Holding Advisory works with owners, CEOs, boards and private equity sponsors of middle-market companies: running the finance function, buying or selling a business, and putting AI to work where it pays.
Founded 2009, based in Cleveland. More than $1B in transaction value advised across 40+ mandates.
Clients often move between them: finance work exposes system gaps, readiness work leads to a sale, and a closed deal needs integrating.
For owner-led and private-equity-backed companies that need senior finance leadership without a full-time hire.
Usual first step: a review of the finance function, with a written list of fixes in priority order.
For owners selling, companies and sponsors buying, and boards weighing a merger.
Usual first step: an exit-readiness review for sellers, or a target screen for buyers.
For leadership teams that want AI to produce measurable results, not pilots that stall.
Usual first step: an AI readiness assessment with a ranked, costed plan.
Smaller engagements are handled by Dovid directly. Larger ones add senior specialists from an established network.
Controllers, accountants and audit-readiness specialists for close, reporting and quality-of-earnings preparation.
Systems integrators and data engineers for ERP work, automation and AI implementation.
Operating specialists who run day-one plans, process redesign and post-merger integration.
You have one point of contact from start to finish. Legal documents are drafted by your counsel; we work alongside them.
Client names are withheld; every engagement is confidential.
Lead buy-side advisor to a mid-market software company acquiring four businesses, two domestic and two international, using stock purchases, earn-outs and convertible preferred.
All four acquisitions closed; integration coordinated across four jurisdictions.
Due diligence on both sides, valuation of each company, synergy analysis and the capital structure of the combined business.
Closed with full regulatory approval.
Prepared the materials, ran a structured sale process and managed due diligence through closing.
Closed in under 12 months at a premium to the initial valuation.
Rebuilt the finance function and investor materials.
The company was later acquired by a NYSE-listed education company for $25M.
A $20M+ digital distribution strategy and operating plan for a K-12 professional development division.
Presented directly to the parent company's board.
Founder and Principal
Dovid has run the finance function, run the deal and built the technology.
As operating CFO he built finance teams from scratch to more than 100 people, chose and switched the platforms underneath them, and consolidated systems through acquisitions and turnarounds. In investment banking and M&A he has advised on more than $1B of transaction value across 40+ mandates, buying and selling. He began as an engineer designing carrier-grade telecom networks, and later built managed IT service businesses and led a roll-up of them.
Most engagements turn out to be all three problems at once: the numbers, the transaction and the systems underneath them. That overlap is where the value is. AI has made it decisive: the return on it goes to whoever understands both what the technology can do and where the money in the business actually is.
Describe the situation in as much detail as you're comfortable sharing. You'll get a personal reply within one business day, and we sign an NDA before any sensitive details are exchanged.
Cleveland, Ohio. Working with clients nationally.