Access Holdings

As we prepare to enter 2025, we want to take a moment to reflect on this past year. We are proud of the success of not only our firm’s initiatives but also those of our platform partners as they continue to scale and innovate into modern market leaders. Thank you to our exceptional team and partners for a successful 2024 as we continue to build modern, enduring businesses. Check out some of our key highlights: • Congratulated 12 team members on their well-earned promotions and welcomed our talented 2024 intern class • Recognized by Inc. for the third time as a Founder Friendly Investor • Named BluWave Top Private Equity Innovator for 2024 • Released the Middle-Market Modernization Study in partnership with NOAH Research • Joined podcasts like The LAB Podcast: Value Creation in Private Equity and BluWave’s Karma School of Business • Completed 20 add-on acquisitions Keep up with us in 2025 here! https://lnkd.in/dCp5Q7nV

Thank you Jennifer Lindell-Roys for your remarkable leadership and for setting such a high standard of care and professionalism. We are thrilled to celebrate this well-deserved achievement with you and the entire Foundation Partners Group team!

Access Holdings Managing Director Nik Kapauan recently joined BluWave, LP CEO Sean Mooney on the latest episode of the BluWave podcast, “Karma School of Business.” From the Access On Air Studio in our Access Acceleration Center, Nik highlighted how his background in strategy consulting and software engineering resonates with Access’ data-driven and tech-enabled approach to investing. Nik discussed how Access:  • Leads with research to inform market selection and define a winning strategy • Engages in Destination Planning with potential partners to drive strategic alignment • Systematically collects and synthesizes data at scale to improve decision making • Lifts and shifts tech-enabled tools and processes into its platform partners to drive growth Tune in to the full episode here to learn even more about Access’s approach to building modern, enduring businesses: https://lnkd.in/gFKXqVpV

ICYMI: Access was recently honored as a 2024 Inc. Magazine Founder-Friendly Investor for the third year in a row. Through our use of the Access Acceleration Center (A2C) and other proprietary in-house capabilities, we are proud to support our partners by providing the right people, processes, and tools to scale. Read more about how Access leverages data to unlock growth with our partners: https://lnkd.in/e4ibp8W4

Spotless Brands has expanded into Idaho and Oregon through the acquisitions of Bluebird Express Car Wash and Epic Shine Car Wash, establishing an entry point into the Pacific Northwest.     These additions add 15 open and operating locations to the Spotless family, which has scaled from 27 locations at its founding in 2020 to nearly 200 locations today. Since 2020, Spotless has continued to advance its mission to revolutionize the car wash industry through innovative partnerships. We’re looking forward to ongoing partnership as Spotless continues to scale its operations.     Read more about this news: https://lnkd.in/espPGB4W

Last week, we hosted our inaugural CEO Forum with executives from our platform partners. The forum brought together our partners to facilitate an open dialogue on the critical role of leadership, sharing insights, lessons, and best practices for building modern, enduring businesses.    Access Advisor and co-author of the New York Times and Wall Street Journal bestseller, #TheCEONextDoor, Kimberly Powell, hosted the conversation with CEOs about their journeys to becoming successful team leaders and partners, how they leverage proprietary Access resources like the Access Creating Executives (ACE) Program and Access Acceleration Center (A2C), and how they use data to scale their businesses.    Thank you to all the leaders who attended our first forum, and we look forward to future events with our partners! Scott R. Elkins, Craig Sloan, Tod Eskra, Scott Buttz, Scott LePage, Matthew Shipman, John Standley   #WagWayGroup #ZeusFireandSecurity #PlayflySports #AmericanStudentTransportationPartners #FoundationPartnersGroup #OasisMarinas #Spotless

Access has been named a 2024 Inc. Magazine Founder-Friendly Investor for the third consecutive year! This recognition is possible thanks to the dedication of our partners.   Through our data-driven approach, we’re committed to equipping our partners with top-tier talent, proven processes, and the right tools to achieve shared goals and create modern, enduring businesses.   Read more about our approach in our Inc. profile: https://lnkd.in/e4ibp8W4

We understand that middle-market companies often struggle to compete in today’s dynamic environment. In line with our research-first mindset, we partnered with NOAH Research to develop the “Middle-Market Modernization Study” to further comprehend and address the challenges of middle-market founders. Surveying over 500 middle-market entrepreneurs, the “Middle-Market Modernization Study” revealed six critical pillars for modernization: strategic planning and execution, access to talent, tech-enabled processes, capital maturity, thoughtful digital footprint, and data-driven decision making. At Access, we help our partners bridge the modernization gap by providing them with the people, processes, and tech-enabled tools they need to grow. Check out the study’s feature in PE Hub Wire here: https://lnkd.in/ePZhrQNW And read the full study here: https://lnkd.in/eBrNqiPV

Last week, we hosted our network of investors, platform company partners, advisors, and team members at our 6th Annual Investor Summit in Baltimore.   This year’s theme, “Building Modern Enduring Businesses,” focused on how we provide our partner companies with the guidance and support needed to thrive in today’s fast-changing business environment. With the right people, processes, and technology, we help to innovate and scale middle market businesses into market leaders.   Our keynote speakers shared valuable insights into the evolution of private markets, sparking meaningful discussions on the future of middle market businesses. We also provided updates on our platform companies, fund performance, and operations. Additionally, we reviewed our Modern Business Framework, reflected on lessons learned and, importantly, how we are applying them moving forward.   The evening before, we held our Welcome Reception to offer guests an opportunity to network and showcase where and how we play in the middle market.   Thank you to everyone who attended and contributed to this year’s event! To read more about our theme, please reference our latest Access Insight here: https://lnkd.in/eXAsMUPk

We’re proud to announce that Access Holdings has been named a finalist for the 23rd Annual The M&A Advisor Awards in the Private Equity Firm of the Year category. The M&A Advisor Awards recognize firms and individuals for their excellence in deal-making, restructuring, and financing.    At Access, we strive to be on the forefront of innovation and are always looking for ways to help our partners scale and thrive in a competitive business environment. We are honored to be recognized alongside other industry leaders! See the full list of finalists: https://lnkd.in/eBs7yQsV