Kudu Investment Management Invests in Escalate Capital Partners
Posted on 09/07/2022
Kudu Investment Management, LLC 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. Kudu Investment Management was founded in 2015 and is backed by capital partners White Mountains Insurance Group, Ltd. (NYSE: WTM) and Massachusetts Mutual Life Insurance Company (MassMutual. Kudu Investment Management made a minority investment in Austin-based Escalate Capital Partners, a private credit and equity investor in growing later-stage companies in the software, services, and healthcare sectors. Escalate Capital Partners was founded in 2005 by Tony Schell and Ross Cockrell, managing directors. Chris Julich, the firm’s third investment partner, joined in 2008. 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. Escalate has invested in over 100 companies, including Homeaway/VRBO, Phreesia, SailPoint, and Virtustream.
Advisors
Raymond James served as financial advisor, and Polsinelli was legal counsel to Escalate. Seward & Kissel LLP served as legal advisor to Kudu Investment Management.
