On September 6, 2022, Escalate Capital Partners (Escalate), a leading private credit and equity investor in growing later-stage companies in the software, services, and healthcare sectors, and Kudu Investment Management, LLC (Kudu), a provider of permanent capital solutions to independent asset and wealth managers worldwide, announced that Kudu has made a minority investment in Escalate. Seward & Kissel was pleased to represent Kudu in connection with this investment management industry transaction.

New York-based Kudu provides long-term capital solutions—including generational ownership transfers, management buyouts, acquisition and growth finance, as well as liquidity for legacy partners—to asset and wealth managers globally. Escalate Capital Partners is a Texas-based capital solutions provider, founded in 2005. Escalate has invested more than $1 billion in the U.S. software, services, and healthcare sectors and has raised more than $850 million from institutional and individual investors.

Seward & Kissel LLP (sewkis.com) is a leading New York law firm, originally established in 1890, offering legal advice emphasizing business, financial and commercial law and related litigation. The firm’s Business Transactions Group handles middle-market M&A, private equity, venture capital and joint venture transactions involving a wide variety of industries. The firm is ranked as Highly Regarded for Corporate/M&A by Chambers USA and is recommended by The Legal 500 in the middle-market M&A category, stating that Seward & Kissel “advises on market-leading transactions within the industries where the firm has an international reputation, namely investment management and shipping.”

The company’s press release describing this transaction is available here.