FNZ Group Mergers & Acquisitions

FNZ Group M&A Summary

FNZ Group has acquired 4 companies of its own, including 4 in the last 5 years. A total of 2 acquisitions came from private equity firms.

FNZ Group has acquired in 1 US state, and 3 countries. The Company’s most targeted sectors include information technology (50%) and software (50%).

M&A Summary

  • M&A Total Activity4
    • M&A Buy Activity4
  • Total Sectors Invested 2
  • Total Countries Invested 3
  • M&A Buy/Sell Connections 3

FNZ Group

FNZ Group

10th Floor, 135 Bishopsgate,
London, EC2M 3TP
United Kingdom,
+44 (0) 303 333 3330
www.fnz.com

All (4) Buy (4) Sell (-)
Date Target Value
$mlns
Transaction Type Acquirer Seller SRC
Link
2023-01-19 YieldX · Information Technology
Miami, Florida · www.yieldx.app

YieldX is a provider of fixed-income portfolio management technology, optimization services, and direct indexing tools for the wealth management industry. The company services a wide range of clients, from top-tier wealth and asset managers to B2C financial services and technology providers operating across the globe. Its digital-first environment offers complete flexibility, with a choice of technology and asset management solutions, custom investment universes, and white-labeled offerings for home offices, asset managers, and financial advisors. YieldX was formed in 2019 and is based in Miami, Florida.

- Add-on Acquisition

FNZ Group

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