Single Family Office

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Percolate Holdings

Percolate Holdings was established in 2021 by Max Spiegel following the sale of Student Loan Hero. The transaction with LendingTree generated the $60 million...

Percolate Holdings logo

Percolate Holdings

Percolate Holdings was established in 2021 by Max Spiegel following the sale of Student Loan Hero. The transaction with LendingTree generated the $60 million that funds the office. The firm executes buyouts of mature businesses in New England through private equity structures. Confirmed relationships include co-investors Amir Learner and Andy Josuweit. Activity remains concentrated in North America. The office lists membership in YPO Boston Chapter and Tiger 21. It also maintains the Spiegel Family Charitable Fund. No operational events from the prior 24 months appear in available records.

General information

Firm type

Single Family Office

Year founded

2021

Location

Region

North America

Country

United States

City

Boston

Corporate office

Boston, MA, United States

Principals

Max Spiegel

Founder

Amir Learner

Business Partner

Andy Josuweit

Business Partner

Doug Lebda

Business Partner

Irina Spiegel

Family Member

Sector focus

Private Equity

Frequently asked questions

Who runs investment decisions at Percolate Holdings?

Max Spiegel directs decisions as founder. Business partners Amir Learner and Andy Josuweit participate in acquisition sourcing and execution.

How does Percolate Holdings source proprietary deal flow?

The office relies on direct relationships within New England and networks such as YPO and Tiger 21.

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

It functions strictly as a single family office. Capital deployment centers on buyouts rather than early-stage venture.

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

Available records indicate focus on direct acquisitions of established businesses.

Where does the underlying wealth come from?

Wealth originated from Max Spiegel's 2018 sale of Student Loan Hero to LendingTree for $60 million.

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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