Strategy

We seek to identify and source latent value, and unlock that value through operational expertise, partnership, and incentive alignment

Our ability to generate consistent performance across varying economic conditions stems from the belief that a focus on operational improvement is key. Profitable growth requires not only a wide range of sector knowledge but also the ability to have direct input with regard to strategic initiatives at the company level. At Castle Creek, our lead involvement with portfolio companies is typically executed through board representation and partnering directly with senior executive teams. The Principals of Castle Creek have over 100 years of experience as either executives or private equity investors in banking which not only cultivates a depth of knowledge about strategic and operational trends but also provides important competitive advantages.

Identify and Unlock Latent Value

Partner with executives that have a shared vision of the future

Partner with executives that have a shared vision of the future

Align incentives around that vision

Align incentives around that vision

Utilize investment team and operating partners to unlock value

Utilize investment team and operating partners to unlock value

Employ enhanced corporate governance to drive strategic goals

Employ enhanced corporate governance to drive strategic goals

Castle Creek Value Add

Operational Improvement
  • Dedicated operating partners team
  • Dozens of operating procedures and process improvements
  • KPI tracking and benchmarking
Operational Improvement
Capital Management
  • Business line and product evaluation
  • Capital allocation and deployment
  • M&A analytics and advisory
Capital Management
Risk Management
  • Castle Creek network of best practices
  • Regulatory relationship support
  • Balance sheet restructuring
Risk Management