Top United States Individual Accredited Investors with Recent Private M&A Activity

1,661

Active Firms

12,076

TTM Deal Inquiries

$3M-$12M

Core Revenue Range

$500K-$2M

Core EBITDA Range

Top Sectors by Activity

Industrials 43%

Technology 11%

Business Services 11%

Healthcare 10%

Consumer Goods 9%

Key Attributes

Focus: Owner-Operated Companies | Capital Source: Personal Wealth | Operating Approach: Stewardship & Growth

VP FP&A M&A

Actively Sourcing Deals

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Individual investor or search fund candidate with 18 years of executive leadership experience, MBA educated and buy side M&A deal size up to $120 Million. Sell side M&A deal size of $1.3 Billion to Bain. Accredited investor: I am interested in great businesses transacting between $1-$5 Million. I have down payment and pre approval financing lined up for this deal size via live oak bank. Search fund candidate: For larger deals. interested in potential businesses valued in the $5 - $30 Million+ range.

Recent Transactions

This member has no reported closed transactions.

PMF Investments LLC

Actively Sourcing Deals

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PMF Investments LLC is a single-family office and private investment vehicle focused on making direct equity co-investments in the lower-middle market. We partner alongside independent sponsors, search funds, and management teams to back high-quality, cash-flowing businesses.Led by a veteran enterprise executive with over two decades of experience directing technology infrastructure, risk management, and large-scale operations, we bring institutional-grade governance to private market investments. Our background is rooted in rigorous project management frameworks and corporate oversight,…

Recent Transactions

This member has no reported closed transactions.

Woumn Enterprises

Actively Sourcing Deals

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Woumn Enterprises is an operator-led investment company focused on acquiring and growing established, profitable small businesses. We bring experience across technology, operations, product, e-commerce, and team leadership, with a particular strength in using technology and data to drive growth. We are primarily interested in durable businesses with strong cash flow, recurring or repeat revenue, and long-term growth potential, particularly in the Southeast.

Recent Transactions

This member has no reported closed transactions.

Baker Nye

Actively Sourcing Deals

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Baker Nye 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.

James Anders

Actively Sourcing Deals

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Launching independent sponsor, southeast focused with a broad industry mandate. Father in law was founder and largest shareholder in the business I previously ran and sold for a net 8 figure exit. He will be an anchor investor in deals, but will have diversified capital sources.

Recent Transactions

This member has no reported closed transactions.

RWE REH, LLC

Actively Sourcing Deals

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I am a family office with assets exceeding $54,000,000.00. I and the founder of ASD (and-usa.com). ASD is a nationwide provider of design, engineering and project management for technology infrastructures in all types of commercial and industrial facilities. I sold the majority of my interest in the company in 2016 and transitioned to Chairman. We successfully exited the business again in February of 2023. I am looking to help other business owners maximize their equity in their businesses and experience a successful exit as I have

Recent Transactions

This member has no reported closed transactions.

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J2 Labs

Actively Sourcing Deals

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J2 Labs is an operator-led investment firm acquiring profitable founder-led businesses in B2B software, health tech, specialty manufacturing and technology-enabled sectors. We provide long-term, patient capital and partner with management teams to support sustainable growth while preserving the company’s culture and vision.

Recent Transactions

This member has no reported closed transactions.

Hummock Pond Capital

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Experienced investor with a streamlined decision making process. Specialize in marine, hospitality, and logistics businesses. $3bn in transactions across industries and geographies. Prefer to buy from owner operators. Minimum deal size $10mn.

Recent Transactions

This member has no reported closed transactions.

HRH Capital

Actively Sourcing Deals

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Hayes Carter is an operator and investor with a background in small to mid-sized business ownership, operations, and lower middle market acquisitions. He has built and exited multiple service-based businesses and is currently focused on acquiring stable, cash-flowing companies with strong local or regional footprints

Recent Transactions

This member has no reported closed transactions.

Cita management

Actively Sourcing Deals

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The company holds a diverse portfolio of commercial real estates, hotels, restaurants, gaming and medical practices Located in Illinois, Wisconsin & Florida. Seeking to acquire scalable opportunities in above as well as manufacturing sector.

Recent Transactions

This member has no reported closed transactions.

Venture Strategy Group LLC

Actively Sourcing Deals

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I’m a Chief Operating Officer (COO) and CFO/CSO executive business leader with 25+ years of experience turning strategy into measurable business outcomes across investment banking, fintech startups, and private equity-backed ventures. I specialize in scaling operations, managing enterprise P&Ls up to $500M, and leading global teams of 1,000+ in complex, regulated, and high-growth environments.Founded and lead executive advisory and investment platform providing strategic consulting and financial leadership to Fortune 500 firms, global investment banks, private equity funds, and fintech…

Recent Transactions

This member has no reported closed transactions.

FM158 Holdings

12 Total Closed Deals

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FM158 Holdings is a family office focused on investing in private companies including but not limited to business services, healthcare, manufacturing, industrials, utility services, and energy. We partner with successful owner-led businesses seeking a pathway for growth or exiting the business. We look to identify opportunities where we can add value to an established business by leveraging collective experience, industry relationships and strategic insights. Our current partnerships include other family offices, specialized financial institutions, and seasoned entrepreneurs with extensive…

Recent Transactions

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Aug 2023 Acquired Marathon Oil
Aug 2023 Acquired ParkCrest Medical Supply
Aug 2023 Acquired Hays Medical Supply
Aug 2023 Acquired TriGeo Energy Inc

Crestview Investment Manager, LLC

10 Total Closed Deals

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Rob Ryberg at Crestview Investment Manager, LLC is focused on investing in or acquiring lower-middle market businesses. He is interested in healthcare, businesses service, home services and adjacent verticals. He looks for a pattern of consistent performance along with a seasoned management team, community reputation and room for growth or adaptation of the current business model.

Recent Transactions

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Jan 2024 Invested in OnPoint Generators, LLC
Jun 2023 Invested in Infinitive Aventis Caretech HoldCo, LLC
Feb 2023 Invested in Sutton Roofing Holdings, LLC
Jan 2020 Invested in Steel River, LLC

NovWorld

7 Total Closed Deals

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NovWorld invests in and helps grow software and technology companies. We have helped grow startups and early-stage companies to annual revenues of $10-60 million. Our assistance focuses on helping the CEO with corporate strategy, business development and commercial strategy. We have a special interest in companies involved with global trade and transportation.

Recent Transactions

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Nov 2016 Invested in Bergen Medical
Feb 2016 Invested in Untethered Labs
Apr 2014 Invested in PuzzleSocial
Jul 2013 Invested in iSpeech

Dale Creek Holdings LLC

6 Total Closed Deals

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Dale Creek Holdings is a private investment firm focused on small to medium-sized acquisitions. We invest in and acquire businesses in the SMB and lower middle market spaces. We generally focus on online businesses, service-based businesses, digital assets, and commercial real estate, but are opportunistic and look at great businesses in all industries within our target EBITDA/SDE ranges.

Recent Transactions

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Sep 2022 Invested in Humans Anonymous
Jul 2022 Invested in PostPilot
Jun 2022 Invested in CoSell
Apr 2022 Invested in Upflex

BTAC Capital LLC

5 Total Closed Deals

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Portfolio Management, private equity mortgage loans Private equity investments in companies Commercial property loans and acquisitions Single Tenant properties Storage properties Farm and Timber Acquisitions Equity investments and loans

Recent Transactions

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Sep 2009 Invested in West Town Savings Bank
Jan 2006 Acquired Elmwood Real Estate Investments LLC
Jun 1999 Acquired Baker Gas Company of Williamston, Inc.
Jun 1997 Invested in USA Tower, INC.

Jeffrey Silverman

5 Total Closed Deals

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Jeffrey Silverman is an individual investor focused on acquiring a small to medium sized business. Post- acquisition, he plans to assume an operational role to drive measurable value for all stakeholders.

Recent Transactions

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Jan 2019 Invested in Bottle Shot Brew UK
Jan 2016 Invested in Cake Technology UK
Jan 2014 Invested in PWP Real Estate II
Jan 2014 Invested in PWP Growth Equity - Trench Plate

NexGen Ventures

4 Total Closed Deals

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NexGen Resources Corporation was formed in 1993 as a privately-held company dedicated to development and procurement of natural resources. Since its inception, NexGen and its affiliated entities have grown into a closely-held investment group managing a diverse portfolio of investments in companies at multiple stages of growth and across multiple industries, with an emphasis on the energy and natural resources industries.

Recent Transactions

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Aug 2023 Acquired NexGen Coal Services, Ltd.
Aug 2023 Acquired NexGen Properties, LLC
Aug 2023 Acquired Tinuum
Aug 2023 Acquired NexGen Oil & Gas, LLC

Grindstone Hill

4 Total Closed Deals

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Grindstone Hill is focused on making both control and minority investments in high quality businesses we believe have the potential for signficiant growth. Our team has experience building family businesses and working in institutional private equity. We look to partner with high quality businesses we believe additional capital will drive significant growth. We target investments high quality business, run by quality people, that we believe we can add value over time. Our partners know any business is only as good as the people who are apart of them. .

Recent Transactions

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Sep 2024 Invested in Veea, Inc.
Jul 2021 Invested in People.AI
Apr 2021 Invested in Dataminr
Feb 2019 Invested in Atom

MidMarket Alliance

3 Total Closed Deals

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Leading independent business owners, investors, and advisors, we share best solutions to maximize private business value. Working closely with academic, government, and other professional organizations, we bring new efficiencies to the global private company marketplace. We are thought leaders pioneering efforts to organizing the 1st middle market M&A body of knowledge and professional credentialing program of its kind!

Recent Transactions

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Jan 2019 Advised MidMarket Alliance on an investment from Confidential Company
Jan 2014 Acquired Middle Market Investment Banking Association (MMIBA)
Jan 2010 Acquired Institute of Certified Business Consultants

Firms in the United States Individual Accredited Investors 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 United States Individual Accredited Investors is $3M-$12M, with a core EBITDA range of $500K-$2M. 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 United States 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 Individual Accredited Investors based in United States are active across multiple regions, while firms based elsewhere may also participate in the United States market. Location can provide useful context, but it should not be interpreted as a firm’s geographic boundary.

When comparing Individual Accredited Investors in United States, consider factors such as sector focus, size range, and recent transaction activity. These characteristics vary across the 1,661 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 United States Individual Accredited Investors directory, you can request information here.

Top United States Individual Accredited Investors

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