Buyouts Focus

We focus on growing companies in North America and Europe that are leaders in the evolution of the financial and business services industry. Our businesses are focused on becoming essential partners to their customers.

We target technology, services, and distribution companies within the financial services ecosystem where we can drive value creation through our expertise and systematic approach.

We apply a consistent and replicable approach to strategic and operational value creation from our initial investment theses until exit. Our investment professionals and Operating Partners collaborate with management teams throughout the lifecycle of an investment to identify and maximize value creation opportunities.

We invest in dynamic industry sub-sectors:

    Asset & Wealth Management
    Enterprise Software
    Business Services
    Healthcare Services
    Insurance Services
    B2C Technology

Our investments adhere to the following scale and dynamics:

    Target enterprise values of $100–500 million
    Selectively pursue larger deals when partnering with co-investors
    Lead or co-lead position
    Control or material influence
    Board representation
    Maintain pricing discipline with attractive entry valuations and modest leverage levels