Estancia Capital Partners completes strategic investment in InvestorCOM

On November 29, 2022, private equity firm Estancia Capital Partners announced that it had completed a significant investment in InvestorCOM, a leading provider of software and tech-enabled compliance solutions to the asset and wealth management industry.

InvestorCOM is a software-based provider of mission-critical regulatory compliance solutions to the asset and wealth management industry. The company's customers include North America's largest financial institutions and strategic wealthtech partners that distribute InvestorCOM technology to smaller customers.

Estancia is a specialist private equity firm focused on lower-middle market investments in Institutional Quality Asset Management, Wealth Management, Capital Markets Structure and related Business Services and Technology firms.

Gowling WLG advised InvestorCOM with respect to this investment with a team led by Radhika Vaidyanathan and Todd Bissett, and that included Patrick Chen (corporate), Melissa Roth (employment) and Anita Yuk (tax), assisted by students-at-law Alyssa Chen and Fabiola Alvarez.