$15B

20-Year Vision

$1B

Phase I Target AUM

Business Engines

Midwest Investment Institution

Building EnduringInstitutions.

Akademeia Holdings is a private investment firm focused on acquiring, developing, and strengthening businesses through disciplined ownership and long-term execution.

We are actively building a platform centered on business acquisition, strategic partnerships, and the development of emerging opportunities across Indiana.

Our Strategy Contact Us

About Akademeia Holdings

Rooted in inquiry.
Built to endure.

Akademeia Holdings takes its name from Plato’s Academy — a place devoted to disciplined inquiry, refinement, and the pursuit of enduring truth. That spirit informs our approach to business and capital.

We believe ownership carries responsibility. Capital should be guided by judgment. Growth should be earned. And businesses should be built to endure. Akademeia Holdings was created to pursue those ideas in practice — through acquisition, development, and long-term value creation.

“The long-term vision is to create a firm managing $10B–$15B in assets — a generational institution rooted in the Midwest.”

Davyd J. Jones

Founder

15+ Years in Wealth Management

Raised in the heart of Muncie, Indiana — by a single mother giving everything for three children — Davyd learned early that where you start doesn’t determine where you finish. He went on to become a team captain of a Division I football program at Ball State, pursued graduate studies in Financial Economics, and spent 15+ years earning the trust of clients across the country. He ran for public office, helped raise funds for a gubernatorial campaign, and has served on investment committees overseeing portfolios of $250M or more. Today he serves as board chair of a foundation and chairs an investment committee at one of Allen County’s most respected institutions. Davyd has always understood that real leadership means being accountable to something larger than yourself. Akademeia Holdings is the culmination of that journey — built on the belief that the Midwest deserves an investment institution as resilient, disciplined, and community-rooted as the people who call it home.

davyd@akademeiaholdings.com

Our Philosophy

The principles that guide us.

We believe enduring value is built deliberately — not through speed or speculation, but through disciplined decision-making, patient capital, and aligned execution.

We approach each opportunity with a focus on continuity, operator alignment, and disciplined execution.

We are currently focused on building relationships, evaluating opportunities across Indiana and the broader Midwest, and positioning the firm to transact with discipline and conviction.

Disciplined Thinking

Sound judgment before action. We are not driven by short-term noise or transactional thinking — every decision is measured against long-term outcomes. We are actively building toward a firm that earns its place through performance, not positioning.

Patient Capital

Long-term value over short-term optics. We focus on opportunities where thoughtful ownership and operational stability can produce lasting results.

Aligned Execution

Building with owners, operators, and stakeholders in mind. Aligned incentives are the foundation of every partnership we enter.

Stewardship over Extraction

We acquire with the intention to hold, grow, and improve — preserving what works, strengthening what can be better.

Real Business Value

We seek businesses with durable models, trusted relationships, and operators who care about their legacy — not financial theater.

Platform Strategy

Three Reinforcing Business Engines.

Engine 01

Business Acquisition

We actively evaluate opportunities to acquire or partner with established businesses where long-term ownership and disciplined execution can create value.

Target: $100M–$400M AUM firms
Recurring, predictable revenue
Trusted client relationships
Succession solutions for founders

Engine 02

Business Development

We identify and build relationships with emerging businesses and operators — particularly in areas where strong fundamentals exist but access to structured capital is limited.

Midwest small & mid-cap equity
Private credit — lower middle market
Private equity in family businesses
Strategic co-investments

Engine 03

Platform Development

We are intentionally building the firm with long-term institutional standards in mind — focusing on process, credibility, and execution before scale.

Lower middle market focus
Operational stability required
Cultural alignment essential
Long-term strategic support

Market Opportunity

The Midwest Is
Underserved.

The Midwest contains enormous private wealth and entrepreneurial capital, yet most institutional investment firms are located in coastal centers — New York, San Francisco, Boston.

At the same time, thousands of independent advisory firms across the United States face a generational transition. Founders approaching retirement seek succession solutions that preserve their client relationships and legacy.

Akademeia Holdings is positioned to bridge that gap — bringing institutional-quality stewardship to the heartland of American business.

We are actively evaluating acquisition and partnership opportunities where long-term ownership and disciplined execution can create enduring value.

Revenue Model

$1B AUM

~$8M–10M/yr

$5B AUM

~$30M–40M/yr

$10B AUM

~$60M+/yr

The Territory

Rooted in the Midwest.

Indiana — The Heartland

Agricultural Heritage

Urban Opportunity

The Vision

$15B

$15B Assets Under Management — 20-Year Vision

To create a generational investment institution rooted in the Midwest that serves families, entrepreneurs, and institutions while allocating capital to productive enterprises across the region.

We are actively evaluating acquisition and partnership opportunities where long-term ownership and disciplined execution can create enduring value.

Our objective is to build a long-term investment platform capable of scaling across multiple strategies while maintaining disciplined standards.

We are building deliberately — with the intention of earning the right to scale.

Our objective is to build a long-term investment platform capable of scaling across multiple strategies — while maintaining the disciplined standards and regional focus that define everything we do.

Phase I

Years 1–5

$6B AUM

Build wealth management platform through targeted acquisitions.

Phase II

Years 5–10

$8B AUM

Launch proprietary investment funds seeded by platform clients.

Phase III

Years 10–15

$10B AUM

Expand to institutional investors. Establish regional leadership.

Phase IV

Years 15–20

$15B AUM

A premier Midwest institution managing institutional-scale capital.

Indiana Opportunity

Built in Indiana.
Focused on Opportunity.

We believe regional markets — particularly across the Midwest — offer significant long-term opportunity due to fragmentation, succession dynamics, and limited access to structured capital.

Akademeia Holdings is building relationships across Indiana to identify undercapitalized, high-potential businesses and operators — creating a disciplined pipeline for future investment. This is not outreach — it is strategic advantage.

Why Akademeia

Principled, long-term orientation

Grounded in disciplined decision-making

Focused on real business value, not financial theater

Positioned to build trusted relationships across Indiana

Committed to thoughtful growth over rushed expansion

Get In Touch

Let’s build something enduring.

Whether you are a wealth advisory firm owner exploring succession options, an investor interested in our platform, or a potential partner — we welcome the conversation.

LocationMidwest — Indiana

Emaildavyd@akademeiaholdings.com

Websiteakademeiaholdings.com

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