Nova Buyout Holdings
Strategic Acquisitions.
Scalable Value.
Long-Term Growth.
A private equity family office of a California-based insurance company owner. Diversified global financing, strategic insurance partnerships, and a relentless focus on risk management make us a capable and reliable buyout organization.
Co-Investment Partner Types
Risk-Managed Approach
Flexible Deal Structures
We Co-Invest Alongside Leading Partners
We focus on targeted investments and strategic acquisitions that enhance growth and create scalable value — empowering strong management teams to achieve lasting success.
About Us
Disciplined Strategy Meets Deep Financial Expertise
Nova Buyout Holdings combines disciplined investment strategies with deep insurance and financial expertise to identify, acquire, and grow high-potential businesses.
Our approach centers on creating long-term enterprise value through strategic acquisitions, operational improvements, and alignment with experienced management teams.
We leverage diversified financing sources and institutional relationships to structure transactions efficiently while maintaining a strong focus on downside protection and risk management.
Investment Criteria
What We Look For
Monthly Recurring Revenue (MRR)
We prioritize businesses with predictable recurring revenue streams that provide stability and scalability.
Positive EBITDA
We seek companies demonstrating strong operational performance and sustainable profitability.
Unencumbered Assets
We prefer assets free and clear of claims, liens, or third-party interests — easier to transfer and protect.
Spin-Offs & Carve-Outs
We actively evaluate corporate divestitures, equity carve-outs, and tax-efficient spin-off opportunities.
Carve-Out & Spin-Off Expertise
Equity Carve-Out
A company sells shares in a business unit while retaining partial ownership — generating immediate liquidity while maintaining strategic control and future upside.
Spin-Off
An independent company is created by distributing shares to existing shareholders. To qualify as tax-free, the parent generally relinquishes at least 80% ownership and control.
Current Joint Venture
Samuel Hale
SamuelHale.com is the largest California-based workers' compensation captive insurance company, partnering with XL Insurance America, a member of AXA Group.
Preferred Vendors & Partners
We collaborate with specialized service providers and strategic partners that help drive operational excellence, risk management, workforce optimization, and long-term value creation across our portfolio companies.
Evoove
www.evoove.comEvoove is a workforce engineering and intelligence platform focused on helping organizations improve workforce quality, operational efficiency, risk protection, and cost control through scalable workforce systems and technology-driven solutions.
EmployInsure
employinsure.comEmployInsure develops innovative employment, insurance, and workforce solutions designed to help businesses manage risk, optimize employment programs, and improve organizational performance.
Through our preferred vendor and partner relationships, we seek to provide portfolio companies with access to proven resources, strategic expertise, and value-added services that support sustainable growth, operational excellence, and long-term value creation.
Our Due Diligence Process
Detailed Analysis. Real-World Validation.
Beyond financial analysis, we validate through strategic initiatives and soft-launch programs.
Revenue Growth Initiatives
- Increasing client sales through rewards club programs with attractive incentives.
- Developing retention strategies that improve recurring revenue and lifetime value.
Tax Efficiency Opportunities
- Evaluating eligibility for ERC tax refunds.
- Identifying long-term income classifications with more favorable tax treatment.
Flexible Buyout Structures
Every Transaction Is Unique
We work with sellers to design structures that align interests and maximize value.
- Lump-sum payments
- Installment payments
- Cash consideration
- Stock options of the acquired company
- Stock-based consideration tied to S&P 500 exposure (SPY)
Additional Options
- With or without buyout insurance against seller legal liabilities
- With or without seller earn-outs and performance bonuses
- Upside participation with capped or uncapped bonus potential after closing
Let's Talk
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