Estancia Capital Partners and LLR Partners Invest in Soltis Investment Advisors
September 17, 2024
Estancia Capital Partners and LLR Partners have entered into a capital partnership with Soltis Investment Advisors, a registered investment adviser with over $9 billion in client assets, providing growth capital and strategic resources. The investment will support Soltis's expansion of advisor hiring, potential acquisitions, enhanced service offerings and will see Emigrant Partners exit its minority stake.
- Buyers
- Estancia Capital Partners, LLR Partners
- Targets
- Soltis Investment Advisors
- Sellers
- Emigrant Partners
- Industry
- Financial Services
- Location
- Utah, United States
- Transaction Type
- Growth capital
Explore More
Related Acquisitions
-
Estancia Capital Partners Makes Growth Investment in StrategyCorps
June 28, 2024
Financial Services
Estancia Capital Partners has completed a capital partnership investment in StrategyCorps to fund product development, business development, enhanced client services, and targeted acquisitions. Estancia selected First Eagle Investments and Andalusian Credit Partners as capital partners for the transaction, which closed on June 28, 2024.
-
Soltis Investment Advisors Adds High End Financial Led by Jay Wells
August 6, 2025
Financial Services
Soltis Investment Advisors has added Utah-based High End Financial, LLC, led by advisor Jay Wells, bringing more than $500 million in client assets to Soltis' platform. Wells will join Soltis as Senior Advisor, Institutional & Wealth Services as part of the firm's selective M&A-driven advisor recruiting and platform expansion efforts.
-
Patria Investments Acquires 51% Stake in Solis Investimentos
January 2, 2026
Financial Services
Patria Investments Limited (NASDAQ: PAX) completed the acquisition of a 51% stake in Solis Investimentos, a Brazilian investment manager specializing in structuring and managing CLOs. The transaction adds approximately US$3.5 billion of fee-earning AUM to Patria's credit platform, while Solis' founders and a team of more than 100 professionals will remain in place across offices in São Paulo and Fortaleza.
-
Estancia Capital Partners Makes Strategic Investment in InvestorCOM
November 29, 2022
Software
Estancia Capital Partners completed a strategic growth investment in InvestorCOM, a Toronto-based provider of regulatory compliance software and tech-enabled solutions for the asset and wealth management industry. The capital will be used to accelerate InvestorCOM’s product development, distribution and geographic expansion across North America and globally while management remains in place.
-
TiLT Capital Partners and SWEN Capital Partners Invest in Negratín Global Services
September 16, 2025
Energy
TiLT Capital Partners has acquired a 38% stake in Spain-based Negratín Global Services, with SWEN Capital Partners also participating in the minority investment. The growth-capital investment will support Negratín's expansion into larger-scale EPC projects, accelerate the roll-out of its own photovoltaic plants as an IPP, and strengthen international expansion while the founders remain majority shareholders.
-
LLR Partners Makes Growth Investment in Salute Mission Critical
February 23, 2021
IT Services
LLR Partners completed a growth investment in Salute Mission Critical to provide capital and strategic support for scaling the company’s mission-critical data center lifecycle services. The funding will be used to expand infrastructure and global operations, support strategic M&A, and accelerate Salute’s training and hiring of military veterans for technical roles.
Track M&A activity that matters to you
Get real-time deal alerts, build buyer lists with AI, and access our full acquisition database. Start your free trial today.