Profil
Mr. Kurttila’s primary focus is sourcing, executing, monitoring and driving growth of Estancia’s portfolio companies.
He also is responsible for quarterly Limited Partner reporting and junior investment professional development.
He serves on the Board of Managers at Abel Noser, Snowden Lane Partners, North Square Investments, PMA Financial Network and is a Board Observer at Resolute Investment Advisors.
Mr. Kurttila joined Estancia in 2013.
He was formerly a Vice President of Corporate Development at United Capital Financial Advisers, LLC, where his primary responsibilities were to source and execute acquisitions for the firm and corporate finance matters.
Prior to joining United Capital, Dana was a Principal at Grail Partners, LLC, a merchant banking firm dedicated to providing capital and M&A advice to the Asset Management and related industries.
His role included sourcing, executing and monitoring private equity investments and executing M&A transactions.
Dana was a Board Observer for several portfolio companies including United Capital and Munder Capital Management.
Prior to Grail, Dana was an associate at Conning Capital, a financial and healthcare services-focused private equity firm with over $500 million under management.
Before Conning, he was an investment banking analyst at Putnam Lovell Securities.
Mr. Kurttila earned his Bachelor of Science in Finance from Fairfield University, where he was awarded the Dolan School of Business Award for Top Graduating Senior in Finance and played Division 1 college soccer.
Postes actifs de Dana Alan Kurttila
| Sociétés | Poste | Début |
|---|---|---|
Estancia Capital Management
Estancia Capital Management Investment ManagersFinance Estancia Capital Management invests in lower middle market companies located in the United States with an EBITDA of more than USD 5 million. The firm focuses on the products, service, and technology sectors. It provides financing for buy-outs and growth stage transactions with an investment size of USD 10 - 70 million. It makes minority investments and follow on investments. It also acts as a lead and co-investor. | Private Equity Investor | 01/04/2021 |
Abel/Noser Corp.
Abel/Noser Corp. Investment Banks/BrokersFinance Provides trading for institutional investors and trade cost analysis | Directeur/Membre du Conseil | - |
NSI Holdings, Inc.
NSI Holdings, Inc. MiscellaneousMiscellaneous Functions as an investment holding company | Directeur/Membre du Conseil | - |
North Square Investments LLC
North Square Investments LLC Packaged SoftwareTechnology Services Develops asset management platform dedicated to investment strategies the marketplaces | Directeur/Membre du Conseil | 01/06/2018 |
Anciens postes connus de Dana Alan Kurttila
| Sociétés | Poste | Fin |
|---|---|---|
United Capital Financial Partners, Inc.
United Capital Financial Partners, Inc. Investment ManagersFinance Operates as a wealth management firm | Directeur Financier/CFO | 01/03/2013 |
Grail Partners (Private Equity)
Grail Partners (Private Equity) Investment ManagersFinance Grail seeks investment opportunities in companies located in the US. The firm targets companies operating in the field of the financial service sector. It provides financing in the form of equity and debt for early, growth and recapitalization/ buyout transactions. | Private Equity Investor | 01/12/2009 |
CCP Equity Partners, LLC
CCP Equity Partners, LLC Investment ManagersFinance CCP Equity Partners invests in private companies located in the United States with a revenues ranging from USD 5 to USD 100 million. The firm focuses on financial and healthcare services sectors. It participates in growth transactions with an investment size ranging from USD 5 to USD 20 million. It acts as a lead or co-investor. | Analyste en capital-investissement | 17/05/2005 |
Prudent Man Advisors, Inc.
Prudent Man Advisors, Inc. Investment ManagersFinance Provides financial advisory services | Directeur/Membre du Conseil | - |
Formation de Dana Alan Kurttila
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 9 |
|---|---|
Abel/Noser Corp.
Abel/Noser Corp. Investment Banks/BrokersFinance Provides trading for institutional investors and trade cost analysis | Finance |
CCP Equity Partners, LLC
CCP Equity Partners, LLC Investment ManagersFinance CCP Equity Partners invests in private companies located in the United States with a revenues ranging from USD 5 to USD 100 million. The firm focuses on financial and healthcare services sectors. It participates in growth transactions with an investment size ranging from USD 5 to USD 20 million. It acts as a lead or co-investor. | Finance |
Fairfield University
Fairfield University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
NSI Holdings, Inc.
NSI Holdings, Inc. MiscellaneousMiscellaneous Functions as an investment holding company | Miscellaneous |
Grail Partners (Private Equity)
Grail Partners (Private Equity) Investment ManagersFinance Grail seeks investment opportunities in companies located in the US. The firm targets companies operating in the field of the financial service sector. It provides financing in the form of equity and debt for early, growth and recapitalization/ buyout transactions. | Finance |
United Capital Financial Partners, Inc.
United Capital Financial Partners, Inc. Investment ManagersFinance Operates as a wealth management firm | Finance |
Prudent Man Advisors, Inc.
Prudent Man Advisors, Inc. Investment ManagersFinance Provides financial advisory services | Finance |
Estancia Capital Management
Estancia Capital Management Investment ManagersFinance Estancia Capital Management invests in lower middle market companies located in the United States with an EBITDA of more than USD 5 million. The firm focuses on the products, service, and technology sectors. It provides financing for buy-outs and growth stage transactions with an investment size of USD 10 - 70 million. It makes minority investments and follow on investments. It also acts as a lead and co-investor. | Finance |
North Square Investments LLC
North Square Investments LLC Packaged SoftwareTechnology Services Develops asset management platform dedicated to investment strategies the marketplaces | Technology Services |
















