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Members (284 results)

Minerva Ventures LLC Actively Sourcing Deals

Family Office
  • Actively Sourcing Deals
  • This member has no reported closed transactions.

Minerva Ventures LLC is the New York based family office of Robert Bertagna. Minerva provides advice and equity investment in the industrial and infrastructure end-markets, education, and financial services. The target equity investment of Minerva is $25-$100 million.Robert's background includes 35 years as an investment banker with substantial M&A, financing, and managerial experience. He advised and financed both major public companies and PE firms. He is also currently a senior advisor to a PE firm and has been Chairman of the Board of a selective US liberal arts college.

Nath Inc Actively Sourcing Deals

Family Office
  • Actively Sourcing Deals
  • This member has no reported closed transactions.

Nath Inc is a premier hospitality management company with over 50 years of experience in the industry at its helm. Founded as a family-owned and operated business, we have grown from a small 25-room motel to managing resorts on the Great Lakes. Our team of experienced professionals is dedicated to delivering exceptional service and creating memorable experiences for our guests.We pride ourselves on our long-standing reputation for excellence in the hospitality industry. Our portfolio of properties includes a variety of different brands, giving our guests a wide range of options to choose…

eBuild Ventures Actively Sourcing Deals

Family Office
  • Actively Sourcing Deals
  • This member has no reported closed transactions.

Family office with $150MM in capital to acquire lower middle market businesses. Our strategy, eBuild Ventures, is nestled within a public holdco called ENDI with a few cashflow generating businesses including a mutual fund with $2-3B AUM.

SGH Management Company Actively Sourcing Deals

Family Office
  • Actively Sourcing Deals
  • This member has no reported closed transactions.

SGH Strategic Investment Partners is a private investment company in Austin, Texas founded in 2019. We acquire control equity investments in established Texas-based companies in the professional services, wholesale distribution, specialized manufacturing and hospitality industries. Our founder, Sam Hanna, founded and built a substantial land surveying and engineering businesses. He sold a majority interest in the company to private equity and established our family office. Sam's lifetime of commercial experience provides our team with the unique capability to cultivate growth, develop and…

Metro Global Ventures Actively Sourcing Deals

Family Office
  • Actively Sourcing Deals
  • This member has no reported closed transactions.

Metro Global Ventures is an operationally-focused middle market private investment firm. We invest in and help grow smaller niche businesses with solid fundamentals and strong management teams. Our deep experience working with founder owned/operated small and mid-sized businesses sets us apart as a true investment partner. Our personal and strategic approach to helping entrepreneurs build leading organizations enables us to drive sustained growth and create long term value. As entrepreneurs ourselves, our mission is to provide capital to talented entrepreneurial executives to enable them…

Rosewood Private Investments

Family Office
  • 20 Total Closed Deals
Rosewood Private Investments is the private equity arm of The Rosewood Corporation, a prominent family-owned company with diverse worldwide operations and investments. Rosewood is wholly owned by the Caroline Hunt Trust Estate and has grown over generations by developing and acquiring businesses that are leaders in their respective industries. Our structure and history enable us to be a unique resource and flexible investment partner. As an evergreen entity, Rosewood is continually seeking to invest capital in companies that share our commitment to entrepreneurism, integrity, and sound…
Most Recent Transactions
Investor
Jan 2016
acquired
Investor
Dec 2015
acquired
Investor
Mar 2015
acquired
Investor
Jan 2015
acquired

Lynniam Ventures

Family Office
  • 10 Total Closed Deals
We are a small-town couple with a hugely successful medical company and real estate business who decided to create Lynniam Farms to prioritize multiplying capital through carefully placed investments.‍We know what it means first-hand to invest blood, sweat, and tears into a business. Because of that, we decided to help other companies build lasting prosperity. We know growing capital can be stressful, so we like to keep it fun, honest, and flexible.We believe capital investments are rooted in relationships, prosperity, and liberty.
Most Recent Transactions
Investor
Aug 2023
acquired
Investor
Aug 2023
acquired
Investor
Aug 2023
acquired
Investor
Aug 2023
acquired

Driven Capital Partners

Family Office
  • 10 Total Closed Deals
We are experienced executives consulting with and investing in companies primarily in the automotive, insurance, and finance sectors. We take minority interests in early stage companies and are also looking for a change of control transaction involving a more mature company. Such a company would have proven sales and marketing processes and would benefit from our operational expertise and experience operating highly-regulated entities.
Most Recent Transactions
Investor
Aug 2023
acquired
Investor
Aug 2023
acquired
Investor
Aug 2023
acquired
Investor
Aug 2023
acquired

Bridger Growth Partners LLC

Family Office
  • 6 Total Closed Deals
Bridger Growth Partners is a family office based in Atlanta, Georgia. We possess a wealth of both operating and investing experience and seek to add value across the life cycle of our investments.Bridger Growth was founded by Tom Long, who has served as managing partner since its inception in 2015. He is the former Chief Executive Officer of MillerCoors and Miller Brewing Company. Prior to MillerCoors, Tom worked for The Coca-Cola Company, where he held various roles including Head of Global Brands, Head of Worldwide Consumer Research, President of the Great Britain and Ireland Division, and…
Most Recent Transactions
Investor
Jan 2020
invested in
Investor
Nov 2019
invested in
Investor
Jan 2018
invested in
Investor
Jan 2017
invested in

Thrive Five

Family Office
  • 6 Total Closed Deals
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.
Most Recent Transactions
Investor
Aug 2023
invested in
Investor
Aug 2023
invested in
Investor
Aug 2023
invested in
Investor
Aug 2023
invested in

Cardinal Equity Partners LLC

Family Office
  • 5 Total Closed Deals
Cardinal Equity Partners LLC was formed in 2014 to invest in and manage small to mid-size consumer-centric businesses. We partner with best-in-class entrepreneurs, operators and families to help grow their businesses and provide a succession plan that works for them.Over the last several years, CEP has invested in and operated several companies across a variety of industries. Our deal size ranges from as low as $3mm to as high as $125mm. Historically, we have made investments in the consumer, retail, industrial, education, healthcare, services, real estate and eComm sectors. Although we…
Most Recent Transactions
Investor
Oct 2019
acquired
Investor
Jun 2018
acquired
Investor
Aug 2017
acquired
Investor
Apr 2015
acquired

Chief Investments LLC

Family Office
  • 4 Total Closed Deals
Chief Investments is a private investment firm focused on small to medium sized acquisitions. We are a team of seasoned investors who plan to work closely with our portfolio companies to drive measurable value for all stakeholders.
Most Recent Transactions
Investor
Dec 2014
invested in
Investor
Dec 2011
invested in
Investor
Jan 2010
invested in
Investor
Jan 2008
acquired

Brougham Ventures LLC

Family Office
  • 4 Total Closed Deals
Brougham Ventures LLC is a family office 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.
Most Recent Transactions
Advisor
Mar 2023
was acquired by
Advisor
Jun 2021
was acquired by
Advisor
Feb 2021
was acquired by
Advisor
Nov 2020
was acquired by

Siwa Capital

Family Office
  • 4 Total Closed Deals
We are a family office investor in SMB and lower middle market companies. We invest in exceptional people who demonstrate a relentless commitment to creating value. My name is Daniel Farag, and I am the managing partner of Siwa Capital. Most recently, I purchased a sustainable aquaculture business (fish farm), and served as its CEO for 8 years. During that time, I helped grow annual revenue from $100,000 to $20 million, and exited the business to a private equity group. Previously, I held roles in investment banking at Goldman Sachs and private equity at GI Partners. Born and raised…
Most Recent Transactions
Investor
Apr 2024
invested in
Investor
Mar 2024
invested in
Investor
Mar 2024
invested in
Investor
Jan 2024
invested in

Nashville Capital

Family Office
  • 4 Total Closed Deals
At NCG, we’re fortunate enough to speak from experience when it comes to building lasting partnerships that lead to prosperity. We specialize in private equity lower-middle markets, with personal experiences in growing companies from ideas into profitable business ventures. From our own companies, experiences, and investments, we have the money, knowledge, and resources to help you launch your dreams.
Most Recent Transactions
Investor
Apr 2019
acquired
Investor
Jun 2015
acquired
Investor
Aug 2014
acquired
Investor
Feb 2013
acquired

Carlin Capital Partners

Family Office
  • 3 Total Closed Deals
Carlin Capital Partners is a niche private equity firm focused on making control-oriented investments in mature, stable small businesses with untapped potential. Founded in 2009 by a father and son team, the firm exclusively seeks opportunities to invest in foundationally solid businesses that may not fit the traditional private equity model due to a lack of scale, stagnant growth, limited infrastructure or other limitations.We believe that Carlin Capital Partners brings an approach to private equity investing that is particularly well suited to the acquisition of smaller businesses. While…
Most Recent Transactions
Investor
Jul 2015
acquired
Investor
Apr 2013
invested in
Investor
Oct 2010
acquired

Clear Sky Associates

Family Office
  • 3 Total Closed Deals
Clear Sky Associates is a family office based in California. We continuously search for opportunities where institutional coverage is light or for transactions that are complex and require a dedicated and committed partner. Our due diligence process is quick, and we look to either partner with experienced operators or take a more direct role in our portfolio companies. Our team of professionals comes from a diverse set of industry backgrounds and has experience with a variety of different transactions.
Most Recent Transactions
Investor
Aug 2017
invested in
Investor
Jul 2016
acquired
Investor
Jun 2015
acquired

Li Family Office

Family Office
  • 2 Total Closed Deals
My family has had liquidity events over the last few years from real estate and startup sales. Independently, I've also had quite a bit of professional success in the finance industry and have built up a significant net worth of my own. I currently work at an investment fund, and have had meaningful M&A experience in an investment banking role across megacap M&A, lower-middle-market M&A, restructuring, and spin-off related transactions. We're looking to redeploy some of our proceeds into well-run, capital-light, cash-flowing businesses with recurring revenue. In terms of business…
Most Recent Transactions
Advisor
Jul 2019
secured investment from
Advisor
Feb 2019
secured investment from

Emles Advisors LLC

Family Office
  • 2 Total Closed Deals
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.
Most Recent Transactions
Investor
Mar 2020
acquired
Investor
Jun 2004
acquired

CW Growth Partners

Family Office
  • 2 Total Closed Deals
A family investment office focused on acquiring and growing great, small, Midwestern businessesWe have an existing platform of self storage businesses throughout Wisconsin, and we are looking to add B2B services or Niche manufacturing businesses in the size of 2-4M EBITDA from WI, IL, or NW IN to our portfolio.
Most Recent Transactions
Investor
Jan 2023
acquired
Investor
May 2022
acquired

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