The road to value creation has two interchangeable lanes: one for Estancia and one for your management team. That’s because we will be at your side not just as a capital source but also as a partner working with you on key organic and inorganic growth strategies we have mastered through our industry affiliations and decades of operating and ownership experiences.
We Target The Sectors We Know Best.
We recognize that each company is unique. As sector specialists, we do not employ a cookie cutter approach. Strong, motivated, and growth-oriented management teams are essential to establishing a shared vision for growth and an executable plan. We empower management to focus on growing their business while we support them with the strategies, connections and resources to realize their fullest potential.
Estancia seeks to invest in management-driven, growth-oriented, capital-light companies.
Flexible capital and equity solutions lie at the core of our success.
We structure our investments to align the interests of all stakeholders, including founders, management teams, internal professionals, and third-party investors.
We strive to identify companies with durable business models that are resilient across market cycles.
Our investments are distinguished by differentiated value propositions and defensible revenue streams. We elevate the companies we choose by adding resources and leveraging our decades of operating and corporate development expertise.
Key Portfolio Company investment criteria:
- Provides mission-critical solution(s) to financial services end markets
- Experienced and incentivized growth-oriented management teams
- Institutional Quality firms with $5 million of EBITDA or greater
- Identifiable levers for value creation
- Attractive economic characteristics/alignment of interests
- Shared vision for growth and executable plan
- Favorable secular/industry macro trends, growing and sizable total addressable markets
- Attainable exit time horizon