Proctor Investment Managers

Strategic Capital

Proctor is a differentiated strategic investor in the asset management industry. We make private equity investments in investment firms with strong management teams and institutional product offerings with a high potential for growth.

An investment from Proctor is customized for the specific needs of our partners. Since we believe managers should run their business, we are typically a minority investor that takes an active role in our partner's growth strategy. Our investment can take various forms, including:

• Common Equity
• Preferred Stock
• Convertible or straight debt
• Equity option

Capital that we invest in our partners is typically used to enhance the firm and its capabilities, including:

• Building out the existing portfolio management team
• Funding product extensions
• Strengthening firm infrastructure
• Equity recycling between management generations