Estancia Capital Partners

Estancia Capital Management, founded in 2009 and headquartered in Scottsdale, Arizona, is a private equity firm that specializes in investments in small to lower middle-market companies across the United States. The firm targets the asset management industry, including wealth management and related business services, and aims to partner with management teams to provide equity, growth capital, and working capital. Estancia Capital Management focuses on facilitating strategic developments such as management buy-outs, private ownership transitions, and growth initiatives. The firm's current investment vehicle, Estancia Capital Partners, L.P., is supported by a diverse group of over 40 limited partners and seeks to identify opportunities primarily within established investment teams looking to establish new platforms.

Darrin Jeffries

COO, General Counsel, CCO and Managing Director

Keegan Mitchell

Vice President

5 past transactions

Soltis Investment Advisors

Acquisition in 2024
Soltis Investment Advisors is an SEC-registered investment advisory and wealth management firm dedicated to providing financial security and personal freedom to both individual and institutional investors. The firm employs a unique and proprietary process of investment analysis aimed at eliminating conflicts of interest. Soltis offers a range of services, including wealth management and comprehensive financial planning tailored for individuals and families. Additionally, the firm provides investment advice and plan consultation specifically designed for retirement plans, catering to successful small to medium-sized businesses. Soltis operates independently, ensuring that its services are free from third-party influences.

Flagstone

Private Equity Round in 2024
Flagstone offers an online platform that grants users access to hundreds of deposit accounts from various banks. This enables clients to earn higher interest incomes and mitigate risks by diversifying their investments.

InvestorCOM

Acquisition in 2022
InvestorCOM is a provider of financial technology and outsourcing services for banks, asset managers, insurance companies, and investment dealers. The company develops regulatory compliance software for wealth managers, asset managers and insurers, supporting secure, timely delivery of digital and print communications and helping firms maintain reliable disclosure, record-keeping, and compliance with evolving regulatory requirements.

Redwood Investments

Private Equity Round in 2015
Established in 2004 and headquartered in Newton, Massachusetts, Redwood Investments is an employee-owned investment manager serving high net worth individuals and institutional clients. The firm specializes in managing equity portfolios, investing globally across market capitalizations, with a disciplined approach that combines fundamental analysis and quantitative tools for stock selection.
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