Estancia Partners

Private Equity Investors. Asset Management Specialists.


About Us


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.


Estancia is committed to delivering superior investment returns over an intermediate time horizon. The Estancia strategy leverages the Principals deep industry knowledge, operating expertise and private equity experience to maximize the potential for generating exceptional IRRs and multiples of invested capital.

We believe the highest potential for outsized returns will continue to be achieved by those PE firms, similar to Estancia, representing relatively smaller pools of capital, an industry-focused strategy and deep domain (operating and distribution) expertise.


Investment activities of Estancia are led by the Principals who are knowledgeable industry veterans. The team’s deep sector expertise, relevant industry network and proven ability to increase equity value post-acquisition serves to position Estancia as a Preferred Partner with management and investment teams alike. Differentiated flow of proprietary often non-competitive or limited auction investment opportunities critical to investment success, are a hallmark of Estancia.

Sourcing, evaluating and monitoring asset management businesses, remains our individual and collective passion!

  • 20865 N 90th Place, Suite 200
  • Scottsdale, AZ 85255
  • Phone: 480-448-5001