Financial & Business Services
PRIVATE EQUITY
Investing in leading financial and business services platforms operated by proven, aligned management teams in secular growth markets.
Our financial & business services strategy focuses on companies with strong revenue visibility, sustainable competitive advantages, and exposure to positive secular trends.
We partner with leading private equity investors and proven management teams to drive organic growth, improve operational efficiency, enhance resilience through technology and AI, and pursue strategic acquisitions that enhance scale and capabilities.
We Invest In
FINANCIAL SERVICES FOCUS AREAS
Insurance & Risk Management
Insurance providers and risk management services serving commercial and consumer markets:
- Insurance services and distribution
- Insurance underwriting
- Claims management
- Reinsurance and risk transfer solutions
- Insurance technology and digital distribution
- Mission-critical process automation
Asset & Wealth Management
Investment management and advisory services for institutional and high-net-worth clients:
- Asset management firms and investment advisors
- Wealth management and private banking
- Pension administration and benefits management
- Investment research and analytics
- Alternative asset managers
Banking & Credit
Lending and specialty finance platforms serving consumer and commercial markets:
- Small business and commercial lending
- Equipment finance and leasing
- Mortgage origination and servicing
- Specialty asset-backed lending
- Loan servicing and portfolio management
Financial Technology
Technology platforms transforming financial services delivery:
- Fintech lending and credit platforms
- Digital banking
- Payment platforms
- Investment advisory
- Accounting and financial management software
- Regulatory technology and compliance solutions
- Payroll and human capital management software
Professional Services
Knowledge-intensive services supporting corporate and financial sector clients:
- Accounting, audit, and tax advisory services
- Legal services and legal process outsourcing
- Corporate secretarial and governance services
- Outsourced finance and back-office functions
- Trust, fund administration, and corporate services
- Financial data and info services
- Specialized consulting practices
- Real-estate-related services
BUSINESS SERVICES FOCUS AREAS
Infrastructure and Essential Services
Critical infrastructure markets that enable community and commerce development:
- Utility measurement, maintenance, and energy transition services
- Infrastructure testing, inspection, compliance and maintenance
- Engineering services and technical field services
- Water, wastewater, and environment services providers
- Value-add transportation services
- Facilities management and commercial services
- Security services
- Government and public sector services
Human Capital Services
Talent acquisition, workforce management, and HR services providers:
- Recruitment and staffing solutions
- HR outsourcing, professional employer organizations, and outsourced payroll services
- Employee training and development platforms
- Workforce analytics and talent management
- Executive search and consulting
- Contingent workforce management
- Employee benefits and administration
We Focus on Investments Where We Can Accelerate:
Revenue Visibility & Profitability
Prioritize businesses with stable, recurring revenue streams and potential for margin expansion
Regulatory & Compliance Excellence
Support companies with strong governance, regulatory compliance, and risk management frameworks
Opportunities for Digital Transformation
Support technology adoption, including AI applications, improving customer experience, operational efficiency, and cost structure
Growth Prospects
Support expansion of successful business models into new geographies and markets
Opportunities for Scale & Consolidation
Identify consolidation opportunities within fragmented markets
We partner with leading private equity firms and proven management teams to drive investment performance, marrying our strong domain expertise and focus on value creation.
DERRICK ESTES | Senior Managing Director, Private Equity