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Estancia Capital Management

General contacts

Investor type

PE

Founded

2010

AUM

$965 M

Location

Scottsdale, Arizona, United States

Investment Ticket

$50-100 m

Investment Stage

Late Stage (Series C+)

Region of investment

North America

ESG Focus

Impact investor People of color and other minorities

Investor profile last updated: 09 June, 2026

Profile

Estancia Capital Management is a specialist private equity firm based in Scottsdale and Philadelphia, focusing on the lower middle-market financial services industry. Founded by Mike Mendez and Takashi Moriuchi, the firm is composed of a team with extensive operating and investing experience, supported by senior advisors and industry consultants. They differentiate themselves with a singular focus on capital-light, growth-oriented companies and a commitment to diversity and inclusion, being 90% minority-owned.

The firm targets lower middle-market financial services companies providing mission-critical solutions. They invest across management buyouts, private ownership transitions, growth initiatives, recapitalizations, and team carve-outs. Estancia's investment strategy is characterized by identifying less-penetrated niches within the financial sector. Their assets under management amount to approximately $965 million, with notable funds including Fund II recognized as a top ten buyout fund by Bloomberg.

Estancia's portfolio includes 17 platform companies with a focus on financial advisory, regulatory and compliance solutions, analytics, and digitization. Notable investments include companies providing front, middle, and back office solutions, outsourced administration, and various financial technologies.

Industry

Business Services (B2B) Financial Services Fintech Software Technology

Estancia Capital Management Funds

Name	Type	Industry	Stage	Region	Size	AUM	Launch date
Estancia Capital Partners Fund III, L.P.	Private Equity (PE)	Financial Services	Late Stage (Series C+)	North America	$50-100 m	$367 M	June 2026

Contacts

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Investment-team contacts for Estancia Capital Management — including verified work emails and LinkedIn profiles — are available to Private Equity List subscribers.
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FAQs about Estancia Capital Management

Is Estancia Capital Management a venture capital or private equity firm?

Estancia Capital Management is a private equity firm. It backs companies at Late Stage (Series C+), writing tickets of $50-100 m.

Where is Estancia Capital Management located?

Estancia Capital Management is located in Scottsdale, Arizona, United States.

When was Estancia Capital Management founded?

Estancia Capital Management was founded in 2010.

What sectors and industries does Estancia Capital Management invest in?

Estancia Capital Management invests in companies and startups in Business Services (B2B), Financial Services, Fintech, Software, Technology.

What is Estancia Capital Management geographical focus of investments?

Estancia Capital Management invests in companies and startups in North America.

At what stages of companies and startups does Estancia Capital Management typically invest in?

Estancia Capital Management invests in companies and startups at Late Stage (Series C+).

What is the usual amount of Estancia Capital Management investment?

Estancia Capital Management usually invests $50-100 m on average.

What is the amount of assets of under management (AUM) for Estancia Capital Management?

Estancia Capital Management has around $965m assets under management.

When was Estancia Capital Management last fund created?

Estancia Capital Management last fund was created/launched in 2026-06-09

Does Estancia Capital Management invest and support LGBTQ, female and other minorities startups and founders?

Estancia Capital Management invests and supports People of color and other minorities startups and founders.

Is Estancia Capital Management impact investor?

Yes, Estancia Capital Management is impact investor.

What are the contacts of Estancia Capital Management?

Estancia Capital Management can be reached through its website estanciapartners.com and its LinkedIn page. Its general enquiries address is [email protected]. Cold-mailing a general inbox rarely reaches a partner, so Private Equity List also lists the investment-team contacts for Estancia Capital Management — names, roles, verified work emails and LinkedIn profiles — available on a Pro plan from $129/month (see pricing). Contacts are sourced from the firm's website and LinkedIn and re-verified on a rolling cycle. Spot a stale contact, or none at all? Report it — we re-run that firm within 48h and get back to you.

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Yes. Every field on this page — profile, funds, investment criteria, portfolio and investment-team contacts — is available programmatically through the Private Equity List REST API and MCP server, so AI assistants such as Claude and ChatGPT can query Estancia Capital Management directly instead of scraping this page. One subscription covers both the web app and machine access — see API & MCP.

When was the Estancia Capital Management profile last updated?

Private Equity List re-verifies investor profiles on a rolling cycle, pulling from the firm's own website and LinkedIn rather than a one-off import. This profile was last updated on 09 June, 2026. Something out of date here? Report it — we re-run that firm within 48h and get back to you.