Estancia Capital Partners

Private Equity Group

Scottsdale, Arizona, United States

website

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.

Leadership

Name Title LinkedIn Email
Darrin Jeffries, Esq. Managing Director
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Recent Transactions involving Estancia Capital Partners

Deal Target Platform Buyer Industry

Soltis Advisors Announces Capital Partnership with Estancia Capital Partners and LLR Partners to Accelerate Growth and Enhance Service Offerings

Soltis Investment Advisors

LLR Partners

Estancia Capital Partners

Wealth Management

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