Kudu Investment Management provides long-term capital solutions—including generational ownership transfers, management buyouts, acquisition and growth finance, as well as liquidity for legacy partners—to independent asset and wealth managers globally.
Our Thesis
Boutique managers have a natural advantage with their speed, flexibility, employee ownership and ability to innovate.
Kudu’s approach seeks to enhance that advantage.
Independence is a key factor in manager success.
Kudu enables teams to retain control of their firms after a capital event.
Kudu affords capital without giving up control—or upside.
History
Kudu was founded in 2015 by industry professionals who were some of the pioneers in the GP/minority staking space.
Over their careers, Kudu principals have done more than 40 such transactions.
Kudu is backed by large institutional investors, including White Mountains Insurance Group, Ltd. (NYSE:WTM) and MassMutual, who are committed to long term investment horizons.
How We Work
Unlike other capital solutions, Kudu does not seek exits on its investments, and never imposes liquidity rights.
Managers retain complete latitude to pursue strategic initiatives at any time.
In addition to capital funding, partners can take advantage of Kudu’s value-added Partner Services (KPS) to help stand out in a highly competitive industry.
KPS offers distribution strategy, enterprise-level advisory, and data and business intelligence tools, among others, while serving as an on-call resource to source and evaluate solutions providers.
Additionally, the Kudu ecosystem of asset and wealth managers fosters a community of like-minded peers who can leverage each other’s insights, best practices, and innovations.
How Our Capital Can Help
Succession plan financing
General Partnership commitments
Funding management buy-outs
Securing growth equity for fund commitments and acquisitions
Enabling new fund launches, systems and sales/marketing enhancements
Monetization of partner value
Kudu's Partners
