“A Strong History, A Solid Future.”

– Santiago, A Better Way to Partner
Every investor has capital. We have our eyes set to build and protect your legacy. We’re on the lookout for companies with a strong history and growth potential. Let us take your success to a new level.
We saw a need to provide institutional capabilities and capital to family businesses in transition. In today’s world, small and medium sized business face greater competition with fewer and fewer resources and limited access to capital. So, we decided to do something about it.

That was the day Santiago Investment Group was formed.
dan sierra, founder and managing partner
founder and managing partner

Dan Sierra

Dan Sierra, Founder and Managing Partner at Santiago Investment Group, brings over 20 years of finance expertise.

Prior to founding Santiago, he served as the investment officer of a single family office in Denver, CO for 11 years.

With a track record in investment management, deal structuring, and scaling companies, Dan is a true collaborator focused on pragmatic solutions.
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Guiding Principles

We recognize the importance of finding the right balance between our need to seek financial returns, with the imperative to carry forward your legacy.

Striking that balance is our commitment at Santiago Investment Group. In fact, legacy and returns are married together; investing in businesses with longevity and a solid reputation drives returns.
Partnership before portfolio
We recognize the importance of finding the right balance between our need to seek financial returns, with the imperative to carry forward your legacy. Striking that balance is our commitment at Santiago Investment Group. In fact, legacy and returns are married together; investing in businesses with longevity and a solid reputation drives returns.
Things change. We adapt.
Our extensive experience in asset management across diverse industries through business cycles allows us to provide valuable insight with a unique adaptive programmatic approach. We bring continuity and stability during times of transition and varying economic cycles; we are experts who understand the situation as well as how to change and adapt to succeed.
Integrity and respect in all we do
We invest with honesty and transparency and will always tell you the facts. As we move through the transition process with you, we ensure our plans for the future align with your legacy while meeting the commitments to our investors.

Build Your Legacy

Let’s Discuss Your Situation

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