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Financial Services Search Funds - Axial

Members (106 results)

Cherry Tree Capital Actively Sourcing Deals

Search Fund
  • Actively Sourcing Deals
  • 1 Closed Deal via Axial
  • 1 Total Closed Deal
Cherry Tree was founded by one entrepreneur with one sole purpose: to acquire and operate one great business in New England. I am a passionate, self-funded entrepreneur looking to work with a business owner who wants to transition their business into caring hands. I built my career in healthcare and life sciences, holding roles in operations, product management, business development, and strategy consulting. I also worked in my family's business which distributes a wide range of food packaging products. After completing my MBA, I decided to focus my career on owning and operating my own…
Most Recent Transactions
Investor
Apr 2022
acquired

Fannon Creative Actively Sourcing Deals

Search Fund
  • Actively Sourcing Deals
  • 3 Total Closed Deals
Fannon Creative 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. 
Most Recent Transactions
Advisor
May 2012
was acquired by
Investor
Jan 2004
acquired
Investor
Jan 2002
acquired

People First Capital Actively Sourcing Deals

Search Fund
  • Actively Sourcing Deals
  • 3 Total Closed Deals
We are focused on preserving the legacy and long-term growth of an entrepreneurial U.S.-based company. We offer fair, flexible acquisition structures, dedicated leadership, and a wealth of experience. We have a long-term investing approach to growth and nurturing businesses. Your company won't just become a number in a portfolio with us, your organization will become our sole focus. We will ensure your people, relationships, reputation, and brand continue to grow and flourish.
Most Recent Transactions
Investor
Aug 2023
acquired
Investor
Aug 2023
acquired
Advisor
Feb 2021
secured investment from

Nova Vida Capital Actively Sourcing Deals

Search Fund
  • Actively Sourcing Deals
  • 1 Total Closed Deal
Nova Vida Capital is a Toronto-based investment firm that acquires small/medium-sized businesses seeking ownership transition.We have demonstrated experience in getting deals done by leveraging our knowledge of M&A and our network with lenders & investors in Canada. Moreover, we are Owner-Operators and like to get our hands dirty! By utilizing our past operational expertise, the aim is to unlock long-term value in the acquired business.Our best fit will be with a seller who has built an ethical business and would like to hand over the business through a gradual transition process to…
Most Recent Transactions
Investor
Sep 2021
acquired

OVH Search Actively Sourcing Deals

Search Fund
  • Actively Sourcing Deals
  • 1 Total Closed Deal
OVH search is looking to acquire a $2-10M EBITDA company in the US. The company must already have middle management in place. Ideal business should be in healthcare, compliance/audit in ESG/EHS, or industrial services provider 
Most Recent Transactions
Investor
Apr 2024
acquired

Sage Point Capital, LLC Actively Sourcing Deals

Search Fund
  • Actively Sourcing Deals
  • 1 Total Closed Deal
OVERVIEWSage Point Capital is a New York based firm focused on acquiring and growing lower middle-market companies. Sage Point takes a highly hands-on approach to its investments.We invest $2-$15 million in long-term capital to acquire control positions in privately held companies with revenues between $10-$30 million.IndustriesWe are interested in niche markets ($100M+) that are highly fragmented with no clear leader or disruptors as well as established regional oligopolies. Our focus areas include:Business servicesTechnologyHealthcareEducationValue-added distributionConsumer…
Most Recent Transactions
Advisor
Mar 2000
secured investment from

Stonebase Capital, LLC Actively Sourcing Deals

Search Fund
  • Actively Sourcing Deals
  • This member has no reported closed transactions.

Stonebase Capital, 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.

Liberator Group LLC Actively Sourcing Deals

Search Fund
  • Actively Sourcing Deals
  • This member has no reported closed transactions.

We are an experienced operator and entrepreneur focused on acquiring, operating & scaling a SMB/mid-market business. We are not financial engineers like some private equity firms. Our goal is to continue the business success while finding new ways to grow the business based on our years of sales, marketing, product development and operational experience.

Magnificent Legacy Capital Actively Sourcing Deals

Search Fund
  • Actively Sourcing Deals
  • This member has no reported closed transactions.

Magnificent Legacy Capital is a private investment firm focused on one small to medium-sized acquisition. We aim to partner with one exceptional company that is seeking its next stage of growth. Post-acquisition, Brett will take on the CEO role, allowing sellers to exit the business after a reasonable transition period.

Sunward Investment Group, LLC Actively Sourcing Deals

Search Fund
  • Actively Sourcing Deals
  • This member has no reported closed transactions.

Sunward Investment Group is a collective of seasoned professionals in the design and construction industry, bringing together the expertise of professional engineering consultants, sales engineers, and licensed contractors. Each team member boasts over two decades of experience, underscoring a deep commitment to the field. Our group stands out for our shared dedication to pushing the boundaries of sustainability and affordability in all our projects and products. At the heart of Sunward Investment Group is a vision to transform the industry by leveraging our extensive knowledge and passion.…

Dark Horse Capital Actively Sourcing Deals

Search Fund
  • Actively Sourcing Deals
  • This member has no reported closed transactions.

Worked for a Toronto-based mid-market private equity fund, where I led 17 acquisitions of small to medium-sized businesses. Post-close, I supported them through transition planning and operational initiatives to drive growth and improved profitability. Following this, I worked in a C-level role for a PE-backed company, which I recently left to focus full-time on finding a business to acquire and operate for the long run.

Osprey Equity, LLC Actively Sourcing Deals

Search Fund
  • Actively Sourcing Deals
  • This member has no reported closed transactions.

Osprey Equity is an entrepreneur-led investment partnership looking for great companies to buy and grow.Backed by a team of investors and advisors with deep experience investing in, running, and building small businesses, Osprey Equity is well-prepared to ensure the continued success of the company you worked so hard to create.Chris Kinner, the entrepreneur leading Osprey Equity, has more than a decade of career experience, a people-first management philosophy, and an abundance of enthusiasm to lead your business to the next stage of growth.

Evergrit Partners Actively Sourcing Deals

Search Fund
  • Actively Sourcing Deals
  • This member has no reported closed transactions.

We are a partnership with the purpose of acquiring and leading a single, outstanding business. Our objective is to grow the acquired business, create long-term value for all stakeholders, and ensure the seller's legacy and vision are maintained. We offer sellers an alternative when considering a transition. Our approach is flexible, allowing us to structure transactions uniquely. Once we acquire a business, our Principal takes on the role of CEO, dedicating all his time to its operations. Our focus is on the long term: we avoid quick exits and prioritize sustainable growth. Evergrit Partners…

Dragoon Investments Actively Sourcing Deals

Search Fund
  • Actively Sourcing Deals
  • This member has no reported closed transactions.

Dragoon Investments is focused on the acquisition and operation of a single American company. We believe in continuing the owner's legacy, delivering unparalleled value to customers, giving back to the community, and delivering shareholder value.

Steady Capital Actively Sourcing Deals

Search Fund
  • Actively Sourcing Deals
  • This member has no reported closed transactions.

Steady Capital is a search fund holding company with a strong commitment to long-term success. Its primary mission is to acquire and enhance companies, fostering their growth and sustainability. Steady Capital's focus extends beyond short-term gains, emphasizing a strategic and patient approach to achieve lasting success. With a dedicated team and a forward-thinking strategy, Steady Capital is poised to be a valuable player in the realm of business acquisition and improvement.

Stewardship Partners Actively Sourcing Deals

Search Fund
  • Actively Sourcing Deals
  • This member has no reported closed transactions.

Stewardship Partners, LLC is an investor-backed fund that seeks to provide one business owner with a succession plan. Our founder, Matt, seeks acquire one company and steward it into its next phase of growth. The fund supported by a world-class investor group of funds, family offices, and entrepreneurs.

Simple Search LLC Actively Sourcing Deals

Search Fund
  • Actively Sourcing Deals
  • This member has no reported closed transactions.

Traditional Search Fund with committed capital. We're based in Houston with a nationwide search. We're exploring opportunities in the B2B space.Founded by two Mexicans, we have a special interest in businesses with Hispanic leadership, a largely Latino workforce, or cross-border operations. If this sounds like a company you represent, reach out to us. Let's explore opportunities together!

JTC Holdings LLC Actively Sourcing Deals

Search Fund
  • Actively Sourcing Deals
  • This member has no reported closed transactions.

Joe is an independent sponsor looking to acquire and operate in Massachusetts ($1-3M EBITDA, Industry Agnostic). He's an experienced operator with a background in general management and engineering, having worked across manufacturing, finance, sales and marketing. He’s highly flexible on deal structure and is a unique exit option for owner operator and family owned businesses. 

LHH Capital LLC Actively Sourcing Deals

Search Fund
  • Actively Sourcing Deals
  • This member has no reported closed transactions.

My name is Jordan Frank. I am an entrepreneur looking to acquire a small to medium-sized business on the West Coast. With almost 20 years of experience in manufacturing and a passion for leading teams, I have been searching for the right opportunity to own my own company. As the previous Head of Innovation at King’s Hawaiian in Torrance, I have gained valuable experience in this industry. I have also worked extensively in process engineering and have gained experience in operations, product development, and engineering. In 2020, I led the acquisition of Bakery Express of…

Storybridge Partners Actively Sourcing Deals

Search Fund
  • Actively Sourcing Deals
  • This member has no reported closed transactions.

Our mission is to identify, acquire and operate a great business for the long term.We offer a tailored transition opportunity for business owners to continue building on their legacy and ensure its enduring success beyond their tenure.Our primary objective is to preserve the fundamental values and amplify the core strengths of the business, propelling it into its next phase of growth.We are actively seeking for accomplished business owners who are prepared to transition away from the day-to-day operations, whether it be due to retirement plans, pursuing new ventures, or simply wanting to step…

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