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, selected and managed by Dovid.
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.
Dovid leads every engagement and stays your single point of contact. 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 trained as an electrical engineer and spent six years designing carrier-grade telecom networks before moving into investment banking, M&A and finance leadership.
He has been the operating CFO, not only the advisor: building finance teams from scratch to more than 100 people, selecting and switching finance platforms, and consolidating systems through acquisitions and turnarounds. He built managed IT service businesses and led a roll-up of them, from acquisition through integration.
Every engagement is led by Dovid personally. Larger mandates add senior finance, technology and operating specialists from his network, managed by him.
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.