"Spencer Partners identified emerging investment managers and
then made recommendations based on outstanding and creative due diligence.
With their advice, we made good investments that had a positive social
and economic impact."
William L. Cobb
EVP and CIO
The Church Pension Group
We use broad, diversified business relationships with the some of the world's largest funds, our industry expertise, and our experienced team to arrange strategic alliances and help finance growth for new ventures.
Grow: Spencer Partners identifies millions of dollars for asset management, mezzanine investments, and venture capital funds with a focus on the finance, communications, technology, and healthcare industries.
Consult: We evaluate business and marketing strategies and make recommendations for successful growth and exit strategies. We also identify partners and alliances.
Connect: We connect billion-dollar funds to early-stage companies looking for growth capital. We also provide strategic counsel and introductions to connect minority-owned asset management firms with institutional investors looking to diversify their portfolios.
For Asset Managers, we:
Provide access to an elite group of specialized investment opportunities.
Identify and recommend emerging and minority-owned firms to manage a share of assets for institutions that value diversity.
Perform market research on the growth potential of portfolio companies.
- JP Morgan Asset Management: Directed client to under-utilized sources of minority professionals to enhance client's workforce diversity.
- The Episcopalian Church Fund: Presented client with highly successful minority-owned asset management firms to enhance client's asset manager diversity.
- Smith Whiley & Company: Researched market opportunities and positioning of a key portfolio company.
For Private Equity Funds, we:
Provide introductions to a prestigious institutional network of endowments, foundations, pension funds, and corporations.
Position funds to attract financing by providing strategic counsel and advantageous introductions.
Provide access and introductions to major secondary funds looking to acquire limited partnership positions in private equity funds.
- SpaceVest LP II: Connected client to $138 million from institutional investors.
- Rice Mezzanine Capital: Connected client to $121 million from institutional investors.
- Bank of Ireland: Connected client to $300 million from institutional investors.
For Emerging or Growth-Oriented Enterprises, we:
Secure access to financing.
Arrange strategic alliances.
Identify joint venture partners.
Evaluate business plans and develop strategies to enhance market appeal.
- Caballero Television Network/Mas Musica: Advised client on debt/equity finance options to help grow its geographic footprint.
- Delivery Agent, Inc.: Advised client on debt/equity finance options so that it could increase its unique service offerings to entertainment companies.