Long-Term Hold, HoldCo | Seeking Thought Partners, Mentors, and Advisors

January 25, 2025

by a searcher from Massachusetts Institute of Technology - MIT Sloan School of Management in Cambridge, MA, USA

Hey everyone,

I’m currently working on a Long-Term Hold / HoldCo strategy in stealth mode, focused on acquiring “boring,” under-digitized businesses in the U.S. My background:

MIT Sloan MBA’24 (Finance, Business Analytics, and some CS/AI coursework) graduate
Penn State, undergrad (BSc in Finance)
Prior experience in investment banking and technology private/growth equity for 4+ years

I haven’t launched formal fundraising and have not reached out to any investors yet, but I do have a draft of investment deck/PPM and a few soft commitments for initial seed/prospecting capital from people who know me well along with some inbound interest from search investors.

I’d love to connect with folks who have experience and interest in:

Any forms of Long-Term Holds (LTH) and Committed Capital Vehicles (CCV)
Roll-ups/vertical consolidation
Horizontal HoldCos
As well as adjacent or related structures

Whether you’re an experienced operator, mentor, advisor-investor, or working on a similar thesis, I’d appreciate the opportunity to exchange ideas and hear your insights. If any of this resonates, feel free to reach out, and we can take the conversation offline.

Looking forward to connecting!

Reply by a professional
from University of California, Berkeley in Sacramento, CA, USA

Hi Ilia, this is exactly what I do. I was a searcher, just recently bought a business but also have a consulting business. I specialize in partnering with searchers with a heavy operating background to help with the deal mechanics. I'm trying out the monicker "ETA CFO" https://www.teeupnextgen.com/eta lmk if I can be helpful!

Reply by a searcher
from Ivey Business School at Western University in Toronto, ON, Canada

Hi Ilia, happy to connect. I'm an M&A lawyer with experience working as counsel for roll ups. Happy to chat about your strategy and give you my thoughts as having acted as counsel for a few roll ups now. I also take a tech-assisted approach in my transaction work, which roll ups tend to like because of the frequency in deal work. Let me know if you'd like to chat.

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