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

Key Takeaways

  • •Focus on Financial Services, Distribution, Technology companies
  • •Investment range: $20M-$100M in equity
  • •Based in United States
  • •Growth equity focus
  • •Active value creation approach

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.

Pro Tip

Demonstrate a strong management team with equity ownership alignment.

Frequently Asked Questions

What industries does focus on?

primarily invests in Financial Services, Distribution, Technology. The firm seeks companies with strong market positions and clear growth trajectories.

What size companies does acquire?

typically invests $20M-$100M in equity, targeting companies with enterprise values in the lower to middle market range.

What is 's typical investment size?

The firm's equity investments generally range from $20M-$100M, positioning them as active investors who can provide meaningful capital for growth.

How long does 's due diligence process take?

Due diligence timelines vary by deal complexity, but typically conducts thorough financial, operational, and market due diligence over several weeks to months.

What should I prepare before engaging with ?

Prepare three years of audited financials, detailed market analysis, management team bios, growth plans, and a clear vision for how the partnership would create value.

How does work with portfolio companies?

takes a partnership approach, working closely with management teams on strategic initiatives, acquisitions, and operational improvements.

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This article is part of our Private equity firms | Eagle Rock CFO guide.