Avance Investment Management

Avance Investment Management is a private equity firm established in 2020 and headquartered in New York, New York. The firm specializes in middle-market investments, focusing on transformational growth opportunities primarily within the Services and Consumer sectors in the United States. Avance targets various industries for investment, including healthcare, insurance, financial services, human capital management, environmental health and safety, logistics, infrastructure, information technology, food products, fitness, e-commerce, and beauty. As a Registered Investment Adviser, Avance is committed to identifying and nurturing companies that demonstrate potential for significant growth and value creation.

Drew Assapimonwait

Principal

John Civantos

Senior Partner

Kabeer Khurana

Managing Director

Steven Lamb

Managing Director

Natansh Mathur

Managing Director

Gretchen Perkins

Partner

Luis Zaldivar

Co-Founder and Managing Partner

5 past transactions

Tropical Cheese

Private Equity Round in 2024
Tropical Cheese is the leading producer and distributor of Latino targeted dairy products on the East Coast.

Alchemy Technology Group

Private Equity Round in 2024
Alchemy Technology Group is an information technology firm that specializes in the fields of IT advisory, consulting, and software sales. Alchemy has assembled a robust team of industry-leading minds to create, implement, and manage technology solutions.

RIA Advisory

Private Equity Round in 2022
RIA Advisory is a business and technology consulting firm established in 2016 and headquartered in Coral Gables, Florida. The company specializes in providing tailored solutions for end-to-end revenue lifecycle management, which includes invoicing, receivables, reconciliation, and payables. RIA Advisory serves large enterprises across various sectors, including financial services, healthcare, utilities, and the public sector. The firm also operates support centers that address specialized IT needs for revenue management systems, utilizing a distinctive framework to enhance operational efficiency and effectiveness.

Synergy Equipment

Private Equity Round in 2022
Synergy Equipment is a company operating in the heavy equipment industry, specializing in construction equipment rental services. It serves a diverse range of end markets, including construction, manufacturing, government, mining, agriculture, and utilities. The company provides both general equipment and specialty pump rentals, as well as a variety of construction and infrastructure-related machinery such as earthmoving equipment, aerial lifts, material handling tools, compaction equipment, and pumps. This extensive offering allows clients to obtain the necessary equipment tailored to their specific needs. Through its operations, Synergy Equipment fosters a symbiotic relationship between rental services and equipment sales, enhancing its service capabilities within the industry.

UniVista Insurance

Private Equity Round in 2021
UniVista Insurance is an independent, family-owned business that operates as a franchisor of insurance-related products and services across the United States. The company offers a comprehensive range of insurance solutions, including auto, home, commercial, life, and health insurance, as well as specialized coverage for trucks and motorcycles. Additionally, UniVista provides annuity products, ensuring that customers have access to affordable options that help them prepare for and protect against various risks. Through its focus on customer needs, UniVista aims to deliver effective insurance solutions for both personal and commercial requirements.
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