Our Approach
We embrace a partnership-oriented approach to investing. We partner with ambitious founders and management teams looking for an industry-informed capital partner, access to talent, and strategic support to accelerate growth initiatives.
We actively leverage our relationships with accomplished founders, executives, capital partners and advisors to drive operational enhancements and differentiated, long-term value.
We stick to what we know, and where we have outperformed
Industry Specialists. We are specialists in financial technology.
Proven & Time-Tested. We have over four (4) decades of experience leading several of the largest financial technology companies in the world where we have generated significant shareholder value across multiple private and public company platforms.
Deep Sub-Sector Expertise. Our knowledge and experience runs deep across numerous sub-sectors of financial technology, including Banking & Payments, Capital Markets & Investment Management, and Governance, Compliance & Risk.
We foster lasting relationships with key stakeholders
Vision. We clearly articulate and agree on the strategic goals of the company with management and actively collaborate on implementing an execution strategy that achieves those goals. We regularly reference those goals as a framework throughout our ownership, to ensure alignment. Importantly, we do not allow near-term challenges to distract us from our ultimate objectives.
Communication. We clearly define roles and responsibilities and establish regular communication channels so that misunderstandings and missed opportunities are limited.
Trust. We foster collaborative working relationships with our management teams and capital partners.
We are focused, creative and aligned
Industry Focused. We invest in established financial technology companies across North America and Europe where we can leverage our decades of operational expertise to drive differentiated and long-term value.
Embrace Complexity. We have a proven track record of successfully embracing creative and complex situations, including take-privates, carve-outs, and highly structured investments that we believe have the potential to generate outsized returns with less than commensurate risk.
Strategic and Operational Alignment. We are generally agnostic to ownership structure. We focus on forming the right ownership to meet the current and future demands of management and our portfolio companies. We invest as the sole investor, lead investor and, importantly, alongside strategic investment partners that we are strategically and operationally aligned with, which often include some of the world’s leading financial sponsors.
Capital Alignment. We seek to invest a significant portion of our own capital in every investment we make, aligning our interests with those of founders, management, and our investment partners.