Franklin Templeton - M&A Summary and Business Overview

Financial ServicesCompany

Franklin Templeton M&A Summary

Franklin Templeton has acquired 8 companies, including 7 in the last 5 years. A total of 2 acquisitions came from private equity firms.

Franklin Templeton’s largest acquisition to date was in 2020, when it acquired Legg Mason for $4.5B. Franklin Templeton has acquired in 5 different US states, and 2 countries. The Company’s most targeted sectors include financial services (75%) and business services (25%).

Franklin Templeton Business Overview

Where is Franklin Templeton headquartered?

Franklin Templeton is headquartered in San Mateo, California.

What is Franklin Templeton’s revenue?

Franklin Templeton disclosed revenue of 7,849M USD for 2023 and 8,275M USD for 2022.

How many employees does Franklin Templeton have?

Franklin Templeton has 10,300 employees.

What sector is Franklin Templeton in?

Franklin Templeton is a financial services company.

When was Franklin Templeton founded?

Franklin Templeton was founded in 1947.

M&A Summary

  • M&A Total Activity8
    • M&A Buy Activity8
  • Total Sectors Invested 2
  • Total Countries Invested 2
  • M&A Buy/Sell Connections 3
  • M&A Advisors 5

Franklin Templeton

Franklin Resources, Inc.

One Franklin Parkway,
San Mateo, California 94403
United States,
(650) 312-2000
www.franklinresources.com

Franklin Templeton is a holding company that operates as Franklin Templeton Investments. Franklin Templeton Investments is a global investment management organization that provides investment management and related services to investors in jurisdictions worldwide through products that include US and non-US registered open-end and closed-end funds, unregistered funds, and institutional, high net-worth and separately-managed accounts. Franklin Templeton was incorporated in 1947 and is headquartered in San Mateo, California.


M&A Summary

Buy vs Sell

Year ≤ '19 '20 '21 '22 '23 '24 T
Buy (1.4/yr) # 1 3 1 2 1 - 8
vol $4.5B $350M $4.9B
Sell (0.0/yr) # - - - - - - 0
  8

Most Recent M&A

Company Date Value Type
volScout LLC 2023-05-02 - Add-on Acquisition
Westport, Connecticut · www.volscout.com
BNY Alcentra Group Holdings, Inc. 2022-05-31 350M USD Divestiture
London, United Kingdom · www.alcentra.com
Eaglebrook Advisors, Inc. 2022-04-06 - Stake Purchase
Miami, Florida · www.eaglebrookadvisors.com
O'Shaughnessy Asset Management LLC 2021-09-30 - Add-on Acquisition
Stamford, Connecticut · www.osam.com
AdvisorEngine, Inc. 2020-05-06 - Add-on Acquisition
New York, New York · www.advisorengine.com
Legg Mason, Inc. 2020-02-18 4.5B USD Add-on Acquisition
Baltimore, Maryland · www.leggmason.com
The Pennsylvania Trust Co. 2020-01-22 - Add-on Acquisition
Radnor, Pennsylvania · www.penntrust.com
K2 Advisors LLC 2012-09-19 - Add-on Acquisition
Stamford, Connecticut · www.k2advisors.com
View All >>

Business Unit M&A

Company Acquired Add-On/Sale Date #
BNY Alcentra Group Holdings, Inc. 2022-05-31 Lifetime Training Group 2022-11-25 1
London, United Kingdom · www.alcentra.com Bristol, United Kingdom · www.lifetimetraining.co.uk

M&A by Sector

Sector Buy # Value Sell # Value
Financial Services 6 (75%) 4.9B (100%) - -
Business Services 2 (25%) - - -
Total 8 $4.9B - -

By Geo

State/Country Buy Value Sell Value
United States 7 4.5B - -
  Connecticut 3 - - -
  Pennsylvania 1 - - -
  New York 1 - - -
  Maryland 1 4.5B - -
  Florida 1 - - -
United Kingdom 1 350M - -
Domestic 7 (88%) 4.5B (93%) - -
Cross-border 1 (13%) 350M (7%) - -
Total 8 $4.9B - -

Top M&A Advisors

Financial Deals
Morgan Stanley
 3
UBS Investment Bank
 1
Broadhaven Capital Partners LLC
 1
Legal Deals
Willkie Farr & Gallagher
 3

Deal Values

buy # Total
> $1B 1 $4.5B
$100M to $1B 1 $350M
TOTAL $4.9B
Largest Legg Mason, Inc.
$4.5B (2020-02-18)

M&A Connections

Deals
Acquired from
Investor(s)
25%
2 (25%)
Strategic(s)
13%
1 (13%)

Company Summary

SECTOR

Financial Services

Revenue

7,849   6% 2023
8,275   2% 2022
8,426   52% 2021
5,567   4% 2020
5,775   9% 2019
6,319   2% 2018
6,392   4% 2017
6,618   17% 2016
7,949   6% 2015
8,431   2014
(millions of USD) Show More Show Less

Employees

10,300

Established

1947

Public

NYSE: BEN

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