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July 8, 2020updated 09 Jul 2020 9:47am

Kudu Investment Management invests in Sequoia Financial Group

Kudu Investment Management, which offers capital solutions to asset and wealth managers, has made a strategic investment in Sequoia Financial Group.

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How attractive are current investment opportunities in Europe?

Europe has been identified as one of the most favorable regions for investors, seeing high investment activity in the past year. Most of these investments have been through Debt Offering, valued at close to $700 billion. The region has provided attractive investments in a diverse set of companies. Companies who tend to major themes such Digital Media, Cloud, Artificial Intelligence, E-commerce, and Big Data are recording the highest number of deals, with Digital Media recording close to 2,000 deals. However, GlobalData’s whitepaper offers a full view of the market, analyzing less successful or attractive points of investment as well, examining statistics on Equity Offering investments and PE/VC deals. Understand how government agencies for economies around the world use GlobalData Explorer to:  
  • Track the M&A and Capital Raising volumes into their target market
  • Identify the top sectors in the target market attracting the investments
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Financial details on the deal were not divulged.

Kudu CEO Rob Jakacki said: “We were attracted to the quality of leadership and focus on investor outcomes at Sequoia and are thrilled to be partnering with them.”

Majority-owned by employees, Sequoia offers financial planning, asset management, family wealth and retirement planning services. The firm was set up in 1991.

The firm has operations in Florida, Michigan, and Ohio and a workforce of 88.

In comparison, Kudu is a much newer firm established in 2015.

The firm recently made a minority investment in impact investing manager Creation Investments Capital Management.

At March-end 2020, the firm had 13 partner firms collectively investing $57bn on behalf of individual and institutional investors in traditional and alternative strategies.

Sequoia founder, president and CEO Tom Haught said: “In our pursuit of building an enduring firm, we are creating generational capital that will strengthen us now and offer durability and continuity for the future.

“Kudu’s investment will help accelerate our U.S. expansion plans and support our mission, which is to be our clients’ most trusted adviser.”

Free Report
img

How attractive are current investment opportunities in Europe?

Europe has been identified as one of the most favorable regions for investors, seeing high investment activity in the past year. Most of these investments have been through Debt Offering, valued at close to $700 billion. The region has provided attractive investments in a diverse set of companies. Companies who tend to major themes such Digital Media, Cloud, Artificial Intelligence, E-commerce, and Big Data are recording the highest number of deals, with Digital Media recording close to 2,000 deals. However, GlobalData’s whitepaper offers a full view of the market, analyzing less successful or attractive points of investment as well, examining statistics on Equity Offering investments and PE/VC deals. Understand how government agencies for economies around the world use GlobalData Explorer to:  
  • Track the M&A and Capital Raising volumes into their target market
  • Identify the top sectors in the target market attracting the investments
  • For any investment segment, identify the top Investors inside and outside the target economy that are already investing in the Segment
  • Assess and showcase the growth potential for various Industries in the target economy
Don’t miss out on key market insights that can help optimize your next investment – read the report now.
by GlobalData
Enter your details here to receive your free Report.

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