A real estate agent and a long-haul trucker have more in common than you think. Moatable is building a software business around the small decisions that make their working days pay.
Celebrity events taught EFG how attention travels. Its next act puts that experience to work in influence strategy, international expansion and innovation advisory.
Hoffmann Family of Companies has assembled more than 200 brands without choosing a single industry. Its real product is patient ownership - and a portfolio designed to make unlikely neighbors useful to one another.
A.E. Perkins has assembled benefits administration, payroll, direct primary care and payment infrastructure under one long-term owner. Its pitch is less about disruption than about making the machinery of work and healthcare reliably disappear into the background.
A private, people-first investment firm in suburban Kansas City has spent two decades assembling a coast-to-coast family of specialty construction companies - and betting that patient ownership beats the quick flip.
Most investment firms buy a stake and hope. IQVentures buys the whole company, plugs in its own payment rails and risk models, and runs it - a bet that grew into a $504 million take-private of a national retailer.
Most private equity firms rent companies for five years and flip them. Tide Rock buys them with cash, keeps them forever, and mails owners a check every quarter. It is a quieter idea - and it has compounded into more than a billion dollars of buying power.
Upfront Inc doesn't pick one lane. From a Newport Beach office it runs mental-health programs, diagnostic labs, call centers and a PR shop as parts of the same growth engine.
OwnersEdge buys healthy companies, folds their employees into one diversified ownership plan, and keeps the exit door shut. Its wager is that patient capital, shared services and a stake for the people doing the work can turn succession planning into a durable growth model.
Rudy Larsen skipped college, started a lawn-care crew in 2006, and turned it into a Utah family office that now buys, builds, and runs a portfolio of service and tech companies. The pitch is unusual for money managers: they would rather be in the truck than in the boardroom.
Potawatomi Ventures turns casino and enterprise profits into data centers, federal contracts and fresh-food gas stations - and measures every bet against the next 150 years, not the next quarter.
For 17 years, Simplify Healthcare quietly ran the paperwork behind 70-plus health plans. In late 2025 its founder folded that experience into a four-company group betting that operational scar tissue, not just models, is what makes enterprise AI actually work.
Morgan Street Holdings grew from a handshake with McDonald’s into a four-company portfolio touching logistics, loyalty, drinkware and workplace dining. Its pitch to founders is unusually simple: keep building, without an exit date hanging over the calendar.
The Providence Groups turned a long-term-care operator in White House, Tennessee into a ten-company family office that bets on septic pumping, nurse staffing, and construction - the businesses nobody posts about.
Napkin Inc. is a Miami-founded, Abu Dhabi-incorporated company that buys, builds and grows cash-flowing digital service providers - creative agencies, SaaS, fintech and e-commerce shops - and rolls them into a shared, revenue-sharing structure it likens to turning digital transactions into tradable royalty streams. Led by co-founder and CEO Matthew Liberto, the company batches acquisitions of 'digital disruptors' and gives selling founders and staff common equity rather than the preferred-heavy terms of a traditional private-equity fund. Its work has since expanded into Napkin Deals, an online marketplace connecting buyers, sellers and capital providers across M&A, financing and digital-asset transactions.
Catalyst is a Jakarta-based holding company that builds and operates luxury lifestyle e-commerce platforms in Indonesia. It is the company behind Jamtangan.com, the country's leading online-and-offline watch retailer launched in 2014, and voila.id, an Indonesian luxury multibrand fashion destination. Catalyst pairs these consumer brands with an in-house Growth & Tech team that engineers the storefronts, apps, logistics and marketing systems behind them, blending online retail with a growing network of physical flagship and offline stores.
Annie Aesthetic is a medical-aesthetics holding company that partners with and acquires leading medical spas across the United States. Incubated by Tucker's Farm Corporation in May 2022 with roughly $30 million of equity capital, it provides its partner clinics with growth capital, operations, marketing, recruiting, technology and legal/regulatory support while keeping founders and operating teams in place. By late 2025 the platform had grown to about $65 million of revenue across 12 medical-aesthetics brands, backed by InterAlpen Partners, Brookside Equity Partners and Plexus Capital.
Meriton is an Irving, Texas-based national alliance of independent commercial HVAC manufacturer representatives. Founded in 2019 and led by Chairman & CEO Jerry Braun, it unites market-leading rep firms under a shared-services model - giving local businesses access to national scale, engineering depth, and corporate support in finance, HR, IT, safety, training, and marketing while letting them keep their names and local autonomy. Through more than two dozen acquisitions, Meriton now spans 19 operating brands, 44 locations, roughly 26 states, and 2,100+ employees serving manufacturers, contractors, engineers, and building owners across commercial, industrial, and institutional markets.