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Top Family Offices in United States - Axial

Members (472 results)

Owl Creek Partners LLC

Family Office
  • 2 Total Closed Deals
Owl Creek Partners is a family-owned, small market, private investment firm. We make equity investments in privately held companies and take an active role in the operational and strategic futures of our investments. Owl Creek is not a traditional private equity fund, in that we do not rely on a "blind pool" of capital from outside limited partners to fund our investments. This level of independence allows Owl Creek's partners to manage every investment with the long-term best interest of the company and its stakeholders in mind: no forced exits, dividend re-caps or excessive debt to satisfy…
Most Recent Transactions
Investor
Mar 2008
acquired
Investor
Oct 2007
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

Frasier Capital

Family Office
  • 2 Total Closed Deals
Frasier Capital has partnered with a seasoned operating executiveto target control acquisitions in high-quality business generating$2 to $10 million of revenue. The collaborative effort provides a unique opportunity for business owners to benefit both strategically and financially from the resources and experience Frasier has pulled together.
Most Recent Transactions
Investor
Sep 2016
invested in
Investor
Feb 2005
invested in

Scorpion Capital

Family Office
  • 2 Total Closed Deals
Scorpion Capital Management is Family Office and investment bank specializing lending, mergers and acquisitions and client goal achievements.
Most Recent Transactions
Advisor
Nov 2019
was acquired by
Advisor
Jul 2019
was acquired by

Elm Fork Partners

Family Office
  • 2 Total Closed Deals
Elm Fork Partners stems from a history of entrepreneurship, corporate value creation, and successful outcomes for all parties involved. We are a Texas-based, single family office, focused on providing flexible and sustainable capital to companies, teams, and assets that are striving to create material value. We are not a private equity fund, but rather a permanent capital source focused on providing capital to high quality companies or assets that exhibit the following characteristics: High returns on invested capital (ROIC) and free cash flow generationSignificant barriers to entry and…
Most Recent Transactions
Investor
Jul 2018
invested in
Investor
Jan 2003
invested in

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

21 Hilton Holdings Inc

Family Office
  • 2 Total Closed Deals
Real estate operator and developer that has expanded into the home services and property services industry. Acquired a residential garage door servicing and installation company generating $1M EBITDA. Also looking at home restoration (water) and asphalt repair/maintenance.
Most Recent Transactions
Investor
Aug 2023
acquired
Investor
Aug 2023
acquired

Joseph Libatique & Co.

Family Office
  • 1 Total Closed Deal
We are committed to creating value with our partners through our unconventional approach, multi-industry scope, and counter-intuitive strategy.
Most Recent Transactions
Investor
Oct 2014
invested in

Johnstone Investments LLC

Family Office
  • 1 Total Closed Deal
Johnstone Investments LLC, a family office in Columbus Ohio who invests in B2B entities only, with a focus on family-owned a) commercial general contracting, particularly interior shell buildout and renovation companies, and b) commercial Safety, Janitorial, and Packaging supplies distribution companies. (Either or - either Interior Commercial Renovation, or Supplies Distribution companies are our desired acquisition targets). Change of control is our preferred deal type. All of Ohio is within our focus, but our preferred geography is the 11 counties in/around Columbus Ohio, including…
Most Recent Transactions
Investor
May 2023
invested in

Justin Weber

Family Office
  • 1 Total Closed Deal
Justin is a member of a private family office in Chicago seeking acquisitions in the water, alternative energy, infrastructure, and mission-critical real estate.
Most Recent Transactions
Investor
Jun 2017
acquired

Will X Capital LLC

Family Office
  • 1 Total Closed Deal
The Will X Capital team is just two people but we pack a punch. With backgrounds in SMB ownership and fortune 50 corporate operations, we pride ourselves on being the type of people to roll up our sleeves and charge headfirst into problems.Regardless of interests or background, our growing team remains committed to building a portfolio of robust small businesses that support each other. We share an obsession with small businesses of all types and rally around the belief that we can always learn something new.Selling your business is a huge decision. No doubt, you have been through many deep…
Most Recent Transactions
Investor
Dec 2021
acquired

Vista Ventures

Family Office
  • 1 Total Closed Deal
Vista Ventures is a private investment firm focused on small to medium sized acquisitions. Considering different levels of ownership from minority to majority ownership. We plan to work closely with our portfolio companies to drive measurable value for all stakeholders.  High Growth Story+Long term investor (20 Years):Managing Partner/Owner of Consumer Goods company that had a historic growth of $1M-$75M in annual sales in 20 years. Products sold in 10,000+ National big box retail doors, National Retail websites such as Amazon.com and along with our own newly omni channel website…
Most Recent Transactions
Investor
Nov 2000
invested in

Moore Family Office

Family Office
  • 1 Total Closed Deal
Moore Family Office is an investment firm focused on private equity and other illiquid investments in the lower and middle market as well as real estate. Significant experience in non control funded and independent sponsor investments as LP and/or Coinvestor. Family has significant operational experience and dedicated capital for control investments in companies between 2-7mm EBITDA.Moore Family Office is open to traditional sponsor type of transactions but also has signifcant depth of experience in operations, growth, strategy, and corporate governance to add value as an investment…
Most Recent Transactions
Investor
Mar 2004
acquired

Cannondale Capital Investors

Family Office
  • 1 Total Closed Deal
Cannondale Capital Investors is a family investment office focused on investing in lower-middle market businesses in the greater Charlotte area. We are a father and son team of experienced operators and financial professionals who seek to find companies that we can acquire, operate and grow across a range of industries.Our goal is to acquire companies not with the intention of reselling them, but with an expectation to add them to our portfolio indefinitely. We are not interested in quick flips but focused on strategically building long-term value vs. short term profits.Our structure as a…
Most Recent Transactions
Investor
Nov 2018
acquired

Daisy Hill Partners, LLC

Family Office
  • 1 Total Closed Deal
Daisy Hill Partners (DHP) is a Cleveland-based family office of strategic operators who provide patient capital and hands-on management via control investments in exceptional companies. We use a long-term, growth-oriented approach that is ideal for owners who desire liquidity and care deeply about their legacy and the future of their company. DHP is seeking a control investment in a privately-owned B2B company. That said, we will consider a strategic minority investment in a growth-oriented business where our capital, experience, and / or industry network can be leveraged to partner with…
Most Recent Transactions
Investor
Feb 2017
acquired

Longbow Group, LLC

Family Office
  • 1 Total Closed Deal
Longbow Group, LLC ("Longbow") is a family investment office that specializes in acquiring and operating service businesses. We seek to grow and guide organizations through servant leadership.Longbow seeks to add value to the community through deal making that benefits all stakeholders. We focus on acquiring operating companies (main street to lower middle market) and operating them well.Our Values:GraceServant LeadershipQuality CommunicationImpactBusiness CriteriaOwners seeking a) 100% sale of their business with a smooth transition OR b) partial sale to a long-term strategic and financial…
Most Recent Transactions
Investor
Aug 2019
acquired

The Erskine Company LLC

Family Office
  • 1 Total Closed Deal
We provide specialized succession planning and family office services to owners of unique assets such as businesses, Americana, ephemera, coin and fine art collections, as well as commercial and residential real estate.
Most Recent Transactions
Advisor
Oct 2012
was acquired by

RiverForce Partners, Inc.

Family Office
  • 1 Total Closed Deal
RiverForce LLC is a BIPOC-led and privately-held investment and advisory firm based in Boston, MA. Our investment arm focuses on venture and early-stage investments, and our advisory arm focuses on accounting, tax and related services.
Most Recent Transactions
Investor
Oct 2019
invested in

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

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