holding-company
(25)
Moatable Found Its Moat in the Daily Grind
A real estate agent and a long-haul trucker have more in common than you think. Moatable is building a software business around the small decisions that make their working days pay.
Dominic Wells and the trouble with thinking bigger
An English teacher in Taiwan learned to build websites, then to buy businesses. Taking Onfolio public gave Dominic Wells a larger stage - and a much less forgiving set of numbers.
Sieva Kozinsky and the business of staying
He built a marketplace for college notes, then began buying companies he hoped never to sell. At Enduring Ventures, Sieva Kozinsky is testing what happens when an owner trades the exit clock for a much longer calendar.
Nick Swenson and the art of leaving room
A Minneapolis credit investor became the operator of an aviation holding company. At Air T, Nick Swenson is testing how far patient capital and independent teams can travel together.
Fernando De Leon and the education of an owner
Before he founded Leon Capital Group, Fernando De Leon crossed the border for school and traded translation fees for a stake in the future. His career keeps returning to the same question: who gets to own what comes next?
Entertainment Fusion Group learned to sell the room. Then it changed the business.
Celebrity events taught EFG how attention travels. Its next act puts that experience to work in influence strategy, international expansion and innovation advisory.
The Family Office Buying Everything From Ice Cream to the Pittsburgh Penguins
Hoffmann Family of Companies has assembled more than 200 brands without choosing a single industry. Its real product is patient ownership - and a portfolio designed to make unlikely neighbors useful to one another.
The Quiet Company Behind $4 Billion in Healthcare Payments
A.E. Perkins has assembled benefits administration, payroll, direct primary care and payment infrastructure under one long-term owner. Its pitch is less about disruption than about making the machinery of work and healthcare reliably disappear into the background.
The Quiet Holding Company Behind America's Walls, Ceilings and Firewalls
A private, people-first investment firm in suburban Kansas City has spent two decades assembling a coast-to-coast family of specialty construction companies - and betting that patient ownership beats the quick flip.
The Ohio Firm That Bought a 1,200-Store Retailer to Feed Its Algorithms
Most investment firms buy a stake and hope. IQVentures buys the whole company, plugs in its own payment rails and risk models, and runs it - a bet that grew into a $504 million take-private of a national retailer.
The Fund That Never Sells: How Tide Rock Turned 21 Boring Businesses Into a $1 Billion Machine
Most private equity firms rent companies for five years and flip them. Tide Rock buys them with cash, keeps them forever, and mails owners a check every quarter. It is a quieter idea - and it has compounded into more than a billion dollars of buying power.
The Newport Beach Holding Company Quietly Running Labs, Call Centers and a Mental-Health Machine
Upfront Inc doesn't pick one lane. From a Newport Beach office it runs mental-health programs, diagnostic labs, call centers and a PR shop as parts of the same growth engine.
The Holding Company That Never Plans to Sell
OwnersEdge buys healthy companies, folds their employees into one diversified ownership plan, and keeps the exit door shut. Its wager is that patient capital, shared services and a stake for the people doing the work can turn succession planning into a durable growth model.
The Family Office That Would Rather Run the Company Than Just Fund It
Rudy Larsen skipped college, started a lawn-care crew in 2006, and turned it into a Utah family office that now buys, builds, and runs a portfolio of service and tech companies. The pitch is unusual for money managers: they would rather be in the truck than in the boardroom.
The Tribe That Plans 150 Years Ahead Just Became Milwaukee's Third-Biggest Minority-Owned Business
Potawatomi Ventures turns casino and enterprise profits into data centers, federal contracts and fresh-food gas stations - and measures every bet against the next 150 years, not the next quarter.
The Company That Runs on Boring: How Simplify Group Turned 17 Years of Health Insurance Plumbing Into an AI Portfolio
For 17 years, Simplify Healthcare quietly ran the paperwork behind 70-plus health plans. In late 2025 its founder folded that experience into a four-company group betting that operational scar tissue, not just models, is what makes enterprise AI actually work.
The Company Behind Happy Meals and Stanley Tumblers Plays the Long Game
Morgan Street Holdings grew from a handshake with McDonald’s into a four-company portfolio touching logistics, loyalty, drinkware and workplace dining. Its pitch to founders is unusually simple: keep building, without an exit date hanging over the calendar.
Inside the Tennessee Family Office Quietly Building a Portfolio of Unsexy Companies
The Providence Groups turned a long-term-care operator in White House, Tennessee into a ten-company family office that bets on septic pumping, nurse staffing, and construction - the businesses nobody posts about.
Napkin Inc.
Napkin Inc. is a Miami-founded, Abu Dhabi-incorporated company that buys, builds and grows cash-flowing digital service providers - creative agencies, SaaS, fintech and e-commerce shops - and rolls them into a shared, revenue-sharing structure it likens to turning digital transactions into tradable royalty streams. Led by co-founder and CEO Matthew Liberto, the company batches acquisitions of 'digital disruptors' and gives selling founders and staff common equity rather than the preferred-heavy terms of a traditional private-equity fund. Its work has since expanded into Napkin Deals, an online marketplace connecting buyers, sellers and capital providers across M&A, financing and digital-asset transactions.
Catalyst
Catalyst is a Jakarta-based holding company that builds and operates luxury lifestyle e-commerce platforms in Indonesia. It is the company behind Jamtangan.com, the country's leading online-and-offline watch retailer launched in 2014, and voila.id, an Indonesian luxury multibrand fashion destination. Catalyst pairs these consumer brands with an in-house Growth & Tech team that engineers the storefronts, apps, logistics and marketing systems behind them, blending online retail with a growing network of physical flagship and offline stores.
Annie Aesthetic
Annie Aesthetic is a medical-aesthetics holding company that partners with and acquires leading medical spas across the United States. Incubated by Tucker's Farm Corporation in May 2022 with roughly $30 million of equity capital, it provides its partner clinics with growth capital, operations, marketing, recruiting, technology and legal/regulatory support while keeping founders and operating teams in place. By late 2025 the platform had grown to about $65 million of revenue across 12 medical-aesthetics brands, backed by InterAlpen Partners, Brookside Equity Partners and Plexus Capital.
Meriton
Meriton is an Irving, Texas-based national alliance of independent commercial HVAC manufacturer representatives. Founded in 2019 and led by Chairman & CEO Jerry Braun, it unites market-leading rep firms under a shared-services model - giving local businesses access to national scale, engineering depth, and corporate support in finance, HR, IT, safety, training, and marketing while letting them keep their names and local autonomy. Through more than two dozen acquisitions, Meriton now spans 19 operating brands, 44 locations, roughly 26 states, and 2,100+ employees serving manufacturers, contractors, engineers, and building owners across commercial, industrial, and institutional markets.
Justin Yoshimura
Justin Yoshimura is the founder, chairman, and CEO of CSC Generation, an AI-native retail holding company that acquires and modernizes established brands such as Sur La Table, Z Gallerie, and One Kings Lane. A high-school dropout who built a million-dollar cell-phone marketplace as a teenager, he went on to found the Y Combinator-backed loyalty platform 500friends (acquired by Merkle in 2014) and made the Forbes 30 Under 30 list. Today he runs CSC Generation as a Constellation Software-style roll-up, buying distressed retailers and rebuilding them on data, automation, and CSC's proprietary Genesis platform.
Andrew Wilkinson
Andrew Wilkinson is a Canadian entrepreneur, investor, and author who built Tiny - a publicly traded holding company (TSX: TINY) often called 'the Berkshire Hathaway of the internet' - from a one-man design agency he started with $200 at age 20. Having dropped out of university after less than a year, he transformed a $6.50/hour barista gig into a billion-dollar empire of 32+ internet businesses including Dribbble, AeroPress, Letterboxd, and Serato. His 2024 memoir 'Never Enough: From Barista to Billionaire' became a USA Today bestseller and candidly explores why wealth didn't bring happiness, his ADHD diagnosis, and his commitment to giving away most of his fortune through the Giving Pledge.
Greg Isenberg
Greg Isenberg is the CEO and co-founder of Late Checkout, an 8-figure bootstrapped holding company that builds community-first internet businesses. Known as 'The Community Guy' in startup circles, he has two startup exits under his belt (5by to StumbleUpon, Islands to WeWork), hosts The Startup Ideas Podcast (top 0.1% tech podcast), writes a Substack newsletter with 150K+ subscribers, and has built a 500K+ following on X by giving away startup ideas for free. His ACP Framework (Audience-Community-Product) has become a widely adopted playbook for modern founders.