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Family Offices

United States Lower Middle Market Directory

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Top Family Offices in United States

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Members (503 results)

Strata Alliance

Family Office

    This member has no reported closed transactions.

Strata Alliance is a multi-family office that advises small- and mid-sized businesses on M&A and capital transactions, in addition to its family office investment capabilities. Strata integrates financial, legal, tax, wealth management, and strategic services under a single aligned platform.

Purbeck Capital

Family Office

    This member has no reported closed transactions.

Purbeck Capital is a is a privately held, family-owned investment firm dedicated to acquiring, operating, and growing enduring businesses. Guided by a long-term perspective and a commitment to stewardship, the office invests family capital into companies that reflect the family’s values, areas of expertise, and genuine passion for the products or services. We focus on well established, cash-flowing businesses with strong brand fundamentals, financial performance, and potential for growth. Collectively, we hold 30+ years of experience in acquiring, developing, and growing a variety of brands…

Circuit Partners

Family Office

    This member has no reported closed transactions.

Circuit Partners is a buy-side M&A advisory firm based in Los Angeles, exclusively focused on the IT Services and Software sectors. Our experience as investment professionals allows us to take a differentiated approach to our work and to provide advice that goes beyond deal origination.We work with a broad spectrum of clients that ranges from “mega-funds”, to middle-market investors, growth equity firms, and sophisticated independent sponsors. Our clients value our sector expertise as well as our ability to provide market insights that help shape their investment thesis and business…

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