Insights

Growth opportunities Avance targets transformational growth in the lower middle market across Services, Technology and Consumer sectors, presenting potential upsell opportunities with portfolio companies seeking scale, strategic add-ons, or tech-enabled efficiency improvements.

Value creation play The firm uses a structured STAGE value creation process to increase EBITDA and enterprise value, suggesting opportunities to align your solutions with their thesis around operational improvements, platform enhancements, and management enablement.

Founder-led focus Avance emphasizes founder-owned and management-driven partnerships, indicating receptiveness to founder-centric funding, governance tools, succession planning, and revenue growth initiatives delivered through collaborative engagement.

Portfolio expansion Recent activity includes investments in Lexxel, Alchemy Tech Group and Barchemy, signaling a willingness to deploy capital into tech-enabled services and SaaS-related platforms; potential for strategic partnerships, service expansion, or co-investment opportunities.

Regional reach With offices in New York and Miami and a focus on U.S. lower middle market, there is likely demand for regional service providers, tax and regulatory compliance support, and cross-market expansion capabilities to support portfolio growth.

Similar companies to Avance Investment Management

Avance Investment Management Tech Stack

Avance Investment Management uses 8 technology products and services including WordPress, oEmbed, Shopify, and more. Explore Avance Investment Management's tech stack below.

Media & News

Avance Investment Management's Email Address Formats

Avance Investment Management uses at least 4 email formats:
Avance Investment Management Email FormatsExamplePercentage
FLast@avanceinv.comJDoe@avanceinv.com
89%
First@avanceinv.comJohn@avanceinv.com
4%
FL@avanceinv.comJD@avanceinv.com
5%
First.Last@avanceinv.comJohn.Doe@avanceinv.com
2%

Frequently Asked Questions

What is Avance Investment Management's official website and social media links?

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Avance Investment Management's official website is avanceinv.com and has social profiles on LinkedIn.

How much revenue does Avance Investment Management generate?

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As of October 2026, Avance Investment Management's annual revenue is estimated to be $50M - $100M.

What is Avance Investment Management's NAICS code?

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Avance Investment Management's NAICS code is 5239 - Other Financial Investment Activities.

How many employees does Avance Investment Management have currently?

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As of October 2026, Avance Investment Management has approximately 36 employees across 1 continents, including North America. Key team members include Senior Advisor, Avance Investment Management: E. S. Explore Avance Investment Management's employee directory with LeadIQ.

What industry does Avance Investment Management belong to?

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Avance Investment Management operates in the Investment Management industry.

What technology does Avance Investment Management use?

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Avance Investment Management's tech stack includes WordPress, oEmbed, Shopify, Amazon Simple Email Service, Microsoft 365, Cloudflare Bot Management, Google Analytics and GoDaddy.

What is Avance Investment Management's email format?

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Avance Investment Management's email format typically follows the pattern of FLast@avanceinv.com. Find more Avance Investment Management email formats with LeadIQ.

When was Avance Investment Management founded?

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Avance Investment Management was founded in 2020.
Avance Investment Management logo

Avance Investment Management

Investment ManagementNew York, United States11-50 Employees

Avance Investment Management is a private equity firm that works with founders, industry executives, and management teams to acquire and grow dynamic businesses in the U.S. lower middle market. The firm pursues transformational opportunities in the Services, Technology, and Consumer sectors, focusing on companies at inflection points that can support accelerated growth. It collaborates with owners to tailor transaction solutions and uses a value-creation framework called STAGE to increase EBITDA and enterprise value across its portfolio.

The firm is based in New York, New York, with offices in New York and Miami. In March 2026, Barchemy, LLC formed a strategic partnership with Avance.

Section iconCompany Overview

NAICS Code
5239 - Other Financial Investment Activities
Founded
2020
Employees
11-50

Section iconFunding & Financials

  • $50M - $100M

    Avance Investment Management's revenue is estimated to be in the range of $50M - $100M

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