Compounding value for future generations through honorable value-add action and enduring ownership

North Beach Holdings is striving for investment excellence in creating a best-in-class long-term investment holding company of small private and public companies.

Our investment philosophy

Our path forward is to partner with attractively priced, well-run, small private and public service companies that can deliver free cash flow growth for a long, long time. There is no fundamental difference between owning an exceptional private operating company and owning the common stock of an exceptional public company.

We protect, enhance, and deploy our hard-earned and sacred permanent capital in a durable, concentrated, and differentiated collection of superior service companies. These companies are run by able and honorable entrepreneurs with important and unique long-term competitive advantages, so free cash flow earnings will likely be materially higher many years from now.

We have no master strategic plan or need to proceed in some ordained or conventional fashion. Instead, we work daily to improve our investment process. By remaining flexible and keeping our investment options open, we decide what makes long-term sense to try to grow our Owner Partners' equity.

Core values & focus

Balance

We strive for a fulfilling and non-negotiable equilibrium between our work, our relationships, and ourselves that emboldens us to be our best.

Learning

Learning is a mindset and philosophy, and we are committed to growing and improving ourselves and embracing and adapting from failure.

Ownership

By investing, behaving and being compensated as owners, we strive to be patient in action, careful in thought, and responsible stewards of our assets and reputation.

Whole

Internally satisfied. Unyielding in doing what should be done, in the way it should be done, and with whom it should be done, without regard for perverse incentives - financial, social, or otherwise

Traditional
approach

Hedge fund or private equity fund

Traders or investors

Traditional “portfolio diversification”

Formulas and complications

Benchmarks

North Beach
approach

STRUCTURE

Private investment holding company

PHILOSOPHY

Long-term owners & operators building an employee-first culture

METHODOLOGY

Own a concentrated, researched collection of companies

Tight circle of competence

RISK

Protect and compound value over time

OBJECTIVE

The North Beach investment process

With a proprietary idea generation and investment checklist, we are focused on finding all of the following:

  1. Massive dislocated value vs. intrinsic value

  2. Enduring profitability & long-term free cashflow growth

  3. Conservative balance sheets

  4. Incentivized owner-operators

Our private operating company collection

Cleveland, Ohio

  • ACN Solutions primary business is helping investment industry participants (think registered investment advisors, hedge funds, investment companies, etc.) who are required by law to file information with the U.S. Securities & Exchange Commission. ACN files more Form 13F and Form 13H reports, two important regulatory filings for investment managers, on the EDGAR system than any other filing agent in the world.

Wadsworth, Ohio

  • Monitoring Control and Compliance (MCC) and BioVac Industrial Services (BioVac), two market leaders in the LFG/Biogas sector, merged to form LFG Service Partners, Inc. MCC has been a pioneering force in monitoring, control, and compliance within the LFG sector, consistently delivering top-tier solutions for environmental management. BioVac, on the other hand, has established itself as a leader in Biogas filter remediation with a focus on safety, technology, and efficiency. The merger of these two industry stalwarts will integrate their complementary capabilities and drive strategic growth.

Ready to find your North Beach?

We would love to talk more about our approach with you.