A private equity firm focused on small to lower middle market investments
Business Model:
Revenue: $14.7M
Employees: 2-10
Address: 20865 N 90th Pl
City: Scottsdale
State: AZ
Zip: 85255
Country: US
Estancia is a private equity firm focused on small to lower middle market investments in Institutional Quality Asset Management, Wealth Management and related Business Services companies. The Principals – Messrs. Mendez, Moriuchi, Kang, Jeffries and Kurttila – have a history of partnering with management and investment teams in providing equity, growth and working capital to facilitate strategic and opportunistic development of portfolio companies, including management buy-outs from larger financial firms, private ownership/succession transitions, growth initiatives and investment team lift-outs. Estancia is currently investing its first institutional fund, Estancia Capital Partners, L.P., on behalf of a diversified base of over 40 Limited Partners.
Contact Phone:
+14804485001
Contact Email:
Announced Date | Company | Transaction | Money Raised |
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12/2015 | Redwood Investments | Private Equity Round | - |
1/2023 | Snowden Lane | Debt Financing | 100M |
12/2015 | Redwood Investments | Private Equity Round | - |
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