Altamont Capital Partners Invests in Kinetic Advantage

Altamont Capital Partners Invests in Cornerstone Advisors

October 2, 2020

Professional Services

Altamont Capital Partners made an equity investment in Cornerstone Advisors, a Scottsdale-based provider of advisory services to mid-size banks and credit unions. The founders Scott Sommer and Steve Williams remain as CEO and President, and the capital will support Cornerstone’s investments in employees, data-powered offerings and internal infrastructure to accelerate growth.

Advantage Capital Invests $7.5M in FIAT Products to Finance Ownership Transition and Expansion

July 26, 2022

Manufacturing

Advantage Capital provided a $7.5 million investment to FIAT Products to finance an acquisition that will transition the company to American ownership and support expansion in Somerset, Kentucky. The financing, made in connection with the Kentucky New Markets Development Program, is intended to preserve and grow local jobs and enable product and facility growth at FIAT’s 268,000 sq. ft. plant.

Altamont Capital Partners Invests in Mini Melts USA

January 9, 2024

Food & Beverage

Altamont Capital Partners has made a growth capital investment in Mini Melts USA, partnering with founder and CEO Dan Kilcoyne, who remains a major investor and will continue to lead the company. The funding will support expansion of Mini Melts' distribution footprint and manufacturing capabilities as the frozen-novelty brand scales nationally.

Altamont Capital Partners Acquires Majority Stake in Fleming Holdings

May 16, 2022

Financial Services

Altamont Capital Partners has acquired a majority stake in Fleming Holdings and committed $150 million of growth capital to support Fleming's expansion as a capital solutions provider for property & casualty (P&C) insurers. The partnership will accelerate Fleming's development of innovative run-off and legacy reserve transaction solutions and help scale its insurance-linked investment and liability management offerings.

Altamont Capital Partners Acquires Assets of WAVE Electronics, Inc.

March 18, 2021

Logistics & Distribution

Altamont Capital Partners has acquired certain assets of WAVE Electronics, Inc., a U.S. distributor of connected-home, audio/video, and residential security products with nine branches. The investment provides liquidity to support WAVE’s operations, expand inventory, and fund growth initiatives (including potential footprint expansion and acquisitions), while WAVE’s senior management will remain in place.

Altamont Capital Partners Makes Strategic Investment in Horizon Investments

July 27, 2021

Wealth Management

Altamont Capital Partners has completed a strategic growth investment in Horizon Investments, a Charlotte-based registered investment advisor with approximately $7 billion in assets under advisement. The investment will provide capital and strategic support to accelerate Horizon's distribution, expand its goals-based solutions, and pursue add-on acquisitions while Horizon's management remains significant equity holders and John Drahzal assumes the CEO role.