Looking for focus, alignment, and dedication? We are 100% committed to buying, operating, and growing one great business
Third & Jefferson Holdings is a private investment vehicle founded by Alexander Dubin and backed by world class operators and investors, dedicated to acquiring and operating one business.
How We Are Different
01.
Proven track record, our founder worked for two investment funds that successfully acquired, ran, and sold, two middle market businesses
02.
Passion and tangible experience gleaned from direct operating, consulting, and investing roles across businesses from $10M to $10BN in size
03.
Strategic clarity and insight enabled by our targeted investing theses and industry focus. We aren't speculators and we don't waste time
04.
Proven expertise and financial support from successful, in-the-trenches entrepreneurs, business founders, and institutional investors
05.
Lineage and respect for entrepreneurs, our founder's grandparents ran small businesses; an auto repair shop and janitorial supply company
Investment Focus Areas
Inspired by our passion, professional, academic, and personal experiences, we are especially interested in investing in six key categories
Post-Acute Services, Home Health, and Hospice
Direct providers of care as well as services and software supporting post-acute, home health, and hospice providers
Outsourced
Clinical Services
Clinical services to healthcare providers with a focus on screening, specialty testing, and contract services to geriatric facilities
Outsourced
Non-Clinical Services
Services or software that help healthcare facilities operate more efficiently, reduce costs, empower employees, and delight customers
Pharma or MedTech Services
Businesses that support Pharma or Medtech manufacturing, supply chain, operations, clinical trial, or commercialization activities
Direct Primary Care or Concierge Medicine
Providers of membership based direct primary care and concierge medicine as well as supporting services and software
Other: B2B Services or Software
Niche, mission-critical, recurring revenue based service or software businesses, ideally, with exposure to healthcare related end-markets
Business Characteristics We Target
01.
B2B service or software business in the healthcare industry or with healthcare end-market exposure
02.
Contractually recurring revenue or predictable repeat revenue with high revenue visibility
03.
Minimum three years of >$1.5M in pre-tax owner earnings with revenue growth 10%+ annually
04.
History of high customer retention. No customer accounting for >35% of revenue
05.
Interested in a succession solution. Alexander will transition to CEO of the acquired business