A&M Capital Strategic Investments

What A&M Capital Strategic Investments does

A&M Capital Strategic Investments (AMCSI) is a dedicated active minority investment strategy within Alvarez & Marsal Capital (\"A&M Capital\"), a multi-strategy private equity firm with over $5.9 billion (recently cited as over $6.0 billion) in total commitments across four strategies. Launched in June 2021 as A&M Capital's fourth and most recent strategy, AMCSI partners with premier private equity firms through minority investments, co-sponsor stakes, equity rollovers, recapitalizations, mid-life investments, and structured equity solutions in middle-market leveraged buyouts with target enterprise values of $100 million and above and initial equity checks of $20 million or more (the firm's website indicates $25M-$75M checks and $100M-$500M EV). Its first dedicated fund, A&M Capital Strategic Investments Fund I, closed at approximately $475 million on April 9, 2024.

AMCSI's core product is its investment fund offering rather than a technology platform; the strategy's principal assets are its relationships, brand, and the strategic association with Alvarez & Marsal (A&M), which provides access to A&M's ~9,500 operating executives and functional experts across 80+ offices in 33 countries, and specifically leverages A&M Consulting's market-leading private equity services business for proprietary deal flow and value-added due diligence. The portfolio spans healthcare services (AirLife, Med-Metrix, Total Security), business and industrial services (Asurint, ARCTICOM, Copperweld), sustainable packaging (Groupe SPHERE), retail media (GSTV, Talus Payments), and aerospace (SkyMark/Rampmaster), each sourced through partnership investments with sponsors such as ATL Partners, Harvest Partners, MidOcean Partners, and Hivest Capital Partners.

AMCSI generates revenue primarily through private equity fund economics: management fees on committed capital (industry-standard ~1.5%–2.0% on the ~$475M Fund I) and carried interest on investment profits upon realization events. The fund's customers are its institutional limited partners (specific LP identities not disclosed), and its deal counterparties are private equity sponsors and the underlying portfolio companies in which it takes minority partnership positions. Go-to-market is relationship-driven and bilateral: AMCSI originates opportunities through A&M's proprietary channels and direct outreach to leading PE firms, structures bespoke partnership terms deal-by-deal, and emphasizes repeat transactions with sponsor partners. The strategy is led by Managing Partner Rob Redmond (formerly Executive Chairman of Macquarie Capital USA and Vice Chairman of Barclays Capital and Lehman Brothers), alongside Partner Thomas Slater (ex-APG Asset Management, The Rhône Group), and is operationally headquartered at A&M Capital's Greenwich, CT base with additional offices in Manhattan Beach, London, Luxembourg, and Milan.

Name

A&M Capital Strategic Investments

Legal name

A&M Capital Advisors, LP

Website

https://a-mcapital.com

Company type

Private

Founded year

2021

Operating status

Operating

Short description

A&M Capital Strategic Investments is the active minority/co-sponsor investment strategy of Alvarez & Marsal Capital, partnering with premier private equity firms on middle-market leveraged buyouts through equity rollovers, recapitalizations, and structured equity solutions from its ~$475 million Fund I.

Ownership category

akta.pro rank

Headquarters

HQ city

Greenwich

HQ country

United States

HQ region

North America

Markets served

GTM type

B2B

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales, Infrastructure, Others

Revenue model

1. Private equity investment returns (minority/co-invest): AMCSI generates revenue primarily through capital appreciation, dividends, and exits from its minority equity investments, co-sponsor stakes, equity rollover positions, recapitalizations, and structured equity solutions in middle-market LBO transactions led by leading PE firms. Returns are realized upon exit events (e.g., AMCSI realized on Total Security, Talus Payments, and exited Med-Metrix via AMCP).
2. Management fees and carried interest on Fund I: AMCSI charges management fees on its committed capital (~ $475M A&M Capital Strategic Investments Fund I, closed April 9, 2024) and earns carried interest on investment profits, consistent with industry-standard private equity fund economics.

Pricing tiers

Go-to-market motion2 records

Core offering

A&M Capital Strategic Investments (AMCSI) is a dedicated active minority private equity investment strategy that provides partnership capital to premier private equity firms executing middle-market leveraged buyouts. Through its ~$475M Fund I (closed April 2024), AMCSI deploys initial equity checks of $20M+ via partnership investments, equity rollovers, recapitalizations, mid-life investments, and structured equity solutions, targeting underlying companies with $100M+ enterprise value. The strategy is distinguished by its affiliation with Alvarez & Marsal's ~9,500 operating professionals and A&M Consulting's PE services franchise, which sources proprietary deal flow.

Product overview

A&M Capital Strategic Investments (AMCSI) operates as a single, dedicated investment strategy within A&M Capital (the private equity arm of Alvarez & Marsal Capital), rather than as a multi-module software platform. The unified offering is anchored by A&M Capital Strategic Investments Fund I, a ~$475 million fund that closed in April 2024, which executes partnership investments, equity rollover investments, recapitalizations, mid-life investments, and structured equity solutions alongside premier private equity sponsors. The strategy's portfolio spans healthcare services (AirLife, Med-Metrix, Total Security), business and industrial services (Asurint, ARCTICOM, Copperweld), waste management (Groupe SPHERE), consumer and retail media (GSTV, Talus Payments), and aerospace (SkyMark/Rampmaster), each added through individual minority partnership investments such as those alongside ATL Partners, Harvest Partners, MidOcean Partners, and Hivest Capital Partners.

Differentiator

Problem solved

Functional benefit

Brands

• A&M Capital Partners (AMCP): Flagship investment strategy focused on middle-market control transactions in North America (sister strategy of AMCSI within A&M Capital).
• A&M Capital Europe (AMCE)
• A&M Capital Secondaries (AMCS)

Products and services

• A&M Capital Strategic Investments Fund I The flagship fund of the A&M Capital Strategic Investments (AMCSI) strategy, providing active minority partnership capital to premier private equity sponsors through partnership investments, equity rollover investments, recapitalizations, mid-life investments, and structured equity solutions, with initial equity checks of $20 million or more in companies with $100M+ enterprise value. Closed at approximately $475 million in commitments in April 2024.

Ideal customer profiles2 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Recent moves7 records

Expansion highlights5 records

Broad incumbents

• Lexington Partners: Major secondaries and co-investment firm. Comparable to AMCSI as a partner-of-choice for PE sponsors in middle-market and large-cap transactions, with a co-investment arm that is similar in mandate.
• Pantheon: Specialist private equity fund-of-funds and co-investment manager that partners with top-tier PE sponsors. Comparable to AMCSI as a co-investor in sponsor-led LBOs, with a longer history and broader program.
• StepStone Group: Global private markets investment firm focused on fund investments, co-investments, and secondaries. Comparable to AMCSI as a co-investor alongside leading PE sponsors, with a more diversified platform across primary, secondary, and co-investment solutions.
• Ardian: Global private investment house with a leading PE co-investment franchise and secondaries platform. Highly comparable to AMCSI's active minority / co-invest focus, with significantly greater scale and global footprint.
• Neuberger Berman Private Equity: Large investment manager with a dedicated private equity co-investment and secondaries program. Comparable to AMCSI's active minority model of partnering with leading PE sponsors, though at much greater scale and as part of a broader asset management platform.
• Adams Street Partners: Global private markets manager with a large dedicated co-investment program alongside leading PE sponsors. Closely comparable to AMCSI's strategy of partnering with premier PE firms in middle-market LBOs, though with much broader scale and a longer history.
• Capital Group Private Equity (Co-Invest): Large asset manager with a co-investment program alongside leading PE sponsors. Comparable in mandate to AMCSI's partnership / co-invest strategy, though Capital Group operates at meaningfully greater scale and within a broader multi-asset platform.
• HarbourVest Partners: Large, established private markets investment firm with a dedicated primary partnership, co-investment, and secondaries platform. Directly comparable to AMCSI's active minority / co-invest focus, but with materially greater scale and a multi-decade track record.

Direct peers

• Pomona Capital: Specialist private equity secondaries and co-investment firm investing as a minority partner alongside sponsors. Comparable in mandate to AMCSI's active minority / partnership investment strategy, with a similarly sized fund-by-fund scale.
• LGT Capital Partners (Private Equity Co-Investments): Global private markets manager with a dedicated private equity co-investment team that invests as a minority partner alongside leading PE sponsors. Closely comparable to AMCSI in mandate and middle-market focus; one of AMCSI's VP team members previously worked on the PE Co-Investments team at LGT.

Market position

Strengths4 records

Weaknesses4 records

Competitive moat4 records

Key risks6 records

Key highlights6 records

Customer concentration

• LinkedInlinkedin.com/company/a-m-capital

Revenue estimate

Valuation estimate

Number of profiles

Profiles9 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments1 record

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about A&M Capital Strategic Investments