Engage the Firm

Every Engagement Begins
with a Conversation.

We accept new mandates on a selective basis. All preliminary inquiries are treated with strict confidentiality. There is no obligation attached to an initial discussion.

Submit a Confidential Inquiry

Please describe your situation at whatever level of detail you are comfortable sharing. We will respond within one business day.

By submitting this form you consent to Holding Advisory LLC using the information provided to respond to your inquiry. Your information will not be shared with third parties.

Holding Advisory LLC

Contact Information

Response Time

All inquiries receive a personal response within one business day. Initial conversations are scheduled at your convenience.

Mandate Types

M&A Advisory · Capital Formation · Operating & Governance Advisory · Interim CFO

Engagement Size

Transactions from $10M to $250M+. Operating advisory on retainer at all revenue levels. Our proprietary technology compresses timelines by 50–75% versus legacy processes — because we are among the most technically sophisticated deployers of these tools in the advisory market.

Founded

2009 · Active nationally and cross-border

Confidentiality Policy
All information shared in connection with a preliminary inquiry is held in strict confidence. We routinely execute NDAs prior to any disclosure of sensitive transaction details or proprietary business information. Our engagements are confidential by default.

We Work With

  • Founders navigating a first institutional sale process
  • PE funds and independent sponsors on acquisition programs
  • VC-backed companies preparing for strategic exit
  • Emerging fund managers forming first or second vehicles
  • Growth-stage companies raising Series A, B, or C
  • Boards and management teams seeking senior financial counsel