Build a Holdco

A repeatable operating system for compounding acquisitions.

We work with proven operators to build durable holding companies — from thesis and sourcing through financing, close and integration.

The Holdco Operating System

Six disciplines. One repeatable process.

  1. 01

    Thesis

    Define the acquisition thesis, target profile and value-creation levers.

  2. 02

    Source

    Curated on-market and proprietary off-market deal flow.

  3. 03

    Underwrite

    Commercial, financial and operational diligence with quality of earnings.

  4. 04

    Finance

    Capital stack design — SBA, senior debt, seller paper, equity co-invest.

  5. 05

    Close

    LOI through legal, escrow and funding, coordinated end to end.

  6. 06

    Integrate

    First-100-day plan, operating cadence and reporting infrastructure.

Who It's For

Operators building a platform.

Proven Operators

Founders and CEOs with a run of profitable growth ready to compound through acquisition.

Independent Sponsors

Deal principals building a platform with a repeatable thesis and disciplined underwriting.

Family Offices

Long-hold capital seeking operator-led platforms with clear governance and reporting.

Build a generational holding company with us.

Book a strategy call to map your thesis, capital plan and first acquisitions.