Avance Investment Management

Founded in 2020, Avance Investment Management is a private equity firm based in New York, New York. The firm prefers to invest in the healthcare, insurance, financial services, human capital management, environmental, health and safety, logistics, infrastructure, information technology, food products, fitness, e-commerce, beauty, and consumer sectors. This firm is a Registered Investment Adviser (RIA).

Drew Assapimonwait

Principal

John Civantos

Senior Partner

Kabeer Khurana

Managing Director

Steven Lamb

Managing Director

Natansh Mathur

Managing Director

David Perez

Co-Founder and Managing Partner

Gretchen Perkins

Partner

Luis Zaldivar

Co-Founder and Managing Partner

2 past transactions

Synergy Equipment

Private Equity Round in 2022
Synergy Equipment is a heavy equipment industry that builds on a symbiotic relationship between rental and dealer.

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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