Estancia Capital Management Mergers and Acquisitions Summary

Private Equity Firm Profile

In the last 3 years, Estancia Capital Management has acquired 1 company. It has also invested in 5 others.

Estancia Capital Management’s most common sectors for investment arefinancial services (40%) and business services (30%) . The Firm’s most common investment types include growth capital (60%) and buyout (lbo, mbo, mbi) (30%). In total, Estancia Capital Management has invested in 5 US states and 4 different countries.

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

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M&A Summary

  • M&A Total Activity12
    • M&A Buy Activity10
    • M&A Sell Activity2
  • Total Sectors Invested 4
  • Total Countries Invested 4
  • M&A Buy/Sell Connections 5
  • M&A Advisors 8

Estancia Capital Management LLC

20865 North 90th Place Suite 200,
Scottsdale, Arizona 85255
United States
(480) 448-5001
www.estanciapartners.com
info@estanciapartners.com

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.


Investment Criteria

Sectors of Interest: Business Services, Financial Services

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

Geographic Preferences: East US, Midwest US, South US, West US

Transaction Criteria Min Max
Target Revenue - -
Target EBITDA - -
Investment Size 10 50
Enterprise Value - -
values in millions of USD

M&A Summary

Buy vs Sell

Year ≤ '19 '20 '21 '22 '23 '24 T
Buy (1.2/yr) # 4 - 1 1 - 4 10
Sell (0.2/yr) # 1 - - - 1 - 2
  12

Most Recent M&A

Company Date Value Type
StrategyCorps LLC 2024-07-09 - Growth Capital
Brentwood, Tennessee · www.strategycorps.com
Tierra Encantada, Inc. 2024-07-09 - Growth Capital
Eagan, Minnesota · www.tierraencantada.com
Soltis Investment Advisors 2024-06-06 - Growth Capital
St. George, Utah · www.soltisadvisors.com
Flagstone Group Ltd. 2024-03-12 - Growth Capital
London, United Kingdom · www.flagstoneim.com
Abel Noser LLC 2023-08-22 - Trade Sale
New York, New York · www.abelnoser.com
InvestorCOM, Inc. 2022-11-29 - Secondary Buyout
Toronto, Ontario · www.investorcom.com
Reich & Tang Deposit Networks LLC 2021-12-21 - Growth Capital
New York, New York · www.rnt.com
PMA Financial Network LLC 2019-04-04 - Buyout (LBO, MBO, MBI)
Naperville, Illinois · www.pmanetwork.com
Equinoxe Alternative Investment Services Ltd. 2017-05-09 - Trade Sale
Hamilton, Bermuda · www.equinoxeais.com
Abel Noser LLC 2016-07-14 - Buyout (LBO, MBO, MBI)
New York, New York · www.abelnoser.com
View All >>

M&A by Sector

Sector Current # Value All-time # Value
Financial Services 4 (50%) - 4 (40%) -
Business Services 1 (13%) - 3 (30%) -
Information Technology 2 (25%) - 2 (20%) -
Education 1 (13%) - 1 (10%) -
Total 8 - 10 -

Acquisitions By Geo

State/Country Current # Value All-time # Value
United States 6 (75%) - 7 (70%) -
  New York 2 (25%) - 3 (30%) -
  Tennessee 1 (13%) - 1 (10%) -
  Minnesota 1 (13%) - 1 (10%) -
  Illinois 1 (13%) - 1 (10%) -
  Utah 1 (13%) - 1 (10%) -
United Kingdom 1 (13%) - 1 (10%) -
Canada 1 (13%) - 1 (10%) -
  Ontario 1 (13%) - 1 (10%) -
Bermuda - - 1 (10%) -
Total 8 - 10 -

Acquisitions by Deal Type

Type Current # Value All-time # Value
Growth Capital 6 (75%) - 6 (60%) -
Buyout (LBO, MBO, MBI) 1 (13%) - 3 (30%) -
Secondary Buyout 1 (13%) - 1 (10%) -
Total 8 - 10 -

Exits by Deal Type

Type Total # Value
Trade Sale 2 (100%) -
Total 2 -

Top M&A Advisors

Financial Deals
Jefferies
 2
Sandler O'Neill + Partners LP
 1
Legal Deals
Kirkland & Ellis
 3
Debevoise & Plimpton
 1
Seward & Kissel
 1

M&A Connections

Deals
Acquired from
Investor(s)
10%
1 (10%)
Exited to
Strategic(s)
100%
2 (100%)

Investor Summary

Investor Type

Private Equity Firm

Size

Middle-Market

PE Assets

420M USD

Established

2010

Specialist/Generalist

Specialist

Leadership

Michael Mendez

Co-Founder & Managing Director

Takashi Moriuchi

Co-Founder & Managing Director

Darrin Jeffries

COO, General Counsel, CCO & Managing Director

Dana Alan Kurttila

Managing Director

Danny Kang

Managing Director

FAQ

When was Estancia Capital Management LLC founded?

Estancia Capital Management LLC was founded in 2010.

What type of investor is Estancia Capital Management LLC?

Estancia Capital Management LLC is a private equity firm.

Where is Estancia Capital Management LLC headquartered?

Estancia Capital Management LLC is headquartered in Scottsdale, Arizona.

How much capital does Estancia Capital Management LLC have under management?

Estancia Capital Management LLC has 420M USD under management.

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