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Office Locations:
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200 Barr Harbor Drive, Suite 400
Conshohocken, PA 19428
Phone: 610-834-1370
Fax: 610-832-1265
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Rosemont Investment Partners, LLC is a private equity firm focused exclusively on making investments in asset managers who face an ownership dilemma. Rosemont was formed in May 2000 to provide capital to fund management buyouts, recapitalizations and selected start-ups in the asset management industry. Rosemont seeks meaningful minority interests alongside management teams who control the majority of the company's equity. Portfolio companies are structured to create competitive compensation mechanisms that are balanced between near-term income and long-term value creation. Rosemont seeks to invest between $10 million and $100 million in equity in transactions resulting in equity stakes of 10% to 40%. Rosemont prefers to be the sole outside investor in its portfolio companies although it will lead transactions in which co-investors are required or desired, resulting in potential equity commitments of up to $100 million. Target investments are profitable or are generating revenue and expect to be profitable within 12-18 months. Management teams will typically be expected to invest alongside Rosemont in support of their business.
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Investment Firm Key
VC = Venture Capital
PE = Private Equity
A = Angel
I = Incubator
MB = Merchant Bank
VD = Venture Debt
FI = Family Investment Office
FOF = Fund of Funds
ED = Economic Development Office
TT = Technology Transfer Office
CVC = Corporate Venture Capital
SEC = Secondary Purchaser
HF = Hedge Fund/Mutual Fund
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COMPANY STAGE | REVENUE |
Venture Capital | |
Seed Stage (includes "pre-seed," or concept stage) | No Revenue |
Early Stage | Minimal Revenue |
Growth Stage (also called Mid-stage) | $2M-$7M |
Expansion Stage (also called Late-stage) | $7M and greater |
Private Equity | |
Lower Middle Market | $10M-$249M |
Middle Market | $250M-$499M |
Upper Middle Market | $500M-$1B |
Large Cap | >$1B |
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