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.
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:
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: