Howdy folks !
Michael here. This is it for HoldCo War Stories. I hope you enjoyed it.
To wrap things up, I want to share my take on the holdco principles for success.
From my decades in business, I’ve come to a specific set of beliefs:
That long-term business ownership takes a different set of skills than flipping companies.
That great deals come from networks, not brokers.
Partnerships, hiring, and leadership determine success far more than deal structure.
That decentralized, scalable models win in the long run.
That access to honest conversations with real operators is what moves the needle.
That buying, operating, and growing businesses is a craft—and the best way to master it is by surrounding yourself with others doing the same.
But honest conversations, great partnerships, and rare deals are hard to come by.
So we designed HoldCo Conference to reflect these principles. It’s all about maximizing high-value conversations and deep relationships:
- Breakout sessions focused on niche topics that matter to owners
- Small-group discussions where operators share what’s working and what’s not
- World-class experiences like skiing, spa days, and casual fireside talks that spark real connections
- It is an all-inclusive environment where you just show up, and we handle the rest
It’s logistically complex. But it makes HoldCo Conference different.
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If you’re a business owner, HoldCo Conference is the event for you. You’ll be advanced enough to benefit from the insights, connections, and experiences you’ll have.
We’ve built it to serve operators (of one or multiple businesses) and investors.
Operators will get…
Tactical ideas. Real strategies from people running HoldCos.
A network of peers. Fellow operators to call for advice or support.
Insights on deal flow, structure, and financing
A great time. Because the best business happens when you're having fun.
Investors will get…
Deep understanding of how HoldCos compare to other investment opportunities
New deal ideas and potential partnerships
Connections with proven operators for future investments
And yes, having a great time.
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If you have any questions at all, just reply to this email and my team will be happy to chat.
Discounted spouse tickets are available (the resort is gorgeous) — and ask us about package deals.
See you in Sundance!
Michael
P.S. Missed an issue of War Stories, or want to re-read? I’ve put them all together in one place for you here.
P.P.S. I really hope you found this series valuable. If you did, I know you’ll get 10x the value by being in the room next time these lectures, discussions, and connections are happening. If you have any questions at all about HoldCo Conference, my team will be happy to answer them for you. Just reach out to [email protected].
