Transforming Businesses

EQ Holdings makes control investments, direct non-control investments, and fund investments. We are looking for companies (and funds that support companies) that can disrupt their industries using new business models or by leveraging digital transformation.

Control / Direct Non-Control

For our control and direct non-control investments, EQ Holdings looks for companies positioned for business transformation enabled by digital technology (digital transformation), which may include improving demand generation, enhancing customer experience, and promoting operational excellence.

Funds

EQ Holdings diversifies it control and non-control investment strategy through a multi-manager fund portfolio comprised of venture capital, private equity, and mezzanine debt funds. We invest where the fund strategy is aligned with our investment objectives.

Key Investment Criteria

EQ Holdings reviews US-based investment opportunities across a range of target markets with a preference for technology companies. We also seek to invest in partnership with high-quality management teams.

Company Attributes

  • Recurring, sticky, and scalable revenue
  • Fragmented industry with large addressable market
  • Strong customer base with limited concentrations
  • Proven management team
  • Differentiated and defensible market position
  • Significant untapped growth potential
  • Management teams committed to partnering with us post investment

Financial Profile

  • Revenue of $5-100 million
  • EBITDA up to $7 million
  • History of profitability
  • Low CAPEX requirements

Transaction Types

  • Family & founder transitions
  • Recapitalizations
  • Management buyouts
  • Shareholder liquidity events
  • Industry consolidations
  • Growth equity investments
  • Control and non-control