Leveraging Decades Of Experience.

Estancia pairs our knowledge and experienced team of effective, analytical and strategic professionals with a network of independent senior advisors and industry consultants. This collaboration together with our many years of operating and corporate development experience supports growth, elevating industry-leading portfolio companies.

Singular Focus.

Estancia seeks to invest in management-driven, growth-oriented, capital-light companies.

Representative areas in which we specialize include:

Asset Management
Wealth Management
Business Services/FinTech
- Distribution Platforms Serving Institutional and Retail Markets
- Tech-Enabled Critical Services
- Fund Administration and Operations
- Balance Sheet and Cash Management Solutions
- Global Trade Analytics and Compliance Solutions
- Investment and Consulting Solutions Serving Financial Advisors

Elevate Together

Estancia employs an engaged and collaborative approach, unified through transparent and active communications with our portfolio company management teams and investors.

Positioned to Lead

Estancia seeks to invest in companies demonstrating industry leadership within their industries. We partner with outstanding management teams that are passionate, innovative, and eager to grow with the help of our knowledge and guidance, building value for investors.

Diversity of Thought

Estancia solicits ideas from all corners and welcomes a wide range of experiences, skill sets and perspectives. When everyone on the team plays a part, everyone benefits.