Estancia Capital Management

Scottsdale, United States Founded: 2010 • Age: 16 yrs
Invests in lower middle-market firms providing financial services solutions.
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About Estancia Capital Management

Estancia Capital Management is a company based in Scottsdale (United States) founded in 2010. It operates as a B2B, and Private Equity Investment. Estancia Capital Management has completed 2 acquisitions, including Abel Noser and American Beacon Advisors. Estancia Capital Management offers products and services including Private Equity Services and Management Buy-Out Support. Estancia Capital Management operates in a competitive market with competitors including Fidelity Investments, Morgan Stanley, Investec, FNZ and Northwestern Mutual, among others.

  • Headquarter Scottsdale, United States
  • Sectors
    Technology
    Financial Services
  • Email
    ***********
  • Phone
    *********
  • Website
    *********
  • Social
    *********
Operational Areas
Technology → Marketing, Adtech & Commerce Technology
Financial Services → Private Capital & Alternative Investments
Key Metrics
  • Annual Revenue
  • Net Profit
  • EBITDA
  • Latest Funding Round
  • Investors
  • Employee Count
    Employee Count
  • Investments & Acquisitions
    Abel Noser

    & 1 more

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Products & Services of Estancia Capital Management

Estancia Capital Management offers a comprehensive portfolio of products and services, including Private Equity Services and Management Buy-Out Support. The company's diverse product and service offerings are designed to meet the evolving needs of its customers, address market demands, and provide comprehensive solutions that drive value creation and customer satisfaction across various segments and use cases.

Primary

Provides capital and expertise for company growth in financial sectors

Facilitates ownership transitions and growth strategies for businesses

Funding Insights of Estancia Capital Management

Date Amount Transaction Name Valuation Lead Investors Investors
Jul, 2021 Amount Post-IPO - Grab Valuation

investors

Feb, 2021 Amount Post-IPO - Grab Valuation

investors

Jan, 2021 Amount Post-IPO - Grab Valuation

investors

Feb, 2021 Amount Post-IPO - Grab Valuation

investors

Investments & Acquisitions by Estancia Capital Management

Estancia Capital Management has strategically engaged in corporate development activities, having acquired 2 companies. Notable acquisitions include Abel Noser and American Beacon Advisors. These strategic investments and acquisitions demonstrate the company's commitment to growth through portfolio expansion, market consolidation, technology integration, and strategic partnerships that enhance competitive positioning and drive long-term value creation.

Investments
Company Name Description Domain Location Founded Year Amount
Bionic investment advisor platform
2016
Fine Asian gourmet food is offered by an internet-first restaurant.
2016
Physical e-commerce kiosks are deployed for rural purchases in Indonesia.
2014
Fine Asian gourmet food is offered by an internet-first restaurant.
2016
Acquisitions
Company Name Description Domain Location Founded Year Amount
Investment funds are managed for client portfolios in the US.
1986
Comprehensive back-office solutions are provided for asset managers and investors.
1975
Company Name Description Domain Location Founded Year Amount
OVO is recognized as a smart digital payment application.
2017
Bionic investment advisor platform
2016
Physical e-commerce kiosks are deployed for rural purchases in Indonesia.
2014
Physical e-commerce kiosks are deployed for rural purchases in Indonesia.
2014

Financial Statements - Estancia Capital Management

Tata Steel revenue growth over time
Tata Steel profit and loss trends over time
Date Amount Transaction Name Valuation Lead Investors Investors
Jul, 2021 Amount Post-IPO - Grab Valuation

investors

Feb, 2021 Amount Post-IPO - Grab Valuation

investors

Jan, 2021 Amount Post-IPO - Grab Valuation

investors

Feb, 2021 Amount Post-IPO - Grab Valuation

investors

Estancia Capital Management Comparisons

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Competitors of Estancia Capital Management

Estancia Capital Management operates in a dynamic and competitive business environment, facing competition from various established players and emerging companies in the market. The competitive landscape includes prominent companies such as Fidelity Investments, Morgan Stanley, Investec, FNZ and Northwestern Mutual, among others. This competitive environment drives innovation, market differentiation, and strategic positioning as companies strive to capture market share and deliver value to their customers. Understanding the competitive dynamics is crucial for assessing market positioning, identifying growth opportunities, and navigating the challenges inherent in a competitive marketplace.

Company Name Domain Founded year HQ Location Description
domain founded_year HQ Location
Provider of brokerage accounts, retirement planning, wealth management, and trading platforms
domain founded_year HQ Location
Wealth management, investment advisory, and financial services are provided.
domain founded_year HQ Location
Global banking, investment, and wealth management services are offered worldwide.
domain founded_year HQ Location
Wealth management solutions are delivered for asset managers.
domain founded_year HQ Location
Northwestern Mutual is engaged in financial planning and insurance services.
domain founded_year HQ Location
Mutual life insurance and asset management services are provided.
Company Name Domain Founded year HQ Location Description
domain founded_year HQ Location
Multiple services are booked via an app-based platform.
domain founded_year HQ Location
On-demand services are booked through an app-based platform.
domain founded_year HQ Location
App based platform offering on demand delivery and ride-hailing services
domain founded_year HQ Location
Operates an on-demand hyperlocal delivery app for food and groceries.

Latest news on Estancia Capital Management

Frequently Asked Questions about Estancia Capital Management

When was Estancia Capital Management founded?

Estancia Capital Management was founded in 2010.

Where is Estancia Capital Management located?

Estancia Capital Management is headquartered in Scottsdale, United States. It is registered at Scottsdale, Arizona, United States.

What does Estancia Capital Management do?

Estancia Capital Partners is a private equity firm that focuses on investing in growing, lower middle-market companies offering mission-critical solutions to financial services markets. They pursue strategies like management buy-outs, ownership transitions, and growth initiatives, often partnering with management teams. Based in Scottsdale, Arizona, they emphasize value creation through capital and expertise, aiming to elevate company capabilities while maintaining flexibility in investments.

Who are the top competitors of Estancia Capital Management?

Estancia Capital Management's top competitors include Fidelity Investments, Investec and S&P Global.

What products or services does Estancia Capital Management offer?

Estancia Capital Management offers Private Equity Services and Management Buy-Out Support.

How many acquisitions has Estancia Capital Management made?

Estancia Capital Management has made 2 acquisitions, including Abel Noser, and American Beacon Advisors.

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