Investment Summary |
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|---|---|
| Date | 2024-07-09 |
| Target | StrategyCorps |
| Sector | Financial Services |
| Investor(s) | Estancia Capital Management |
| Deal Type | Growth Capital |
| Advisor(s) | Keefe, Bruyette & Woods (Financial) Bass, Berry & Sims (Legal) |
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| Category | Private Equity Firm |
|---|---|
| Founded | 2010 |
| PE ASSETS | 603M USD |
| Size | Middle-Market |
| Type | Sector Focused |
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 $70 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 | 9 of 9 |
| Sector: Financial Services M&A | 4 of 4 |
| Type: Growth Capital M&A Deals | 5 of 5 |
| State: Tennessee M&A | 1 of 1 |
| Country: United States M&A | 6 of 6 |
| Year: 2024 M&A | 3 of 3 |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2024-06-06 |
Soltis Investment Advisors
St. George, Utah, United States Soltis Investment Advisors provides comprehensive financial planning and investment management services to individuals and families. In addition, the firm offers investment advice and consultation services to retirement plan sponsors (primarily small to medium sized businesses that have experienced a significant level of success). Soltis Investment Advisors was founded in 1993 and is based in St. George, Utah. |
Buy | - |
