NCP Inc.
NCP, Inc. is a highly-specialized, relationship-driven investment firm founded in 2005, headquartered in La Quinta, CA. The firm focuses on middle-market mergers and acquisitions, capital solutions, and direct investments, primarily for privately held businesses across the Midwest and nationally. With approximately 26 employees, NCP caters to established, profitable enterprises, delivering M&A advisory, corporate finance advice, and business valuation services to clients seeking growth, succession, or stabilization.
Investment Strategy
NCP, Inc. employs a relationship-driven, industry-agnostic approach, specializing in middle-market mergers and acquisitions, direct investments, and capital advisory. Their investment strategy emphasizes partnering with profitable, established companies, typically investing between $3 million and $15 million per transaction. As both capital providers and operating advisors, NCP constructs tailored investor syndicates for each investment, leveraging their extensive network for strategic value creation. Their advisory and investment focus spans infrastructure, healthcare, food & agriculture, and broader business services sectors.
Top Holdings
Equity Positions (50)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
N NVDA | NVIDIA CORP | 14.31% | $15.2M | 96,088 | $104.10 | $157.99 | +$5.6M |
M META | META PLATFORMS | 8.44% | $9.0M | 12,130 | $628.81 | $738.09 | +$5.7M |
A ARM | ARM HOLDINGS | 8.23% | $8.7M | 54,000 | $161.26 | $161.74 | +$8.4M |
N NFLX | NETFLIX INC | 7.77% | $8.2M | 6,152 | $1036.78 | $1339.13 | +$5.8M |
A AMZN | AMAZON COM | 5.34% | $5.7M | 25,821 | $180.97 | $219.39 | +$700.2K |