Cresset Private Capital investing team makes direct investments in operating companies where we have experience. We focus on long term partnerships with like-minded entrepreneurs, founders, and management teams. We believe in long-term, flexible, and patient capital avoiding misalignment, friction and unfavorable fee structures, which can produce inefficient results for business owners and investors.
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.
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…
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).
B. Holbrooks, LLC is the investment vehicle of Bryan Holbrooks and his direct family based in Lexington, NC. The firm's main focus is on making investments in niche manufacturing businesses, but is open to special situations in other industries.Size ParametersInvestments up to $15 MillionEBITDA greater than $0.5 MillionBusiness CharacteristicsNiche Industry LeadersDefensible Market PositionsMission Critical Products / ServicesHistory of ProfitabilityOrganic Growth OpportunitiesProprietary / Special SituationsLow Capex Business ModelsThe hallmarks of the firm’s proven investment track record…
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.Â
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.
Dogwood Grove Capital Partners is a private investment firm focused on small to medium-sized acquisitions and roll-ups. We are seeking acquisitions in the Southeast (TN, AR, MS, AL, GA), especially within three hundred miles of Memphis. We are actively seeking add-on acquisitions for Natureplex, a manufacturer of OTC pharmaceutical products (e.g., creams, ointments, gels, enemas, electrolytes). We are also actively seeking new platforms. We are operating as an independent sponsor rather than through a fund at this time.
Modi Investment Group is a private investment company specializing in the acquisition and management of established and profitable small and mid-size businesses with attractive growth prospects. Our capital is fully-committed and available immediately to invest in companies that meet our criteria. As a hands-on investor, we specifically look for business owners who are seeking to retire or simply transition away from management responsibilities. We work directly with the company's existing management team with a goal to secure the immediate and long-term success of the company. Balancing…
We are real estate entrepreneurs, focused on the thoughtful design, development and management of dynamic communities and commercial spaces in supply constrained markets with high barriers to entry. We execute our vision through a vertically integrated platform, which provides us with the bottom-up property level expertise required to deliver expertly crafted properties with precision.
Baker Nye 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.
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…
In addition to running a blockchain infrastructure fund, Al Shalom heads investments for a medium-sized family office out of New York City. We are looking to analyze and acquire companies with strong growth potential mainly in the tech space. We are primarily interested in SaaS companies with strong ARR but are open to other spaces as well.
Masthead Holdings Incorporated 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.Â
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…
