A private holding company.
Holmes Capital is a private holding company.
It owns and builds businesses in private capital, and invests alongside family offices and alternative asset managers.
For the families and managers we work beside, that means patient capital, plain terms and discretion. We invest for growth and lasting value, and we prefer to work quietly.
The businesses we own.
Execution and advisory for family offices, alternative asset managers, and civic and impact-focused organizations.
Its work includes co-architecting a Circular Opportunity Zone framework with a family office client.
Visit GreywellA curated network of private markets professionals across private equity, venture capital, real estate, credit and institutional capital.
Its members include Fund I to Fund III managers, founders and investors.
Visit The Capital Alliance NetworkEach company serves its own clients and members, guided by the same principles of discretion and integrity.
Where we invest, and in what role.
As principal
We own real estate in our own name, and we are assembling a group of essential services businesses.
As a limited partner
We have invested as a limited partner in a Native American investment bank, a global cloud platform for music rights and royalty management, and the software and IT consulting firm that built and backs it. We have also committed capital to seed and Series A companies and to real estate funds.
Alongside managers
Today we invest alongside family offices and alternative asset managers, on the same side of the table.
Essential services, built for the long term.
We are assembling a group of commercial mechanical and HVAC services businesses in the Northeast.
Owners and their teams keep running the work. We bring capital, a steady board and room to grow.
What we look for
Commercial mechanical, HVAC and adjacent trade services businesses in the Northeast, with owners planning for what comes next.
Business owners
How we invest, and how we conduct ourselves.
How we invest
- We invest for growth.We back businesses with room to grow, and we plan exits case by case, never on a fixed clock.
- We underwrite the business, not the story.We verify independently before we commit, and we size every position to survive being wrong.
- We stay inside our mandate.We pass on what we do not understand, however popular it is.
- We back the people who run the work.Leaders keep running their businesses. We hold the board seat and build around them.
- Impact is part of the thesis.We favor investments that build ownership and opportunity where they are made.
- Our capital sits beside our partners'.We invest alongside the families and managers we work with, not ahead of them.
How we conduct ourselves
- Discretion.What partners share with us stays with us.
- Independence.Each company runs on its own, with its own governance and information barriers.
- Choice, never steering.Clients and members engage across our companies only when they choose to.
- Integrity.We do what we say, and we put our partners' interests first.