We sit down with you and build your perfect lead list. Book a call with founders.

Ancoris Capital Partners Analysis

What is Ancoris Capital Partners?

Specialty investment bank for private capital markets

Location
New York, New York, United States
Employees
1-10
Founded
2019

Product Features & Capabilities

  • Private equity and debt financing
  • Convertible preferred equity
  • Mezzanine financing
  • Senior debt
  • Preferred equity with warrants
  • Cross-border capital raises
  • Strategic investor inclusion
  • Recaps and management buyouts

Investment Focus

Ancoris Capital Partners primarily focuses on raising equity and debt in the private markets, employing a customized approach to capital raising. The firm serves a variety of sectors, including Aerospace & Defense, Energy, Financial Institutions, Healthcare, Industrials, Media & Communications, Real Estate, Retail & Consumer, Sustainability & Impact, Technology, and Transportation & Logistics. Ancoris targets transactions ranging from $40 million to over $400 million, with proceeds dedicated to growth, acquisitions, shareholder liquidity, recapitalizations, bridge financing, management buyouts, and dividends. They emphasize working with businesses that have proven business models, advanced technologies, strong management teams, well-established industry positions, and strong growth prospects.

Investment Geography

Ancoris Capital Partners primarily invests in private companies across various sectors, including technology-enabled businesses, climate tech, consumer industries, and healthcare. However, specific geographical regions of investment were not explicitly detailed in the sources reviewed.

Recent Fundraising

$67.5M

Management Team

  1. Heather Smith - Managing Partner, Co-founder
  2. Brett Tremain - Partner, Co-founder
  3. Henry Matthiessen - Partner
  4. Martin Baum - Operating Partner
  5. Jacklyn Griffo - Vice President
  6. Billy Griffo - Senior Associate
  7. Ryan Fitzpatrick - Analyst

Other Considerations

Raised $13 billion for 160+ companies over 20 years; 50% of raises include strategic investors; Average capital raise of $100 million; 75% of raises are cross-border; Partnered with Orion Infrastructure Capital on €65M logistics deal; Brett Tremain spoke at iGlobal Forum 2025; Heather Smith featured in McGuireWoods article on women in finance

Find more companies like Ancoris Capital Partners

NY Private Equity Firms