Century Equity Partners

Century Equity Partners focuses exclusively on making private equity investments in lower middle-market financial services companies. We have become a leader in identifying and building businesses by leveraging our relationships and network within financial services. Our leadership team has a significant amount of experience in the financial services sector, each having held executive operating and/or investment roles within major financial institutions, investment banks, or private equity partnerships.

Investment Focus

We seek to invest in businesses with demonstrated value propositions that provide critical services or distribution in financial services subsectors poised to achieve strong growth. Within the financial services industry, we appreciate and understand the challenges associated with operating companies in a constantly evolving environment.

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We invest in companies that provide a multitude of services to the insurance sector. This includes distribution, administrative services, employee benefits, insurance technology and other outsourced services.

A history of successfully investing in the insurance industry has given us the ability to develop a proactive approach to partnering with management teams.

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Asset & Wealth Management

We invest in companies that provide asset and wealth management solutions or related outsourced services and technology. This includes traditional and alternative investment management, wealth management, and investment management technology.

With numerous industry relationships, we can help provide industry leading resources to further take advantage of market opportunity.

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Home page Investment focus tab

Specialty Finance

We invest in companies that provide specialty finance services to businesses and consumers. This includes accounts receivable financing, equipment lease management, premium finance and asset based lending.

With our industry experience, we understand how to navigate the regulatory environment to position companies for success.

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Banking Services

We invest in companies that provide numerous services to the banking sector. This includes mortgage services and technology, real estate services, tax and accounting services and other outsourced services.

With a large, experienced network we can help identify strategic and distribution opportunities to help drive greater value.

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Our portfolio is comprised of a number of diverse financial services businesses led by management teams, each with a proven track record and an achievable growth strategy that we can help accelerate. For information on our current and exited investments click here.


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By The Numbers

million dollars in capital commitments managed

investments completed since 2002

years average hold period

months: the average relationship length prior to investment diligence

Our Team

As active participants in each investment, our seasoned team adds value through the lifecycle of the investment by partnering with management to enhance the value of the companies.


Davis Fulkerson
Managing Director


Frank Bazos
Managing Director


Charles Kline
Managing Director


Chris Lalonde
Managing Director


Stephen Marquardt
Managing Director


David Sherwood
Managing Director