Tracked deals
9
9 tracked deals across 2019-2024.
Private Equity Firm
Financial Services
Estancia Capital Partners
Scottsdale, Arizona, United States
Independent private equity firm (“Estancia”) making small to lower-middle-market “small buy-out” investments in institutional-quality financial services and FIG (financial services & fintech) companies, partnering with management teams through buyouts, growth initiatives, recapitalizations, and other strategic transitions.
- Focus Areas
- Financial services, FIG (financial services & fintech), Cash management platforms / deposit and liquidity solutions
- Website
- estanciapartners.com
Recent pace
0
0 tracked deals announced in the last 12 months.
Deal mix
Growth capital
4 growth capital · 3 buyout · 1 addon
Estancia Capital Partners Acquisition Volume by Year
Last 6 years
Supporting Data
Recent Transactions
-
- Buyer
- Estancia Capital Partners, LLR Partners
- Target
- Soltis Investment Advisors
- Seller
- Emigrant Partners
- Industry
- Financial Services
- Location
- Utah, United States
- Type
- Growth capital
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.
-
- Buyer
- Estancia Capital Partners, First Eagle Investments, Andalusian Credit Partners
- Target
- StrategyCorps
- Industry
- Financial Services
- Location
- Tennessee, United States
- Type
- Growth capital
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.
-
- Buyer
- Estancia Capital Partners
- Target
- Flagstone
- Industry
- Financial Services
- Location
- United Kingdom
- Type
- Growth capital
Estancia Capital Partners will invest £108 million ($138 million) for a minority equity stake in Flagstone, the UK’s cash deposit and savings platform. The deal combines primary and secondary investment components, with the primary capital aimed at consolidating Flagstone’s position and expanding partnerships ahead of expected Q2 2024 closing after regulatory approvals.
-
- Buyer
- GTCR, Estancia Capital Partners
- Target
- R&T Deposit Solutions
- Seller
- R&T existing shareholders (founding team and employees)
- Industry
- Financial Services
- Location
- New York, United States
- Type
- Recapitalization
GTCR has made a strategic investment in R&T Deposit Solutions, acquiring a 50% stake while existing shareholders (including Estancia Capital Partners and R&T’s founders and employees) retain the remaining 50%. As part of the transaction, Susan Cosgrove will join R&T as Executive Chair to support growth, product expansion, and technology and infrastructure enhancements.
-
November 29, 2022
- Buyer
- Estancia Capital Partners
- Target
- InvestorCOM
- Industry
- Software
- Location
- Ontario, Canada
- Type
- Growth capital
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.
-
December 31, 2021
- Buyer
- Estancia Capital Partners, Flexpoint Ford, LLC, Hamilton Lane, New York State Common Retirement Fund, Madison Capital Funding
- Target
- Reich & Tang Deposit Networks, LLC, Total Financial Solutions, LLC (d/b/a Total Bank Solutions)
- Industry
- Financial Services
- Location
- New York, United States
- Type
- Buyout
Estancia Capital Partners signed a definitive agreement to acquire a majority stake in Reich & Tang Deposit Networks (R&T), a New York–based administrator of reciprocal deposit networks and insured cash sweep programs, with R&T management remaining as meaningful equity holders. Estancia structured the transaction with institutional capital partners and allocators — including Flexpoint Ford (preferred equity), Hamilton Lane (allocator of capital), the New York State Common Retirement Fund and Madison Capital Funding — to accelerate R&T’s growth and expand its product and technology capabilities; the firms later combined R&T with Total Bank Solutions under R&T Parent Holdings.
-
May 6, 2021
- Buyer
- Abel Noser Holdings, LLC, Estancia Capital Management, LLC, Caltius Structured Capital
- Target
- Trade Informatics LLC
- Industry
- Financial Services
- Location
- New York, United States
- Type
- Addon
Abel Noser Holdings, a New York-based provider of transaction cost analytics and agency-only brokerage services, is acquiring Trade Informatics LLC, a New York firm that offers equities trade cost analysis and the START systematic execution platform. The deal (an add-on to Abel Noser’s business) brings Trade Informatics’ START and TAP capabilities into Abel Noser’s product lineup; financing for the transaction included debt and equity from Caltius Structured Capital and existing sponsor Estancia Capital Management.
-
March 18, 2020
- Buyer
- Management team of Geneva Capital Management, Estancia Capital Management
- Target
- Geneva Capital Management
- Seller
- Janus Henderson Group
- Industry
- Financial Services
- Location
- Wisconsin, United States
- Type
- Buyout
The management team of Geneva Capital Management, in partnership with Estancia Capital Management, completed a management buyout of Geneva from Janus Henderson Group on March 17, 2020. The deal returns Geneva to majority employee ownership, preserves the firm's investment autonomy, and positions the firm for continued growth (terms not disclosed).
-
- Buyer
- Promus Equity Partners LLC, Estancia Capital Management LLC
- Target
- PMA Financial Network LLC
- Seller
- Dr. Robert English / the English family
- Industry
- Financial Services
- Location
- Illinois, United States
- Type
- Buyout
Promus Equity Partners LLC, in partnership with Arizona-based Estancia Capital Management LLC and PMA's management team, has acquired PMA Financial Network LLC, a Naperville, Illinois-based provider of financial and advisory services to municipalities, school districts and other local government entities. The transaction represents a succession/exit transaction from the founding English family; terms were not disclosed.
Related Acquisition Pages
Financial Services Buyers & Acquisitions
8 tracked deals by Estancia Capital Partners.
Software Buyers & Acquisitions
1 tracked deal by Estancia Capital Partners.
Acquisitions in New York
3 tracked deals by Estancia Capital Partners.
Acquisitions in Illinois
1 tracked deal by Estancia Capital Partners.
Acquisitions in Tennessee
1 tracked deal by Estancia Capital Partners.
Acquisitions in Utah
1 tracked deal by Estancia Capital Partners.
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