One of the Most Experienced Teams in Financial Services Investing
Capital Z’s private equity team possesses a 25 year track record investing across economic and industry cycles, led by three partners with close to 100 years of combined experience in financial services.
Capital Z strives to be the first call for financial services firms facing complex challenges or growth opportunities.
Capital Z believes specialization is critical to success in financial services investing, since the industry possesses a number of unique dynamics:
Typical LBO structures cannot be employed
Highly regulated industry requires full-time focus
Largest sector of US economy by corporate revenue cannot be properly covered by generalists
Complicated business models with specialized accounting/valuation methodologies require significant expertise to evaluate
Within targeted financial services sub-sectors, Capital Z analyzes current trends, develops actionable investment theses and creates strategies for originating and evaluating opportunities. Capital Z develops original investment ideas through its detailed research and analysis in order to generate proprietary investment opportunities.more +
In partnering with management teams, Capital Z looks to make long-term capital investments to support the strategic and financial objectives of its companies. The target investment size ranges from approximately $25 million - $100 million.
Our sector expertise allows us to work closely with portfolio companies to maximize shareholder value. Management teams typically view Capital Z as an important resource and a value-adding partner over the life of an investment, which typically ranges from four to seven years.more +