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AVANCE INVESTMENT MANAGEMENT

HQ - New York City

Summary

Avance Investment Management is a private equity firm engaged in making control and growth investments in middle-market companies across business services, healthcare, and consumer sectors.

Deals Overview

Total Deals10

Valued Deals0

Total Value-

Avg. Deal Size-

Market Context

Senior Management

Tucker Smith
Vice President
Luis Zaldivar
Co-Founder and Managing Partner
David Perez
Co-Founder

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15 Jul 2021|United States|Insurance Brokers

Target: UNIVISTA INSURANCE

Bidder: AVANCE INVESTMENT MANAGEMENT

3 Service Providers

1 Target | 2 Bidder

7 Dealmakers

2 Target | 5 Bidder

n/a

Value

29 Aug 2022|United States|Business Process Outsourcing

Target: RIA ADVISORY

Bidder: AVANCE INVESTMENT MANAGEMENT

7 Service Providers

3 Target | 4 Bidder

6 Dealmakers

2 Target | 4 Bidder

n/a

Value

20 Jan 2022|United States|Equipment Rental

Target: SYNERGY INFRASTRUCTURE HOLDINGS

Bidder: AVANCE INVESTMENT MANAGEMENT

6 Service Providers

2 Target | 4 Bidder

5 Dealmakers

1 Target | 4 Bidder

n/a

Value

02 May 2023|United States|Digital Services

Target: TMG CONSULTING

Bidder: RIA ADVISORY

4 Service Providers

1 Target | 3 Bidder

6 Dealmakers

1 Target | 5 Bidder

n/a

Value

04 Jun 2024|Canada|Media Agencies

Target: TRACXTION

Bidder: AVANCE INVESTMENT MANAGEMENT

3 Service Providers

1 Target | 2 Bidder

6 Dealmakers

1 Target | 5 Bidder

n/a

Value

22 Jul 2024|United States|IT Services: Other

Target: ALCHEMY TECHNOLOGY GROUP

Bidder: AVANCE INVESTMENT MANAGEMENT

5 Service Providers

2 Target | 3 Bidder

10 Dealmakers

5 Target | 5 Bidder

n/a

Value

07 Aug 2024|United States|Equipment Rental

Target: OPIFEX-SYNERGY

Bidder: SYNERGY EQUIPMENT

5 Service Providers

2 Target | 3 Bidder

10 Dealmakers

2 Target | 8 Bidder

n/a

Value

16 Dec 2024|United States|Food Products

Target: TROPICAL CHEESE

Bidder: AUA PRIVATE EQUITY PARTNERS LLC

7 Service Providers

4 Target | 3 Bidder

25 Dealmakers

18 Target | 7 Bidder

n/a

Value

13 Jan 2025|United States|Insurance Brokers

Target: UNIVISTA INSURANCE

Bidder: GRAM ABF

16 Service Providers

4 Target | 9 Bidder | 3 Vendor

10 Dealmakers

4 Target | 5 Bidder | 1 Vendor

n/a

Value

07 Oct 2025|United States|Food Products

Target: BARCHEMY LLC

Bidder: AVANCE INVESTMENT MANAGEMENT

6 Service Providers

3 Target | 3 Bidder

7 Dealmakers

1 Target | 6 Bidder

n/a

Value

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