Approach

Differentiated Capital

Our objective is to be the “Capital Partner of Choice” to the financial services industry. We seek to be a differentiated form of capital and consider ourselves experts in creating bespoke solutions for our target universe. We endeavor to take a highly collaborative approach with the management teams behind which we invest, ensuring proper incentive alignment and a constant line of communication. We view our partnership approach and reputation as a distinct competitive advantage that can be easily due diligenced by potential management partners, sellers, regulators and other relevant parties. 

Value Creation

We seek to invest in firms in which we can create value by leveraging our extensive network, industry knowledge and operational expertise to assist with some or all of the following:

  • Expanding into adjacent product offerings and/or optimizing current business lines
  • Identifying and executing on cost synergies to drive operational improvement
  • Sourcing accretive acquisitions and facilitating the divestiture of non-core businesses

  • Constructing appropriate incentive packages that align management with shareholders
  • Implementing appropriate governance constructs and risk controls
  • Assisting with liquidity and capital structure management
  • Building effective investment consortiums that can enhance franchise value

Size & Structure

We target equity investments of $75 to $200 million and expect to have the ability to execute larger transactions. While we typically seek to take control positions, we are very comfortable operating in minority positions, given appropriate alignment and governance rights.

We seek to invest in the following types of transactions:

  • Growth capital investments to support acquisitions and other expansion initiatives
  • Management led buyouts of private or public companies
  • Ownership transitions

  • Divestitures
  • Sponsor sales
  • Distressed recapitalizations
  • Platform build-outs / start-ups