Ultimus Fund Solutions - M&A Summary, Ownership, and Business Overview

Financial ServicesCompany

Ultimus Fund Solutions M&A Summary

Ultimus Fund Solutions has acquired 3 companies of its own, including 1 in the last 5 years.

Ultimus Fund Solutions has acquired in 2 different US states. The Company’s most targeted sectors include financial services (67%) and business services (34%).

Ultimus Fund Solutions Ownership

Who owns Ultimus Fund Solutions?

Ultimus Fund Solutions is owned by GTCR. It was acquired on November 19, 2018.

Is Ultimus Fund Solutions PE-backed?

Yes. Ultimus Fund Solutions is owned by private equity investor GTCR.

Was Ultimus Fund Solutions formerly PE-backed?

Yes. Ultimus Fund Solutions was formerly owned by 1 private investor.

Ultimus Fund Solutions Business Overview

Where is Ultimus Fund Solutions headquartered?

Ultimus Fund Solutions is headquartered in Cincinnati, Ohio.

What sector is Ultimus Fund Solutions in?

Ultimus Fund Solutions is a financial services company.

M&A Summary

  • M&A Total Activity3
    • M&A Buy Activity3
  • Total Sectors Invested 2
  • Total Countries Invested 1

Ultimus Fund Solutions

Ultimus Fund Solutions LLC

225 Pictoria Drive, Suite 450,
Cincinnati, Ohio 45246
United States,
(513) 587-3401
www.ultimusfundsolutions.com

Ultimus Fund Solutions is an independent provider of fund accounting, fund administration, distribution, transfer agent and shareholder services to the mutual fund industry. The company's broad range of services is offered to both open-end and closed-end funds. Ultimus Fund Solutions is based in Cincinnati, Ohio.


M&A Summary

Buy vs Sell

Year ≤ '19 '20 '21 '22 '23 '24 T
Buy (0.0/yr) # 3 - - - - - 3
Sell (0.0/yr) # - - - - - - 0
  3

Most Recent M&A

Company Date Value Type
LeverPoint Management LLC 2019-08-21 - Add-on Acquisition
Clifton Park, New York · www.leverpoint.com
The Gemini Companies 2018-11-19 - Add-on Acquisition
Hauppauge, New York · www.thegeminicompanies.com
Woodfield Fund Administration LLC 2018-04-11 - Add-on Acquisition
Rolling Meadows, Illinois · www.woodfieldllc.com
View All >>

M&A by Sector

Sector Buy # Value Sell # Value
Financial Services 2 (67%) - - -
Business Services 1 (33%) - - -
Total 3 - - -

By Geo

State/Country Buy Value Sell Value
United States 3 - - -
  New York 2 - - -
  Illinois 1 - - -
Total 3 - - -

Company Summary

SECTOR

Financial Services

 Subscribe to unlock this and 208,602
investor and company profiles

Sign-up today to get full access

  • check  Unlimited Searches
  • check  Unlimited Profile Views
  • check  Build and Export Lists of
    • PE Backed Companies
    • Direct Investors & Acquirers
    • Advisors
    • Deals
    • & More
1 Week Free Trial Learn More

What's Mergr?

We built Mergr to save people the arduous and time-consuming process of tracking when companies are bought, sold, and who currently owns them.

Every day, new opportunities emerge around M&A and we help professionals of all types comb through transactions, investors, and corporate acquirers via an easy-to-use web database that is accessible to anyone.

Try us for 1 week free today!

Mergr, the Easiest-to-Use PE and M&A DB

Key Benefits

  • Stay informed on events in your industry
  • M&A research that takes seconds (not all afternoon)
  • Better understand your customers and prospects
  • Discover active buyers (or sellers)
Search
  • 4.6K Private Equity Firms
  • 201K M&A Transactions
  • 204K Companies Involved in M&A
    (Buyer, Seller, or Target)
  • 3.6K M&A Advisors
    (Investment Banks and Law Firms)
  • 81K M&A Contacts
    (PE and M&A Advisors)

Ready to try?

Join FREE for 1 Week

No obligation. Cancel anytime.

Related Lists for Ultimus Fund Solutions

Ohio Companies , Financial Services Companies , United States Companies , Ohio Financial Services Companies , Ohio Financial Services with Acquisitions , Ohio Financial Services with Divestitures

Related Lists for Ohio Companies

Largest Ohio Companies , Acquisitive Ohio Companies , Recently Acquired Ohio Companies , Recently Sold Ohio Companies , Private Ohio Companies , Public Ohio Companies , Acquired Ohio Companies , PE Backed Ohio Companies

Related Lists for Financial Services Companies

Largest Financial Services Companies , Acquisitive Financial Services Companies , Recently Acquired Financial Services Companies , Recently Sold Financial Services Companies , Private Financial Services Companies , Public Financial Services Companies , Acquired Financial Services Companies , PE Backed Financial Services Companies

Related Lists for United States Companies

Largest United States Companies , Acquisitive United States Companies , Recently Acquired United States Companies , Recently Sold United States Companies , Private United States Companies , Public United States Companies , Acquired United States Companies , PE Backed United States Companies
Mergr

Product

Company

Legal