Investment Summary |
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|---|---|
| Date | 2024-05-02 |
| Target | Northside |
| Sector | Financial Services |
| Investor(s) | Rosemont Investment Group |
| Deal Type | Growth Capital |
| Advisor(s) | Winston & Strawn (Legal) |
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| Category | Private Equity Firm |
|---|---|
| Founded | 2000 |
| Size | Middle-Market |
| Type | Sector Focused |
Rosemont Investment Group is a private equity firm focused exclusively on making investments alongside management teams in the asset management industry. Rosemont provides capital to fund management buyouts, recapitalizations and selected start-ups in support of teams focused on growing independent, asset management firms. In addition to investing in traditional asset managers, Rosemont will also selectively pursue alternative investment firms including hedge funds, private equity funds, fund of funds and wealth management. Rosemont seeks to invest $10 to $50 million of equity for meaningful minority equity stakes. Rosemont prefers to be the sole outside investor but will consider leading co-investment transactions requiring additional capital. Rosemont was formed in 2000 and is based in West Conshohocken, Pennsylvania.
| DEAL STATS | # |
|---|---|
| Overall | 15 of 15 |
| Sector (Financial Services) | 14 of 14 |
| Type (Growth Capital) | 3 of 3 |
| State (Oregon) | 1 of 1 |
| Country (United States) | 15 of 15 |
| Year (2024) | 1 of 1 |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2024-04-02 |
WST
Norfolk, Virginia, United States WST is a registered investment advisor providing wealth management, investment advisory, and capital management services to individuals, institutions, and intermediary partners. WST was founded in 1990 and is based in Norfolk, Virginia. |
Sell | - |
