Insight
Why Patience Beats Speed in Acquisitions
Rushed acquisitions create costly risks. Discover why patience, not speed, drives lasting success in mergers and business growth.
November 3, 2025
Insights
Holding Company Blog
Essays and research on holding-company strategy, acquisitions, real estate, capital allocation, and building durable businesses for the long term.
Research
Information Tech and Software Market Research Report & Statistics
Market research report for information technology and software sector.
October 30, 2025
Insight
Playing the Infinite Game as a Holding Company
Business isn’t about winning once, it’s about playing infinitely. Learn how holding companies thrive through purpose, flexibility, and endurance.
October 29, 2025
Insight
Behind the Name: Why “Hold”
Explore why the simple word 'hold' powers holding companies—balancing control, care, and stability in business with quiet strength and clarity.
October 27, 2025
Insight
Do Holding Companies Need Logos?
Do holding companies need logos? Explore how branding impacts trust, perception, and professionalism, even for behind-the-scenes businesses.
October 22, 2025
Insight
Why Nobody’s Heard of Us (and That’s Fine)
We thrive without the spotlight—quietly building, investing, and succeeding while others chase headlines. Strength over popularity.
October 20, 2025
Insight
Our Thoughts on Minority Stakes
Minority stakes offer capital, insight & flexibility without control—driving growth, alignment, and resilience while empowering founders to lead.
October 15, 2025
Insight
Buying Businesses Without Taking Control
Own businesses without running them. Learn how minority ownership offers profits, influence, and freedom, without the daily grind of operations.
October 13, 2025
Insight
Why We Like Weird Cash Flow
Discover why irregular 'weird cash flow' can mean higher margins, less competition, and unique opportunities for holding companies.
October 8, 2025
Insight
Our Playbook for First-Year Changes
A strategic first-year playbook for holding companies—laying solid foundations, driving growth, and building lasting business success.
October 8, 2025
Insight
Why We Rarely Touch Marketing First
We prioritize understanding the business foundation, customer needs, economics, and delivery, before investing in marketing efforts.
October 7, 2025
Fixing a Business Without Breaking It
If it ain't broke don't fix it
September 30, 2025
Insight
Signs a Business Isn’t Ready to Be Bought
In our experience, there are sell telling signs that indicate whether or not a business is truly ready to be acquired.
September 19, 2025
Portfolio Company Micromanaging Doesn't Work. Here's Why.
Trust is not a slogan for us. It is a system with rules, tools, and incentives that make autonomy safe.
September 19, 2025
Research
E-Commerce/Retail Market Trends 2025
A management report of the trends and dynamics impacting e-commerce in 2025 and beyond
September 19, 2025
Insight
Growth at All Costs? No Thanks
Growth at all costs may work for VC, but VC represents a small % overall business strategies.
September 8, 2025
Research
Business Planning: Ultimate Guide to Writing a Business Plan for Investors
Dive into our ultimate guide for building your business plan
September 5, 2025
Insight
Burnout Is a Sign of a Bad Business Model
Burnout isn’t a personal flaw, it’s a design flaw. This article explores how poor operating models create exhaustion and how better systems protect…
September 5, 2025
Why We’re Skeptical of “Founder-Friendly” Deals
Promises and results in "founder friendly" deals can vary widely.
September 1, 2025
Insight
Our Favorite Questions to Ask Founders
Discover the key questions we ask founders, how they reveal vision, grit, and fit, and why thoughtful dialogue shapes our investment decisions.
August 22, 2025
Insight
What We Look for in SMB Acquisitions
When we look to make acquisitions (without the aid of private equity partners), we have specific criteria. Here's more clarity.
August 19, 2025
Insight
The First 100 Days After an Acquisition
Master the first 100 days post-acquisition with a proven roadmap for trust, momentum, and long-term value in your newly combined business.
August 18, 2025
How We Think About Legacy
Discover how disciplined choices, long-term thinking, and people-first practices shape a legacy built on purpose, patience, and enduring impact.
August 15, 2025
Insight
AI’s Role in Scaling Portfolio Company Growth & Efficiency
We use AI in vetting, acquiring and scaling portfolio companies. Here's how.
August 13, 2025
Tell Us Your Vision. We'll Help You Get There.
Whether you're an owner considering an exit or a partner exploring a transaction, start a confidential conversation with our team.