transactions.

Grand Capital Partners

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Grand Capital Partners 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.

Anticapital LLC

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I’m currently looking to purchase a business in the essential services or accounting sector within the next few months. My target range is $2–4 million, and I’m particularly interested in established operations with steady cash flow and experienced management in place.

Recent Transactions

This member has no reported closed transactions.

Rocky Point Ventures

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Rocky Point Ventures was founded in 2006 as a family office in Austin, Texas. In addition to investment work, RPV currently seeks to purchase operating businesses in the Texas/Southwest region. Although they will look at almost any opportunity, RPV is focused on low-tech, industrial/manufacturing businesses with a $2-20M purchase price. RPV is interested in a long term commitment with any business it buys. For more information, please contact Reg Hargrove at 512-637-3552 or via e-mail at [email protected].

Recent Transactions

This member has no reported closed transactions.

Austin Rock Gym Inc.

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Troy was raised down in the west Texas town of El Paso where he discovered climbing. His parents would take him to Hueco Tanks as a boy. Troy began climbing as a sport in High School and never stopped. He attended Texas Tech University where his career in climbing and his life with Erica began. Troy has worked with many types of climbing companies; Texas Tech’s Climbing Program, Camp Ozark’s climbing and ropes course program, other climbing gyms, created programs for schools and churches, and now Austin Rock Gym. He brings a wealth of knowledge and experience and has built a program to…

Recent Transactions

This member has no reported closed transactions.

Firms in the Texas 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 Texas Family Offices is $5M-$21M, with a core EBITDA range of $1M-$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.

Location can be an important consideration, but it does not necessarily define where a firm is active. Firms based in Texas may bring regional knowledge, local relationships, and experience with businesses in the area, while many also pursue opportunities across a broader geographic footprint. Geography is best considered alongside sector focus, company size, and relevant transaction activity.

Not necessarily. A firm’s location does not always define its geographic reach. Many Family Offices based in Texas are active across multiple regions, while firms based elsewhere may also participate in the Texas market. Location can provide useful context, but it should not be interpreted as a firm’s geographic boundary.

When comparing Family Offices in Texas, consider factors such as sector focus, size range, and recent transaction activity. These characteristics vary across the 74 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 Texas Family Offices directory, you can request information here.

Top Texas Family Offices

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