- 01
- 02
- 03
- 04
- 05
- 06
1st & Main - Financial Services Fund XII
Focused on Empowering Capital Providers
Investment Focus &
Objective
1st & Main Fund XII specializes in providing capital and expertise to undervalued US-based subregional financial services firms, such as community banks, savings banks, savings & loans, small investment managers, and regional investment banks to stimulate rapid growth and facilitate profitable exits.
The Fund’s Focus
Our strategy prioritizes recurring investments in undervalued firms with growth potential and strategic exit opportunities. Portfolio holdings focus on hard-to-access U.S.-based subregional financial service firms. The Manager employs hedging techniques to mitigate macroeconomic and other risks.
Investment Strategy
Designed to deliver returns by selectively investing in undervalued, small financial services companies, accelerating growth, and facilitating acquisition by strategic buyers who will pay a control premium. This strategy has been perfected over 37 years with eleven previous funds.
Unique Access
Gain exclusive access to undervalued U.S. small financial service companies through our proprietary investment models and extensive contact networks.
Historical Performance
3,400
Companies
invested
1,100
Acquired for
a controlled premium
13%
Net IRR
across all funds
Gain exclusive access to undervalued U.S. small financial service companies through our proprietary investment models and extensive contact networks.
Historical Performance
Companies
invested
Acquired for
a controlled premium
Net IRR
across all funds
$6 billion+
Capital deployed across 11 funds
25+
Years of leadership experience
18+
Employees drives our success