Kudu Investment Management

Kudu Investment Management LLC is a private equity and venture capital firm established in 2015 and based in New York, New York. The firm specializes in providing risk-sharing capital to asset and wealth management firms, focusing on ownership transfer, partner liquidity, management buyouts, and acquisition and growth finance. Kudu offers solutions for managers seeking a capital event while maintaining their independence, primarily through minority-stake equity investments. As a Registered Investment Adviser, Kudu Investment Management aims to support the growth and sustainability of its clients in the asset management industry.

Rob Jakacki

Founder, Partner and CEO and Chief Investment Officer

Gavin McLeod

Partner and CFO

Charlie Ruffel

Executive Chairman and Founder

Lee Beck Ph.D

Managing Partner

27 past transactions

Homestead Capital

Venture Round in 2025
Homestead Capital is a private investment partnership established in 2012 that focuses on acquiring and managing diversified farmland assets in the Mountain West, Delta, Midwest, and Pacific regions of the United States. With offices located in Council Bluffs, Iowa, and San Francisco, California, the firm operates a vertically integrated investment platform. Its team comprises professionals with extensive agricultural and financial expertise, specializing in farm management, acquisition, portfolio construction, and risk management.

RiverNorth Capital Management

Private Equity Round in 2024
RiverNorth Capital Management, LLC is a privately owned investment management firm based in Chicago, Illinois. Founded in 2000, the firm specializes in opportunistic strategies within niche markets, focusing on exploiting inefficiencies. RiverNorth provides investment management services primarily to investment companies and pooled investment vehicles, managing separately managed accounts, equity, fixed income, and balanced portfolios. In addition to these services, the firm also develops and manages mutual funds, hedge funds, and exchange-traded funds for its clients. Its investment activities span public equity and fixed income markets.

Radcliffe Capital Management

Corporate Round in 2022
Radcliffe Capital Management specializes in investment management advice, strategies, and credit reporting services.

Granahan Investment Management

Private Equity Round in 2021
Granahan Investment Management is an investment management firm located in Waltham, Massachusetts, specializing in small-cap growth equity investments. The company focuses on providing small-cap portfolios tailored for institutional investors and high-net-worth individuals. In addition to small-cap funds, Granahan Investment Management emphasizes Environmental, Social, and Governance (ESG) considerations in its investment strategies, aligning financial objectives with responsible investing practices.

Third Eye Capital

Corporate Round in 2021
Third Eye Capital, founded in 2005 and based in Toronto, Canada, is a prominent provider of asset-based financing solutions tailored for companies that are often overlooked by traditional capital sources. With nearly $5 billion in lending commitments across more than 125 portfolio investments, the firm specializes in offering a range of financial products including debt, term loans, revolving credit lines, growth capital, and distress debt. Third Eye Capital focuses on various industries such as energy, alternative energy, mining, technology, media, healthcare, retail, e-commerce, food and beverage, and construction services. The firm adeptly navigates challenging financial situations and capitalizes on unique opportunities, actively engaging with a company's key assets to help bridge the gap between perceived and actual value, thereby enabling its portfolio companies to thrive.

Channel Capital

Private Equity Round in 2020
Provider of multi-boutique funds management services intended to serve institutional, sophisticated and retail investors. The company specializes in investment management, offshore governance services, responsible entity, non-traditional investment, distribution and marketing solutions, thereby providing support and institutional-grade infrastructure to investment managers.

Douglass Winthrop Advisors

Corporate Round in 2020
Douglass Winthrop Advisors, LLC is a New York City-based investment advisory firm established in 1999. As an employee-owned entity, it offers investment management services to a diverse clientele, including individuals, high net worth individuals, families, trusts, charitable organizations, endowments, and corporations. The firm specializes in managing client-focused equity and balanced portfolios, investing globally in public equity markets and in fixed income markets within the United States. Its equity strategy primarily focuses on value stocks, while its fixed income investments encompass U.S. government, municipal, corporate, and agency bonds. Douglass Winthrop Advisors employs both fundamental and quantitative analysis for its investment decisions and enhances its in-house research with external sources. The firm operates additional offices in Washington, D.C., Boston, Massachusetts, and West Palm Beach, Florida.

Sequoia Financial Group

Corporate Round in 2020
Sequoia Financial Group offers a client-centered approach to comprehensive financial planning and wealth management services. The firm caters to both individuals and businesses, providing a range of services that include asset management, estate planning, retirement planning, fiduciary consulting, and executive compensation planning. By leveraging the expertise of its financial advisors, Sequoia Financial Group aims to help clients achieve their financial objectives and life goals through tailored strategies and solutions.

First Long Island Investors

Private Equity Round in 2019
First Long Island Investors, LLC is a wealth management firm based in Jericho, New York, established in 1983. The company specializes in providing investment advisory and financial services tailored for high-net-worth individuals, families, and select institutions. Its offerings include strategic asset allocation, wealth management, estate planning, and advisory services. First Long Island Investors delivers individualized solutions that encompass various investment strategies, such as cash, fixed income, and equity services, as well as opportunities in private equity and real estate. The firm focuses on preserving and growing clients' liquid and illiquid wealth, with a commitment to enhancing their investment strategies and achieving their financial goals through expert guidance and support.

Versus Capital Advisors

Private Equity Round in 2019
Versus Capital Advisors is an asset management firm that specializes in providing unique investment strategies and advice to registered investment advisers (RIAs) and their clients. The firm focuses on making complex real asset investments, such as real estate, infrastructure, farmland, and timberland, easily accessible. By targeting fiduciary advisers and utilizing private bank and consultant channels, Versus Capital Advisors aims to deliver diversifying returns and consistent income through institutional-style investment opportunities in real assets.

Fair Oaks Capital

Private Equity Round in 2018
Fair Oaks Capital is an independent asset management and advisory firm based in London, United Kingdom, founded in 2014. The company focuses on generating attractive risk-adjusted returns in the corporate credit markets by leveraging its extensive research expertise and experience across a variety of traditional and complex credit products. Fair Oaks Capital aims to capitalize on market inefficiencies, employing a performance-driven approach that emphasizes a strong track record and a long-term alignment of interests between the firm and its clients.

Bingham, Osborn & Scarborough (B|O|S)

Private Equity Round in 2018
Bingham, Osborn & Scarborough provides guidance to our clients through the complex world of investing to help them plan for the future. For inquiries, telephone and contact numbers are used.

WestEnd Advisors

Private Equity Round in 2015
WestEnd Advisors is an institutional asset management firm located in Charlotte, North Carolina. The firm focuses on investment management and portfolio construction, providing clients with model allocation strategies. Additionally, WestEnd Advisors conducts macroeconomic and equity research, enhancing its investment offerings and helping clients navigate complex market conditions. Through its comprehensive services, the firm aims to optimize client portfolios and deliver tailored investment solutions.
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