Our investment strategy is predicated on partnering with exceptional entrepreneurs to capitalize on powerful industry trends.

Where We Invest

Financial services is a fragmented industry which has grown twice as fast as the overall economy and represents a meaningful percentage of GDP and stock market capitalization.

With over 70 sub-sectors, the Financial Services industry can provide broad diversification of investment opportunities. We are currently focused on opportunities in 5 dynamic industry sub-sectors:

Wealth & Asset Management

Insurance Distribution and Services

Specialty Finance

Financial Technology

Tech-Enabled Business Services

Investment Criteria

Investing across multiple sub-sectors of the U.S. financial services industry with a primary focus on asset light businesses across wealth and asset management, insurance services, insurance distribution and tech enabled financial services.

Capital Deployment
$50 to $350 Million

Geography
North America

EBITDA
$5-50 Million

Our Values Define Us.

We partner with management teams who share our values. We are empathetic investors focused on building great businesses.

Entrepreneurial
We embrace the growth mindset. We think like business owners and not employees, which enables us to address challenges.

Tenacious
When it gets hard, we work harder. We don’t stop until the job is done.

Principled
We are guided by standards of ethics and discipline. We believe that facts outweigh opinions.