OUR APPROACH

What we look for:

  • Small to mid-sized asset management firms with outstanding management teams and strong core attributes
  • Potential to align our interests with management teams through shared equity ownership and commitment to developing their business
  • Equity investments of $10mm to $50mm with flexibility to make larger or smaller investments if appropriate

 

How we invest:

  • Custom tailored investments to fit the attributes and goals of each firm and its principals
  • Stand alone investments; we do not seek to integrate or consolidate partner firms
  • Preference for minority interests where management controls the majority of the equity
  • Substantial autonomy for management supported by alignment of interests
  • Flexible investment horizon allows for longer-term relationship
  • Value-added relationship post transaction as a trusted institutional partner


Why Lincoln Peak Capital? >

 

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