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Top Family Offices in California - Axial

Members (55 results)

Paul Goodman Actively Sourcing Deals

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

I was the Co-Founder of Pura Vida Bracelets, a jewelry and lifestyle brand. Fresh out of college at San Diego State University, I took a surfing trip to Costa Rica with my best friend, Griffin Thall. We were lucky enough to stumble across two talented artisans, whose simple string bracelets captured the essence of our journey and the beauty of Costa Rica. Hoping to help them out, we asked the artisans to make 400 bracelets to bring back home and sell at a local San Diego boutique. Much to our surprise, they sold out in just a matter of days. At Pura Vida, I was instrumental in guiding our…

Greyscape Advisors LLC Actively Sourcing Deals

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

Greyscape Advisors 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.

The Donerail Group Actively Sourcing Deals

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

This Axial membership application is for William Wyatt, an individual seeking to build out his personal portfolio. Mr. Wyatt is the Founder and CIO of The Donerail Group. Prior to starting Donerail, he was a Partner and Portfolio Manager at Starboard Value, a $6 billion activist investment fund, where he also served as the Head of Event Driven investing. Mr. Wyatt joined Starboard in 2015 as a Portfolio Manager and was promoted to Partner at the end of 2016. In Mr. Wyatt’s last year at Starboard (2018), the Firm was honored by Institutional Investor as one of the six best Activist Hedge…

Triple Peak Capital Actively Sourcing Deals

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

Triple Peak Capital is a private investment firm focused on small to medium sized acquisitions. We plan to work closely with our portfolio companies to drive measurable value for all stakeholders.

AMPPPED, LLC Actively Sourcing Deals

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

At BuildYourOrg, we exclusively focus on Buy Side Advisory:We partner with our clients to be their modern Deal Team leveraging AI & Automation to enable a growth through acquisition strategy. About Our Clients: âś… Buyers who are existing Business Owners - We represent Buyers across various industries who have an existing business within a Target.âś… Buyers who are in "A State of Ready" - educated on the deal process with all documentation accounted for to ensure a smooth closeâś… Buyers who are running on EOS® We help our clients Source, Facilitate and Migrate deals:👉🏼 We Source…

ST Capital Partners Actively Sourcing Deals

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

Recently, my family and I decided to explore opportunities to acquire small to medium-sized businesses in the US. For background, my family has operated an Asia-focused shipping business for several decades (The company's total assets are now worth over $1B). We are now interested in using a portion of our family assets, ranging from $3M to $10M, to acquire businesses in the US.

Rockford West Actively Sourcing Deals

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

Rockford West Capital is a private equity fund specializing in acquiring businesses in Southern California. They focus on companies ready for ownership transition due to reasons like owner retirement or optimal exit timing, with an initial plan to buy and directly manage one business for long-term success. Financially, they target businesses with $4 to $20 million in revenue, over three years of profitable operations, and EBITDA margins of at least 15%. They prefer companies in fragmented, growing industries with a strong potential for growth, recurring revenues, a diverse and loyal customer…

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

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

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

BLY Returns

Family Office
  • 1 Total Closed Deal
Silicon Valley based family office made up of experienced professionals seeking investment opportunities that will generate current double digit cash on cash returns. Prefer non real estate opportunities but will consider right real estate situation.
Most Recent Transactions
Investor
Sep 2019
invested in

Thorpe Design, Inc.

Family Office

    This member has no reported closed transactions.

Thorpe Design, Inc. is a full service fire sprinkler systems contractor for residential and commercial buildings serving the states of California, Idaho and Tennessee. We offer owners, builders and architects a pre-designed fire sprinkler system, allowing for quality, accuracy and on time delivery. The system will be custom tailored to meet your needs and budget constraints. We are highly regarded among our peers and counter parts enabling us to build a good working rapport with the authorities having jurisdiction as well as offering guidance for budgeting, contract awards and scheduling. A…

SFG Asset Advisors

Family Office

    This member has no reported closed transactions.

SFG Asset Advisors ("SFG") is a family investment office based in San Francisco. SFG was established in 2002 to manage assets accumulated over decades of successful investing. The majority of the assets are allocated through our fund of funds program to third party hedge fund managers as a way to generate long term returns with reduced volatility.

CWX

Family Office

    This member has no reported closed transactions.

CWX 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.

Laugen Ventures

Family Office

    This member has no reported closed transactions.

I am a very committed solo, self-funded searcher with the financial means to purchase a business quickly. Given I have over 8 years experience working in the home services space via start-ups as well as a large, publicly traded company (Angi), I have a preference for a home services business that will benefit from my expertise in online marketing, partnerships, and P&L management. I have managed service business lines within Angi ranging from $50 M ARR to $300 MM, focused on optimizing their profitability as well as growth. I am excited to bring my entrepreneurial spirit and expertise in…

Lagomaj Capital

Family Office

    This member has no reported closed transactions.

Lagomaj seeks to invest in high quality defensible businesses throughout the US. Since our founding in 2017 we've participated in more than three dozen deals with enterprise values ranging from $5M to $100M.

Ligo Partners

Family Office

    This member has no reported closed transactions.

Ligo Partners co-invests with our discrete and invitation-only consortium of like-minded investors into disruptive tech-focused deal flow sourced from top venture capital firms in tech hubs such as Silicon Valley, New York and Los Angeles. As of July 2021, Ligo Partners’ global platform co-invests with 910 domestic and international family offices and qualified investors with a combined net worth of $112 billion who are interested in non-traditional, market-uncorrelated technology investment opportunities that (a) are not easily found (think Uber at seed); and (b) have shown resilience to…

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…

EPIQ Capital Group

Family Office

    This member has no reported closed transactions.

EPIQ Capital Group is a boutique multi-family office delivering a high-quality client experience to prominent senior executives, founders, and early-employees of high-profile companies who have significant wealth. Adhering to a fiduciary standard of care, EPIQ does not have internally-managed proprietary funds. EPIQ clients are provided access to the investments and investing acumen that families of significant wealth deserve.

Modico Capital

Family Office

    This member has no reported closed transactions.

Growing family office with beginnings in real estate and tangentially related operating companies. Next chapter will be predominantly focused on controlling and growing operating companies.

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