Business Services Private Equity Firms in North America

1932 Capital Management is a single-family office established in 2019 by the Brown family, focusing on strategic investments in family and founder-owned businesses across North America. The firm employs a long-term investment approach with patient capital, seeking to partner with companies that align with its entrepreneurial spirit and core values of integrity, family, and people. Their investment strategies encompass control, minority, and venture-stage investments, demonstrating flexibility in their engagement with portfolio companies.The roots of the Brown family's business legacy trace back to 1932, when Israel Brown founded National Freight, which has since evolved into NFI, a prominent North American third-party logistics company with over 18,000 employees. This multi-generational entrepreneurial background, spanning over 90 years, has informed the family's extensive experience in owning, operating, and investing in closely held businesses, ultimately leading to the formation of 1932 Capital Management. The firm views itself as operators at heart, prioritizing the well-being of each business and its people.While the firm's website indicates over 100 investments in closely held companies, specific portfolio companies are not publicly detailed. Their venture investing arm, NFI Ventures, specifically targets early-stage companies driving innovation and disruption within the supply chain and logistics industry. Minority investments are opportunistic and flexible, spanning various sectors and company stages, including consumer technologies, food & beverage, hospitality, retail, industrials, and other dynamic industries. They partner with innovative entrepreneurs directly or support experienced sponsors.The firm's leadership includes Jared Szychter, who leads 1932 Capital Management and collaborates with the fourth generation of the Brown family to oversee NFI Ventures. This blend of family legacy and dedicated leadership brings a unique operational expertise and a collaborative, patient approach to their investments, aiming for long-term success for their portfolio companies.

2M Companies is a family-led investment and philanthropic organization founded by Morton H. Meyerson. The firm operates with a core humanitarian principle: to help others, promoting dignity, equity, and a healthy mind, body, and spirit. These values guide their investment decisions, the people they collaborate with, and the relationships they foster. They actively seek creative solutions to contemporary challenges, applying original ideas to the complexities of the human experience.The firm's roots are deeply intertwined with Morton H. Meyerson's distinguished career as an entrepreneur and innovator, particularly his pioneering roles in technology services at companies like Electronic Data Systems, EDS/General Motors, Perot Systems, and duPont Glore Forgan. Today, he and his family oversee a network of organizations designed to channel private capital towards the creation of social good. This commitment is reflected in their belief in "virtuous cycles," where profits from their businesses and investments are shared with employees and communities, directly supporting their philanthropic foundations.2M Companies has a broad investment history spanning over 35 years, encompassing hundreds of investments. Their portfolio includes companies such as Lucidchart, Picmonic, Cognition Therapeutics, Answers, and Rackspace. The firm focuses on early-stage investments, typically participating in Seed and Series A rounds, with a strong emphasis on technological entrepreneurship and sectors that align with their social impact mission.The leadership team includes Morton Meyerson, Marti Meyerson, and Ian Trumpower, alongside other key personnel like Steve Leeke, Sharon Shoham, Trevor Cohen, and Antonio Perez. The firm's operations are closely linked to the Morton H. Meyerson Family Foundation and the Marlene Nathan Meyerson Family Foundation, which pursue Tzedakah projects focused on assisting underserved communities, providing access to basic human needs, and supporting Jewish organizations and programs.

Aakash Emprise is an investment firm dedicated to cultivating success by supporting and growing impactful businesses. The firm provides both capital investments and strategic guidance to high-potential small and medium-sized enterprises (SMEs) and select start-ups. Their mission is to create meaningful change by fostering businesses that offer impactful solutions while generating long-term value for investors and global communities. Aakash Emprise takes a long-term view on building companies with a positive societal or environmental impact, focusing on sectors essential to society such as education, healthcare, wellness, food, and energy.The firm was founded in 2021 by Mr. Aakash Chaudhry, who brings extensive experience from his role as Co-founder, Managing Director, and CEO of Aakash Educational Services Limited (AESL) until 2023. Prior to his tenure at AESL, Mr. Chaudhry worked with leading IT companies like Infosys Technologies and Cognizant Technology Solutions. Aakash Emprise operates as his family office, through which he makes investments in private and public markets. He is also currently leading Aakash Life, a healthcare, beauty, and wellness retail business, and Sparkl Eduventures Pvt. Ltd., an online tutoring venture.Aakash Emprise's portfolio includes notable investments across various sectors. Key portfolio companies and successful exits include Simplilearn, an online training and professional certification course provider, and VLCC, an operator of wellness and beauty services centers, both of which have been acquired. Other investments include Bombay Shaving, Heyo, Dextres, Xume, Yuno Learning, Plutos ONE, HONO, Inc42, National Stock Exchange of India (NSE), and Xyone. These investments span areas from online education and personal care to financial technology, human capital management, and biotechnology.The team at Aakash Emprise, led by Mr. Aakash Chaudhry, leverages decades of experience in building and growing large enterprises. Mr. Chaudhry's background in education and IT, coupled with his strategic vision, enables the firm to offer tailored advice and comprehensive support to its portfolio companies. The firm emphasizes partnership development, forging strategic alliances with industry experts, investors, and thought leaders to provide resources and mentorship, empowering entrepreneurs to thrive and turn innovative ideas into successful ventures. The team, comprising 7 members including 2 partners and 1 principal, is committed to developing and implementing socially and environmentally responsible practices across all business development areas.

Abry Partners is a leading private equity investment firm based in Boston, Massachusetts, with a core focus on media, communications, business services, and information sectors. Established in 1989, Abry has built a reputation for partnering with management teams to drive growth, operational efficiency, and long-term value. The firm targets investments in North America and selectively in Europe, managing a diverse portfolio of companies across its key verticals. With decades of sector-specific experience, Abry Partners stands out for its deep industry knowledge and hands-on investment approach. The firm typically invests in established, cash-flow-positive companies, deploying capital across a range of transactions including buyouts, recapitalizations, and growth equity. Its team of experienced professionals works closely with portfolio companies to support strategic initiatives, M&A execution, and operational improvements. Abry has raised over $14 billion in capital across multiple funds and continues to expand its footprint by identifying scalable business models and strong leadership teams. The firm's consistent success is rooted in its disciplined investment philosophy, strong relationships, and commitment to delivering value for both its investors and the companies it supports.

Adit Ventures is a New York-based venture capital firm established in 2014, specializing in late-stage, privately held, venture-backed businesses. The firm focuses on identifying attractive pre-IPO opportunities that align with significant secular growth trends. Their investment strategy is underpinned by a thematic approach, combining bottom-up fundamental analysis with a long-term investment horizon of three to five years. Adit Ventures aims to provide investors, including family offices and institutions, access to high-growth private companies by acquiring both primary and secondary shares from a global network of relationships.The firm was co-founded by Eric Munson, who serves as the Chief Investment Officer and Managing Partner. Adit Ventures Management, LLC, the investment management entity, was founded in 2016 by Eric Munson and Daniel McCooey. Munson, with over four decades of experience in financial services, established Adit Ventures to democratize access to innovative, late-stage growth companies that are increasingly remaining private for longer periods before a liquidity event. The firm emphasizes ethical, mission-driven investing, seeking to generate healthy returns while making a positive impact.Adit Ventures has built a diverse portfolio of notable companies across various high-growth sectors. Key investments include prominent names such as SoFi, Lyft, Robinhood, Airbnb, Spotify, Palantir, Turo, Flexport, Netskope, Rubrik, Animoca Brands, Noom, Phenom, r4 Technologies, Somo, ImmunoGenesis, Azarus, Playter, and Fictiv. These investments span industries driven by artificial intelligence, financial technology, cloud computing, health-tech, defense-tech, space technology, big data, cybersecurity, and the shared economy.The team at Adit Ventures brings a wealth of experience to their investment activities. Led by Eric Munson, the firm's leadership includes professionals like Tom Munson, Justin Dennis, Constantinos Petrides, and Jon Cholak, who joined as Managing Director and Portfolio Manager to expand the firm's early-stage venture platform, Adit Genesis. The team's collective expertise in venture capital, corporate finance, and alternative asset management enables them to conduct thorough diligence and provide insights on market trends, fostering strong partnerships with both portfolio companies and investor partners.

Founded in 1984, Advent International is one of the largest and most experienced global private equity firms. With decades of industry leadership, it has established a strong track record of successful investments and deep sector expertise. Advent has invested in over 420 private equity transactions across 43 countries. The firm partners with management teams to accelerate growth through strategic support, operational improvement, and long-term vision alignment. With $94 billion in assets under management as of December 31, 2023, Advent primarily focuses on buyouts and growth equity investments across five key sectors, maintaining a flexible and globally integrated approach.

Alaris Equity Partners is a private equity firm that provides alternative financing solutions to private businesses across North America. Instead of traditional equity control investments, Alaris specializes in minority investments through preferred equity, allowing companies to access long-term, non-dilutive capital without relinquishing operational control. This unique model aligns with entrepreneurial values and long-term growth objectives.Founded with a vision to bridge the gap between control equity and debt, Alaris has established partnerships with a diverse portfolio of private businesses in sectors like healthcare, industrial services, business services, and consumer products. Their model ensures consistent returns through monthly distributions while allowing partner companies the flexibility to operate independently and grow organically.Alaris operates with a disciplined investment strategy, focusing on stable, profitable companies with a strong management team and predictable cash flows. The firm typically targets companies in the U.S. and Canada, with revenues between $10 million and $200 million. With a track record of successful partnerships and a commitment to long-term value creation, Alaris continues to be a trusted capital partner in the middle-market private equity landscape.

Alitus Partners is a St. Louis, Missouri-based investment and management company established in 2014. The firm focuses on providing capital and operational expertise to small and lower middle-market businesses to enhance growth and support infrastructure development. They distinguish themselves as long-term investors, typically holding investments for 10 to 20 years, which allows for strategic decisions that prioritize sustained growth over short-term financial metrics. Alitus Partners adopts a hands-on, operationally-focused approach, partnering with existing management teams rather than replacing them, and encouraging equity rollover from key operators.The firm was founded with the mission to build companies that build America, leveraging the extensive operating experience of its principals. The founders collectively possess over 100 years of operating experience, having successfully built their own businesses into industry leaders. This deep operational background allows Alitus Partners to understand and address the growth hurdles faced by small business owners, providing strategic guidance and operational resources to overcome these challenges.Alitus Partners' portfolio includes companies such as SolutionWorks, a provider of paintless dent repair services, and ATRO Engineered Systems, a designer and manufacturer of polyurethane parts for heavy-duty trucks and equipment. Other notable investments include Streamline Recon, an automotive reconditioning company, and Hulsey Environmental Services, which offers non-hazardous liquid waste management solutions. The firm actively seeks investment opportunities across various transaction types, including buyouts, corporate carve-outs, growth capital, management buyouts, and recapitalizations, targeting businesses with revenues between $5 million and $100 million and EBITDA of $3 million to $20 million.The team at Alitus Partners comprises experienced professionals with a blend of operating and investment backgrounds. Key team members include Keith S. Harbison, Founder and Managing Partner, who has a history of building and exiting significant manufacturing businesses. Other team members like Walker Harbison, Director, bring private equity experience from global firms, while Taylor Harbison, Director of Operations, contributes extensive leadership experience from the food service industry. The team's collective expertise and operational focus are central to their strategy of partnering with and growing small businesses.

APAA Investments, LLC is a Dallas, Texas-based investment firm committed to acquiring real estate assets, debt, and businesses. The firm actively seeks investment opportunities, focusing on an acquisition approach to capitalize on market conditions. They are capable of purchasing portfolios, assets, and notes outright for cash up-front, emphasizing their ability to close deals quickly. APAA Investments aims to deploy over $25 million in investment opportunities within a 365-day period.The firm's investment criteria are broad within the real estate sector, targeting income-producing properties with specific parameters such as double-digit cap rates, properties below replacement cost, and locations with high barriers to entry. They are interested in various real estate asset types including Retail, Multifamily, Self-Storage, Office, Industrial, Hospitality, and Land Investments, including residential lots and master-planned communities. Additionally, APAA Investments pursues "Change of Use" and redevelopment opportunities, and well-located "Trophy" commercial and residential properties. Their strategy involves adding value through aggressive lease-up, repositioning, renovation, or effective management.Beyond equity investments in real estate, APAA Investments is also active in debt acquisition, focusing on senior position performing, sub-performing, and non-performing whole loans secured by real estate collateral. They provide short-term commercial loans ranging from $1 million to $15 million for acquiring commercial real estate and businesses, repurchasing debt, or purchasing third-party non-performing notes. The firm also seeks joint venture equity opportunities with an equity requirement between $1 million and $25 million. While primarily focused on real estate, their investment criteria also mention interest in Oil & Gas and other private equity-type investments, companies, and businesses.The team at APAA Investments includes Alex von Gontard as Regional Partner, Peter von Gontard as Senior Investment Analyst, Adie von Gontard IV as Investment Manager, and Andrew von Gontard, Esq. as Director: Legal & Aviation. The firm's operations are based out of Dallas, Texas, and their investment activities span nationwide across the United States, with a preference for primary and strong secondary markets in debt acquisition.

Apeiron Ventures is a private investment office and family-owned investment company based in New York, focusing on opportunistic direct investments. The firm partners with founders and companies that are actively transforming the way society builds, consumes, and learns. Their investment philosophy centers on collaborating with exceptional individuals to achieve extraordinary results, providing bespoke solutions and strategic operating guidance to entrepreneurs and investment partners. Apeiron Ventures leverages its permanent flexible capital and streamlined decision-making process to act swiftly on promising opportunities.Founded in 2017, Apeiron Ventures operates with a history rooted in entrepreneurship, operations, and investment. The firm positions itself as strategic capital, utilizing its extensive background and network to navigate the challenges faced by fast-growing companies. They are committed to supporting entrepreneurs who are building the next generation of businesses that address contemporary societal issues, recognizing these innovators as the future business leaders.The firm's investment mandate includes companies creating innovative products and services across significant markets such as real estate, agriculture, and transportation, as well as those pursuing advancements in human health and wellness. Notable investments by Apeiron Ventures include Lyft, a prominent app-based ride-hailing aggregator, Rubicon Global, a company focused on waste and recycling solutions, Bluon Energy, an energy efficiency firm, Prodea, and Aquaai, which develops robotic fish for water resource protection using AI and biomimicry.The Apeiron Ventures team brings a wealth of experience to its investment activities. David Nage serves as Managing Director, with a decade of experience in the Family Office community, focusing on illiquid investments in venture capital, private equity, and direct investments with a sustainable/impact focus. Jack Fattal, an Associate, contributes a multi-dimensional background as both a lawyer and an entrepreneur. Bill Teitelbaum, an Advisor, has a distinguished career in investment banking, private equity, and as a founder of multiple successful companies, including underwriting one of the original VC funds in the United States.

Appalachian Capital (AppCap) is a private investment firm dedicated to managing the assets of select families and individuals. The firm focuses on establishing long-term investment partnerships, encompassing minority, majority, and buyout scenarios. AppCap demonstrates a particular interest in what it describes as "boring" companies, characterized by stable client bases, recurring revenue opportunities, and/or fragmented industries. Their investment approach often involves highly scalable opportunities, such as "buy and build" strategies, frequently targeting multi-unit or multi-location businesses with a services or consumer goods focus. The firm's permanent capital base provides the flexibility to hold and develop these opportunities over extended periods, distinguishing it from funds with limited time horizons. Geographically, Appalachian Capital concentrates on opportunities within the greater Appalachia region, spanning from western New York to South Carolina. The firm typically considers platform investments with EBITDA between $3 million and $25 million, revenue between $10 million and $100 million, and enterprise values ranging from $8 million to $200 million.Appalachian Capital was founded in 2013 by Jason Allevato. Mr. Allevato brings over a decade of experience in private equity investing and portfolio management to the firm. Prior to establishing AppCap, he was a member of the investment team at Olympus Partners, an operationally-oriented private equity firm, and also worked at McKinsey & Company, a management consulting firm. His career began at Wachtell, Lipton, Rosen & Katz and as an Economist with the United States Department of Commerce, Bureau of Economic Analysis. The firm's institutional values are deeply rooted in its Appalachian heritage, emphasizing hard work (grit), integrity, and mutual respect.Appalachian Capital's portfolio includes investments in companies such as Anytime Fitness and Comfort Keepers, reflecting its focus on consumer services and multi-unit operations. The firm has also been involved as a co-investor in the formation of Fairwood Brands, a group of landscaping companies. AppCap targets a diverse range of industries including Consumer & Retail, Healthcare / Fitness / Wellness, Business Services, Distribution / Logistics, Restaurants / Food & Bev, and Franchises. Transaction types include partnering with small business founders/owners for growth or liquidity, management-led buyouts, corporate divestitures, recapitalizations, going-private transactions, growth capital infusions, mezzanine debt, and other special situations.The firm's leadership, primarily Jason Allevato, possesses extensive expertise across various sectors including industrial, business services, consumer services, restaurant, energy services, and healthcare & wellness. Appalachian Capital positions itself uniquely in the investment landscape, combining the hands-on involvement and flexibility typically associated with a search fund with the substantial capital access and deep experience characteristic of larger private equity firms. This blend allows them to be creative problem-solvers and wise deployers of capital, focused on growth and forward-looking strategies with high ethical standards.

Applied Value Group is a global management consulting firm that specializes in driving value creation and organizational transformation through a hands-on, results-oriented approach. The firm operates with a "Lean Growth" philosophy, focusing on delivering tangible financial impact and measurable results for its clients. Beyond traditional consulting, Applied Value Group also engages in private and public investments, acquiring majority or minority stakes in businesses, and maintains a strong commitment to social impact initiatives.The firm's history dates back to 1997, when it was founded by Bruce Grant and his long-time partner Jan Stenbeck, head of the Stockholm-based Kinnevik Group. Their vision was to establish a consultancy that moved beyond mere presentations, instead focusing on delivering concrete financial value and demonstrable impact. Initially conceived as a hybrid external and internal management consultancy, Applied Value Group has evolved into a fully independent boutique firm with a global footprint, serving a diverse clientele that includes Fortune 500 companies and private equity firms across various industries.Applied Value Group's practice areas encompass Strategy, Finance & Organization; Sales, Marketing & Growth; Supply Chain & Operations; Sourcing & Procurement; Product & Innovation; and Mergers & Acquisitions. They advise and invest across a wide array of sectors, including automotive, industrials, telecommunications, technology, healthcare, manufacturing, and consumer goods. The firm's investment activities often involve applying its consulting methodologies to improve the operational efficiency and growth of its portfolio companies. In August 2025, Applied Value Group received a strategic growth investment from Trivest Partners, a private equity firm, to further scale its offerings and expand its global reach.The team at Applied Value Group is characterized by an intense, entrepreneurial culture that values decisive, highly motivated, and results-oriented consultants. They emphasize early responsibility, a supportive network, and a global working environment, providing opportunities for professional development across their consulting, investment, and social impact practices. The firm seeks candidates with strong business acumen, financial skills, and a willingness to travel, fostering a flat organizational structure where exceptional ideas are recognized at all levels.

Artesian Partners is a permanent capital investment group dedicated to the long-term ownership of small businesses across the United States. Unlike traditional private equity firms, Artesian operates as a family equity firm, leveraging capital from a single family with over 150 years of business ownership experience. This unique structure allows the firm to invest with a multi-decade horizon, prioritizing stability, employee retention, and consistent growth without the typical pressures of a fund-based model. They focus on acquiring established micro-cap businesses with EBITDA ranging from $1 million to $7 million, aiming to be the preferred buyer for sellers seeking a trustworthy and enduring partner for their life's work.The firm was founded in 2021 and is headquartered in the Denver, Colorado area, with additional offices in Minneapolis and Chicago. Artesian Partners emphasizes a values-driven approach, centered on doing the right thing, putting people first, and continuously striving for improvement. Their investment model is characterized by acquiring businesses with equity only, avoiding third-party debt in transactions, which de-risks companies from short-term uncertainties and allows for free reinvestment of cash flow.Artesian Partners is industry-agnostic, seeking great companies across various sectors. Their portfolio includes businesses in areas such as monitoring equipment, consumer non-durables, and business/productivity software. The firm is prepared to either step in and operate acquired businesses, work through a transition period with existing ownership, or back the current management team in a recapitalization, depending on the specific needs of each company.The leadership team at Artesian Partners includes Matt Newill as CEO and Derria Banta as COO, supported by a diverse group of professionals in finance, operations, business development, and technology. The team also features individuals leading portfolio companies, such as Chad Danz (CEO of PMG), Doug Pederson (CEO of Hexagon Machine & MFG), Kyle Brengel (CEO of Trace Fiber Services & CC & E), and Nick Wheeler (CEO of Tra-Cal Calibration Lab), reflecting their hands-on approach to business stewardship.

Astara Capital Partners is a private equity firm that focuses on control equity investments in middle-market companies. The firm distinguishes itself by being an integrated team of investors and operators, bringing both capital and strategic resources to its portfolio companies. Their investment philosophy centers on building sustainable value by making companies fundamentally better, rather than relying heavily on financial leverage. They aim to partner with management teams to transform businesses into industry leaders, often engaging with founder- and family-owned companies.Founded in 2020, Astara Capital Partners was established by Michael Ranson, a long-time partner at Blue Wolf. The firm was formed with a team that has over 100 years of cumulative experience in middle-market investments, having participated in control equity investments and held C-level positions across various business cycles. Astara Capital Partners is headquartered in New York, New York.Astara Capital Partners targets a diverse range of sectors where its team has deep experience, including packaging & converting, food processing & distribution, building & forest products, aerospace/defense/government contracting, niche manufacturing, and business & industrial services. Notable investments include Garlock Flexibles (acquired in 2021 and later merged with C-P Flexible Packaging in 2025), Wyandot Snacks (2023), Del-Air Heating and Air Conditioning (2022), Ally Building Solutions (2024), and BDV Solutions (2021).The firm's team comprises experienced investors and operators, including Managing Partner Michael Ranson, Partners Rob Groberg and Lindsey Tannenbaum, and Operating Partners Chris Curti and Chad Barton. Astara emphasizes a hands-on approach, leveraging its network of operators and advisors to provide strategic and functional expertise to portfolio companies. They are signatories to the UN Principles for Responsible Investing (PRI) and integrate ESG principles into their investment decisions and operational approach, aiming to build companies that are good corporate citizens and contribute positively to society.

Astria Elevate is a growth and operations-focused private investment firm dedicated to partnering with founders and family-owned businesses to accelerate their growth. The firm primarily engages in control transactions, seeking companies based in the US or Canada with EBITDA ranging from $3 million to $30 million and EBITDA margins exceeding 10%. They target businesses characterized by recurring revenue and low capital expenditure requirements, aiming to provide more than just capital by actively engaging in operational and strategic enhancements.Astria Elevate was formally launched in June 2025, co-founded by Shaun R. Gordon and John S. Ehlinger, although PitchBook indicates its founding year as 2024. The firm was established with the mission to bring a hands-on, value-driven approach to lower-middle-market companies. This strategy leverages the extensive backgrounds of its founders and team members as both investors and operators, aiming to unlock transformative growth through operational expertise and strategic vision.The firm's current portfolio includes Entro Communications, a Canadian experiential design company specializing in placemaking and wayfinding; Impact XM, a global experiential marketing agency; and One, Inc., a leading insurance payments platform. Astria Elevate also lists Pristine Environments, a facilities services company, as a successfully exited investment, highlighting the team's track record in building and scaling businesses.The team at Astria Elevate comprises seasoned experts and operators, including Shaun Gordon, who serves as Managing Partner and co-founder, and John Ehlinger, also a co-founder. Shaun Gordon's background includes founding and leading AGI Partners, a private equity firm, and co-founding and serving as Chairman of Pristine Environments, where he drove significant growth and a successful exit. The firm emphasizes its collective operational expertise and strategic vision to empower management teams and drive substantial, sustainable growth.

Axon Partners Group is a global investment and consulting firm that focuses on technology and innovation. The firm operates with a dual approach, offering both investment management and strategic consulting services. They partner with visionary leaders to drive innovation and create value in the technology sector, while their consulting arm provides insights and expertise for strategic, commercial, policy, and investment decisions. Axon Partners Group emphasizes effective strategies and investments to leverage innovative technologies for a better world.Founded in 2006 by Francisco Velázquez, Axon Capital and SVP Advisors initially operated as two separate entities in Madrid. Axon Capital focused on tech transfer venture capital, aiming to extract value from university technologies in Spain, and secured its first tech transfer VC fund in July 2007. SVP Advisors, on the other hand, extended Velázquez's consulting experience internationally. In 2012, Axon Capital and SVP Advisors merged to form Axon Partners Group, expanding their team and global reach. The firm successfully completed an IPO and was listed on the Madrid Stock Exchange, raising approximately €12 million.Axon Partners Group has a diverse portfolio with investments in various technology-driven companies. Recent investments include Dynamics VR, ISAAC (Construction and Engineering), and Grodi (Agriculture). The firm has also invested in companies like Taalentfy, a technology platform for employability and career guidance, and Odders, an XR company specializing in virtual reality games and applications. Other notable investments include Metricool, Instaleap, and W•SENSE. Axon Partners Group has also made 43 exits, with its latest being from Dogfy Diet in October 2025.The firm's team comprises over 100 seasoned professionals across its Consulting and Investment divisions, with diverse backgrounds and nationalities. This international team combines multi-sector tech expertise with a proven investment and advisory track record, aiming to deliver the agility of a boutique firm with the capabilities of a global company. Key management includes Francisco Velázquez as Chairman and Managing Partner, and Alfonso de León and Dimitri Kallinis as Managing Partners and Board Members.

Bagnols Family Office Investment Partners is a single-family office established in 2017, based in New York City. The firm focuses on investing in privately held companies with strong growth prospects, specifically those demonstrating organic growth of 10% or more annually. They also seek to enhance this growth through accretive strategic acquisitions. Bagnols Family Office is flexible in its deal structures, engaging in both minority growth equity investments and traditional control buyouts.The firm's investment philosophy centers on partnering with existing founders and management teams who wish to retain substantial ownership due to their bullish outlook on the business. Bagnols Family Office utilizes long-term, patient family office capital, allowing them to hold investments longer than many private equity funds. Their criteria include companies with $10-$30 million of EBITDA and successful business models that generate high returns on capital. Equity investments typically range from $10-$100 million per deal, with $25-$50 million being the most frequent size.Bagnols Family Office targets a diverse range of industries, including business services, industrial services, transportation and logistics, technology services, food, healthcare services, pet care, and real estate. Notable companies within their portfolio include Voyager Global Mobility, Terravet, and GCOM.The firm was founded by Sam Levine, an experienced private equity investor with 25 years of experience in middle-market companies. Prior to establishing Bagnols Family Office, Mr. Levine held prominent roles such as Head of Private Equity at Roundtable Investment Partners, Head of Private Capital at Blue Mountain Capital, and Co-Head of Private Equity at Eos Partners. He has led numerous private equity investments and served on various boards, bringing extensive expertise in sectors like business services, industrial services, healthcare services, transportation and logistics, finance companies, consumer, and pet care.

Banner Capital Management, LLC is a private equity firm headquartered in Lehi, Utah, specializing in providing partnership capital to family-owned and founder-led businesses across the Western United States. Founded in 2018 by Tanner Ainge, Banner focuses on the lower middle market, targeting companies with EBITDA between $4 million and $15 million, and typically invests $15 million to $60 million per transaction. The firm emphasizes long-term partnerships, offering tailored capital solutions to support growth and succession planning. With a strategic focus on the Intermountain West, Banner invests across the services, consumer, industrial, and healthcare sectors. The firm's approach combines financial investment with operational expertise, leveraging a network of advisors and industry professionals to help portfolio companies navigate complex business challenges and achieve sustainable growth. Banner's commitment to aligning with the vision and values of its partners has earned it recognition, including being named to Inc.'s 2024 list of Founder-Friendly Investors. As of June 2025, Banner Capital Management manages approximately $653 million in assets under management (AUM). The firm's portfolio includes investments in companies such as Western Pavement Services, Vision Graphics, and Queen of Wraps. Banner continues to seek opportunities to partner with high-character leaders and strong businesses, aiming to create lasting value for its investors and the communities it serves.

Berggruen Holdings is a global investment firm that serves as the direct investment vehicle of the Nicolas Berggruen Charitable Trust. The firm deploys proprietary capital across a diverse range of industries, continents, and asset classes, including direct private equity, real estate, alternative energy, financial instruments, and basic industry startups. They are known for their long-term, value-oriented investment approach, often building their portfolio organically through acquisitions and strategic partnerships. Berggruen Holdings is prepared to invest up to $200 million in a single transaction, demonstrating significant financial capacity and flexibility due to operating without external capital commitments or fund structures.Founded in 1984 by Nicolas Berggruen, the firm originated from his early investments in real estate and public stocks, utilizing his trust fund. Over the past two decades, Berggruen Holdings has made hundreds of investments globally, expanding into private equity, venture capital, and hedge funds. Nicolas Berggruen, a German-American billionaire investor and philanthropist, established the firm to manage his investments and later co-founded the Berggruen Institute, a non-profit think tank focused on governance, economic systems, and technology.The firm's portfolio showcases a wide array of investments. Notable recent ventures include Chemify (2025) in the healthcare sector, and earlier investments in Story (2023), iLoF (2022), and prePO (2022) in seed and Series A rounds. Berggruen Holdings has also made significant acquisitions such as TLC Companies (2019) and has a strong presence in real estate, including a partnership with Firebird Grove for multi-family properties in New York City (2020) and extensive holdings in Berlin and Portland, Oregon. Other past investments span diverse areas like International Education Corporation, Thunder Funding (transportation factoring), and Telnic (a TLD operator).Berggruen Holdings is led by a seasoned team, with Nicolas Berggruen as Investment Advisor and Justin Topilow as Chief Executive Officer. The leadership also includes Koonal Gandhi as Chief Investment Officer and Eleanor Hsu as Managing Director of Investments. The team's global reach is evident through Managing Directors specializing in regions such as Global Real Estate, Germany, Europe, France, Turkey, and India, reflecting the firm's diversified international investment strategy and expertise across various asset classes and geographic markets.

Berkshire Partners LLC is a 100% employee-owned private equity firm founded in 1984 and headquartered in Boston, Massachusetts. The firm specializes in investing in high-potential middle market companies, typically making equity investments ranging from $50 million to $500 million in businesses with enterprise values between $100 million and $1.5 billion. Berkshire Partners focuses on partnering with management teams to help grow their businesses and create long-term value. The firm has developed deep industry expertise across several sectors including consumer products and retail, business and consumer services, healthcare, industrials, technology, and communications. Berkshire Partners applies a collaborative investment approach that emphasizes relationships, integrity, and teamwork, aiming to transform middle market companies into enduring market leaders. The firm manages both private and public equity investments, with its public equity group, Stockbridge, founded in 2007 to manage a concentrated portfolio of long-term investments. With over 150 private equity investments since inception and aggregate capital commitments exceeding $16 billion, Berkshire Partners is currently investing from its Fund XI, which closed in 2024 with approximately $7.8 billion in commitments. The firm is committed to responsible investing practices, including ESG considerations and a goal of net zero greenhouse gas emissions by 2050 or sooner across its portfolio and operations. Berkshire Partners maintains offices in Boston and New York City and employs approximately 147 people.