Why Access Holdings: Interviews, Careers, & Portfolio

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 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:

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

Analyst

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!