Lakeview Holdings isn’t your typical investment firm. We don’t have external capital constraints or rigid fund lifecycles. Instead, we’re experienced owner-operators who invest our own resources in remarkable businesses, like yours, that deliver exceptional customer experiences.
We believe that people – teams, partners, and customers – are what makes a business remarkable. That’s why so much of our focus is on nurturing relationships throughout every phase of the investment, acquisition, and operational journey.
Founded by Jamie McDonald, Jamie Shulman, and Torrey Glendinning, Lakeview Holdings has a proven track record of entrepreneurship. Jamie and Jamie spent more than two decades building software together, culminating in Hubdoc, where they teamed up with Torrey, before its acquisition by Xero in 2018.
Today, we own and operate A2X, leading ecommerce accounting software, and we’re on the lookout for new opportunities to support thriving businesses and the people behind them.
Our ideal partners are led by high-integrity management teams that deliver products and services that achieve exceptionally high customer satisfaction, feature strong recurring revenue models, and address enduring customer needs in well-defined target markets.
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