# EBIS

EBIS is an Asset Manager based in Japan.

## Overview

- **Organization type:** Asset Manager
- **Headquarters:** Japan
- **Region:** Asia
- **Assets under management:** Undisclosed
- **Website:** ebisadvantage.com
- **LinkedIn:** https://www.linkedin.com/company/ebis

## Regulatory record

- **CRD number:** 164024
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/164024

## About

Enhanced Benefits Insurance Solutions (EBIS) is a Voluntary Benefits Outsource (VBO) firm that partners with brokers and employers on enhanced voluntary benefits and employee engagement. It designs customized engagement and enrollment strategies, simplifies the enrollment process, and focuses on long-term partnership solutions tailored to employer needs. Benefit counselors are non-commissioned and paid the same regardless of enrollment.

## Sectors

- Private Equity

## People

- Jack Holder — President
- Jackie Holder — Vice President Operations
- Crystal Armstrong — Account Manager
- Delma Cloyd — Benefits Counselor
- Ralph Fernandez — Benefits Counselor
- Emily Longoria-Hernandez — Account Relations
- Ivan Ruelas — Senior Benefits Counselor
- Laura Gutierrez — Benefits Counselor

## Questions

### How does EBIS source its investment opportunities?

EBIS relies on proprietary sourcing through long-standing relationships with regional banks, local accounting firms, and business brokers across Japan. Rather than participating in competitive auctions, the firm often engages directly with owners, particularly in succession-driven transactions where confidentiality and cultural alignment matter as much as price.

### Who runs investment decisions at EBIS?

Specific investment committee members or managing partners are not publicly disclosed. Like many privately held investment firms in Japan, EBIS maintains a deliberately low profile regarding individual personnel. The firm's investment decisions are understood to be made by its senior leadership team based in Tokyo.

### What investment size does EBIS typically target?

EBIS targets the lower middle market, where transaction sizes are too small for large-cap funds but large enough to support meaningful operational transformation. Specific deal-size parameters are not publicly stated, but the firm's strategy aligns with equity investments typical of Japanese buyout specialists operating in the small-to-mid-cap segment.

## Related profiles

- [East Shore Investment Management](https://altss.com/profile/east-shore-investment-management-llc)
- [EBR Systems](https://altss.com/profile/ebr-systems-inc)

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Last updated: 2026-08-11T15:06:35.052Z

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