Estancia Announces New Website and Addition of New Professionals

Scottsdale, AZ (May 12, 2022) — Estancia Capital Management LLC, a specialist private equity firm, is proud to unveil a new website that better reflects their differentiated approach to investing in the small to lower middle market financial services sector. Estancia’s investment focus is on companies with “capital light” and durable business models critical to the administration, maintenance, and investment of capital. These companies include financial technology, tech-enabled business services, wealth and asset management.

Estancia invests in niche companies in the lower middle market building enduring value by leveraging decades of operating and investing experience with access to Estancia’s network of key industry relationships. “We can ascribe much of our success to our ability to identify and support strong management teams with a vision for growth, who will benefit from our value-added operational skills and financial acumen,” noted Mike Mendez, Co-Founder and Managing Director.

Added Takashi Moriuchi, Co-Founder and Managing Director, “As active investors, we do more than simply provide capital; we partner with our management teams and develop executable growth strategies often includes synergistically linking portfolio company products, services and technologies to drive growth. As a result, previously unrelated companies can often find revenue generating opportunities across the Estancia ecosystem.”

Since inception in 2010, Estancia has raised $420 million in committed capital and nearly $150 million in co-investment capital across two funds, completed 12 platform investments and 16 add-on investments. In 2022, Estancia expanded its team to 12 professionals – Violetta Hancock, Esq., Vice President, Legal Operations; Dan Rosenberger, Senior Associate; Jalen Gilmore, Associate; and Makayla Sugidono, Operations & Investor Relations Analyst. Additionally, Estancia is launching their inaugural Summer Associate and Summer Analyst program this June.

Estancia is proud to have collaborated with Monogram Partners to create the new website. Said Martie D’Apice, Head of Investor Relations, “The team at Monogram was very rigorous in their research of Estancia, making sure they truly understood Estancia’s differentiated strategy and how Estancia is viewed both internally as well as by our industry partners. We are thrilled with the outcome and believe that the site is both substantive and unique as well as visually compelling.”

About Estancia

Estancia is a Financial Services Sector-Specialist firm focused exclusively on providing buyout and growth capital for Small to Lower Middle-Market Financial Technology, Tech-Enabled Business Services, Wealth and Asset Management companies. As the lead investor, Estancia is comfortable partnering in both control and minority equity investments. We pursue management buyouts, private ownership transitions, growth initiatives, recapitalizations, investment team lift-outs, and platform add-ons. To view our new website, please visit: www.estanciapartners.com

Estancia Capital Partners