Estancia Capital Partners, a Arizona-based private equity fund, has acquired a minority non controlling interest in Stamford based Sustainable Growth Advisers (SGA), a boutique traditional equity manager.
Terms of the transaction were not disclosed.
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Michael Mendez, partner at Estancia, said: "We were attracted to the ‘Institutional Quality’ of SGA’s investment team and process. The firm’s distinct culture and history of delivering top peer group relative performance are exceptional.
"We will continue to support a shared vision of creating an investment firm focused on fundamental research and exceptional client portfolio management. Estancia looks forward to assisting SGA with the firm’s continued development," Mendez added.
Robert Rohn, SGA co-founder, said: "Importantly SGA will continue to operate independently and under the leadership of the existing management team that will continue to own a majority equity stake in the business.
"Their principals represent significantly different partners than traditional strategic and financial buyers. They are operationally oriented and focused on investing in boutique asset management firms. Their founders are industry veterans with significant experience in guiding firms through multiple phases of growth," Rohn added.
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