Kudu provides asset and wealth managers worldwide with patient 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
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.
Kudu does not dictate liquidity requirements, thereby minimizing disruption to client and consultant relationships.
Kudu’s managing partners will assist in developing a growth strategy tailored to a firm’s offerings.
Kudu’s investments can be permanent or designed to revert equity to management after a term.
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:
It’s powerful and inexpensive
Investors want more customized service
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.
OUR VALUED PARTNERS
Note: Champlain Investment Partners and WestEnd Advisors investments are managed on behalf of a third party investor.