Estancia Capital Management Mergers and Acquisitions Summary

Private Equity Profile

In the last 3 years, Estancia Capital Management has acquired 1 company.

Estancia Capital Management’s most common sectors for investment are business services (80%) and financial services (20%). The Firm’s most common investment types include buyout (lbo, mbo, mbi) (60%) and growth capital (20%). In total, Estancia Capital Management has invested in 3 US states and 2 different countries. Its largest (disclosed) acquisition occurred in 2014 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 Activity6
    • M&A Buy Activity5
    • M&A Sell Activity1
  • Total Sectors Invested 2
  • Total Countries Invested 2
  • M&A Buy/Sell Connections 1
  • M&A Advisors 4

Estancia Capital Management LLC

20865 N 90th Place, Suite 200,
Scottsdale, Arizona 85255
United States
(480) 448-5001
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: East US, Midwest US, South US, West US

Transaction Criteria Min Max
Target Revenue - -
Target EBITDA - -
Investment Size 5 50
Enterprise Value - -
values in millions of USD

M&A Summary

Buy vs Sell

Year ≤ '15 '16 '17 '18 '19 '20 T
Buy (0.4/yr) # 3 1 - - 1 - 5
vol $600M $600M
Sell (0.2/yr) # - - 1 - - - 1
  6

Most Recent M&A

Company Date Value Type
PMA Financial Network LLC 2019-04-04 - Buyout (LBO, MBO, MBI)
Naperville, Illinois · www.pmanetwork.com
Equinoxe Alternative Investment Services Ltd. 2017-05-09 - Secondary Buyout
Hamilton, Bermuda · www.equinoxeais.com
Abel Noser LLC 2016-07-14 - Buyout (LBO, MBO, MBI)
New York, New York · www.abelnoser.com
American Beacon Advisors, Inc. 2014-11-20 600M USD Secondary Buyout
Irving, Texas · www.americanbeaconfunds.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
View All >>

M&A by Sector

Sector Current # Value All-time # Value
Business Services 3 (75%) 600M (100%) 4 (80%) 600M (100%)
Financial Services 1 (25%) - 1 (20%) -
Total 4 $600M 5 $600M

Acquisitions By Geo

State/Country Current # Value All-time # Value
United States 4 (100%) 600M (100%) 4 (80%) 600M (100%)
  New York 2 (50%) - 2 (40%) -
  Texas 1 (25%) 600M (100%) 1 (20%) 600M (100%)
  Illinois 1 (25%) - 1 (20%) -
Bermuda - - 1 (20%) -
Total 4 $600M 5 $600M

Acquisitions by Deal Type

Type Current # Value All-time # Value
Buyout (LBO, MBO, MBI) 2 (50%) - 3 (60%) -
Secondary Buyout 1 (25%) 600M (100%) 1 (20%) 600M (100%)
Growth Capital 1 (25%) - 1 (20%) -
Total 4 $600M 5 $600M

Exits by Deal Type

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

Top M&A Advisors

Financial Deals
Sandler O'Neill + Partners LP
1
Legal Deals
Goodwin Procter LLP
1
Kirkland & Ellis LLP
1
Debevoise & Plimpton LLP
1

Deal Values

buy # Total
$100M to $1B 1 $600M
TOTAL $600M
Largest American Beacon Advisors, Inc.
$600M (2014-11-20)

M&A Connections

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

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