Our Strategies
ESOP & Tax Strategy Debt
Under our Special Tax Situations strategy, Alliance Holdings specializes in identifying and unlocking value in cash flow streams trapped in inefficient tax structures. Our unique position as a 100% employee-owned ESOP investment firm allows us to structure highly flexible and tax-efficient capital solutions for:
- Media and Entertainment Back-Ends – Residual income and participation rights.
- Patents & Royalties – Intellectual property revenue streams.
- Servicing Streams – Cash flow generated from long-term service agreements.
- Real Estate Assets – Properties with complex tax exposure.
- Oil & Gas Assets – Royalties, working interests, and mineral rights.
In this strategy, we offer flexibility in deal structuring, with the ability to provide equity, debt, or a tailored combination of both to meet the specific needs of each opportunity. Our ESOP structure provides the independence and creativity needed to help asset owners optimize cash flow, reduce tax inefficiencies, and maximize long-term value creation.
Buyout
For over two decades, we’ve excelled in acquiring and scaling lower middle-market industrial and manufacturing businesses. While our investment focus has expanded, we continue to actively manage a select portfolio of companies, applying our operational expertise to maximize long-term performance.
Venture Capital & Growth
We provide early-stage and growth equity to visionary startups in deep tech, physical security, and defense sectors. Our founder-first approach focuses on exceptional teams with transformative potential, supporting them with both capital and strategic guidance from seed through Series B rounds.
Private Debt
As a flexible capital partner, we invest across asset-backed lending, real estate lending, structured credit, and specialized areas including litigation finance, clean energy, and intellectual property financing. Our adaptable approach delivers creative, value-driven capital solutions while maintaining focus on long-term returns.
ESOP & Tax Strategy Debt
Our unique position as a 100% employee-owned ESOP investment firm allows us to structure highly flexible, tax-efficient capital solutions. We specialize in identifying and unlocking value in cash flow streams trapped in inefficient tax structures, from media royalties to real estate assets.