Estancia™ is an independent (MBE qualified) firm established for the purpose of making small to lower middle market (“small buy-out”) private equity investments in “Institutional Quality” Asset Management, Wealth Management and related Business Services firms.
The Principals 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, recapitalizations, and investment team lift-outs.
The Principals 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, recapitalizations, and investment team lift-outs.
Location: United States, Arizona, Scottsdale
Employees: 11-50
Founded date: 2011
Investment Stage: Private Equity
Portfolio 13
| Date | Name | Website | Total Raised | Location |
| 11.03.2024 | Flagstone | flagstoneim.com | $167.94M | - |
| 30.12.2022 | InvestorCO... | investorcom.com | - | United Sta... |
| - | Snowden La... | snowdenlane.com | - | United Sta... |
| - | Abel Noser... | abelnoser.com | - | United Sta... |
| - | Redwood In... | redwoodinv.com | - | United Sta... |
| - | SGA | sgadvisers.com | - | United Sta... |
| - | PMA | pmanetwork.com | - | United Sta... |
| - | Resolute | resolutemanagers.com | - | United Sta... |
| - | Equinoxe A... | theapexgroup.com | - | Bermuda, H... |
| - | Reich &... | reichandtang.com | - | United Sta... |
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Persons 16
| Date | First Name | Last Name | Title | Location | |||
| - | Takashi | Moriuchi | Managing D... | - | t*******i@... | - | |
| - | Dan | Rosenberge... | Principal | - | d*********... | - | |
| - | Jonah | Skobeloff | Senior Ass... | - | j********f... | - | |
| - | Darrin | Jeffries, ... | COO, Gener... | - | d*******s@... | - | |
| - | Michael | Mendez | Managing D... | - | m*****z@es... | - | |
| - | Violetta | Richardson... | Senior Dir... | - | v*********... | - | |
| - | Andre | Ho | Associate | - | a*o@estanc... | - | |
| - | S.W. | Le Roux, C... | Senior Dir... | - | s******x@e... | - | |
| - | Dana | Alan Kurtt... | Managing D... | - | d*******a@... | - | |
| - | Cheryl | Mendez | Administra... | - | c*****z@es... | - |
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Mentions in press and media 4
| Date | Title | Description |
| 12.03.2024 | Flagstone's £108M Investment Boost from Estancia Capital Partners | UK cash deposit platform Flagstone has secured a £108 million equity investment from Estancia Capital Partners, a US financial services specialist private equity firm. Co-founded by Andrew Thatcher and Simon Merchant in 2015, Flagstone offe... |
| 11.03.2024 | Flagstone secures £108M equity investment from Estancia Capital Partners | Today UK cash deposit platform Flagstone announced a £108 million equity investment by Estancia Capital Partners, a US financial services specialist private equity firm with deep expertise in the cash management market. Co-founded by Andrew... |
| 09.05.2017 | Genstar Capital Leads Recapitalization of Apex with Focus on Enhancing Services and Providing Capital for Strategic Growth Initiatives | SAN FRANCISCO, May 9, 2017 – Genstar Capital (“Genstar”), a leading middle-market private equity firm, in partnership with industry veteran Peter Hughes, today announced the entry into definitive agreements to recapitalize independent fund ... |
| 14.07.2016 | Estancia Capital Partners Invests in Abel Noser | Abel Noser announced today Founders Stanley Abel and Eugene Noser, Jr., have agreed to a management-led buyout by the second-generation management team of the Firm and received an investment from Estancia Capital Partners. The agreement fin... |