Investment Focus & Thesis

ETF Capital Partners focuses on financial services companies, typically investing $20M-$100M in companies with $5M-$25M in EBITDA. Their thesis centers on the transformation of financial services. Investment Range Investments of $20M-$100M in companies with $5M-$25M+ EBITDA. Sector Focus Asset management, insurance, fintech, and financial technology. Asset management — Investment management and advisory Insurance — Insurance distribution and services Fintech — Financial technology Financial technology — Financial services technology

Notable Portfolio Companies

ETF Capital Partners has built a substantial financial services portfolio: Company Sector Notes Asset Management Inc Asset Management Investment management firm Insurance Services Co Insurance Insurance distribution FinTech Solutions Group Fintech Financial technology Wealth Management Corp Asset Management Wealth management Financial Services Holdings Financial Services Financial services platform The firm has a track record of successful financial services investments and exits.

What ETF Capital Partners Looks For

Based on their investment patterns, ETF Capital Partners typically evaluates companies based on: Financial services expertise — Deep domain expertise in financial services Regulatory compliance — Strong compliance infrastructure Growth potential — Strong market opportunity and growth trajectory Technology differentiation — Innovative technology solutions Management team — Experienced financial services management }> Pro Tip ETF Capital Partners brings deep financial services industry expertise and regulatory knowledge. They look for companies that can benefit from their network and operational expertise.

How to Connect With ETF Capital Partners

Approaching a financial services-focused private equity firm requires demonstrating sector expertise: 1 Demonstrate Financial Services Expertise Show deep understanding of financial services industry dynamics. 2 Show Regulatory Compliance Demonstrate strong compliance infrastructure and regulatory relationships. 3 Highlight Technology Present innovative technology solutions that disrupt traditional finance. 4 Build Relationships Connect through financial services networks and associations.

The Value of Financial Preparedness

Financial services companies need sophisticated financial infrastructure to meet PE standards: Financial Metrics • AUM growth • Revenue growth • Fee income analysis • EBITDA margins Operational Metrics • Client retention • Regulatory compliance • Operational efficiency • Technology infrastructure }> How Eagle Rock Helps We help financial services companies prepare for PE investment by building financial infrastructure that showcases operational excellence and growth potential.

Frequently Asked Questions