A Unique Approach to Financial Services Investing
Purposeful Timelines for Capital Return
Anchored with multi-generational family capital, we have the patience to hold investments for longer to allow management teams the runway needed to achieve meaningful growth. And with entrepreneurial roots, we have the capability and sense of urgency to help management teams grow quickly and achieve a meaningful next exit. Our objective is to align with what is best for our partners, from the onset of our discussions.
Partnership with Management
We partner with best-in-class owners and leaders, offering support where we see opportunity with those leaders. We believe in long-term relationships and structure our investments to meet the objectives of the companies that we partner with. We’re flexible on majority or minority ownership, our investment timeline, use of leverage, and the stage of our partners.
Deep Financial Services Expertise & Focus
Our sector focus and expertise creates opportunities for partnership that extends beyond financial capital. Our vast network of sector specialists and subject matter experts drive value and offer support to partner firms.
Growth Oriented Approach
Our value creation approach is rooted in an abundance mindset. We believe in driving attractive investment return alongside exceptional outcomes for all stakeholders and management teams, through focusing efforts on the growth of our partner companies.