NEWS


March 15, 2016
Lincoln Peak Completes Minority Equity Investment in Harvest Volatility Management, LLC

Lincoln Peak Capital completed a minority equity investment in Harvest Volatility Management, LLC (“Harvest”), establishing a long-term partnership with Harvest’s management team. Harvest manages over $6.0 billion in assets and is a market leader in providing outcomes based liquid options solutions to ultra-high net worth individuals and institutions.

Lincoln Peak Capital’s long-term investment approach and industry expertise provided an ideal match for strengthening Harvest’s existing platform and supporting their significant growth and expansion plans. In connection with the investment, Lincoln Peak Capital will also assist Harvest’s founding principals in broadening equity ownership to other key members of their management team.


MAY 9, 2012
Lincoln Peak Capital Completes Minority Investment in The London Company of Virginia, LLC

Lincoln Peak Capital completed a non-controlling, minority equity investment in The London Company of Virginia, LLC (“The London Company”), establishing a long-term partnership with The London Company’s management team. With over $6.0 billion in assets under advisement, The London Company is a premier, independent core value equity manager serving clients in the institutional, high net worth, sub-advisory, and retail channels.

The London Company was founded in 1994 and has exceptional long term and recent investment performance across each of its principal products. Its unique and conservative investment process seeks to achieve top quartile risk adjusted returns and long-term outperformance by investing in companies with strong balance sheets and high cash returns on tangible capital at discounts to their intrinsic values.

In connection with the minority equity investment in The London Company, Lincoln Peak Capital assisted the Company’s founder in broadening equity ownership and providing additional incentives to other key members of their management team. More information on The London Company can be found at www.tlcadvisory.com.


DECEMBER 31, 2010
Management of Westchester Capital and Lincoln Peak Capital Complete Purchase of Interest from Retired Founder

Lincoln Peak Capital completed its previously announced minority investment in Westchester Capital Management, LLC (“Westchester”), the successor entity to Westchester Capital Management, Inc. Westchester manages approximately $4.0 billion in assets and serves as the investment advisor to The Merger Fund, a leading merger arbitrage mutual fund. Lincoln Peak Capital acquired its minority investment in connection with helping Westchester’s current management team purchase their company from its retired founder.

 

DECEMBER 14, 2010Lincoln Peak Completes Minority Equity Investment in BBR Partners, LLC

Lincoln Peak Capital completed a minority equity investment in BBR Partners, LLC (“BBR”), establishing a long-term partnership with BBR’s management team. With over $5.0 billion in assets under management, BBR is a premier, independent wealth management firm serving as a family office for ultra-high net worth families. In connection with the minority equity investment in BBR, Lincoln Peak Capital assisted BBR’s founding principals in broadening equity ownership and providing additional incentives to other key members of their management team.

 

OCTOBER 12, 2010Management of Westchester Capital and Lincoln Peak Capital Reach Definitive Agreement to Purchase Interest From Founder

Lincoln Peak Capital has agreed to make a minority equity investment in Westchester Capital Management, LLC (“Westchester”) in partnership with its management team. Westchester is the successor entity to Westchester Capital Management, Inc., the advisor to The Merger Fund, a leading merger-arbitrage mutual fund. Lincoln Peak and Westchester’s management have agreed to purchase the firm from its retired founder. The transaction is expected to close in late 2010 or early 2011.

 

DECEMBER 14, 2009 Westfield Capital Closes Management Buy-Out

Lincoln Peak Capital completed a minority investment in Westfield Capital Management, L.P., an investment firm with over $11 Billion in assets under management. In addition to providing capital, Lincoln Peak Capital assisted Westfield’s management in structuring, negotiating and financing its management buy-out from Boston Private Financial Holdings, Inc.  


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