M and A
Private Equity House Buys Minority Interest In Connecticut Investment Boutique
Estancia Capital Partners, a private equity fund focused on
the asset and wealth management industries, has acquired a
minority
non-controlling interest in Stamford, CT- based Sustainable
Growth Advisers. Terms of
the transaction were not disclosed.
SGA describes itself as a boutique traditional equity manager
that provides
active US and global growth equity mandates for sophisticated
clients.
Robert Rohn, an SGA co-founder, said the firm will continue to
operate independently and under the
leadership of the existing management team, which will continue
to own a majority
equity stake in the busines.
Founded in 2003 by George Fraise, Gordon Marchand and Rohn,
Sustainable Growth Advisers currently manages some $5.3
billion
of assets on behalf of institutional, intermediary and retirement
plan clients.
