Last deal

Amount

Private Equity

Stage

21.07.2021

Date

1

all rounds

date founded

Financing round

General

About Company
Aite-Novarica Group provides advisory services to financial institutions and technology vendors.

Industry

Sector :

Subsector :

Keywords :

founded date

01.01.2021

Number of employees

Last funding type

Private Equity

IPO status

Private

Description

The company offers research, consulting, and strategic guidance in areas such as banking, payments, investment, insurance, and cybersecurity. Their services include access to experts, workshops, vendor selection projects, and custom insights. They also organize conferences to help clients stay informed about industry trends. Aite-Novarica Group aims to be a trusted advisor, using their data and experience to help clients make better decisions and achieve stronger performance.
Contacts

Contact Email

Phone number

Social url

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Financials

Funding Rounds
1
1

Number of Funding Rounds

Their latest funding was raised on 21.07.2021. Their latest investor Pamlico Capital. Their latest round Private Equity

Date 
Funding Round 
Investors 
Money Raised 
Lead 
Pamlico Capital

Pamlico Capital

Pamlico Capital invests in growing businesses in the business & technology services, communications, and healthcare industries.

Sector

Investment Banking and Brokerage Services

Subsector

Asset Managers and Custodians

Keywords

Financial Services, Wealth Management, Venture Capital

Location

Charlotte, NC, USA

count Of Investments

106

count Of Exists

50
Co-Investors
Investors
1
1

Number of lead investors

1

Number of investors

Investor 
Lead 
Round 
Partners 
Pamlico Capital

Pamlico Capital

Pamlico Capital invests in growing businesses in the business & technology services, communications, and healthcare industries.

Sector

Investment Banking and Brokerage Services

Subsector

Asset Managers and Custodians

Keywords

Financial Services, Wealth Management, Venture Capital

Location

Charlotte, NC, USA

count Of Investments

106

count Of Exists

50
Scott R. Stevens

Scott R. Stevens

Mr. Stevens joined Pamlico Capital in 1999 and returned in 2003 following business school. His investing efforts are focused in the Business & Technology Services and Communications industries. Mr. Stevens' current board affiliations include Hosting.com, Secure-24 and Wilcon Holdings. Representative prior boards include Lightower Fiber Networks, MACTEC, TMW Systems and USA Compression Partners. Prior to joining Pamlico Capital, Mr. Stevens was an Analyst in the Communications and Media Finance Group at First Union Securities. Mr. Stevens received a BA from The University of North Carolina at Chapel Hill and an MBA from The Graduate School of Business at Stanford University.

current job

Pamlico Capital
Pamlico Capital

People

Employee Profiles
5
Fotios Vardaxis

Fotios Vardaxis

Chief Financial Officer

Jeff Goldberg

Jeff Goldberg

Head of Insurance Insight & Advisory

Kurt Reisenberg

Kurt Reisenberg

Chief Executive Officer

Gerald Clemente

Gerald Clemente

Co-Head of Sales and Account Management

Shirley Inscoe

Shirley Inscoe

Senior Analyst

Activity

Recent News
1