StrategyCorps (SC), a provider of deposit analytics and retail and small business checking-related solutions, and Estancia Capital Partners, a lower-middle market private equity firm with a successful investing track record in the financial services industry, have successfully closed on a capital partnership. Estancia is making a significant investment in SC, which will fuel its growth initiatives including creating new solutions, business development, enhanced client and member services and targeted strategic acquisitions/partnerships.

“In the fiercely competitive banking landscape, being the Primary FI hinges on offering relevant products and exceptional service,” Mike Branton, chairman and CEO of StrategyCorps, said. “Our strategic partnership with Estancia positions StrategyCorps to expand rapidly, evolve our top-performing solutions and help community and regional FIs outshine mega and digital banks. It also accelerates our client’s ability to generate new revenue, countering the decline of traditional checking-related revenue under regulatory pressure.”

“StrategyCorps has a long and proven track record of optimizing and growing retail and small business customer relationships for their FI clients,” Dana Kurttila, managing director at Estancia, said. “SC employs its unique approach of combining actionable analytics with modern, enhanced product solutions. We at Estancia are eager and look forward to bringing our experience in financial technology and banking solutions to accelerate growth and enhance the potential of StrategyCorps’ solutions in collaboration with SC’s talented team.”

“The alignment of interests between Estancia and SC’s management is a key factor in our partnership,” Darrin Jeffries, managing director and chief operating officer at Estancia, said. “We look forward to adding strategic and operational value to SC.”

“In addition to their successful track record as capital partners, Estancia’s approach aligns seamlessly with our culture and corporate values,” Dave Crook, president and chief revenue officer of StrategyCorps, said. “This alignment is crucial as it ensures that our existing management and strategy stay in place while providing broader ownership opportunities for StrategyCorps employees to reward their performance. Their approach was the difference maker in choosing Estancia versus others we considered.”

The transaction closed on June 28, 2024. Keefe, Bruyette & Woods, a Stifel company, and Bass Berry Sims acted as financial and legal advisors to StrategyCorps, respectively. Estancia selected First Eagle Investments and Andalusian Credit Partners as its capital partners for this investment. Jefferies and Kirkland & Ellis acted as financial and legal advisors to Estancia, respectively.