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Top Texas Family Offices

Explore 74 Texas Family Offices that source acquisition and investment opportunities on Axial’s M&A platform.

Axial Insights

Texas Family Offices

74

Active Firms

1,179

TTM Deal Inquiries

$5M-$21M

Core Revenue Range

$1M-$4M

Core EBITDA Range


Industrials 53%
Consumer Goods 9%
Transportation 8%
Healthcare 8%
Business Services 6%

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

Showing 61-74 of 74 Family Offices

Sorted by recent activity

Anthem Ventures 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, work closely with our portfolio companies to drive measurable value for all stakeholders.

Recent Transactions

This member has no reported closed transactions.

After spending over 20 years on the buy-side investing in US public equities, I am looking to diversify my portfolio by acquiring a private company

Recent Transactions

This member has no reported closed transactions.

Banzai Capital is a multi-family office investing both strategic debt and equity capital into leading operating businesses. With a broad mandate, Banzai focuses its efforts on identifying profitable steady growth businesses within the industrials, real estate, and food services sectors. Banzai offers value thought leadership and financial expertise to operators within its portfolio.

Recent Transactions

This member has no reported closed transactions.

An Entrepreneur business working on building a Fantasy Football product for the ever growing football loving family. Amosa Jumbam is looking for partners for this venture.

Recent Transactions

This member has no reported closed transactions.

I work for a family office in DFW with deep roots in banking and financial services. We are looking for our next deal, and are interested in obtaining control of a financial service company. Please feel free to reach out anytime with deals and opportunities.

Recent Transactions

This member has no reported closed transactions.

CAMCO Investment Group is a family office focused on acquiring lower middle market businesses with real estate heavy operations. Since it's founding in March of 2020, CAMCO has closed $100million of transactions specifically in the commercial real estate sector. We are now looking to expand into the operating business acquisitions.

Recent Transactions

This member has no reported closed transactions.

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Progressive Capital LLC 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.

Holt Lunsford Holdings is the investment entity behind Holt Lunsford Commercial, overseeing commercial real estate investment, acquisitions, and capital strategy primarily in the Dallas market. We are focused on finding platform and tuck-in acquisitions within the DFW market.

Recent Transactions

This member has no reported closed transactions.

APAA Investments, LLC is a private equity firm specializing in the acquisition of commercial real estate and businesses, with a particular focus on the oil and gas sectors. The company is committed to investment excellence and offers short-term commercial loans ranging from $1 million to $15 million. Additionally, APAA Investments seeks joint venture equity opportunities with highly qualified individuals. The firm is strategically positioned to capitalize on significant investment opportunities nationwide, aiming to place over $25 million in investments within a year. APAA Investments…

Recent Transactions

This member has no reported closed transactions.

We are a family-office style private equity firm. We seek to invest in lower-middle market companies and are targeting owners with strong alignment on values and vision. We are comprised of small busines owners who know what it takes to start, build, and grow a business the right way.

Recent Transactions

This member has no reported closed transactions.

I have owned and operated several medical facilities, and have invested in multiple others in-home services. I am looking for potential opportunities to become an operative owner of companies in-home services.

Recent Transactions

This member has no reported closed transactions.

RELY Partners is a boutique family office focused on lower middle-market companies across a wide range of industries. As founders and managers within several sectors, our industry relationships run deep. Our principals bring a blend of operating and finance experience and will work closely in each situation with entrepreneurial management to increase the value of those businesses.In addition to providing a source of capital, we create strategic alliances, provide highly experienced management, and human capital expertise. Our resources and experience are targeted at developing and executing a…

Recent Transactions

This member has no reported closed transactions.

TRT Holdings, Inc. (“TRT”) is the holding company and investment arm of the Rowling family, with large interests across hospitality (Omni Hotels & Resorts), energy and real estate. TRT also has a diversified portfolio of private investments spanning a number of industries including healthcare services, business services and manufacturing. Our firm offers an alternative approach to traditional private equity – with a permanent, patient capital base we have the ability to be a long term partner for founders and management teams.

Recent Transactions

This member has no reported closed transactions.

An executive at a Fortune 500 company looking to acquire a small business with $300,000 to $400,000 in Seller's Discretionary Earnings (SDE). Looking for remote opportunities or companies in the Dallas metroplex in the home or financial services sector. I aim to utilize my operational expertise to lower costs, enhance efficiency and achieve desired growth projections.

Recent Transactions

This member has no reported closed transactions.


Frequently Asked Questions

How are Family Offices in this directory ordered?

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.

What information is included in each Family Office profile?

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.

What company sizes are most common for Texas Family Offices?

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.

How important is location when evaluating Family Offices?

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.

Do all Family Offices in this directory operate exclusively in Texas?

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.

How do I compare Family Offices in Texas?

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.

How do I connect with Texas Family Offices?

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.


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