Why Access Holdings: Interviews, Careers, & Portfolio

Get to know Access Holdings to make the right investment career decision, or prepare for interviews
Table of Contents
    Add a header to begin generating the table of contents

    Access Holdings Overview

    Access Holdings is a private equity firm focused on supporting lower middle market companies.

    The firm typically looks for companies that have service-based offers, have $5MM to $100MM EBITDA, and have strong market demand.

    Access Holdings provides $200M +/- equity investment (including co-investment capital) to the businesses they choose to support.

    Kevin McAllister founded Access Holdings in 2013. The firm is based in Baltimore, Maryland.

    Access Holdings logo

    Access Holdings AUM

    According to the most recent regulatory filings, Access Holdings has $2.4 BB in assets under management as of March 30, 2023.

    Access Holdings Interview Process & Questions

    Firms often make changes in their interview process as they see fit for each candidate. However, you can likely expect the following when you interview at Access Holdings (or similar firms):

    • Interview will consists of 4 to 6 rounds
    • For the initial rounds, you will be interviewed by the HR team or their junior professional investors. The more senior staff takes over in the later rounds
    • Prepare to answer a combination of behavioral, technical / investing, and fit questions

    The entire interview process may take several weeks, unless it’s “on-cycle” or “on-campus” recruiting.

    If you’re looking for interview preparation materials, I would suggest taking a look at my Growth Equity Interview Guide.

    Why Access Holdings

    One of the most important questions that also almost always shows up during interviews is “Why this firm?”

    When asked, make sure to avoid generic answers. Share that you’ve met professionals at their firm during your networking efforts, and that their positive experiences inspired you to become part of their team.

    You can also listen to interviews with the firm’s founders and investors to know more about how the firm operates and see the investment landscape through their lens.

    For example, here’s an exclusive interview with Access Holdings’ team:

    YouTube video

    Access Holdings Case Study

    Case studies are also a common part of interviews. Firms use case studies to measure the communication skills and technical knowledge of each candidate.

    Most case studies will have you provide investment recommendations and also perform financial modeling. But expect a cold calling case study as well if you’re applying for a junior role.

    Check out my Growth Equity Interview Guide to learn more about case studies.

    Access Holdings Salary & Compensation

    According to Glassdoor, summer interns and investment analysts at Access Holdings make around $47K and $92K per year, respectively, while there’s no recent data for associate hires. 

    Remember, these figures are just an approximation and can still vary depending on several factors such as location, education, and experience.

    Summer Intern

    Access Holdings salary


    Access Holdings salary

    Access Holdings Careers, Jobs, & Internships

    To see what opportunities are currently available at Access Holdings and other similar firms, make sure to visit our job board regularly.

    Access Holdings Portfolio & Investments

    According to Pitchbook, Access Holdings has made 45 investments and manages three funds as per Crunchbase. Some of their notable deals include Playfly, Wagway, and Zeus.

    Notable Transaction: Spotless Brands

    Spotless Brands is one of the largest and fastest growing car wash platforms in the US.

    The Company partners with top car wash operators including Okie Express Auto Wash, Cobblestone Auto Spa, and Flagship Car Wash to deliver quality service to their clients.

    In March 2023, Access Holdings led a capital raise to help support the growth of Spotless Brands.

    The investment will support the Company’s growth in new and existing markets and also accelerate their innovation.

    Access Holdings partnered with Wafra Inc., an alternative investment firm, to make the capital raise happen.

    Next Steps

    Access Holdings is definitely a great investment firm for any aspiring investor to build a career. To increase your chances of getting selected for the role you’re aiming for, I would recommend checking out my Growth Equity Interview Guide.

    The Growth Equity Interview Guide is a self-paced course which helps professionals get a good grasp of concepts and topics that almost always show up during interviews – case studies, financial modeling, and more.

    Check it out and start learning today!


    The #1 Online Course for Growth Investing Interviews

    Screenshot of course preview

    Get My Best Tips on Growth Equity Recruiting

    Just great content, no spam ever, unsubscribe at any time

    Picture of Mike Hinckley

    Mike Hinckley

    Founder of Growth Equity Interview Guide


    Coached and assisted hundreds of candidates recruiting for growth equity & VC

    • General Atlantic logo     Investor at General Atlantic 
    •      Operator in portfolio at Airbnb 
    • Deutsche Bank logo     I-banker at Deutsche Bank
    • US Treasury Department logo      Advisor in Obama Administration
    • Wharton logo     MBA at Wharton
    Company logo


    Get My Best Growth Equity Interview Tips

    No spam ever, unsubscribe anytime