Top Utah Individual Accredited Investors with Recent Private M&A Activity

Active Firms

168

TTM Deal Inquiries

$3M-$13M

Core Revenue Range

$700K-$3M

Core EBITDA Range

Top Sectors by Activity

Industrials 33%

Healthcare 13%

Business Services 12%

Consumer Goods 12%

Technology 7%

Key Attributes

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

CD Nelsen Enterprises

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Casey Nelsen is an accomplished investment leader with nearly two decades of experience in asset management, portfolio strategy, and institutional investment oversight. He currently serves as Chief Investment Officer (CIO) at a registered investment advisory firm, where he directs investment strategy and oversees portfolio management across the platform. Over the course of his career, Casey has progressed from equity research analyst to CIO, building deep expertise at every level of the investment process. As a long-tenured voting member of an investment committee responsible for managing…

Recent Transactions

This member has no reported closed transactions.

FirstChair Enterprises

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FirstChair Enterprises is a firm focused on acquiring businesses with $700k-$2.5M in EBITDA in the Mountain West (preferably in Utah). B2B services is the preferred company type, but we will consider a variety of other types of businesses.

Recent Transactions

This member has no reported closed transactions.

Revolutionary Consulting

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I am an individual acquirer, partnered with a committed investment partner providing $5 million in equity capital, actively searching for a single business to acquire and operate directly. I am industry agnostic and focused on well-run, cash-flowing businesses located in Utah, or businesses located elsewhere that could be relocated to Utah. I would welcome the opportunity to review any current or upcoming listings that fit that profile

Recent Transactions

This member has no reported closed transactions.

BofA

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I’m seeking to acquire a well-run local business and continue what the owner has built with integrity. I’m not a private equity group or a short-term flipper — I’m looking to invest my own capital and commit long term. My focus is on supporting employees, maintaining customer relationships, and gradually improving operations and profitability in a thoughtful way. I respect how hard it is to build a company, and I want to carry that work forward responsibly.

Recent Transactions

This member has no reported closed transactions.

Cory Drees

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Cory Drees 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.

Individual Accredited Investor

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A senior executive at JPMorgan responsible for global marketing of PE and VC solutions. 25+ years experience scaling B2B companies, including 2 IPOs (NYSE). Experienced in GTM strategy and execution, product innovation, positioning, pricing, and complex transformations. Launching ETA career. Investment thesis is to acquire profitable, founder-led B2B businesses with durable customer relationships and strong cash flow, then create outsized value by applying enterprise-grade GTM, pricing, product, technology, and management capabilities to accelerate growth

Recent Transactions

This member has no reported closed transactions.

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TBD - HoldCo

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Trevor Schow & Danny Morgan | Owner-Operator BuyersWe are two IT and finance professionals pursuing a first business acquisition as a full-time career transition — not a flip, not a PE roll-up.Who we are:Trevor brings 15+ years in enterprise IT and cloud infrastructure, currently a Senior Customer Solutions Manager at AWS managing a Fortune 500 account. Prior experience spans systems architecture, storage engineering, and operational management at the LDS Church's corporate IT division. He holds an MSIS from the University of Utah and started his career in accounting at a CPA firm —…

Recent Transactions

This member has no reported closed transactions.

Landry Redd

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I am a technology professional with over 20 years of experience in software development and IT services, including the private and public sectors. I am now seeking to acquire and operationally transform a profitable technology services business.I hold a Master's in Real Estate Development from the University of Utah, giving me a deal-oriented lens that complements my technical background. My acquisition thesis is straightforward: identify a well-run MSP or IT services firm with loyal clients and strong recurring revenue, step in as the operating leader, and systematically deploy AI-driven…

Recent Transactions

This member has no reported closed transactions.

JCW Capital

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Buy-side M&A + exit consulting, Focused on 4 sectors:healthcarefitnessmanufacturingretail

Recent Transactions

This member has no reported closed transactions.

Firms in the Utah 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 Utah Individual Accredited Investors is $3M-$13M, with a core EBITDA range of $700K-$3M. 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 Utah 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 Utah are active across multiple regions, while firms based elsewhere may also participate in the Utah market. Location can provide useful context, but it should not be interpreted as a firm’s geographic boundary.

When comparing Individual Accredited Investors in Utah, consider factors such as sector focus, size range, and recent transaction activity. These characteristics vary across the 29 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 Utah Individual Accredited Investors directory, you can request information here.

Top Utah Individual Accredited Investors

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