A private equity firm investing in lower middle-market financial services companies.

Estancia Capital Management, LLC

Estancia Capital Partners

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.

Excited to announce our third deal of 2024!

Soltis Investment Advisors, a Registered Investment Adviser with more than $9 billion of client assets, announced an investment agreement with LLR Partners and Estancia Capital Management, LLC. This partnership aims to help support and accelerate Soltis’ next phase of growth: https://lnkd.in/egM598jY

Excited to announce LLR's latest investment in wealth management and our partnership with the entire Soltis team and Estancia!  Kim Anderson, AIF Hal G. Anderson Clark Taylor Brent Moore Tyler Finlinson Christie Behunin, CEP® Tyler Wilkinson Takashi Moriuchi Dana Alan Kurttila Dan Rosenberger

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Estancia Capital Partners

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