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Cynosure Investment Partners

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uuid00vqiiw

Namestring
Cynosure Investment Partners
Legal namestring
The Cynosure Group, LLC
Company typeenum
Private
Founded yearstring
-
Descriptiontext

Cynosure Investment Partners operates as the growth equity and private credit arm of The Cynosure Group, LLC, a privately held alternatives asset manager and SEC-registered investment adviser. The firm partners directly with founders, families, entrepreneurs, and management teams to make long-term investments in private businesses, deliberately positioning against the short-duration orientation of traditional private equity (which it characterizes as 3-5 year horizons). Cynosure invests as a partner rather than as a controlling shareholder, offering flexible capital structures tailored to the needs of each portfolio company, and continues a collaborative investment philosophy that the firm traces to David Eccles, who arrived in America in 1863 aboard the ship "Cynosure."

The firm's product surface extends beyond core growth equity and private credit through six branded entities under The Cynosure Group umbrella: Cynosure Partners (growth equity and private credit), Cynosure Capital Management, Cynosure Wealth Advisors, Cynosure Strategies, Cynosure | Checketts Sports Capital, and Cynosure Elevations. Operating from Salt Lake City (111 S. Main Street, Suite 2350) and New York City (888 7th Ave, Suite 2306), the firm serves U.S.-based founders and management-owners on the deployment side and multi-generational families and institutions on the LP side.

The business model relies on management and advisory fees generated from managed private equity and private credit funds, plus wealth advisory and adjacent services delivered through the broader Cynosure Group. Distribution is relationship-driven — direct outreach to founders and management teams, and to like-minded families and institutions through an inherited Eccles-network LP base. Marketing is conducted primarily through press releases, podcast appearances (e.g., MountainWest Capital Network), founder-testimonial content, and case-study storytelling featuring portfolio CEOs from Wellington-Altus, Lendio, and Plancorp. Co-Founder and Managing Director H.E. "Bud" Scruggs leads the firm, supported by a team including Director Alex Taggart (Salt Lake City) and Vice Presidents Charlotte Dougall (New York City) and Erik Garn (Salt Lake City), with backgrounds at institutions including Citi, GE Capital, Zion's Bank, Centerview Partners, Partners Group, Solamere Capital, and American Pacific Group.

Short descriptiontext

Cynosure Investment Partners is a private growth equity and private credit firm under The Cynosure Group, LLC that partners with founders, management teams, and multi-generational families to make long-term investments in private U.S. businesses, operating from Salt Lake City and New York City.

Operating statusenum
Operating
Ownership categoryenum
akta.pro rankint
HeadquartersSalt Lake City, United States
HQ citystring
Salt Lake City
HQ countrystring
United States
HQ regionstring
North America
Markets served

Serves global market

Offices2 records

Each record includes

City, Country, Type, Description, Source

Keyword5 values
private equity investment, growth equity capital, private credit funds, investment advisory services, alternative asset management
Industry2 codes
1Multi-Sector / Generalist Growth Equity
CodeFSANACAOPrimaryYes
2Family Office Investment Platforms & Direct Investing (PE/VC/Co-Invest)
CodeFSAAADAHPrimaryNo
NAICS code2 codes
  • Portfolio Management and Investment Advice52394
  • All Other Financial Investment Activities52399
SIC code1 code
  • Investment Advice6282
Product category
Private Equity & Alternative Asset Management
No data
GTM motion1 record

Each record includes

Type, Description, Source

Revenue model1 record
1Investment Management Advisory
TypeManaged Services
Description

The firm generates revenue through investment advisory services and management of private equity and private credit funds, including fundraising for their Private Credit Fund and growth equity investments in private businesses.

cynosurepartners.com
Marketing channels3 records

Each record includes

Title, Type, Stage, Description, Source

Distribution channels1 record

Each record includes

Title, Type, Scope, Target buyer, Description, Source

Cost components4 values
Personnel, Operations, Marketing or Sales, Others
GTM typeB2B
B2B
Offering typeServices
Services
Brand1 of 6 records shown
1Cynosure Partners
Description

Private growth equity and private credit team of The Cynosure Group

cynosurepartners.com
+5 more records
Core offering1 text field

Cynosure Partners is a private growth equity and private credit asset manager that partners directly with founders, families, entrepreneurs, and management teams to make long-term investments in private businesses. The firm operates as an SEC-registered investment adviser, raising and deploying capital through growth equity investments and a Private Credit Fund, with offices in Salt Lake City and New York City.

Differentiator
Functional benefit
Problem solved
Product overview1 text field

Cynosure Partners is a single investment management offering under The Cynosure Group umbrella. It operates as an independent alternatives asset manager and SEC-registered investment advisor that partners with families, entrepreneurs, and management teams to make long-term investments in private businesses. The firm operates offices in Salt Lake City and New York City.

Product and service2 records
1Cynosure Partners Growth Equity
CategoryGrowth Equity Investment
Description

A long-term growth equity offering that invests as a partner (not a controlling shareholder) alongside founders and management-owners of private businesses, providing flexible capital structures tailored to each company's needs.

2Cynosure Private Credit Fund
CategoryPrivate Credit Fund
Description

A private credit fund that provides credit capital to private businesses, with Alex Taggart playing a critical role in fundraising and portfolio growth since joining in 2023.

Scale indicator1 record

Each record includes

Type, Value, Description, Source

Recent move6 records

Each record includes

Date, Type, Title, Description, Source

Expansion highlight5 records

Each record includes

Type, Description

Peers10 records
TypeBroad incumbent
Description

Global alternatives giant with broad growth equity and private credit franchises. Comparable as a scaled incumbent competing for the same founder-led and family-office capital Cynosure targets, though far larger in scale.

TypeDirect peer
Description

Global private markets firm with multi-sector direct equity and private credit strategies. Multiple Cynosure team alumni come from Partners Group, and the firm's generalist, long-duration approach closely mirrors Cynosure's playbook.

TypeDirect peer
Description

Mid-market private equity firm running a long-duration, repeatable investment model focused on founder and management partnerships across multiple sectors. Highly comparable to Cynosure's generalist growth-equity and private-credit strategy.

TypeDirect peer
Description

Multi-strategy private investment firm that backs growth-stage companies alongside founders and families. Directly comparable given Cynosure's VP Charlotte Dougall previously worked there and the firm shares a long-horizon, partnership-style investment thesis.

TypeBroad incumbent
Description

Large, publicly listed alternatives manager with deep private credit and direct-lending franchises plus secondary private equity capabilities. Comparable as a scaled provider of private credit and growth capital that Cynosure's Private Credit Fund competes against for founder-led deals.

TypeDirect peer
Description

Salt Lake City-based private investment firm that makes control and minority investments alongside founders and management teams. Direct regional peer given shared geography, multi-strategy structure, and founder-focused investing.

TypeBroad incumbent
Description

Global private markets firm offering co-investment, primary fund, and direct investing capabilities. Comparable as a multi-channel platform serving family offices and institutional LPs with bespoke direct private-equity exposure.

TypeDirect peer
Description

Lower-middle-market private equity firm making partnership-style growth investments alongside founders and management teams. Comparable given shared long-duration, non-controlling, founder-friendly investment philosophy.

TypeOthers
Description

Multi-strategy alternatives manager with flexible capital solutions spanning private equity, credit, and special situations. Comparable as an adjacent, enabling capital partner that operates in the same alternatives ecosystem as Cynosure.

TypeDirect peer
Description

Private credit firm providing structured debt and equity solutions to founder-led, lower-middle-market businesses. Comparable to Cynosure's Private Credit Fund given shared focus on lending to growth-stage private companies.

Market position
Strengths5 records

Each record includes

Headline, Details, Source

Weaknesses5 records

Each record includes

Headline, Details, Source

Competitive moat3 records

Each record includes

Type, Details

Key risks6 records

Each record includes

Headline, Details, Source

Key highlights7 records

Each record includes

Headline, Details, Source

Customer concentration

Classification, Details

Segment2 records

Each record includes

Title, Type, Primary, Description, Pain point addressed, Use case, Source

Ideal customer profile2 records

Each record includes

Profile, Firmographic size, Sales motion, Sales cycle length, Buying structure, Purchase trigger, Buyer persona, Geography, Industry vertical, Primary use case, Description, Pain points, Evidence proof points, Target buyer

Technology focused
No
API detail
Has APIbool
No

Docs URL, Description

AI maturity
App detail

Has app

Core technology
Revenue estimate
Valuation estimate
Number of profiles
Profiles4 records

Each record includes

Name, Designation, Designation category, Overview, Profile commentary, Source

No data
No data
Funding overview

Funding stage, Last funding date, Total funding USD

Funding rounds

Each record includes

Round, Amount USD, Date, Pre money valuation, Total investors, Investors, News

Investors

Each record includes

Name, Type, Date of entry, Rounds participated, Website

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

M&A

Each record includes

Name, Acquisition type, Announced date, Completed date, Status, Website, News

Investment1 record

Each record includes

Name, Round, Announced date, Lead investor, Website, News

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

Cynosure Investment Partners

Private Equity & Alternative Asset Managementcynosurepartners.com

Cynosure Investment Partners is a private growth equity and private credit firm under The Cynosure Group, LLC that partners with founders, management teams, and multi-generational families to make long-term investments in private U.S. businesses, operating from Salt Lake City and New York City.

What Cynosure Investment Partners does

Cynosure Investment Partners operates as the growth equity and private credit arm of The Cynosure Group, LLC, a privately held alternatives asset manager and SEC-registered investment adviser. The firm partners directly with founders, families, entrepreneurs, and management teams to make long-term investments in private businesses, deliberately positioning against the short-duration orientation of traditional private equity (which it characterizes as 3-5 year horizons). Cynosure invests as a partner rather than as a controlling shareholder, offering flexible capital structures tailored to the needs of each portfolio company, and continues a collaborative investment philosophy that the firm traces to David Eccles, who arrived in America in 1863 aboard the ship "Cynosure."

The firm's product surface extends beyond core growth equity and private credit through six branded entities under The Cynosure Group umbrella: Cynosure Partners (growth equity and private credit), Cynosure Capital Management, Cynosure Wealth Advisors, Cynosure Strategies, Cynosure | Checketts Sports Capital, and Cynosure Elevations. Operating from Salt Lake City (111 S. Main Street, Suite 2350) and New York City (888 7th Ave, Suite 2306), the firm serves U.S.-based founders and management-owners on the deployment side and multi-generational families and institutions on the LP side.

The business model relies on management and advisory fees generated from managed private equity and private credit funds, plus wealth advisory and adjacent services delivered through the broader Cynosure Group. Distribution is relationship-driven — direct outreach to founders and management teams, and to like-minded families and institutions through an inherited Eccles-network LP base. Marketing is conducted primarily through press releases, podcast appearances (e.g., MountainWest Capital Network), founder-testimonial content, and case-study storytelling featuring portfolio CEOs from Wellington-Altus, Lendio, and Plancorp. Co-Founder and Managing Director H.E. "Bud" Scruggs leads the firm, supported by a team including Director Alex Taggart (Salt Lake City) and Vice Presidents Charlotte Dougall (New York City) and Erik Garn (Salt Lake City), with backgrounds at institutions including Citi, GE Capital, Zion's Bank, Centerview Partners, Partners Group, Solamere Capital, and American Pacific Group.

Cynosure Investment Partners firmographics

Firmographics
Name
Cynosure Investment Partners
Legal name
The Cynosure Group, LLC
Website
https://cynosurepartners.com
Company type
Private
Operating status
Operating
Short description
Cynosure Investment Partners is a private growth equity and private credit firm under The Cynosure Group, LLC that partners with founders, management teams, and multi-generational families to make long-term investments in private U.S. businesses, operating from Salt Lake City and New York City.
Ownership category
akta.pro rank

Cynosure Investment Partners industry classification

Industry
Product category
Private Equity & Alternative Asset Management
NAICS
Portfolio Management and Investment Advice (52394), All Other Financial Investment Activities (52399)
SIC
Investment Advice (6282)
akta.pro primary industry
Multi-Sector / Generalist Growth Equity (FSANACAO)
akta.pro secondary industry
Family Office Investment Platforms & Direct Investing (PE/VC/Co-Invest) (FSAAADAH)

Keywords

  • Private equity investment
  • Growth equity capital
  • Private credit funds
  • Investment advisory services
  • Alternative asset management

Where Cynosure Investment Partners is headquartered

Location

Headquarters

HQ city
Salt Lake City
HQ country
United States
HQ region
North America

Offices2 records

Markets served

Cynosure Investment Partners business model

Business model
GTM type
B2B
Offering type
Services
Cost components
Personnel, Operations, Marketing or Sales, Others

Revenue model

  1. Investment Management Advisory: The firm generates revenue through investment advisory services and management of private equity and private credit funds, including fundraising for their Private Credit Fund and growth equity investments in private businesses.

Go-to-market motion1 record

Distribution channels1 record

Marketing channels3 records

Cynosure Investment Partners product offering

Product offering

Core offering

Cynosure Partners is a private growth equity and private credit asset manager that partners directly with founders, families, entrepreneurs, and management teams to make long-term investments in private businesses. The firm operates as an SEC-registered investment adviser, raising and deploying capital through growth equity investments and a Private Credit Fund, with offices in Salt Lake City and New York City.

Product overview

Cynosure Partners is a single investment management offering under The Cynosure Group umbrella. It operates as an independent alternatives asset manager and SEC-registered investment advisor that partners with families, entrepreneurs, and management teams to make long-term investments in private businesses. The firm operates offices in Salt Lake City and New York City.

Differentiator

Problem solved

Functional benefit

Brands

  • Cynosure Partners: Private growth equity and private credit team of The Cynosure Group
  • Cynosure Capital Management
  • Cynosure Wealth Advisors
  • Cynosure Strategies
  • Cynosure | Checketts Sports Capital
  • Cynosure Elevations

Products and services

  • Cynosure Partners Growth Equity A long-term growth equity offering that invests as a partner (not a controlling shareholder) alongside founders and management-owners of private businesses, providing flexible capital structures tailored to each company's needs.
  • Cynosure Private Credit Fund A private credit fund that provides credit capital to private businesses, with Alex Taggart playing a critical role in fundraising and portfolio growth since joining in 2023.

Companies that use Cynosure Investment Partners

Customer profile

Segments2 records

Ideal customer profiles2 records

Cynosure Investment Partners technology and API

Technology

Technology focussed No

API detail

Has API
No
API docs
API detail

Core technology

AI maturity

App detail

Cynosure Investment Partners partnerships and signals

Strategic signal

Scale indicators1 record

Recent moves6 records

Expansion highlights5 records

Cynosure Investment Partners competitors and assessment

Company assessment

Broad incumbents

  • KKR & Co. Global alternatives giant with broad growth equity and private credit franchises. Comparable as a scaled incumbent competing for the same founder-led and family-office capital Cynosure targets, though far larger in scale.
  • Ares Management: Large, publicly listed alternatives manager with deep private credit and direct-lending franchises plus secondary private equity capabilities. Comparable as a scaled provider of private credit and growth capital that Cynosure's Private Credit Fund competes against for founder-led deals.
  • StepStone Group: Global private markets firm offering co-investment, primary fund, and direct investing capabilities. Comparable as a multi-channel platform serving family offices and institutional LPs with bespoke direct private-equity exposure.

Direct peers

  • Partners Group: Global private markets firm with multi-sector direct equity and private credit strategies. Multiple Cynosure team alumni come from Partners Group, and the firm's generalist, long-duration approach closely mirrors Cynosure's playbook.
  • Audax Group: Mid-market private equity firm running a long-duration, repeatable investment model focused on founder and management partnerships across multiple sectors. Highly comparable to Cynosure's generalist growth-equity and private-credit strategy.
  • Solamere Capital: Multi-strategy private investment firm that backs growth-stage companies alongside founders and families. Directly comparable given Cynosure's VP Charlotte Dougall previously worked there and the firm shares a long-horizon, partnership-style investment thesis.
  • Peterson Partners: Salt Lake City-based private investment firm that makes control and minority investments alongside founders and management teams. Direct regional peer given shared geography, multi-strategy structure, and founder-focused investing.
  • Main Post Partners: Lower-middle-market private equity firm making partnership-style growth investments alongside founders and management teams. Comparable given shared long-duration, non-controlling, founder-friendly investment philosophy.
  • CapitalSpring Finance: Private credit firm providing structured debt and equity solutions to founder-led, lower-middle-market businesses. Comparable to Cynosure's Private Credit Fund given shared focus on lending to growth-stage private companies.

Others

  • Cerberus Capital Management: Multi-strategy alternatives manager with flexible capital solutions spanning private equity, credit, and special situations. Comparable as an adjacent, enabling capital partner that operates in the same alternatives ecosystem as Cynosure.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat3 records

Key risks6 records

Key highlights7 records

Customer concentration

Cynosure Investment Partners financial estimates

Financial estimate

Revenue estimate

Valuation estimate

Cynosure Investment Partners leadership team

Management profile

Number of profiles

Profiles4 records

Cynosure Investment Partners funding detail

Funding detail

Funding overview

Funding rounds

Investors

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

Cynosure Investment Partners M&A and investment

M&A and investment

M&A

Investments1 record

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

Frequently asked questions about Cynosure Investment Partners

What does Cynosure Investment Partners do?

Cynosure Partners is a private growth equity and private credit asset manager that partners directly with founders, families, entrepreneurs, and management teams to make long-term investments in private businesses. The firm operates as an SEC-registered investment adviser, raising and deploying capital through growth equity investments and a Private Credit Fund, with offices in Salt Lake City and New York City.

Is Cynosure Investment Partners a public or private company?

Cynosure Investment Partners is a private company. It is classified as founder individual operated bootstrapped and is currently operating.

When was Cynosure Investment Partners founded?

Cynosure Investment Partners was founded in -1.

Where is Cynosure Investment Partners based?

Cynosure Investment Partners is headquartered in Salt Lake City, United States, in the North America region.

How does Cynosure Investment Partners make money?

One revenue line is on record: investment Management Advisory.

Who are Cynosure Investment Partners's main competitors?

Broad incumbents on record are KKR & Co., Ares Management and StepStone Group. Direct peers are Partners Group, Audax Group, Solamere Capital, Peterson Partners, Main Post Partners and CapitalSpring Finance. Cerberus Capital Management is listed as an others.

Does Cynosure Investment Partners have an API?

No public API is recorded for Cynosure Investment Partners.

What industry is Cynosure Investment Partners in?

Cynosure Investment Partners's product category is Private Equity & Alternative Asset Management. Its primary akta.pro industry code is FSANACAO, Multi-Sector / Generalist Growth Equity, with a secondary code of FSAAADAH, Family Office Investment Platforms & Direct Investing (PE/VC/Co-Invest). Its NAICS code is 52394 and its SIC code is 6282.

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Live signals
TradingViewHamilton Lane Serves as Sole Lead Investor in Cynosure Partners' Single-Asset Continuation VehicleHamilton Lane served as sole lead investor in Cynosure Partners' single-asset continuation vehicle for Savant Capital Holdings, securing approximately $270 million in total commitments, ten years after Cynosure's initial investment in the wealth management firm. The transaction provides a liquidity option to Cynosure's original limited partners while allowing Cynosure to remain an active minority investor alongside Kelso & Company. Savant Wealth Management, with over $57 billion in assets under management and operations across 70 offices serving more than 25,000 clients, continues under its employee ownership model as the largest shareholder group.Venture Capital Access Onlinepmtbox Secures $15M in Seed Funding to Unify Fragmented Commerce Stacks Into a Single Infrastructurepmtbox announced $15 million in seed funding led by Tandem Ventures, making it Utah's largest seed round in a decade. The capital will expand engineering and enterprise teams and accelerate go-to-market efforts. The company serves about 1,300 customers and aims to unify payments, risk, and data into a single commerce layer.ThemiddlemarketCynosure Invests in Canada's Wellington-Altus FinancialPrivate equity firm Cynosure has increased its minority ownership stake in Canada-based Wellington-Altus Financial to 15 percent. This marks the expansion of Cynosure's investment position since its initial entry into the company in 2021.