ABOUT LINCOLN PEAK CAPITAL

Lincoln Peak Capital is a Boston-based private investment firm focused exclusively on investing in asset management firms. We serve as a trusted institutional partner for entrepreneurial management teams who face ownership transition issues within their firms and wish to gain or retain their independence. Lincoln Peak Capital currently has minority equity investments in five asset management firms which collectively manage over $55 billion in assets.

Founded in 2008, Lincoln Peak Capital provides capital and expertise to enable a variety of ownership solutions, including succession-oriented or similar recapitalizations, management buyouts, and new firm formations in concert with experienced management teams. The principals of Lincoln Peak Capital have over 40 years combined investment experience and a track record of successful investments in over 29 asset management companies with over $2 billion in capital invested.

Our investment team has a proven track record of highly successful outcomes and unparalleled expertise in navigating the complexities of asset management transactions. As an experienced investor in the asset management industry, we understand the fundamental elements required for successful transactions and long term prosperity for all of the key constituents of an investment firm: its clients, employees, and partners.

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