Top Family Offices in United States - Axial

Big7Ventures 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.

Camp Lake Capital (“CLC”) is a Chicago-based private investment firm focused on acquiring and growing lower middle-market industrial businesses for the long-term. We seek to partner with leading industrial companies led by best-in-class management teams who desire to grow with and participate in the ownership of the business. In addition to providing capital, CLC also offers a network of operating resources who can assist with growth and operational improvement in a variety of ways, from new customer relationships and strengthening market share to increasing operating margins and sourcing…

2M Investment Partners (“2M”), backed by a multi-billion-dollar family office, invests in durable businesses for the long-term. 2M is building a concentrated portfolio of small- and mid-size businesses with strong cultures and promising growth opportunities. Run by former private equity professionals, 2M has the experience to quickly close transactions and support both organic and acquisition-based growth initiatives. 2M’s family capital backing means success is measured over decades or longer, solidifying focus on each portfolio company’s needs and not an investor’s timeline. 2M is…

Davenforth is the joint family office of Logan Brown and Bradley Roofner. It was established after the sale of their operating business, WLE, to BrightView Landscapes (NYSE: BV) in 2020. Bradley and Logan have spent the past two years fulfilling their integration commitments to BrightView, as well as establishing a portfolio of 25 minority equity investments in search funds and other financial sponsors. Now, Davenforth is seeking a majority control acquisition opportunity to be the cornerstone asset of the family office for the next several decades.

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…

Powerhouse Capital is a multi-strategy alternative investment firm specializing in commercial aviation finance.Using deep industry relationships, Powerhouse seeks to deliver superior cash returns to our investors through the acquisition and leasing of attractively priced assets. Powerhouse Capital is also a global leader in leased CFM56 engines; one of the most reliable aviation engines in the world.

Bond Healthcare Partners is a privately-backed investment firm and family office specializing in partnering with exceptional physicians in the South/Southeast (primarily based in Florida), especially those in the cosmetic and plastic surgery specialties. We are a team with a history of operational and clinical excellence, bridging private equity and management experience with long-term success in practice development.

Green Hills Partners is a Family Office based in Nashville that's focused on small to medium sized acquisitions. We are a team of seasoned investors who plan to work closely with our portfolio companies to drive measurable value for all stakeholders.

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.

Highline Group is a unique family office of experienced operators looking for our next great business to grow. We want to make a control investment or a complete buyout in a private company that is seeking ownership transition.We are a father-son team with over five decades of leadership experience across a range of businesses and sectors. We are passionate about building teams and developing people. We love tackling business opportunities and winning the right way. We believe that business is a noble profession, and we seek to make decisions each day that demonstrate this. We are strategic…

Kirra Capital is an investment firm dedicated to owning and growing mission-critical software companies. We invest with a long term perspective and aim to develop market leading businesses that are built to last.

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…

NT Capital Management is a single-family office based in the Bay Area, California, founded by the family running a multi-field corporation established in 1993. Our experienced management team utilizes a research-driven approach to allocate capital in a diversified portfolio across private equities and real estate holdings. Our commitment is to maximize your risk-adjusted returns.

Cartess Investments is a private investment group based in Dallas, Texas. Our Principals have deep experience in the manufacturing space as entrepreneurs, business owners, and investors. We currently have four platform investments in the paper and packaging, furniture, B2B, and agriculture industries.We believe great companies and investments start with the people involved. Our capital is highly flexible, and we take a long-term approach to partnerships.

OverviewThe Thomas Family office has a strong tradition of establishing, acquiring and growing family owned manufacturing, service and distribution companies. Royal Vendors and Coin Acceptors, Inc. have both been owned by the Thomas family since their founding’s 30 and 60 years ago respectively. Numerous add-on acquisitions have been made to these two companies over the years that have helped grow them into the market leaders that they are today. We have rich histories in metal fabrication, plastics and electronics manufacturing, tight-tolerance engineering, refrigeration engineering,…

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…

Red Deer Capital is the business development arm of a multinational family office. Our mission is to diversify the family office investments both geographically and outside of industries in which the family office is already successful. Red Deer Capital specializes in targeting traditional economy businesses, which include manufacturing, distribution and service industry companies.

SI Capital is a private investment firm with $1billion+ in capital resources. SI engages in a broad range of investment activities and asset classes, including debt, leasing, and equity investments. The firm was formed to source and manage investments for the founder of 5-hour ENERGY® products. SI has offices in suburban Detroit, New York, and Chicago.Debt - 8%+ coupon in unitranch, second lien, mezzanine conv pref ticket size $10MM-$50MMEquipment Lease: stream rate 8%+, $1MM+ ships, tugs, planes, tugs, rail, intermodal US-onlyEquity - change of control in lower middle market companies…