Rosemont Partners I

Rosemont Investment Group, LLC is a private equity and venture capital firm based in Conshohocken, Pennsylvania, established in 2000. The firm specializes in investments within the financial services sector, focusing on asset management firms facing ownership transitions. Rosemont primarily targets middle-market and mature companies in the United States, Canada, Australia, and the United Kingdom, with potential opportunities in other regions. It typically invests between $10 million and $100 million, seeking equity stakes of 10% to 40%, while often supporting management’s majority ownership. The firm engages in management buyouts, recapitalizations, and selected start-ups, and provides not only capital but also strategic guidance based on its extensive experience in the asset management industry. Rosemont aims to take board representation in its portfolio companies and generally prefers to make minority investments in majority employee-owned firms.