Four-target simultaneous acquisition
$50M–$100M cross-border software consolidation.
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 curated network of 35 consultants who augment our team on larger mandates. 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 now carries two practices. The transactions practice continues as it began — principal-led deals, capital, and financial leadership. The AI practice deploys the platform as a working team inside a client's business, and sells the answers behind moving numbers: the reason a metric changed, traced across the business and the market around it. The advisory record is the proof the engineering is real; the diligence engine CortexDD was its first working instrument.
Selected transaction experience
Representative record.
Total M&A and capital-formation activity exceeds $1B. All engagements shown in anonymized form, consistent with confidentiality obligations.
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 an AI working team with the answers behind your numbers — the first step is a confidential conversation.