Brownhelm Enjoys a Flexible Mandate
Opportunistic & Fund Oriented Investments
Brownhelm seeks to invest with and alongside of leading private equity, venture capital, real estate, and hedge funds. Brownhelm will consider:
- Established managers with a track record and repeatable strategy
- Opportunistic, unique, and spinout funds with a defined thesis, geographic focus, or differentiated strategy
- Further, Brownhelm welcomes the opportunity to partner with fundless sponsors to support a specific transaction or thesis, and actively seeks opportunities for LP equity coinvest
Direct Investments
Brownhelm’s principals have a history of direct operating company investments. Brownhelm is actively seeking direct-investment opportunities within the financial services and real estate industries, with specific areas of interest including:
- Independent registered investment advisors (RIAs), broker dealers, asset managers, community banks, and trust companies
- Vendors and providers of software, compliance, and marketing tools focused on serving the financial services industry
As a family office, Brownhelm has the ability to structure a transaction to meet specific situations:
- Flexible to invest across the capital structure
- Investment can be used to support generational ownership transitions, minority / inactive shareholder buyouts, growth oriented financing, balance sheet stabilization, working capital support, funding to support add on acquisitions / inorganic growth
- Comfortable in both majority and minority positions, and will consider investments across the corporate maturity spectrum (early stage to mature)
