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Epta Capital Management
Epta Capital Management partners with financial services businesses to drive long-term value through capital, structuring expertise, and operational execution.
Overview
Epta Capital Management partners with financial services businesses to drive long-term value through capital, structuring expertise, and operational execution. They invest across two complementary strategies: minority investments in U.S. community banks and investments in specialty finance platforms. They partner with management teams and owners to support growth across community banks and specialty finance platforms.
General information
Firm type
Asset Manager
Principals
Jay Goldstein
Chairman
Bob Marino
Vice Chairman
David Gerson
Managing Director
Andy Rachlin
Managing Director
Andi Phillips
Managing Director
Mike Soumekh
Principal, CIO & COO
Sector focus
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