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Sequence Holdings

Permanent holding, AI-integrated business acquisitions

Mergers and Acquisitions

Full-TimeUpdated on 10/23/2026
$200k - $300k/yr
Mid
New York, NY, USA
In PersonRegular travel to meet owners, attend industry events, and visit operating-company sites.
Finance & BankingPrivate Equity

About the job

Requirements
  • Genuine interest in artificial intelligence and frontier technology, with eagerness to use advanced tools to improve work.
  • Strong financial and analytical foundation, including the ability to build models, underwrite businesses, and independently evaluate complex deal structures.
  • Ability to build trusted relationships with founders, family owners, and senior executives.
  • Ability to produce investment memos, board materials, and deal correspondence to an institutional standard.
  • Intellectual curiosity about how businesses operate.
  • Entrepreneurial, self-directed approach, with ownership of outcomes and ability to thrive with autonomy.
  • Willingness to travel regularly to meet owners, attend industry events, and spend time on-site at operating companies.
Responsibilities
  • Source proprietary acquisition opportunities, build relationships with founders and owners, underwrite businesses, lead diligence, and drive transactions to close.
  • Stay engaged with acquired businesses after acquisition by shaping operating models, working alongside management, and helping define how Sequence’s technology platform transforms each company.
  • Develop expertise in targeted sectors, build a network of owners, bankers, and operators, and help shape the company’s M&A strategy.

About the company

Sequence Holdings is a permanent holding company that buys American businesses and embeds artificial intelligence and advanced engineering into their core operations. It works by providing capital, hands-on operational support, and technology solutions to help portfolio companies grow and become leaders in their industries, with a long-term, ongoing partnership rather than quick, short-term exits. What sets it apart is its permanent capital model—there is no planned exit after a few years—and its focus on deep, long-term collaboration, leveraging leadership experience from firms like Scale, Palantir, Lone Pine, and Silver Lake to drive AI-enabled growth across its portfolio. The company’s goal is to create lasting value by continuously improving its acquired businesses through AI integration and next-generation engineering, ultimately building enduring market leaders in the United States.

Company Size

11-50

Company Stage

N/A

Total Funding

N/A

Headquarters

N/A

Founded

2025

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Simplify's Take

What believers are saying

  • Sequence raised $75 million in March 2026 from Lux, Conviction, 8VC, Factory, Avenir.
  • Michael Lee says Sequence brings engineering talent and patient capital to market leaders.
  • Baldwin’s 88% premium shows sellers accept Sequence for speed, certainty, and transformation credibility.

What critics are saying

  • Baldwin’s $7.7 billion take-private concentrates capital in one execution-heavy bet through Q1 2027.
  • Atlas-driven transformations require management cooperation; resistance inside acquired firms slows integration.
  • If the refounding thesis stalls, Sequence becomes an expensive consulting wrapper with no durable moat.

What makes Sequence Holdings unique

  • Atlas standardizes operations across portfolio companies, compounding learnings business-to-business.
  • Sequence pairs frontier engineering talent with permanent capital, not temporary exit pressure.
  • Baldwin confirms Sequence can buy scaled service businesses and refound them operationally.

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Growth & Insights and Company News

6 month growth

50%

1 year growth

80%

2 year growth

80%
StreetInsider
Sep 14th, 2026
The Baldwin Group to Go Private Through Majority Investment by Sequence Holdings and Dell Family Office

Baldwin shareholders to receive $32.50 per share in cash, representing an 88% premium to the unaffected closing price on June 17, 2026 Sequences engineering talent and capital, in combination with DFO Managements...