Financial Services Investments

JAM Equity Partners focuses primarily on the financial services industry and invests in three types of special opportunities:

• Investments in small to mid-sized, privately held financial services companies.
• Investments in publicly traded, illiquid fallen-angels. Such companies will typically have market capitalizations of less than $250 million and trade at deep discounts to long-term realizable value. JAM Equity Partners may seek opportunities to assist those companies in evaluating going-private transactions.
• Investment opportunities in assets such as loan portfolios or residual interests in performing or underperforming loan portfolios.

Investment Size and Time

• Equity investment size of between $2 million to $10 million.
• Three to five year time horizon from the initial investment. 

Geography

JAM Equity Partners focuses its efforts primarily in Southern California and more broadly in the Western states.  JAM Equity Partners will also evaluate investments on the East Coast through the JAM office in New York City.

Other Investments

JAM Equity Partners will evaluate investments outside of the financial services industry should a compelling opportunity arise in either the branded consumer products or transportation industries.