Ursula Capital Partners

What Ursula Capital Partners does

Ursula Capital Partners LLC is a private investment management and advisory firm founded in 2004 by Daniel J. Englander and headquartered in Locust Valley, New York. The firm operates as an Exempt Reporting Advisor and runs two complementary businesses under the Ursula Group umbrella: (1) Ursula Capital Partners, a concentrated long-only global equities strategy based on fundamental analysis with active engagement as a value-creation catalyst, and (2) Ursula Group, an investment banking advisory practice providing M&A, capital raising, and board advisory services to founder-led businesses, corporations, and family offices.

The firm's investment banking services include preparation for watershed events (acquisitions, recapitalizations, evaluation of acquirors or partners), debt/equity/hybrid financing solutions, and board-level advisory. Compensation is primarily success-based and preferably structured as a combination of cash and equity. The firm deploys its own capital alongside client capital as an alignment mechanism, supported by a curated network of family office partners, strategic investors, and alternative capital providers. Securities products and investment banking services are offered through an affiliated registered broker-dealer, BA Securities, LLC.

The team comprises six members led by Managing Partners Daniel J. Englander (formerly of Allen & Company) and J. Stephen Worth (formerly Senior Managing Director at Evercore), with Partner Marc Powers and junior staff. The firm has no disclosed proprietary technology platform — its core offering is the human-judgment advisory and investment expertise of its partners. No revenue figures, AUM, or transaction volume are publicly disclosed.

Name

Ursula Capital Partners

Legal name

Ursula Capital Partners LLC

Website

https://ursulainvestors.com

Company type

Private

Founded year

2004

Operating status

Operating

Short description

Ursula Capital Partners is a private investment management and advisory firm operating a concentrated long-only global equities strategy and an investment banking advisory practice serving founder-led businesses, corporations, and family offices with M&A, capital raising, and board advisory services.

Ownership category

akta.pro rank

Product category

Investment Management & Advisory

NAICS

Portfolio Management and Investment Advice (52394), Securities, Commodity Contracts, and Other Financial Investments and Related Activities (523)

SIC

Investment Advice (6282), Security Brokers, Dealers & Flotation Companies (6211)

akta.pro primary industry

Corporate Finance & Capital Advisory (BPAHADAB)

Keywords

• Investment management
• Investment banking advisory
• Merger advisory services
• Capital raising
• Long-only equities

Headquarters

HQ city

Locust Valley

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2B

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales, Others

Revenue model

1. Investment Advisory Fees: The firm generates revenue through investment banking advisory fees, with compensation primarily success-based and preferably structured as a combination of cash and equity for M&A and capital raising engagements.
2. Equity Fund Management: Ursula Capital Partners operates as an Exempt Reporting Advisor since 2004, managing concentrated long-only global equities strategies. The firm deploys its own capital alongside client capital and earns management/investment returns.

Go-to-market motion1 record

Distribution channels1 record

Marketing channels3 records

Core offering

Ursula Capital Partners operates two complementary offerings: (1) Ursula Capital Partners — a concentrated long-only global equities strategy grounded in fundamental analysis with active engagement on governance, capital allocation, and strategy; and (2) Ursula Group — investment banking advisory services for founder-led businesses, corporations, and family offices, covering mergers and acquisitions, board advisory, and capital raising across debt, equity, and hybrid financing. The firm also co-invests its own capital alongside clients.

Product overview

Ursula Capital Partners operates two distinct but complementary offerings: Ursula Capital Partners (concentrated long-only global equities strategies based on fundamental analysis with active engagement, founded in 2004) and Ursula Group (investment banking advisory services for founder-led businesses, corporations, and family offices covering M&A, board advisory, and capital raising across debt, equity, and hybrid financing).

Differentiator

Problem solved

Functional benefit

Products and services

• Ursula Capital Partners (Long-Only Global Equities Strategy) Concentrated long-only global equities strategy grounded in fundamental analysis, with active engagement on governance, capital allocation, and strategy. Targets founder-led and family-controlled businesses, with the firm's principals co-investing personal capital alongside clients.
• Ursula Group (Investment Banking Advisory) Investment banking advisory services for founder-led businesses, corporations, and family offices, covering mergers and acquisitions, board advisory, and capital raising across debt, equity, and hybrid financing. Engagements are paid via cash and equity components and supported by a partnership with BA Securities, LLC.

Segments3 records

Ideal customer profiles2 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Partnerships

One partnership is on record.

• BA Securities, LLCcoreChannel Partner/ Reseller/ DistributorSecurities Products and Investment Banking Services are offered through BA Securities, LLC, a registered broker-dealer and member of FINRA and SIPC. This partnership enables the distribution of securities products and investment banking services under proper regulatory oversight. J. Stephen Worth is a Registered Representative of BA Securities, LLC.

Scale indicators1 record

Recent moves4 records

Expansion highlights4 records

Direct peers

• LionTree: Boutique advisory firm focused on M&A, strategic advisory, and capital raising for founder-led and growth-stage companies in media, technology, and consumer. Comparable to Ursula Group given its boutique scale, senior-coverage model, and emphasis on relationships with founders and family offices.
• Qatalyst Partners: Boutique advisory firm focused on M&A and capital raising for technology and growth companies. Comparable to Ursula Group as a senior-partner-led boutique serving founder-led and corporate clients, though with a more concentrated technology focus.
• Perella Weinberg Partners: Boutique advisory firm offering M&A, strategic advisory, and capital raising, with a complementary capital solutions and asset management platform. Highly comparable to Ursula because it combines an independent advisory practice with a partner capital and asset management arm serving similar corporate and sponsor clients.
• Centerview Partners: Elite boutique advisory firm focused on M&A and capital advisory for founder-led businesses, large corporations, and family offices. Comparable to Ursula Group because it serves the same founder-led and family-office client base with senior-partner-led coverage and emphasizes board-level advisory and strategic transactions.
• Robey Warshaw: Small elite boutique advisory firm in London focused on cross-border M&A for large corporations. Comparable to Ursula Group as a relationship-driven, senior-partner-led boutique serving a similar high-touch client profile, though with a UK/European geographic focus.
• Allen & Company: Private investment bank historically focused on media, technology, and founder-led transactions. Highly comparable to Ursula because founder Daniel Englander was a Managing Director and Partner there, and the firm similarly targets founder-led businesses and family offices with relationship-driven advisory.
• PJT Partners: Boutique advisory firm spun out of Blackstone offering M&A, restructuring, and capital markets advisory. Comparable to Ursula Group as a senior-led boutique competing in the same M&A advisory market, although with substantially larger scale and broader industry coverage.
• Greenhill & Co. Boutique M&A advisory firm serving corporations, founders, and financial sponsors. Comparable to Ursula Group as a relationship-driven independent advisory boutique targeting similar mid- and large-cap M&A mandates, although with broader sector coverage and global footprint.
• Moelis & Company: Public boutique investment bank offering M&A, capital markets, and strategic advisory to corporations, founders, and financial sponsors. Comparable to Ursula Group as a boutique M&A advisory competing against bulge brackets, though at significantly greater scale and with broader sector coverage.

Broad incumbents

• Evercore: Large independent advisory firm with global M&A, capital markets, and asset management businesses. Comparable to Ursula Group as an independent advisory platform, with J. Stephen Worth having been a Senior Managing Director in Evercore's Industrials Group; operates at significantly greater scale across the same core advisory product set.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat3 records

Key risks7 records

Key highlights7 records

Customer concentration

Revenue estimate

Valuation estimate

Number of profiles

Profiles6 records

Funding overview

Funding rounds

Investors

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

M&A

Investments

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

Frequently asked questions about Ursula Capital Partners