Technology-accelerated execution
Proprietary tooling compresses preparation, diligence, and modeling by 50–75% versus conventional processes.
The firm
Precision Advisory. Enduring Value.
Boutique M&A, capital formation, and operating advisory. Principal-led, backed by a proprietary technology stack, and supported by a network of elite specialists deployed by scope and urgency. 20+ years of compound experience. Founded 2009.
Why we exist — and how we work
An advisory gap, deliberately filled.
Holding Advisory was founded on a simple observation: companies and funds at consequential inflection points are often the least well-served by the advisory options available to them. Large banks reserve their best talent for their largest deals; small boutiques lack the technical depth the work demands. The result is a persistent advisory gap at the $25M–$250M transaction level — exactly where the stakes are highest relative to the resources on hand.
We fill that gap with the rigor of an institutional advisory firm, the accessibility of a trusted partner, and the accountability of a principal-led engagement model. We accept a limited number of engagements annually. Every client is a decision, not a pipeline entry.
Our advantage is engineering. The firm builds its own tooling — engineering-grade instruments, not off-the-shelf AI wrappers — that compresses preparation and diligence timelines by 50–75%. And when an engagement needs more hands, a network of senior operating, financial, and transformation specialists scales to the urgency and scope of the mandate. We scale to your urgency, not the other way around.
Where the firm is going
That same in-house engineering is now the firm's flagship direction. Holding Advisory is building and deploying an AI-enablement platform — the productized form of the tooling that already powers the practice's own diligence engine, CortexDD. The advisory record is the proof the engineering is real; the platform is where that engineering goes to work inside a client's whole business.
The engagement model
Principal-led. Elite network-executed.
Principal oversight
One decision-maker accountable for the engagement, start to close — not a rotating bench of juniors.
Scalable by urgency
A senior specialist network deploys by scope and complexity, so capacity matches the moment.
Dovid Gurevich
Founder & Managing Principal
Education
MBA · BSE, Electrical Engineering
Engineering foundation
6 years, telecom systems engineering — carrier-grade network design & simulation
Institutional experience
Multi-billion-dollar investment platforms; 50+ portfolio-company oversight
Advisory practice
Holding Advisory LLC, est. 2009 — $1B+ in M&A & capital formation
The principal
Dovid Gurevich
Dovid Gurevich is an investment executive and financial strategist with more than 20 years of experience across direct investing, M&A execution, portfolio operations, and independent advisory. He founded Holding Advisory LLC in 2009.
Mr. Gurevich holds an MBA alongside a Bachelor of Science in Electrical Engineering. Before founding Holding Advisory, he spent six years as a telecom systems engineer, designing and stress-testing carrier-grade ISP and phone-company networks under adversarial conditions — the engineering foundation behind the firm's in-house tooling today.
He has overseen the transformation of substantial direct-investment portfolios into vertically integrated operating platforms — including engagements with multi-billion-dollar family-office and institutional investment vehicles, and senior financial leadership at firms with portfolio footprints spanning 50+ companies.
Through Holding Advisory, Mr. Gurevich has advised on $1B+ in M&A and capital-formation activity across technology, defense, life sciences, and education. Selected mandates include a $250M+ bilateral defense-technology merger, multiple venture-backed SaaS exits, the full fund formation of an institutional biomedical research vehicle, and the public-market entry of a life-sciences platform via reverse merger.
Selected transaction experience
Representative record.
Total M&A and capital-formation activity exceeds $1B. All engagements shown in anonymized form, consistent with confidentiality obligations.
Four-target simultaneous acquisition
$50M–$100M cross-border software consolidation.
Bilateral strategic merger
$250M+ two-entity defense-technology combination.
VC portfolio divestiture
Strategic exit; 3x MOIC delivered to the lead fund.
Complete fund architecture
$50M–$100M advanced medical research vehicle.
Reverse merger into public markets
$25M–$50M biomedical platform; PPM filed.
Series B capital formation
$10M–$25M round, fully subscribed in 12 months.
Sale to a NYSE-listed platform
$25M exit; financial infrastructure rebuilt end to end.
Board-level digital transformation
$140M+ parent; $20M+ opportunity modeled for the Board.
15+ additional M&A engagements
$750M+ aggregate across tech, healthcare, defense, real estate, and education.
Our standard
Six commitments we make to every client.
I
Principal-led, expert-staffed
A principal owns the engagement; the specialist network executes by scope.
II
Technology-accelerated
In-house tooling compresses timelines by 50–75%.
III
Scalable to urgency
Capacity surges to the moment, not the other way around.
IV
Engineering-grade rigor
Purpose-built instruments, not off-the-shelf wrappers.
V
Operator-first perspective
We have sat in the operator's chair and carried the operator's risk.
VI
Selective, aligned, accountable
A limited number of engagements a year. Every client is a decision.
Begin
Every engagement begins with a conversation.
Whether the need is a transaction, a capital process, a fractional CFO, or AI-enabled execution across the business — the first step is a confidential conversation.