Insight
In Praise of Unsexy Businesses
Unsexy businesses quietly generate steady cash flow, reduce risk, and create lasting value—making them smart investments for disciplined…
August 7, 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.
Insight
Why Profitability Matters More Than Hype
Every month in the entrepreneurial ecosystem another headline screams that a pre-revenue start-up has raised eight figures on the strength of a…
August 4, 2025
Insight
Legacy Planning: Pairing CRTs With Life Insurance to Benefit Your Heirs
When you spend decades starting, acquiring, and building businesses under the umbrella of a holding company , the conversation eventually shifts from…
July 17, 2025
Holding Companies Are the Future of Entrepreneurship
Holding Companies Represent the Next Level of Entrepreneurship
July 12, 2025
Insight
The Power of Boring Businesses in a Holding Portfolio
When most founders and investors picture the ideal addition to a holding company , their minds jump to high-growth software, patented biotech, or…
July 2, 2025
Why We Don’t Chase Unicorns
As a holding company that starts, acquires, and builds businesses by investing capital, time, talent, and technology, we’re constantly exposed to the…
July 1, 2025
Using CRTs to Defer Taxes and Maximize Income in Retirement
Entrepreneurs who pour years of capital, time, talent, and technology into a growing venture—often inside a holding company —eventually face the…
July 1, 2025
Turn $2M Into Income for Life: A Smarter Way to Sell Stocks or Real Estate
If you currently sit on roughly $2 million of highly appreciated stocks or property, you’re in rarefied air—but also in a bind. Hitting “sell”…
July 1, 2025
The Wealth Preservation Power of Charitable Remainder Trusts
Running a holding company means you’re always looking for structures that let you recycle capital, shelter gains, and still sleep at night knowing…
July 1, 2025
The Solo Holding Company: Is It Viable?
Building a portfolio of businesses used to be the domain of large conglomerates staffed with armies of analysts, accountants, and lawyers. Today,…
July 1, 2025
New Partnership Marks Multi-chain Evolution for Smart Contracts
Dui id ultrices neque, risus libero justo. Dolor adipiscing orci, pharetra, sociis. Eget tempus viverra quisque orci tortor, ultricies. Interdum…
July 1, 2025
How the Wealthy Turn Tax Bills Into Generational Wealth
The wealthy rarely look at an annual tax bill as an unavoidable hit to their net worth. Instead, they treat it as an invitation to rethink…
July 1, 2025
How To Sell and Still Leave a Legacy: CRTs Explained
Even seasoned deal-makers get cold feet when the sale becomes real. The two biggest stumbling blocks are: Tax Drag : Decades of growth look great on…
July 1, 2025
How To Sell Highly Appreciated Assets Without Paying Capital Gains Taxes
When you spend years pouring capital, time, talent, and technology into an enterprise—and often tuck that investment inside a holding company —you…
July 1, 2025
Buying vs. Incubating: When to Build Instead of Acquire
Building a portfolio company from scratch can feel like a moon-shot, while purchasing an operating business looks, at first glance, like the safer…
July 1, 2025
Insight
Can a Holding Company Be Remote-First?
Shifting an entire holding company into a remote-first model sounds radical at first blush, yet many of the forces that make distributed work…
June 29, 2025
Independent Sponsors vs. Search Funders: Capital, Control & Culture Differences
The market for small- and lower-middle-market business acquisitions has never been livelier. Baby-boomer owners are retiring, traditional…
June 27, 2025
Should a Holding Company Have a Central HQ?
For most of the last century a holding company without a granite-clad headquarters was almost unthinkable. The parent firm leased a downtown tower,…
June 23, 2025
Hiring for a Company That Doesn’t “Operate”
No forklifts, no factory floor, no swarm of sales reps checking daily quotas—yet you still need great people. If your business model revolves around…
June 20, 2025
What Culture Looks Like Across Multiple Subsidiaries
Culture can be tricky to pin down. Ask ten employees to define it and you might hear everything from “the vibe in the hallway” to “how fast we take…
June 19, 2025
Moving from Operator to Allocator: A Mental Shift
Saturday morning. You’re halfway through your first coffee when an urgent Slack message pops up: a customer is furious, the dev-ops pipeline is…
June 6, 2025
How Holding Companies Can Foster Startup Culture
Think of a traditional holding company and chances are you picture mahogany boardrooms, thick binders of financial statements, and lawyers who bill…
June 6, 2025
Strip the Assets, Keep the Brand: PE’s Favorite Magic Trick
“Strip the assets, keep the brand” remains a powerful lever in the private-equity toolkit, and any serious participant on a private investm
June 3, 2025
Holding Period Arbitrage: The Exit Trick You Forgot
In the fast-moving world of alternative assets, exits often make or break returns. That is especially true on any private investment platform where…
June 3, 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.