M2O

M²O Inc. is a Los Angeles-based family office that provides long-term, aligned capital to entrepreneurs and operators. The firm partners directly with these individuals to build and grow businesses through equity investments. M²O's investment strategy focuses on search funds, long-term holds, and independent sponsors, seeking companies with recurring revenues, predictable cash flows, and sustainable competitive positions within growing industries. They typically invest in businesses generating $5-$50 million in revenue and $1-$15 million of EBITDA, with an investment horizon often extending 10 years or more.

The firm was founded in 1992 by Michael F. O'Connell, who initially purchased and directly managed the National Lines Bureau, a ship mooring company. This successful direct investment prompted a shift from traditional investment management to private equity and venture capital. M²O made its first search fund investment in 1997, a concept that has since become a cornerstone of their investment activities, with over 200 search fund investments globally.

M²O's portfolio includes a diverse range of companies across various sectors. Notable investments mentioned by the team include Veri-Tax, TruMed, Xiltrix, Apex, Origo Commodities Management, ListEngage, Camio, Recurve, P&S Machining, Swoogo, AppWrap, Nirvana UW, Lakefield Veterinary, Oakmont Education, Stage2Data, and Lattice Global. These span areas such as business services, technology, healthcare, and education, reflecting the firm's multisector approach.

The M²O team brings a wealth of experience from diverse backgrounds. Michael F. O'Connell, Chairman, previously led a significant investment management firm. M-K O'Connell, Managing Partner and President, has a background in management consulting with L.E.K. Consulting and real estate data management. Partner Shaun Rader held roles at Sagard and Bain & Company, with experience in alternative asset management and private equity. Nicholas Qiu, Managing Director, also comes from Bain & Company and served as an Army officer. Anna Zhang, Chief Financial Officer, has extensive experience in accounting and financial reporting for asset management firms.