Apex Group - M&A Summary and Business Overview

Financial ServicesCompany

Apex Group M&A Summary

Apex Group has acquired 14 companies, including 10 in the last 5 years. A total of 5 acquisitions came from private equity firms.

Apex Group has acquired in 2 different US states, and 10 countries. The Company’s most targeted sectors include financial services (65%) and business services (29%).

Apex Group Business Overview

Where is Apex Group headquartered?

Apex Group is headquartered in Hamilton, Bermuda.

What sector is Apex Group in?

Apex Group is a financial services company.

When was Apex Group founded?

Apex Group was founded in 2003.

M&A Summary

  • M&A Total Activity14
    • M&A Buy Activity14
  • Total Sectors Invested 3
  • Total Countries Invested 10
  • M&A Buy/Sell Connections 6
  • M&A Advisors 6

Apex Group

Apex Fund Services Ltd.

Vallis Building, 4th Floor, 58 Par-la-Ville Road,
Hamilton, HM11
Bermuda,
(441) 292-2739
www.apexgroup.com

Apex Group is an independent fund administration and middle office solutions provider with offices in 32 locations worldwide. Apex has continually improved and evolved its product suite by surrounding these core administrative services with additional products spanning the full value chain; from information delivery and regulatory products to capital introduction services. Apex now administers the investments of some of the largest funds and institutional investors in the world. Apex Group was founded in 2003 and is based in Hamilton, Bermuda.


M&A Summary

Buy vs Sell

Year ≤ '19 '20 '21 '22 '23 '24 T
Buy (1.6/yr) # 6 - 4 1 2 1 14
Sell (0.0/yr) # - - - - - - 0
  14

Most Recent M&A

Company Date Value Type
Finix Group 2024-10-17 - Add-on Acquisition
Santiago, Chile · www.finix-group.com
Efficient Group 2023-03-15 - Add-on Acquisition
Pretoria, South Africa · www.efgroup.co.za
Pacific Fund Systems Europe Ltd. 2023-01-11 - Add-on Acquisition
Isle of Man, United Kingdom · www.pacificfundsystems.com
MMC Ltd. 2022-05-03 - Add-on Acquisition
Auckland, New Zealand · www.mmcnz.co.nz
Greenough Consulting Group 2021-08-05 - Add-on Acquisition
Burlingame, California · www.greenoughgroup.com
mola-administration GmbH 2021-07-12 - Add-on Acquisition
Hamburg, Germany · www.mola-administration.de
BRL Trust Investimentos 2021-06-07 - Add-on Acquisition
São Paulo, Brazil · www.brltrust.com.br
Tzur Management 2021-05-18 - Add-on Acquisition
Tel Aviv, Israel · www.tzurmanagement.com
Beacon Fund Services (Bermuda) Ltd. 2019-02-26 - Add-on Acquisition
Hamilton, Bermuda · www.beacon-management.com
Throgmorton UK Ltd. 2019-01-31 - Divestiture
London, United Kingdom · www.throgmorton.co.uk
View All >>

M&A by Sector

Sector Buy # Value Sell # Value
Financial Services 9 (64%) - - -
Business Services 4 (29%) - - -
Software 1 (7%) - - -
Total 14 - - -

By Geo

State/Country Buy Value Sell Value
United Kingdom 3 - - -
Bermuda 2 - - -
United States 2 - - -
  North Carolina 1 - - -
  California 1 - - -
Brazil 1 - - -
Chile 1 - - -
Germany 1 - - -
Israel 1 - - -
Malta 1 - - -
New Zealand 1 - - -
South Africa 1 - - -
Domestic 2 (14%) - - -
Cross-border 12 (86%) - - -
Total 14 - - -

Top M&A Advisors

Financial Deals
Macquarie Capital
3
Alvarez & Marsal
1
Legal Deals
Simmons & Simmons
1
Kirkland & Ellis
1
Marino Partners
1

M&A Connections

Deals
Acquired from
Investor(s)
36%
5 (36%)
Strategic(s)
7%
1 (7%)

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Related Lists for Apex Group

Financial Services Companies , Bermuda Companies