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FOCUS AREA

Holding Companies & Conglomerates

Strategic groups managing diverse holdings, we are interested in your next move. Let’s discuss capital, restructuring, or portfolio transition.

Ownerco proudly serves owners in Holding Companies & Conglomerates. The lower middle market is the heart of America, generating over $6 trillion in revenue.

Managing a portfolio of diverse businesses is equal parts capital allocation and culture curation. When it is time to simplify, raise funds, or hand off leadership, each subsidiary may require a unique approach. OwnerCo works with holding companies to map options across the enterprise, from carve‑outs to staged exits. We quantify segment performance, synergies, and management depth, giving owners a comprehensive view of potential value unlocks. Owner Academy addresses multi‑entity governance and tax optimization, Owner Financial provides acquisition or divestiture financing, and Owner Connect sources buyers suited to each vertical. Alumni peers exchange insights on portfolio strategy and next‑chapter investing.

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OWNER

CO.

FOR OWNERS BY OWNERS

INDUSTRIES SERVED

HVAC - Plumbing - Pest Control - Pools - Window Cleaning - Power Washing - Garage Door - Residential Painting - Tree Care - Holiday Lighting - Trash & Recycling - Commercial Landscaping - Security Guards - Fire & Life Safety - Industrial Painting - Janitorial - Ad Agencies - Data Providers - Managed IT Companies - Roofing - Electricians - Irrigation - Flooring - Fencing - Foundation Repair - Septic - Lumber Yards - Veterinary Clinics - Dental - At-Home Healthcare - Financial Planning and Investment Advisors - Title Companies - Home Inspections - Allergy Clinics - Physical Therapy

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Questions? Call us at (855) 600-OWNER (6963),

Mon – Fri 8 AM – 5 PM CST.

This website is operated by OwnerCo Connect, LLC. We connect business owners with specialized service providers including: OwnerCo, LLC as a preferred M&A advisory partner (which represents buyers exclusively and receives compensation only from the buying party); RM Financial, LLC as a preferred lending broker; and various partners for growth services. OwnerCo Connect, LLC and our service provider partners may receive compensation for referrals or completed transactions. By using our services, you may be asked to accept our Universal Service Application Terms, Credit Authorization, and Communication Consent.

Lending services are provided through licensed lenders. RM Financial, LLC is a lending broker, not a direct lender, and does not make credit decisions. Financing terms, conditions, and eligibility are determined solely by participating lenders and may vary based on applicant qualifications. For California residents: Business loans are made by licensed lenders in compliance with applicable state and federal law. RM Financial, LLC facilitates connections to lenders but does not make lending decisions. Compensation may be received from lenders for referrals or funded loans, which may impact the placement of financing offers. Not all financing options available in the market are listed on this platform. We encourage applicants to carefully review all lender disclosures and loan agreements before proceeding.

Submitting a funding application through our platform will not impact your personal credit score. However, if you choose to accept a funding offer, the lender may perform a hard credit inquiry which could affect your credit. Funding timelines vary by product and lender, ranging from as little as 24 hours to several weeks depending on the type of financing and your specific situation. We work with multiple funding partners to provide a range of options suited to different business needs and qualifications.