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The Capital Z team is one of the most experienced and longest tenured private equity investors in the financial services industry. Since 1990, Capital Z and its predecessors have invested in excess of $3 billion in over 40 transactions.
The Capital Z team is one of the most experienced and longest tenured private equity investors in the financial services industry. Since 1990, Capital Z and its predecessors have invested in excess of $3 billion in over 40 transactions.
The Capital Z team is one of the most experienced and longest tenured private equity investors in the financial services industry. Since 1990, Capital Z and its predecessors have invested in excess of $3 billion in over 40 transactions.
VALUE ADD
The sector expertise and broad network of relationships of Capital Z, together with a disciplined portfolio management process, generates significant value to portfolio companies. Before closing any new investment, Capital Z constructs a value-creation plan specific to the circumstances of the new portfolio company and adapts this plan accordingly as circumstances change.
OPERATIONAL IMPROVEMENTS
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Create company-specific operating plan for organic growth and margin expansion
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Formation or revision of business plan to take advantage of specific opportunities
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Upgrade financial reporting to identify leading indicators
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Enhance management and board when necessary
ACQUISITION STRATEGY
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Determine and develop consolidation thesis
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Identify add-on opportunities
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Construct and oversee due diligence process
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Negotiate and execute transactions
DEVELOPMENT OF EXIT STRATEGY
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Design detailed exit plan for every investment
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Identify likely buyers / investors
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Revise business plan during investment period to make portfolio company a more attractive target or IPO candidate
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Oversee sale and/or IPO process
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.
MEET OUR TEAM>
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