Estancia is an independent (MBE qualified) firm established for the purpose of making small to lower middle market (“small buy-out”) private equity investments in “Institutional Quality” Asset Management, Wealth Management and related Business Services firms. The Principals have a history of partnering with management and investment teams in providing equity, growth and working capital to facilitate strategic and opportunistic development of portfolio companies including management buy-outs from larger financial firms, private ownership/succession transitions, growth initiatives, recapitalizations, and investment team lift-outs.
Leadership
Name | Title | ||
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Darrin Jeffries, Esq. | Managing Director |
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Managing Director |
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Managing Director |
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Managing Director |
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Managing Director |
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Recent Transactions involving Estancia Capital Partners
Deal | Target | Platform | Buyer | Industry |
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StrategyCorps Announces Capital Partnership with Estancia Capital Partners to Enhance Solutions and Accelerate Growth |
StrategyCorps |
Estancia Capital Partners |
Financial Services | |
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