The Management Team of Geneva Capital Management, In Partnership With Estancia Capital Management, Complete Acquisition To Acquire Geneva From Janus Henderson

Milwaukee, WI. – March 18, 2020 – The management team of Geneva Capital Management (“Geneva”), in partnership with Estancia Capital (“Estancia”), announced on March 17, 2020, the completion of its acquisition of Geneva Janus Henderson Group (“JHG”).  The transaction returns Geneva to its roots as a majority employee-owned organization and is structured in a manner to provide a path to complete employee ownership over time. Geneva’s management team retains autonomy over its investment process and continues to manage the day-to-day operations of the business.

Geneva is a U.S. growth equity manager specializing in high-quality growth strategies, including Small Cap, Mid Cap, SMID, and All Cap U.S. growth equities.  Geneva’s investment process focuses on identifying high-quality companies with superior management teams, low leverage, and a consistent, sustainable record of growth.  Geneva managed over $5 billion of assets for institutional clients as of December 31, 2019.

Portfolio Manager, Scott Priebe, states, “We are excited that we are a majority employee-owned organization once again. Our deal structure provides a clearer alignment with and focus on achieving client goals. We appreciate the partnership we’ve had with JHG and thank them for the support they provided over the past five years.” Portfolio Manager José Muñoz adds, “We firmly believe that our dedication to the Geneva philosophy and devoted long-term approach is positively correlated with success for our clients. We are confident that Estancia is the perfect partner for us to embark on our next phase of growth.  Estancia shares our vision for Geneva to remain client-focused and will ensure the continuity of our investment approach and company culture.”

“Geneva’s management team built an exceptional business by focusing on meeting their clients’ objectives,” said Danny Kang, Managing Director of Estancia.  “We are very pleased to partner with Geneva and to support the firm as they provide steadiness for their clients and continue to leverage their distinguished research and decision-making process. We are excited about growing the company together and building a successful partnership that benefits all parties.”

Estancia and Geneva are being advised by Sandler O’Neill + Partners, L.P., Kirkland & Ellis LLP, and Foley & Lardner LLP. The terms of the transaction are not disclosed.

About Estancia

Estancia is a specialist private equity firm focused on lower to middle-market investments in Institutional Quality Asset Management, Wealth Management, and related Business Services firms. Estancia’s Principals have a history of partnering with management teams in providing buy-out and growth capital to facilitate the strategic development of portfolio companies, including management buy-outs, private ownership/succession transitions, growth initiatives, and investment team lift-outs.

About Geneva

Founded in 1987, Geneva is an institutional boutique asset manager focused on providing high value-added U.S growth portfolios and managed approximately $5 billion in AUM for primarily Institutional investors as of December 31, 2019.

Media Contacts:

Estancia
Mr. Danny Kang
dkang@estanciapartners.com
480-448-5003

Geneva
Mr. Matt Pistorio
matthew.pistorio@genevacap.com
630-730-5002