Single Family Office

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Collateral Holdings

Collateral Holdings traces to 1933 when W.T. Ratliff founded the firm that remains family-owned. Will Ratliff serves as CEO. The office invests capital...

Collateral Holdings logo

Collateral Holdings

Collateral Holdings traces to 1933 when W.T. Ratliff founded the firm that remains family-owned. Will Ratliff serves as CEO. The office invests capital generated by the founding family across a permanent base rather than finite fund vehicles. Investment activity covers buyouts and growth equity. The firm commits to direct co-investments, SPVs, private credit, private equity, real estate, and digital assets. Confirmed sector exposure includes InsurTech, FinTech, AgriTech & FoodTech, Mobility & Transportation, and Healthcare Services. Geographic reach extends to North America, Europe, Asia, and Africa. Technology interests include AI/ML, Cybersecurity, and Web3 & Blockchain. The firm lists no disclosed AUM figure and maintains no additional offices in public records. Former CFO and CIO Mike Anderson now serves at Brownlee-Morrow Enterprises. Leadership participates in A+ Education Partnership alongside executives from Regions Bank and Blue Cross Blue Shield of Alabama. Alumni ties link the firm to Auburn University through the Top Tigers program.

General information

Firm type

Single Family Office

Year founded

1933

Location

Region

North America

Country

United States

City

Birmingham

Corporate office

Birmingham, United States

Principals

Will Ratliff

CEO

W.T. Ratliff

Founder

Sector focus

InsurTechFinTechAgriTech & FoodTechMobility & TransportationHealthcare ServicesWorkflow Automation

Frequently asked questions

Who runs investment decisions at Collateral Holdings?

Will Ratliff serves as CEO. Investment decisions rest with the family office leadership supported by internal operational expertise.

How does Collateral Holdings source proprietary deal flow?

The firm evaluates direct investments and strategic acquisitions through its network of operating businesses and board relationships.

Is Collateral Holdings structured as a single family office or does it operate more like a venture firm?

It functions as a single-family office with a permanent capital base and active ownership model across buyouts and growth investments.

Does Collateral Holdings participate in fund commitments or only direct deals?

The mandate emphasizes direct co-investments, SPVs, and strategic acquisitions rather than third-party fund commitments.

Where does the underlying wealth come from?

The capital originates from the Ratliff family, which founded the firm in 1933 and has retained ownership since that date.

Profile maintained by using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.

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