Ancoris Capital Partners Analysis
What is Ancoris Capital Partners?
Ancoris Capital Partners is a private capital markets investment bank focused on raising equity and debt for clients across all industries. The firm has raised over $13 billion for more than 160 companies over two decades. It specializes in cross-border financing and deals with 50% of transactions including strategic investors. Average capital raises are $100 million.
Location
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
Use Cases
Raise $100M average capital for mid-market companies; Structure cross-border equity and debt deals; Include strategic investors in 50% of financing rounds; Facilitate recapitalizations and management buyouts; Support growth funding for logistics and healthcare firms
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
The management team of Ancoris Capital Partners includes the following members:
- Heather Smith - Managing Partner, Co-founder
- Brett Tremain - Partner, Co-founder
- Henry Matthiessen - Partner
- Martin Baum - Operating Partner
- Jacklyn Griffo - Vice President
- Billy Griffo - Senior Associate
- 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
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