ABOUT US
Kudu provides asset and wealth managers worldwide with permanent capital solutions tailored to their specific needs, including: ownership transfer, partner liquidity, management buyouts, and acquisition/growth finance. Kudu also offers a range of business services to help its partners expand while remaining independent.
Kudu’s capital partner is White Mountains Insurance Group, Ltd. (NYSE: WTM)
WHY WE'RE DIFFERENT
MINORITY STAKES
Kudu structures its passive investments to keep the majority of equity in the hands of the principals. Principals continue to run and control their businesses.
MINIMAL DISRUPTION
Kudu does not dictate liquidity requirements, thereby minimizing disruption to client and consultant relationships.
GROWTH
Kudu’s managing partners will assist in developing a growth strategy tailored to a firm’s offerings.
FLEXIBLE CAPITAL
Kudu’s investments can be permanent or designed to revert equity to management after a term.
WHY NOW
Like the markets they serve, the needs of asset managers and wealth advisors are complex and fast-changing. This flux creates challenges – but also opportunities for nimble players. Kudu is prepared to respond with speed and flexibility. The three catalysts disrupting the traditional models are:
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1
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Technology
It’s powerful and inexpensive
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2
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Distribution
Investors want more customized service
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3
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Product
Clients demand greater flexibility
The Kudu toolset — both capital and guidance — is geared to help boutique firms thrive in this new environment. Kudu’s capital solutions are tailored to help managers reach the next level of growth and profitability.
KUDU PARTNER FIRMS
Strategy: Wealth Management
Kudu investment: December 2018
Exit: November 2021
Strategy: Multi-Strategy
Kudu investment: Nov. 2020
Strategy: Emerging Markets
Kudu investment: March 2020
Strategy: Large Cap Core Equity &
Wealth Management
Kudu investment: Sept. 2021
Strategy: Alternative Credit
Kudu investment: July 2019
Strategy: Opportunistic Credit/Equity
Kudu investment: August 2022
Strategy: CLO Debt/Equity
Kudu investment: February 2019
Strategy: Wealth Management
Kudu investment: July 2019
Strategy: Wealth Management
Kudu investment: July 2022
Strategy: Emerging Markets
Kudu investment: June 2022
Strategy: Small Cap Equities
Kudu investment: Nov. 2021
Strategy: Private Real Estate
Kudu investment: Dec. 2019
Strategy: Alternative Credit
Kudu investment: Dec. 2021
Strategy: Small Cap Equities
Kudu investment: Dec. 2020
Strategy: Private Real Estate
Kudu investment: July 2018
Strategy: Wealth Management
Kudu investment: June 2020
Strategy: Private Credit
Kudu investment: Sept. 2021
Strategy: Multi-Strategy
Kudu investment: October 2018
Exit: January 2023
Strategy: Alternative Credit
Kudu investment: January 2023
Strategy: Multi-Manager Real Assets
Kudu investment: March 2019
Exit: June 2022
Strategy: Distressed
Kudu investment: July 2019
Strategy: Small Cap Core Equity
Kudu investment: June 2015
Strategy: Large Cap Core Equity
Kudu investment: June 2015
Exit: December 2021
Note: Champlain Investment Partners and WestEnd Advisors investments are or were previously managed on behalf of a third party investor. This list reflects all investments made to date; some firms may have subsequently exited.