Common growth equity
For investors taking long-term participation in enterprise and balance-sheet growth.
Financial services · Growth equity
Financial services growth equity
Equity and strategic capital for lenders, wealth platforms, asset managers, insurance and specialist financial-services businesses seeking USD 5m or more.
The financing decision
Choose the structure around the operating reality
Capital must be sized against growth, balance-sheet needs, loss absorption, operating leverage and the time required for new assets or customers to season.
We begin with the commercial objective, the amount and timing of capital, the evidence available and the authority to run the transaction. The resulting route can then be tested against realistic investor, lender or buyer criteria.
Typical uses of capital
- Balance-sheet growth and lending capacity
- New products and geographic expansion
- Distribution, technology and operating scale
- Acquisitions or shareholder recapitalisation
Decision information
What counterparties will test
Financial services evidence
- Asset quality, vintage performance and concentration
- Funding profile, liquidity and capital adequacy
- Customer economics and distribution productivity
- Fee income, spread income and operating leverage
- Governance, controls and management information
Mandate readiness
- Funding requirement of USD 5m or more
- Clear ownership and decision authority
- Historical financial and operating information
- Defined use of funds and transaction timetable
- Management availability for diligence and negotiation
Structuring routes
Structures to evaluate
The route is selected after reviewing cash flows, control, security, dilution, timing and counterparty appetite.
Strategic minority investment
For capital paired with funding, distribution or product collaboration.
Structured equity
For negotiated return, conversion or downside-protection features tied to milestones.
Execution
How the mandate progresses
- Reconcile enterprise and balance-sheet capital needs
- Build portfolio, liquidity and earnings scenarios
- Prepare investor materials and performance tapes
- Segment financial, strategic and private investors
- Coordinate diligence, governance terms and closing
The sequence is adapted to transaction readiness, confidentiality and the selected capital route.
Relevant live work
Current mandates in this market
Public mandate summaries are current at the website build date. Detailed information is available following counterparty qualification.
USD 21.1M
Microfinance institution (NBFC-MFI) — growth capital
Questions, answered
Financial services growth equity questions
Specialist lenders, wealth and asset-management platforms, insurance businesses and financial infrastructure companies may be considered for mandates from USD 5m upwards.
The review links origination growth, funding, capital, liquidity, credit performance, operating cost and profitability under base and downside cases.
Yes. A strategic transaction may combine equity with warehouse funding, distribution or product collaboration where the commercial terms are aligned.
Historical financials, portfolio and vintage performance, funding profile, customer economics, growth plan, ownership and governance information are commonly required.
Discuss a financial services growth equity mandate
Share your company, transaction type and approximate ticket size. A partner will review the fit for a USD 5m+ mandate.
