HOLTER HOLDINGS
Holter Holdings partners with family and founder-owned companies in the lower middle market to optimize growth while preserving legacy. We bring patient capital, Ivy League networks, cutting-edge technology, operational experience, and a “hands-in” collaborative approach to help scale organizations.
We never sell. We buy to hold forever.
Our Philosophy
At Holter Holdings, we believe great companies are built through partnership, not ownership. We work alongside founders and management teams to preserve what makes their business exceptional while unlocking new growth avenues. Our philosophy centers on being thematically focused, combining long-term alignment, operational experience, and disciplined partnership to build companies that endure and adapt for the future.
Integrity
Transparent collaboration built on trust and shared goals. We live up to our word and deliver on our promises.
Partnership
We work together to achieve more than we could on our own. Partnership above all else.
Innovation
We seek continuous improvement and have a commitment to excellence through modern technology and AI.
Permanent Capital
We deploy patient capital with straightforward structures focused on alignment and long-term growth. We never sell.
Discipline
We are focused on repeatable processes and use these goals to set ourselves accountable.
Investment Approach
Our “hands-in” approach reflects our belief that transformative outcomes come from active participation, not distant oversight. We focus on growth-oriented businesses in the lower middle market where we can add the most value and prepare the business for the next round of ownership. Our strategy is driven by focus and depth. We proactively identify trends within essential service sectors and build platforms through organic growth and targeted M&A.
Thematically Driven
We concentrate on well-defined themes around essential services where we have a proven track record of investing, targeting opportunities supported by durable macro and regulatory tailwinds.
Buy and Build
We amplify growth with targeted strategic acquisitions to build scaled, best-in-class platforms that create meaningful equity value.
Proactive Execution
We are proactively building and calling directly to meet business owners where they are in their journey.
Operational Strength
Our “hands-in” approach enables us to add resources, technology, and leadership to drive sustainable value.
How We Add Value
We work side by side with management to execute high-impact initiatives, enhance operations, and expand market presence. Our Ivy League network from Columbia University provides unmatched access to elite talent, strategic advisors, and capital partners. We are nimble and support agile decision-making for fast and effective execution.
Organic Growth
We help accelerate growth by strengthening go-to-market strategies, building teams, improving systems, and enhancing data-driven decision-making.
Acquisitions
We have a long history of executing growth through M&A. We will be involved in identifying, negotiating, and integrating strategic acquisitions.
Talent
We have experience helping organizations build out their management teams and the next round of leaders.
Ivy League Network
Access to our extensive Columbia University and Ivy League network provides unparalleled advantages: elite talent recruitment, strategic advisory from top-tier professionals, cutting-edge business insights, and connections to capital partners and industry leaders who can accelerate growth.
Investment Criteria
EBITDA
$1–3 million
Geography
United States
Deal Types
Recapitalizations, management buyouts, and platform builds
Industries
Facility services and professional services
Ownership
Majority preferred; minority considered selectively
Why We Like These Sectors
Our targeted industries share a combination of attractive characteristics that make them resilient, scalable, and primed for value creation.
Market Characteristics
- Highly fragmented markets with significant opportunity for consolidation
- Asset-light business models with low cyclicality
- Attractive end-market dynamics supported by macro tailwinds
Business Qualities
- Mission-critical service offerings
- Recurring and reoccurring revenue models
- Established customer relationships
Investment Opportunity
- Opportunity to professionalize operations
- Ability to scale through organic growth and M&A
- Value enhancement through scale and technology
Leadership
Leonard Holter
Founder
Experience
Holter Holdings is led by Leonard Holter, who brings a unique combination of Norwegian family office wisdom and modern innovation to the lower middle market.
Leonard combines the family's time-tested investment philosophy with Ivy League education and cutting-edge expertise in AI and operational transformation.
This unique combination of generational capital, Norwegian discipline, American innovation, and modern technology positions Holter Holdings differently than traditional private equity. We never sell our companies—every acquisition becomes a permanent part of the Holter Holdings family.
Education
Columbia University graduate with deep operational experience in AI and technology transformation.
Contact Us
We would love to hear from you! Contact via the form below.
Get In Touch
Location: New York, NY · United States
Email: Leonard@holterholdings.com