Estancia Capital Management Mergers and Acquisitions Summary

Private Equity Profile

Estancia Capital Management’s most common sectors for investment are business services (67%) and financial services (34%). The Firm’s most common investment types include growth capital (50%) and buyout (lbo, mbo, mbi) (17%). In total, Estancia Capital Management has invested in 4 US states and 2 different countries. Its largest (disclosed) acquisition occurred in 2015 when it acquired American Beacon Advisors for $600M.

In the last 3 years, Estancia Capital Management has exited 1 company. The Firm’s most common exit type is secondary buyout (100%).

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M&A Summary

  • M&A Total Activity7
    • M&A Buy Activity6
    • M&A Sell Activity1
  • Total Sectors Invested 2
  • Total Countries Invested 2
  • M&A Advisors 1

Estancia Capital Management LLC

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www.estanciapartners.com

Estancia Capital Management is a private equity group focused on acquiring or investing in small to mid-sized asset management companies. The Firm looks to commit $5 to $50 million per opportunity and can support a variety of transaction situations including divestitures, buyouts, growth capital financings, and successions. Estancia Capital Management is based in Scottsdale, Arizona.


Investment Criteria

Sectors of Interest: Business Services, Financial Services

Target Transaction Types: Buyout (LBO, MBO, MBI), Growth Capital, Recapitalization

Geographic Preferences: West US

Transaction Criteria Min Max
Target Revenue - -
Target EBITDA - -
Investment Size - -
Enterprise Value - -

M&A Summary

Buy vs Sell

Year ≤ '15 '16 '17 '18 '19 '20 T
Buy (0.0/yr) # 6 - - - - - 6
vol $600M $600M
Sell (0.2/yr) # - - 1 - - - 1
  7

Most Recent M&A

Company Date Value Type
Equinoxe Alternative Investment Services Ltd. 2017-05-09 - Secondary Buyout
Hamilton, Bermuda · www.equinoxeais.com
Redwood Investments LLC 2015-12-10 - Stake Purchase
Newton, Massachusetts · www.redwoodinv.com
American Beacon Advisors 2015-04-30 600M USD Secondary Buyout
Irving, Texas · www.americanbeaconadvisors.com
Snowden Capital Advisors LLC 2013-11-13 - Growth Capital
New York, New York · www.snowdenlane.com
Equinoxe Alternative Investment Services Ltd. 2013-08-23 - Buyout (LBO, MBO, MBI)
Hamilton, Bermuda · www.equinoxeais.com
Spruce Investment Advisors LLC 2012-10-03 - Growth Capital
Stamford, Connecticut · www.spruceinvest.com
Sustainable Growth Advisers, LP 2012-08-01 - Growth Capital
Stamford, Connecticut · www.sgadvisers.com
View All >>

M&A by Sector

Sector Current # Value All-time # Value
Business Services 3 (60%) - 4 (67%) -
Financial Services 2 (40%) 600M (100%) 2 (33%) 600M (100%)
Total 5 $600M 6 $600M

Acquisitions By Geo

State/Country Current # Value All-time # Value
United States 5 (100%) 600M (100%) 5 (83%) 600M (100%)
  Connecticut 2 (40%) - 2 (33%) -
  Texas 1 (20%) 600M (100%) 1 (17%) 600M (100%)
  New York 1 (20%) - 1 (17%) -
  Massachusetts 1 (20%) - 1 (17%) -
Bermuda - - 1 (17%) -
Total 5 $600M 6 $600M

Acquisitions by Deal Type

Type Current # Value All-time # Value
Growth Capital 3 (60%) - 3 (50%) -
Secondary Buyout 1 (20%) 600M (100%) 1 (17%) 600M (100%)
Buyout (LBO, MBO, MBI) - - 1 (17%) -
Stake Purchase 1 (20%) - 1 (17%) -
Total 5 $600M 6 $600M

Exits by Deal Type

Type Total # Value
Secondary Sale 1 (100%) -
Total 1 -

Top M&A Advisors

Legal Deals
Debevoise & Plimpton LLP
1

Deal Values

buy # Total
$100M to $1B 1 $600M
TOTAL $600M
Largest American Beacon Advisors
$600M (2015-04-30)

M&A Connections

Deals %
Acquired from
PE Firm(s)
100%
2 100%
Exited to
PE Firm(s)
100%
1 100%