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.

Consumer

Services

Technology

Venture Capital

Avance Investment Management

David Perez

Tucker Smith

Christopher Mcgee

Steven Lamb

Natansh Mathur

Luis Zaldivar

Kabeer Khurana

Rohan Jones

The Finance team at Avance Investment Management is responsible for managing the firm’s financial operations and strategies, ensuring robust fiscal oversight of portfolio companies. This team collaborates closely with both internal stakeholders and external management teams to enhance financial performance, drive operational efficiencies, and execute the STAGE™ value creation process. Their expertise supports strategic decision-making and capital formation efforts, ultimately aiming to maximize EBITDA and enterprise value across investments in the Services, Technology, and Consumer sectors.

Finance

Leadership Team

Finance

About

Team members

Other teams at Avance Investment Management

Leadership Team