Insights

Growth Focus Avance targets transformational growth in services, technology and consumer sectors, presenting a clear buy-and-build or bolt-on acquisition opportunity for portfolio expansion and cross-border scalability.

Recent Activity Active deal history with acquisitions (TotalAV, Wholesale Supplies Plus, Clevertech) and strategic investments (Alchemy Tech Group) indicate a readiness to deploy capital across lower middle market companies, suggesting target firms in adjacent tech-enabled services could be a fit.

Partnership Model Clear emphasis on founder-led partnerships and customized transaction solutions creates openings for sellers seeking flexible structures, guidance through growth phases, and value-creation strategies like EBITDA uplift.

Geographic Footprint Presence in New York and Miami with a national focus enables introductions to high-promise regional tech and services firms, offering scouting opportunities for growth-oriented businesses seeking capital guidance.

Funding Readiness Revenue scale of 50–100 million and a track record of hiring leadership in capital formation signals readiness to co-invest in mid-market opportunities and accelerate deals requiring strategic financing and investor relations depth.

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.

  • WordPress
    Content Management System
  • oEmbed
    Dev Tools
  • Shopify
    E-commerce
  • OWL Carousel
    Javascript Libraries
  • PHP
    Programming Languages
  • Cloudflare Bot Management
    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
88%
First@avanceinv.comJohn@avanceinv.com
5%
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.

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 July 2026, Avance Investment Management has approximately 38 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 WordPressoEmbedShopifyOWL CarouselPHPCloudflare Bot ManagementX-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 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

Section iconFunding & Financials

  • $50M$100M

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

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