Our Portfolio Charts More Than Our Investments

It embodies 37 years of strategic expertise, cultivating meaningful relationships, and our commitment to building a prosperous future with our partners.

$ 6 B
Capital Deployed Across
10 Funds Over 37 Years
3.400
Investments with 1,100
Acquired by Strategic Buyers
37
Years of Financial Services
Research and Investing
10
Investment Professionals
11
Funds Managed
200 +
U.S. Communities in Which We Have Invested

Our Investments

A track record that speaks volumes

We have or are currently working with the following management teams to understand their vision, refining and fortifying it, and providing the resources to facilitate growth towards a larger business platform.

Funds
Status

Latest News

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Joint capabilities will simplify, automate, and drive efficiency across the onboarding and account opening experience...
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May

18

2024

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The Banc Funds Company led the investment round with additional funding from new and existing...
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August

22

2023