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Investor Overview

Complete the form below to receive our investor overview, which provides an introduction to Holmes Financial, our investment strategy, and the opportunities we pursue.

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HOLMES FINANCIAL LLC

We are a financial services firm specializing in direct private credit and strategic advisory for the lower middle market. Rooted in decades of experience and powered by deep relationships with borrowers, banks, and sponsors, we offer both the capital and counsel businesses need to scale, adapt, and thrive.

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ADDRESS

2000 Bering Drive
Suite 640
Houston, Texas 77057

© 2026 All Rights Are Reserved By Holmes Financial LLC.

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