Our private equity strategy is centered around businesses that are well established in their niche but could be much more. We look at the broader financial economy and the plumbing behind it for assets that may not be glamorous but are important. As partners, we let those organizations take a more ambitious tack, supporting aggressive growth initiatives and other paths to equity value creation.

We want partners who draw value from our financial services reach, and look for them in business services, software, and healthcare as well as the financial sector.

The private equity team seeks to invest thematically, looking at industry trends and then zeroing in on niches of interest. 

Investments tend to be $50-350 million, either funded all at once or over time. We move quickly and generally do not shy away from tough carve-outs and other complicated transaction types.

AFSF Landing Image

Strategy Image

New York

Foote@1x

Planet DDS

Simplicity

National Medical Billing Services

CoAdvantage

Avel eCare

Aspirion

Investment Team

Jeff Foote

Experience

Portfolio Companies

Education