About01 Portfolio02 Leadership03 Governance04 Careers05 Newsroom06 Contact07

PORTFOLIO

Triple Sequence Holdings owns and operates a diversified portfolio of controlled operating businesses across complementary industries. We hold for the long term, govern with discipline, and compound value patiently across cycles.

Professionals from across the portfolio collaborating together
SECTION 01 // APPROACH

A balanced portfolio of operating companies

We acquire majority or controlling stakes in established, cash-generative operating businesses and hold them for the long term, with no fixed exit timeline. Our portfolio spans five divisions — technology, consumer products, healthcare and wellness, real assets, and business services — anchored by companies such as Meridian Cloud, Cedarline Brands, and Wasatch Wellness Group. By holding across complementary sectors rather than concentrating in a single market, we aim to smooth the effects of any one cycle and build a more resilient whole.

We operate on a simple principle: decentralized operations, centralized capital. Experienced management teams run their businesses day to day, while the holding company sets standards and allocates capital across the portfolio. Each operating company is supported with financial oversight and shared accounting and FP&A, governance and compliance standards, M&A and integration support, and shared services across HR, legal, IT, and procurement. We are long-term owners who measure progress in years and decades, not quarters.

Within each division we pursue add-on acquisitions to build category leaders, integrating new businesses onto a common operating and reporting foundation. The result is a multi-industry platform — diversified by sector, customer base, and revenue model — that compounds value through disciplined capital allocation and steady operational improvement.

SECTION 02 // DIVISIONS

Portfolio companies & divisions

Triple Sequence Holdings operates a diversified portfolio across five divisions. Three are established, operating companies; two are in development as we build out the platform. Each was selected to anchor a sector and to serve as a base for further add-on acquisitions.

01

Meridian Cloud

TECHNOLOGY DIVISION

Provider of managed cloud infrastructure, data platforms, and IT operations for mid-market enterprises across the Western United States. Meridian Cloud runs the systems that customers depend on to operate, earning durable, recurring revenue from long-tenured client relationships. Founded 2016; headquartered in Lehi, Utah; joined the Triple Sequence portfolio in 2026.

STATUS: OPERATING

02

Cedarline Brands

CONSUMER PRODUCTS DIVISION

A house of branded home, kitchen, and outdoor goods sold direct-to-consumer and through national retail partners. Cedarline Brands combines trusted product lines with repeat purchase behavior and efficient distribution, supporting steady margins and dependable cash generation. Founded 2013; headquartered in Salt Lake City, Utah; joined the portfolio in 2026.

STATUS: OPERATING

03

Wasatch Wellness Group

HEALTHCARE & WELLNESS DIVISION

Operator of outpatient wellness and preventative-health clinics serving the Mountain West, focused on general consumer wellness and primary-care adjacent services. Wasatch Wellness Group benefits from consistent local demand, strong patient loyalty, and a commitment to quality and responsible standards. Founded 2018; headquartered in Provo, Utah; joined the portfolio in 2026.

STATUS: OPERATING

04

Triumph Real Assets

REAL ASSETS DIVISION

Commercial and industrial real estate holdings and property operations that support the operating footprint of the wider portfolio. Triumph Real Assets focuses on well-located, productive properties that offer stability, inflation resilience, and long-duration value. Headquartered in Lehi, Utah.

STATUS: DEVELOPING

05

Anchorpoint Services

BUSINESS SERVICES DIVISION

A B2B facilities management, logistics, and field-services provider that delivers essential, recurring support to other operating companies. Anchorpoint Services is valued for sticky client relationships, skilled teams, and operational depth that is difficult for competitors to replicate. Headquartered in Ogden, Utah.

STATUS: PIPELINE / UNDER EVALUATION

Portfolio company status reflects the current stage of each division and is subject to change. Information shown does not constitute an offer, recommendation, or commitment regarding any specific business or transaction.

SECTION 03 // THESIS

Investment thesis

We acquire majority or controlling stakes in established, cash-generative operating companies that share a common profile, and we underwrite each one with discipline: durable demand, defensible margins, capable management, and conservative leverage. Our criteria are deliberately strict — we would rather pass on many opportunities than compromise on the qualities that produce durable value.

01

Durable demand

We favor businesses serving needs that persist across economic cycles. Demand that endures — rather than depending on a single trend — is the foundation of a company we can own for the long term.

02

Strong unit economics

We look for healthy margins, efficient customer acquisition, and a clear path from each sale to profit. Sound unit economics signal a business that can fund its own growth and withstand pressure.

03

Capable management

We back experienced operators with integrity, judgment, and ownership over outcomes. Strong leadership is the single most reliable indicator of a company's ability to compound value under our stewardship.

04

Defensible position

We seek companies with a meaningful and durable advantage — a trusted brand, switching costs, scale, or hard-won expertise — that protects margins and makes the business difficult to displace.

05

Long runway

We prioritize businesses with substantial room to grow within large or expanding markets, so that patient reinvestment can compound value over many years of ownership.

06

Cultural fit

We partner with teams whose values align with ours: long-term thinking, operational discipline, and a commitment to doing business the right way. Alignment makes ownership a partnership rather than a transaction.

INVESTMENT CRITERIA
Hold Period
Long-term / indefinite, no fixed exit timeline
Structure
Majority or controlling ownership
Stage
Established, cash-generative operating businesses
Leverage
Conservative, sustainable through cycles
Geography
United States, with a Mountain West core
Growth
Add-on acquisitions within each division
Involvement
Centralized capital, governance, and shared services
SECTION 04 // MODEL

Value-creation model

From first contact to long-term ownership, our process is methodical. Each step is designed to confirm fit, protect capital, and set the stage for steady compounding through disciplined operations and add-on growth.

01

Source

We build relationships and develop a deep view of our five divisions, identifying established, cash-generative businesses that match our criteria long before any transaction. Most of our best opportunities come from patient, proprietary sourcing and from add-on targets adjacent to companies we already own.

02

Underwrite

We test each business rigorously against our standards — durable demand, defensible margins, capable management, and conservative leverage — and engage independent advisors where appropriate. We move forward only when the facts support a confident, long-term decision.

03

Acquire

We acquire a majority or controlling stake and structure each transaction for durability, aligning incentives with management and preserving the qualities that made the company attractive. Our aim is a clean, well-governed foundation for long-term ownership.

04

Operate & Compound

We centralize capital allocation, financial oversight, and shared services — accounting and FP&A, governance, HR, legal, IT, and procurement — while operating teams run the business day to day. Over time, add-on acquisitions and steady improvement compound into lasting value.

Discuss a partnership.

If you lead or represent an established, cash-generative business that fits our criteria, we would welcome a confidential conversation about long-term ownership.