Capital

Diversified Capital Product Suite

Dynasty Investment Bank offers a diversified capital product suite exclusively for the wealth and investment management industry. We partner with our clients to find capital solutions to meet their strategic objectives. Clients engage us to solve a variety of scenarios, including mergers and acquisitions, succession, partner buyouts, working capital, and other scenarios.

Investment Bank Capital

Minority Equity

Dynasty makes investments in, or acquires from owners, non-controlling minority equity positions in wealth and investment management firms. We differentiate ourselves as a friendly, patient shareholder with limited governance terms, a long-term investment horizon, and the potential opportunity for clients to repurchase their equity back from us after a period of time.

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Maintain control

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Limited governance

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Long-term approach

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Strategic alignment

Revenue Participation Interest (RPI)

Dynasty provides capital to firms in exchange for a percentage of revenue over a period of time. This product does not require selling common equity and allows clients to have a time-based repurchase right based on a fixed repurchase multiple.

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Unlock value while retaining ownership

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Simple underwriting process

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Time-based repurchase right

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No multiple expansion upon sale

Traditional Credit

We differentiate our credit program from others by providing varying maturity terms, covenant-lite features, fixed interest rates, and interest-only period features.

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Flexible terms

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Covenant-lite

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Fixed rates

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Interest-only features

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