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PARTNER - BUILD - GROW
Our deep industry expertise forms the foundation of our value creation approach, setting us apart in identifying, investing in, and operating high-potential portfolio companies. Our strategy is anchored around three core areas of focus:
TRANSFORM - SPECIALIZE - REACT
VALUE CREATION
Our operational and technology experience can be strategically important to our portfolio companies and can transform their ability to scale and sustain growth. We have continued to evolve and refine our investments approach, including becoming more active operationally, deepening our industry specialization and relationships to improve sourcing and due diligence and focusing on opportunities to improve business processes.
Operational
Resident operational expertise has become a key competitive advantage for Austin Capital Partners, allowing our in-house teams to react rapidly to market changes and increase efficiencies across our portfolio companies.
Technology
Austin Capital Partners helps management focus on advancement by bridging the distance between people who know what needs to change and those with the ability, power and authority to drive it, through technology, data, movement of data, data analytics, robotic process automation (“RPA”), and machine learning (“ML”).
Financial
When investing in a company, we work to create financial value for each of the portfolio companies. Whether it is: in-house experts; specialist resources such as payroll, HR, and IT access to Resident ex-CEOs on a part-time basis or even interim managers in full-time roles.
My 19 years in financial services has ironically become a detriment with changes in technology and fees. Austin Capital Partners was instrumental in realizing our technology and growth strategy.
-BILL OAKLEY - PARTNER, FAMILYWEALTH
OUR APPROACH
Austin Capital Partners focuses on firms in the technology, banking, and wealth management. Through our rigorous due diligence process, we establish transparency with the management team and earns credibility through discrete projects. This gives the management the opportunity to engage with, understand, and appreciate the operations team needs to develop a set of operating metrics that align with the priorities of the business.
01.
Evaluate
02.
Plan
During our initial investment or acquisition, Austin Capital Partners will implement a plan to establish control/influence and tackle areas identified for improvement. We assess and develop a strong working relationship with management, jointly establishing operating and strategic priorities and designing an implementation plan.
03.
Add Value
When investing in a company, we provide value added service to the portfolio companies. Needs may be for in-house consultants or for specialist resources such as payroll, HR, IT. We can also provide access to Resident ex-CEOs on a part-time basis or go further and step in and provide interim managers in full-time roles with the portfolio companies.
04.
Serve
Austin Capital Partners strives to be seen as an indispensable partner. Because of the close relationships built, the awareness of the company and team, and the ability to drive change in the business, Austin Capital Partners can serve in interim management roles or join boards to remain involved in a more formal setting.
BANK INVESTMENTS
Austin Capital Partners (ACP) makes strategic investments in community banks with strong potential for digital transformation and operational improvement. By deploying capital alongside fintech partnerships, ACP helps banks address the growing challenges of today’s digital banking landscape.
ACP combines long-term, hands-on investment with deep expertise in fintech and traditional banking to accelerate digital growth, streamline operations, and enhance intrinsic value. A key pillar of ACP’s approach is the integration of advanced Infrastructure-as-a-Service platforms and strategic fintech solutions. These integrations enable banks to automate core processes, expand service offerings, reach new customer segments, and rapidly launch innovative digital products.
This operational agility empowers banks to meet evolving market demands and deliver competitive, customer-centric services. ACP sees significant opportunity in bridging the gap between legacy banking infrastructure and transformative digital technologies—unlocking new revenue streams and sustainable growth.
Through this strategic model, Austin Capital Partners positions itself as a differentiated investor in the digital banking space—delivering capital, operational excellence, and long-term value to forward-looking community banks.
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Strategic Investment Partner
We deploy capital direct to balance sheet to support technology enhancements across the tech-stack
Focused on helping banks scale through digital transformation and operational enhancements
Revenue & Margin Growth
Deployed next-gen infrastructure to support the development and launch of next banking products
Build your BaaS program without the compliance overhang traditionally associated with BaaS
Tech-Driven Value Creation
Our portfolio is focused on next-gen financial services & banking infrastructure
Provide our bank partners with capital & infrastructure to enhance service offerings, expand customer reach, & increase revenue
Operational Expertise
Deep operating and investment expertise across banking, financial services and fintech
Provide hands-on engagement to optimize processes, improve margins, and support growth
We collaborate with management teams to strengthen core competencies and develop long-term strategic growth plans. Our value creation partnerships include the following areas:
Growth Acceleration
Identifying acquisition opportunities, expanding geographic reach, forming strategic partnerships, and enhancing sales and marketing strategies.
Talent Optimization
Building executive leadership teams, establishing advisory boards, and designing compensation and incentive structures.
Digital Transformation
Upgrading systems, streamlining processes, and enabling data-driven decision-making.
Operational Excellence
Implementing best practices in corporate governance, financial management, cash flow planning, strategic planning, and KPI development.
Capital Strategy
Managing banking relationships, structuring acquisitions, and providing guidance on exit strategies.
Disclaimer