StrategyCorps Announces Capital Partnership with Estancia Capital Partners to Enhance Solutions and Accelerate Growth

NASHVILLE (July 9, 2024) – StrategyCorps, LLC (“SC” or the “Company”), the industry-leading provider of deposit analytics and retail and small business checking-related solutions, and Estancia Capital Partners, a respected lower-middle market private equity firm with a successful investing track record in the financial services industry, announced today that [...]

July 9, 2024|

Soltis Advisors Announces Capital Partnership with Estancia Capital Partners and LLR Partners to Accelerate Growth and Enhance Service Offerings

ST. GEORGE, Utah--(BUSINESS WIRE)-- Soltis Investment Advisors (“Soltis”), a Registered Investment Adviser with more than $9 billion of client assets, today announced the company has entered into an agreement with Estancia Capital Partners (“Estancia”) and LLR Partners (“LLR”) for an investment to help support the firm’s next phase of [...]

June 6, 2024|

North Square Investments Acquires Patterson Capital Corporation Through Its CS McKee Affiliate

Chicago, IL (April 1, 2024) – North Square Investments announced it has completed the acquisition of Patterson Capital Corporation, an independently owned fixed income investment adviser in Los Angeles, California, through its majority-owned affiliate CS McKee. The announcement was made by Mark Goodwin, the Co-Founder and CEO of North [...]

April 1, 2024|

Estancia Capital Partners and PMA Complete Sale of PMA to TA Associates

Naperville, Ill. – February 9, 2024 – Estancia Capital Partners (“Estancia”) and its portfolio company  PMA Financial Network, LLC (“PMA”), a premier full-service provider of comprehensive financial and advisory services to municipalities, school districts and other local government entities, completed the majority acquisition of PMA by TA Associates (“TA”), [...]

February 9, 2024|

Alger Expands International Growth Equity Expertise with Acquisition of Redwood Investments

NEW YORK, Jan. 4, 2024 -- Alger Group Holdings, LLC. ("Alger"), a privately-held, women-owned and minority-led growth equity investment manager, today announced it has agreed to acquire Newton, Massachusetts-based Redwood Investments, LLC ("Redwood"), a specialized global growth equity manager with over $1.6 billion in assets under management. The acquisition [...]

January 4, 2024|
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