Bodnar Investment Group

What Bodnar Investment Group does

Bodnar Investment Group is a privately held family office headquartered in Nashville, Tennessee, that acquires and holds lower middle market companies. The firm pursues control equity investments in family or founder-owned businesses with $5mm to $50mm in revenue and $1mm to $10mm in EBITDA, primarily in the Southeast US (Tennessee, southern Kentucky, Georgia, Alabama), and positions itself as a non-adversarial alternative to traditional private equity. Its stated differentiators are a 45-60 day close timeline, minimal diligence burden relative to institutional PE, and a partnership model in which selling management typically retains a significant equity stake in nearly every transaction. The portfolio spans at least 12 companies across software, manufacturing, information technology, food and beverage, retail, commercial real estate, packaged goods, and agriculture, with named holdings including Tazikis, Martin's BBQ Joint, Civis Bank, Fresh Hospitality, Fresh Technology, Togo Technologies, Maverick Costa Rica, Sunlight Mountain, Fatback Pig, Tacomac, and Bracket Computing.

The firm operates with a small team of 1-10 employees and does not develop or sell technology products. Deal sourcing is relationship-driven through direct outreach to founders, professional networks, and inbound contact via the company's website; there is no traditional sales or marketing organization. Pricing is not applicable in a product sense because the firm acquires businesses rather than selling goods or services with published price points. Revenue is not disclosed, consistent with family-office norms, and economic value is generated through long-term equity appreciation in portfolio companies rather than through disclosed top-line revenue. The firm explicitly characterizes itself as a 'family of business owners and operators' emphasizing continuity, employee welfare, and succession outcomes for founders rather than short-hold financial engineering.

Name

Bodnar Investment Group

Legal name

Bodnar Investment Group

Website

https://bodnargroup.com

Company type

Private

Operating status

Operating

Headcount range

1–10 employees

Short description

Bodnar Investment Group is a Nashville-based family office that acquires lower middle market, family or founder-owned businesses in the Southeast US with $5mm-$50mm revenue and $1mm-$10mm EBITDA, closing deals in 45-60 days and typically retaining management equity.

Ownership category

akta.pro rank

Product category

Family Office / Private Equity Investment Services

NAICS

Management of Companies and Enterprises (55111)

akta.pro primary industry

Family Office Investment Platforms & Direct Investing (PE/VC/Co-Invest) (FSAAADAH)

Keywords

• Family office investments
• Lower middle market acquisitions
• Control equity investments
• Business succession investing
• Diversified portfolio holdings

Headquarters

HQ city

Nashville

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2B

Offering type

Services

Cost components

Personnel, Operations, Others

Revenue model

1. Investment Returns and Portfolio Company Performance: As a family office, Bodnar Investment Group generates returns through equity investments in portfolio companies across diverse industries including software, manufacturing, information technology, food and beverage, retail, commercial real estate, packaged goods, and agriculture. They focus on control acquisitions in the lower middle market with the goal of building upon existing business foundations and creating long-term value.

Go-to-market motion1 record

Distribution channels1 record

Marketing channels3 records

Core offering

Bodnar Investment Group is a Nashville, Tennessee-based family office that acquires controlling equity stakes in lower middle market companies generating $5mm to $50mm in revenue and $1mm to $10mm in EBITDA. The firm focuses on family or founder-owned businesses in the Southeast US, primarily in services, manufacturing, distribution, and technology, with an industry-agnostic approach. Acquired companies become part of a diversified portfolio that spans software, information technology, food and beverage, retail, commercial real estate, packaged goods, and agriculture.

Product overview

Bodnar Investment Group is a family office investment firm, not a technology product company. The core offering is lower middle market acquisition and investment services, targeting companies with $5mm-$50mm revenue and $1mm-$10mm EBITDA. The company manages a diversified portfolio of portfolio companies across various industries including software, manufacturing, information technology, food and beverage, retail, commercial real estate, packaged goods, and agriculture. Their portfolio includes: Maverick Costa Rica, Fresh Technology, Fresh Hospitality, Civis Bank, Martin's BBQ Joint, Togo Technologies, Tazikis, Sunlight MTN, Fatback Pig, Tacomac, and Bracket Computing.

Differentiator

Problem solved

Functional benefit

Products and services

• Lower Middle Market Acquisition Services Acquisition of controlling equity stakes in private companies generating $5mm to $50mm in revenue and $1mm to $10mm in EBITDA, focused on family or founder-owned businesses in services, manufacturing, distribution, and technology in the Southeast US. Includes management equity participation and a 45-60 day close capability.

Quantifiable outcome

• Close transactions in 45-60 days

Named customers11 records

Segments1 record

Ideal customer profiles1 record

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Scale indicators4 records

Recent moves4 records

Expansion highlights4 records

Broad incumbents

• Pritzker Private Capital: Family office of the Pritzker family pursuing control acquisitions of operating businesses, with a longer-term, operator-oriented approach similar to Bodnar. Larger in scale and broader in deal reach, but conceptually the closest analog among well-known family offices doing direct acquisitions.
• Solamere Capital: Family-affiliated investment firm pursuing direct investments in operating businesses with a long-term, operator-oriented approach. Operates at typically larger scale than Bodnar but shares the family-office DNA and patient-capital philosophy.

Direct peers

• Shore Capital Partners: A lower middle market PE firm focused on control investments in founder/family-owned businesses, typically with $5-50mm of revenue. Operates with a partnership-oriented, founder-friendly model that closely mirrors Bodnar's thesis and deal size.
• Hadley Capital: Lower middle market PE firm investing in profitable, founder/family-owned businesses with $5-50mm in revenue and $1-10mm in EBITDA. Their preference for owner phase-outs and partnership with existing management is highly aligned with Bodnar's approach.
• WestView Capital Partners: Lower middle market PE firm investing control equity in profitable, growing companies with strong management teams. Their partnering orientation and target deal profile are directly comparable to Bodnar's criteria.
• Trinity Hunt Partners: A lower middle market PE firm focused on partnering with family/founder-owned businesses in services, manufacturing, and distribution. Its deal size criteria and partnership philosophy align closely with Bodnar's stated approach.
• Bayshore Capital: Lower middle market PE firm focused on family/founder-owned businesses in the Southeast US, with a partnership-oriented investing approach. Geographic overlap with Bodnar and matching deal criteria make it a direct regional analog.
• Shoreline Equity Partners: Lower middle market PE firm partnering with family/founder-owned businesses in services, manufacturing, and distribution. Similar revenue/EBITDA banding and partnership-style approach make it a direct comparable to Bodnar's strategy.
• Argand Partners: Middle market PE firm pursuing control investments in founder/family-owned businesses. Differentiates itself through a partnership approach with management, similar to Bodnar's emphasis on management equity participation.
• Excellere Capital Partners: Lower middle market PE firm focused on control investments in services, manufacturing, and distribution businesses with $5-50mm revenue. Founder-friendly, partnership-driven orientation mirrors Bodnar's investment style.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat4 records

Key risks5 records

Key highlights6 records

Customer concentration

• LinkedInlinkedin.com/company/bodnar-investment-group-inc-

Revenue estimate

Valuation estimate

Number of profiles

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Bodnar Investment Group