Estancia Capital Management
PE · Scottsdale · United States
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Profile
Estancia Capital Management is a specialist private equity firm based in Scottsdale and Philadelphia, focusing on the lower middle-market financial services industry. Founded by Mike Mendez and Takashi Moriuchi, the firm is composed of a team with extensive operating and investing experience, supported by senior advisors and industry consultants. They differentiate themselves with a singular focus on capital-light, growth-oriented companies and a commitment to diversity and inclusion, being 90% minority-owned. The firm targets lower middle-market financial services companies providing mission-critical solutions. They invest across management buyouts, private ownership transitions, growth initiatives, recapitalizations, and team carve-outs. Estancia's investment strategy is characterized by identifying less-penetrated niches within the financial sector. Their assets under management amount to approximately $965 million, with notable funds including Fund II recognized as a top ten buyout fund by Bloomberg. Estancia's portfolio includes 17 platform companies with a focus on financial advisory, regulatory and compliance solutions, analytics, and digitization. Notable investments include companies providing front, middle, and back office solutions, outsourced administration, and various financial technologies.
Contatos (2)
| Name | Title | Telefone | ||
|---|---|---|---|---|
| Managing Director | — | — | — | |
| Managing Director, Co-Founder | — | — | — |
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