Investment Summary

Estancia Capital Management Invests In StrategyCorps

On July 9, 2024, private equity firm Estancia Capital Management invested in financial services company StrategyCorps

Investment Highlights
  • This is Estancia Capital Management’s 4th transaction in the Financial Services sector.
  • This is Estancia Capital Management’s 7th transaction in the United States.
  • This is Estancia Capital Management’s 1st transaction in Tennessee.

Investment Summary
Date 2024-07-09
Target StrategyCorps
Sector Financial Services
Investor(s) Estancia Capital Management
Deal Type Growth Capital
Advisor(s) Keefe, Bruyette, & Woods, Inc. (Financial)
Bass, Berry & Sims PLC (Legal)

Target

StrategyCorps

Brentwood, Tennessee, United States
StrategyCorps provides checking account optimization through third-party reward-based offerings for banks and credit unions. StrategyCorps was founded in 2001 and is based in Brentwood, Tennessee.

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Investor(S) 1

Investor

Estancia Capital Management

Investor Investor Investor Investor Investor

Category Private Equity Firm
Founded 2010
PE ASSETS 420M USD
Size Middle-Market
Type Sector Focused
DESCRIPTION

Estancia Capital Management is a private equity group focused on acquiring or investing in mid-sized asset management companies. The Firm looks to commit $10 to $50 million per opportunity and can support a variety of transaction situations including divestitures, buyouts, growth capital financings, and successions. Estancia Capital Management was founded in 2010 and is based in Scottsdale, Arizona.

DEAL STATS #
Overall 10 of 10
Sector (Financial Services) 4 of 4
Type (Growth Capital) 6 of 6
State (Tennessee) 1 of 1
Country (United States) 7 of 7
Year (2024) 4 of 4
PREVIOUS DEAL
DATE TARGET DEAL TYPE VALUE
2024-07-09 Tierra Encantada

Eagan, Minnesota, United States

Tierra Encantada provides Spanish immersion early education for children, offering a unique program designed to foster early cognitive development and bilingual skills. Tierra Encantada was founded in 2013 and is based in Eagan, Minnesota.

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Company

Legal