IM Deals Blog

Kudu Makes Minority Investment in Escalate

Written by admin | Sep 12, 2022

On September 6, 2022, Seward & Kissel client Kudu Investment Management, LLC announced it acquired a minority stake in Escalate Capital Partners.

Under the terms of the transaction Kudu, Investment Management, LLC (“Kudu”) acquired a passive minority interest in Escalate Capital Partners (“Escalate”). Terms of the deal were not disclosed. Seward & Kissel served as counsel to Kudu, with a team comprised of Counsel Danielle Lemberg, Michael O’Brien, Jay Baroody, and Julia Spivack and associates Brett Cotler, Elyse Moy, and Jeffrey Dorman.

Kudu, based in New York, is a registered investment adviser specializing in minority equity investments in asset management firms, wealth management firms, and pooled investment vehicles in the United States, the United Kingdom, and Canada. Kudu’s partners include B|O|S, TIG Advisors, Versus Capital and Fair Oaks Capital.

Escalate, based in Austin, Texas, is a private credit and equity investment firm. Escalate received financial advice on the transaction from Raymond James.

To read the press release, please click here.