The Fund will implement one of the following investment strategies, all of which have been pursued by the Partners in their prior careers. In all cases, the Fund is looking to back or build strong management teams.
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Non-Control Investments
These investments would take the form of non-controlling equity positions in both public and private community banks including mutual holding companies (“MHCs”) and De Novo banks.
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Related Financial Services Companies
Up to 25% of the Fund may be invested in financial services companies whose business is closely related to banking. These might include product providers such as wealth management companies, finance companies, and service providers such as bank related technology firms.