Personal Equity,
Not Private Equity™
Future-Focused Investment & Acquisition
At 9.29 Holdings, we’re not interested in the traditional buy-and-flip model typical of closed private equity funds. We believe in Personal Equity, not Private Equity™.
- That means we focus on alignment, practice patience, build lasting partnerships, and approach every deal with customizability in mind.
- We only seek investments in privately-held and family businesses with a proven track record, strong values, and great culture led by like minded business-owners looking to unlock the value they've spent their careers building.
- Above all, we want our future partners to know that our deals are flexible and customizable. We bring a wide array of strengths, relationships, and examples of past deal-structures to the table. Whether we're going to be actively involved in the day-to-day, or passive strategic advisors, 9.29 Holdings is able to tailor our deals to meet the needs of the business owner or seller.
Why do we take this approach? Because that’s what it means to be Personal Equity, not Private Equity™.
“9.29 Holdings joins technical expertise with a long-term investment philosophy.”
Investment Criteria
9.29 Holdings’ investment criteria is rooted in our experience and values as active investors, entrepreneurs, and engineers.
Small & Mid-Sized
We evaluate deals with companies generating between $500,000 – $4,000,000 in EBITDA annually.
Privately Owned
Our portfolio focuses on family businesses and privately held companies.
Local
Our managers and advisors, as well as the businesses in which we invest are located in the tri-state region of Ohio, Kentucky, and Indiana.
Established
We invest in businesses with at least a decade of experience, a strong track record, and a legacy of excellent customer relationships.
Niche Focus
9.29 Holdings’ investment focus includes aerospace, advanced manufacturing, applied engineering and technology, and medical device, supply, and distribution.
