Investment Focus & Thesis

First American focuses on financial services and title-related companies, typically investing $20M-$100M in companies with $5M-$25M in EBITDA. Their thesis centers on companies that complement their core business. Investment Range Investments of $20M-$100M in companies with $5M-$25M+ EBITDA. Sector Focus Title insurance, fintech, real estate tech, and financial services. Title insurance — Title insurance and settlement services Fintech — Financial technology Real estate tech — Real estate technology Financial services — Broader financial services

Notable Portfolio Companies

First American has invested in numerous financial services and technology companies: Company Sector Notes Title Services Holdings Title Insurance Title services company FinTech Solutions Inc Fintech Financial technology Real Estate Tech Co Real Estate Tech Real estate technology Settlement Services Group Financial Services Settlement services Data Services Corp Financial Services Data services The company has a track record of strategic investments and acquisitions.

What First American Looks For

Based on their investment patterns, First American typically evaluates companies based on: Strategic fit — Complementarity with title and settlement business Market opportunity — Large addressable markets Technology differentiation — Innovative technology solutions Growth potential — Strong growth trajectory Management team — Experienced management }> Pro Tip First American looks for companies that can benefit from their distribution network and industry expertise. Strategic value beyond capital is often a key differentiator.

How to Connect With First American

Approaching a financial services-focused investor requires demonstrating strategic value: 1 Demonstrate Strategic Fit Show how your company complements their title and settlement business. 2 Show Technology Innovation Demonstrate innovative technology that enhances the customer experience. 3 Highlight Growth Potential Present strong growth trajectory and market opportunity. 4 Build Relationships Connect through financial services networks or industry events.

The Value of Financial Preparedness

Financial services companies need sophisticated financial infrastructure to meet investor standards: Financial Metrics • Revenue growth • EBITDA margins • Cash flow generation • Return metrics Operational Metrics • Customer acquisition • Technology infrastructure • Regulatory compliance • Operational efficiency }> How Eagle Rock Helps We help financial services companies prepare for investment by building financial infrastructure that showcases operational excellence and growth potential.

Frequently Asked Questions