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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.
Latest 13F Filing Activity
NCP Inc. filed their most recent 13F report on Jun 30, 2025 disclosing 50 equity positions with a total 13F market value of $106M. The fund increased holdings in Arm Holdings, Netflix Inc., Meta Platforms among other positions. NCP Inc. reduced exposure to Tesla Inc., Boeing Company, Apple Inc. among others.
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 |
Industry Allocation
Investment Team (4)
| Name | Role | Location | |
|---|---|---|---|
A Annie Snyder | Analyst | Des Moines, IA , United States | |
M Megan Winge | Senior Associate | Des Moines, IA , United States | |
 | Analyst | Des Moines, IA , United States | |
 | Associate | Des Moines, IA , United States |
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