Strategic Investments

Accelerating growth in partnership with compelling asset managers

Canopy Partners was formed by key members of Angel Oak Companies to pursue partnership opportunities with select asset management firms, where a combination of capital, industry experience and business capabilities would serve as a catalyst to grow and enhance their business.

Canopy seeks to provide a variety of benefits to its partners, including an established investment, operating and distribution platform as well as valuable insights on capital raising, operational assistance, strategic partnerships and marketing.

The Canopy team has decades of proven experience in private equity transactions and scaling asset management businesses and is uniquely qualified to creatively structure deals where economic interests are highly aligned among all parties.

Portfolio

Caravan Capital Management, Tacoma, WA

Canopy Partners provided operating capital and strategic support to Caravan Capital Management for the expansion of its business and to better serve its client base. The Caravan team, led by Cliff Quisenberry, brings over 50 years of combined experience in frontier and emerging markets, employing a value-driven approach as they pursue the best risk-adjusted opportunities across this broad set of geographies. Caravan was founded by Mr. Quisenberry, who had previously served as the Director of Research and the chief strategist of emerging markets for Parametric Portfolio Associates from 1995 through his departure in 2007.

Please read the press release for more information about this transaction.