Insights

Active Investment Strategy Avance Investment Management demonstrates an active and strategic approach to acquiring and growing lower middle market companies across services, technology, and consumer sectors. Their recent investments in SaaS solutions, security, and B2B e-commerce present opportunities to offer tailored financial and growth services, positioning well for partnerships that support portfolio expansion.

Growth-Oriented Portfolio With portfolio companies like Alchemy Tech Group and Wholesale Supplies Plus experiencing recent strategic investments and acquisitions, there is a continual need for capital, advisory, and operational support services to sustain growth and optimize enterprise value. Engaging with these companies could open doors for service solutions aligned with their expansion strategies.

Private EquityExpertise Avance’s extensive experience in private equity, including workforce transitions and leadership changes, indicates potential interest in consulting, management advisory, and capital formation services. Companies working with or seeking collaboration with private equity firms can benefit from your expertise in value creation and operational improvement.

Technological Engagement The firm utilizes a range of technological tools, including analytics and data management platforms, which suggests an openness to innovative tech partnerships that can enhance their portfolio companies’ performance. This presents opportunities for sales propositions around SaaS, data security, analytics, and digital transformation services.

Market Trends Alignment As Avance focuses on sectors experiencing inflection points with high growth potential, aligning your offerings with emerging industry trends such as SaaS, cybersecurity, and e-commerce can position your solutions as valuable value-adds. Targeting their portfolio companies’s key sectors can facilitate strategic engagement and longer-term business relationships.

Avance Investment Management Tech Stack

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

  • Open Graph
    Content Management System
  • MySQL
    Database
  • oEmbed
    Dev Tools
  • JSON-LD
    Javascript Frameworks
  • PHP
    Programming Languages
  • X-XSS-Protection
    Security
  • X-Content-Type-Options
    Web & Portal Technology
  • Google Analytics
    Web Analytics

Media & News

Avance Investment Management's Email Address Formats

Avance Investment Management uses at least 1 format(s):
Avance Investment Management Email FormatsExamplePercentage
FLast@avanceinv.comJDoe@avanceinv.com
87%
First@avanceinv.comJohn@avanceinv.com
5%
FL@avanceinv.comJD@avanceinv.com
5%
First.Last@avanceinv.comJohn.Doe@avanceinv.com
3%

Frequently Asked Questions

Where is Avance Investment Management's headquarters located?

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Avance Investment Management's main headquarters is located at New York, New York United States. The company has employees across 1 continents, including North America.

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.

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 February 2026, Avance Investment Management has approximately 32 employees across 1 continents, including North America. Key team members include Chief Financial Officer: R. J.Vp Of Finance: W. S.Co-Founder & Managing Partner, Avance Investment Management: L. Z.. 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 Open GraphMySQLoEmbedJSON-LDPHPX-XSS-ProtectionX-Content-Type-OptionsGoogle Analytics.

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

Investment ManagementNew York, United States11-50 Employees

Avance is a private equity firm guided by partnership, experience, diversity and growth. The Avance team has over 100 years of collective private equity experience and a long history of partnering with founders, industry executives, and management teams to acquire and grow dynamic businesses in the lower middle market in the U.S. 

The firm is focused on transformational opportunities in the Services, Technology and Consumer sectors and businesses experiencing inflection points that can lead to accelerated growth opportunities.

Avance welcomes opportunities to work with business owners to customize transaction solutions and build strong partnerships. We work collaboratively with management teams, board members and functional experts with the goal of increasing the EBITDA and enterprise value of each underlying portfolio company, utilizing a value creation process called STAGE™. 

Avance has offices in New York and Miami.

Section iconCompany Overview

Headquarters
New York, New York United States
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

Section iconFunding & Financials

  • $50M$100M

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

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