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Private Equity House Buys Minority Interest In Connecticut Investment Boutique
Eliane Chavagnon
27 August 2013
Estancia Capital Partners, a private equity fund focused on
the asset and wealth management industries, has acquired a minority
non-controlling interest in Stamford, CT- based Sustainable Growth Advisers. Terms of
the transaction were not disclosed. SGA describes itself as a boutique traditional equity manager that provides
active US and global growth equity mandates for sophisticated clients. Robert Rohn, an SGA co-founder, said the firm will continue to operate independently and under the
leadership of the existing management team, which will continue to own a majority
equity stake in the busines. Founded in 2003 by George Fraise, Gordon Marchand and Rohn, Sustainable Growth Advisers currently manages some $5.3 billion
of assets on behalf of institutional, intermediary and retirement plan clients.