Some of the areas in which we specialize include accounting services, wealth management, insurance brokerage, and product distribution.
Our deep industry experience helps us create attractive private equity investments in the complex, sometimes opaque, world of financial, fintech and business services.
Our investment decision-making process has been rigorously developed and is continuously refined.
We seek out dynamic companies where we can help create and develop value by delivering on our knowledge of the markets. We fully understand the business models, long-term trends, technological advancements, and the factors that can impact and stimulate growth in the financial, fintech and business services industries.
We seek to add value by partnering with management teams to deploy growth strategies, cultivate and execute external growth opportunities, source and negotiate strategic transactions, and foster valuable and lasting relationships from among our vast network of industry and professional contacts.
We drive our companies to not only respond to the ways in which technology is constantly changing the landscape but, more importantly, to define and lead how technology will impact the future of how financial and business products and services are delivered.