Genstar Capital

San Francisco, California, United Statesgencap.com1expert edge

Middle-market PE firm founded 1988, headquartered in San Francisco. Manages $35B+ in AUM. Invests $50-400M equity per deal in financial services, healthcare, industrial, and software sectors. Registered Investment Adviser.

Why interesting to a deal team

Hub investor controlling/influencing Cetera, Orion, and Docupace boards via Hardwick. Orchestrates wealth management ecosystem consolidation. Deep financial services expertise with portfolio synergies across advisor tech stack.

Experts connected to this company

Lori HardwickStrategic Advisory Board member since March 2020

Lori Hardwick

Board Member and Strategic Advisor

Orion Advisor Solutions, Cetera Financial Group, Cerity Partners, Docupace, Vestwell; Strategic Advisor to Genstar Capital

AdvisorUnited States

She sits on the boards of Orion, Cetera, Cerity, Docupace, and Vestwell while advising Genstar Capital, giving her a rare cross-cutting view of RIA-aggregation deal flow and platform economics.

Sources

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gencap.com
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en.wikipedia.org/wiki/Genstar_Capital

Strongest evidencePage title2 public sourcesHow the grades work