Financial Services
The financial services industry consists of a broad range of businesses that manage financial assets or provide services or products connected with the management of financial assets. In the U.S., this is a large and fragmented industry dealing with changes associated with the recent recession, a long period of market volatility, increased regulation and continually developing technology. This presents a unique, timely opportunity for companies in the industry to deploy capital to increase or improve product offerings, install new risk management and productivity systems, and achieve growth through synergistic acquisitions.
Within the financial services industry, we are particularly focused on traditional and alternative asset management firms with a high degree of recurring revenue, positive growth trends, strong returns on capital, and quality management teams. We seek to invest in leading companies that recognize the need for a financial partner to help maintain or increase their market position and ensure their growth.