M&A Deal Summary |
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Date | 2021-09-21 |
Target | Axio |
Sector | Financial Services |
Buyer(s) | iCapital Network |
Deal Type | Add-on Acquisition |
Advisor(s) | Ardea Partners LLC (Financial) Kirkland & Ellis (Legal) |
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Category | Company |
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Founded | 2013 |
Sector | Information Technology |
iCapital Network is a financial technology platform that provides simplified access to alternative investments. The state-of-the-art online platform offers a curated selection of private equity funds and hedge funds, extensive due diligence support and powerful research tools to a private member network of qualified investors, family offices, registered investment advisors and broker-dealers. iCapital’s end-to-end solution streamlines and automates the investment process with electronic subscriptions, capital calls, distributions and redemptions, fund statements, and user-friendly investor and tax reporting.
DEAL STATS | # |
---|---|
Overall | 6 of 8 |
Sector (Financial Services) | 2 of 2 |
Type (Add-on Acquisition) | 3 of 5 |
State (New York) | 2 of 3 |
Country (United States) | 5 of 7 |
Year (2021) | 2 of 2 |
DATE | TARGET | DEAL TYPE | VALUE |
---|---|---|---|
2021-01-21 |
AI Insight
Worthington, Ohio, United States AI Insight, Inc. is an alternative investment education and compliance platform offering financial advisors investment research, training, qualification, and compliance support for a broad range of alternative investments, including private capital, hedge funds, non-traded REITs and BDCs, and alternative mutual funds. AI Insight was founded in 2005 and is based in Worthington, Ohio. |
Buy | - |
DATE | TARGET | DEAL TYPE | VALUE |
---|---|---|---|
2022-05-25 |
Simon
New York, New York, United States Simon helps financial advisors build the portfolio of tomorrow by giving them access to more investment opportunities. The Simon platform offers a marketplace for risk-managed and alternative solutions, including structured investments, annuities, and traditional and progressive alternatives. With education and analytics breaking down the complexity inherent in these products, and a centralized workflow for lifecycle management, financial advisors can learn, transact, and manage client portfolios with confidence. Simon was formed in 2018 and is based in New York, New York. |
Buy | - |