Education Services Family Offices - Axial

Mitchell Family Office is a single family office founded in 2015. The company's principals bring decades of experience as founders, operators, advisors, and investors, with a particular focus on the healthcare industry. MFO has made direct investments in businesses within healthcare services, behavioral healthcare, RCM, medical devices, B2B services, education/edtech, retail, automotive, hospitality, real estate, and others. In 2018, MFO spun off its institutional private equity management firm, Lorient Capital.

Entrepreneur Partners invests in the following segments:Direct marketing companies including business-to-business and business-to-consumer catalogers and direct marketers, specialty publishers, retailers and marketing service providers. Multi-channel retailers serving enthusiast customers.Printing and PackagingThe companies in which we invest are building loyal customer bases with high lifetime value – customer bases characterized by long relationships, frequent purchases and large cumulative spends. In addition to building high lifetime value, these companies participate in well-defined…

Clearwell Group is a single family office based in Tampa, FL focused on making majority equity investments in companies located in the Southeast and Texas. We focus on simple to understand, but not simple to operate businesses with at least $2.0M in EBITDA. We have 4 businesses in the portfolio today that operate in the business services, manufacturing, environmental services and engineering sectors.

Rising Ventures Group, established as a family-run business, came to fruition as a result of the family’s shared passion for Entrepreneurship, Value Creation, Leadership, Culture-building, Core Values, and Community.Both parents have been successful business owners since the mid-80’s and have spent their careers in CPG, Retail, Healthcare, Consulting, Manufacturing and Distribution. With savvy business acumen, multiple start-up companies were created and successfully exited, realizing extensive wealth.The younger generation of three adult children have experienced professional success and…

About:Kairos Companies is a firm established in 2018 dedicated to owning and operating family-owned businesses across the United States. At Kairos, we take pride in providing creative solutions for business owners in need of a transition. Beyond the initial transaction, Kairos constantly strives to provide the best home for our businesses. With an indefinite investment horizon, Kairos acts as a family for our companies: nurturing growth, mentoring managers, and maintaining the outstanding legacy of the founding family.The Greeks had two words for time: “chronos” and…

Obelysk is a family office with a long history of investing in, operating and growing businesses in North America.We seek to acquire high-quality businesses and grow their cash flow through a combination of organic growth, operational improvements and M&A.Our focus is on acquiring lower middle market companies in the following industries: business / industrial services, light manufacturing / processing, infrastructure services, and home services.

Sagemoore is a private equity firm focused on making investments in the lower middle-market. We utilize an evergreen fund structure with committed capital from family office investors resulting in a patient capital base.This structure offers a flexible investment horizon designed to maximize stakeholder alignment by focusing on true long-term value creation. Sagemoore’s investment principals each have more than 15 years of professional investing and healthcare operating experience.We seek to cultivate deep partnerships with entrepreneurs and experienced operating teams for the benefit of…

Fourshore Partners is a Miami-based private equity firm that focuses on lower middle market buyouts in the U.S. and Caribbean. Fourshore targets companies generating between $2m and $15m of EBITDA with enterprise values between $10m and $75m.Business Types/Situations:• Family-owned businesses • Management buyouts • Secondary buyouts • Corporate carve-outs/divestitures • Complex situations/turnaroundsIndustries • Marine Services • Financial Services • Agribusiness • Transportation & Logistics• Distribution • Business Services • Niche Manufacturing • Consumer…

Giana Enterprises is a family office focused on investing in public and private opportunities. Both shareholders have tenured histories in the financial services industries including firms like Citigroup, Deloitte, Brigade Capital Management, and CLS Group.Giana Enterprises is open to both minority and majority investments including opportunities that require us to draw on third-party investors/capital if appropriate. We are long-term holders, focused on creating value for all stakeholders, including employees.

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.

Gart Capital Partners is a private investment partnership focused on investing in closely-held and family-owned businesses. We focus on facilitating ownership transition planning; and strategic future growth.With over ninety years of collective investing and operating experience, we are true innovative and operational partners rather than passive financial investors. In addition, our patient, family office capital base allows us to be uniquely flexible and focused on the long-term potential of every company in our portfolio.We partner with growing, lower middle market consumer and services…

Wilkins is the most established out-of-home specialist firm in the world with over 55 years of experience. We have handled all types of campaigns in markets throughout the US and the world. We have partnered with over 800 agencies and 2,000 advertisers. We work with various types of agencies including full service, creative, digital and PR as well as directly with brands. From strategy to planning to execution, we guide our clients through every step of the out-of-home process. Think of us as your expert out-of-home consultant and an extension of your team. We take care of the difficult,…

Taubman Capital (“TC”) is a private equity investment firm for the Taubman familyThrough TC, the family is building an investment portfolio of world-class businesses led by exceptional management teams outside of its core real estate holdingsThe firm’s flexible, long-term capital base offers sellers closing certainty, while also providing management teams with the ability to focus on building larger, more valuable enterprises without time constraints or exit pressuresTC has no outside investors – all internal capital means making investment decisions as true owners and the ability to…

Stony Creek Capital is a Family Office formed with capital from the sale of a company I operated as President. Our primary focus is acquiring businesses from retiring owners who are looking for a reliable and exciting transition plan. I take an active role in management, often serving as President immediately following the transition until a longer-term management team is in place. My brief background is: DI Athlete, Naval Officer (submarines / nuclear engineer), mgmt consultant, Strategy and Ops Corp Exec (Dir, VP, COO, President).

Preservation Holdings is a group of family offices based in Dallas/Fort Worth, who are seeking to deploy committed capital through multiple control investments. We primarily invest in B2B and B2C Services companies in the Lower Middle Market, as well as other compelling opportunities. We are seeking long-term investments as part of a broader portfolio of operating companies. There is no mandate to return capital to investors. Our focus is on long-term returns and cash flow generation. We have built, bought and sold businesses. We intimately understand the frustration that comes with a sale…

Nobel Investments is a family investment office based out of Santa Monica, CA. We are majority stake hold investors and are owners / operators of our businesses post-acquisition. We invest in businesses that operate in industries where we have demonstrated a successful track record of helping companies scale – either as direct operators or as consultants.Nobel Investments was founded by Atta Tarki. Born in Tehran, Atta moved to the countryside of Sweden at age 7, where he grew up a few minutes away from Alfred Nobel’s workshop. There, Atta developed a deep respect for Alfred Nobel’s…

Smith Ventures is a single family office that acquires and holds generational businesses long term. The family’s capital originated from founding and exiting multiple technology businesses, giving them a deep understanding of what it takes to build a successful organization.

With a robust heritage extending over forty years, our family office excels in the cultivation and preservation of multi-generational wealth, with a keen emphasis on real estate, financial services, and alternative investments. Our approach is rooted in leveraging profound industry insight to propel strategic investments that yield enduring value. Our team of seasoned professionals is committed to crafting tailor-made strategies that resonate with the core values of our family office, with a strong focus on sustainability and the fostering of innovation. It is our pledge to deliver…

EA Wood Holdings 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. 

Frog Rock Holdings is a boutique investment vehicle focused on driving growth in small businesses. We leverage the extensive experience of our primary founder and team of partners/advisors to identify undervalued ventures with high potential, and execute profitable growth strategies while preserving legacy for exiting founders. Our focus is on businesses generating between $1m and $10m EBITDA.