Sarah Busch

Equitable Advisors’ Policy Advisory Committee (PAC) oversees the firm’s financial planning policies, such as review of financial planning tools to help ensure the presentation of quality financial planning advice. The firm uses various methods of analysis and investment strategies when developing a financial plan, formulating investment advice, or managing assets.

Argosy Private Equity invests in lower middle market companies located in the United States with an EBITDA of USD 3 - 10 million and with revenues of USD 10 - 100 million. The firm focuses on aviation, industrial services, specialized manufacturing and transportation & logistics. It participates in late stage transactions in the form of equity and debt with an investment size of USD 10 - 40 million. The firm acquires controlling interest.

Functions as a College/University

Argosy Real Estate specializes in opportunistic and value-add real estate investments. Through joint venture structures, the firm partners with entrepreneurial management teams that possess significant local market knowledge and have a demonstrated track record of success. Argosy Real Estate invests in a broad range of assets diversified by both property type and geographic location. They are particularly focuses on: (1) residential land (2) lodging (3) multifamily (4) retail (5) office (6) urban mixed-use (7) for-sale residential (8) active adult communities and (9) resort communities. They look for assets located in high barrier-to-entry markets nationwide with strong economic and demographic drivers. Argosy Real Estate also looks for transactions targeting opportunistic and value-add returns through development, re-development and asset re-positioning. They make $5 million to $25 million joint venture equity investments with local operating partners. The firm maintains a 3 to 7 year targeted hold period.

Functions as a College/University