Conifer Financial Services - Ownership and Business Overview

Financial ServicesCompany

Conifer Financial Services Ownership

Who owns Conifer Financial Services?

Conifer Financial Services is owned by SS&C Technologies Holdings. It was acquired on December 15, 2016.

Was Conifer Financial Services formerly PE-backed?

Yes. Conifer Financial Services was formerly owned by 1 private investor.

Conifer Financial Services Business Overview

Where is Conifer Financial Services headquartered?

Conifer Financial Services is headquartered in San Francisco, California.

What sector is Conifer Financial Services in?

Conifer Financial Services is a financial services company.

When was Conifer Financial Services founded?

Conifer Financial Services was founded in 1989.

Financial Services M&A Summary in 2016

Out of 60 sectors in the Mergr database, financial services ranked 12 in number of deals in 2016. The largest financial services acquisition in 2016 was Scottrade Financial Services - which was acquired by TD Ameritrade Holding for $4.0B.

Join Mergr to view all 217 acquisitions of financial services companies in 2016, including 27 acquisitions by private equity firms, and 190 by strategics.

Conifer Financial Services LLC

One Ferry Building, Suite 255,
San Francisco, California 94111
United States,
(415) 677-1500
www.conifer.com

Conifer Financial Services LLC is an independent asset services firm offering front to back capabilities across all asset classes to pensions, endowments, family offices, hedge funds, private equity and venture capital managers, RIAs, and traditional asset managers.


M&A Summary

Buy vs Sell

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

Most Recent M&A

Company Date Value Type
Conifer Securities LLC 2015-07-30 - Divestiture
San Francisco, California
View All >>

M&A by Sector

Sector Buy # Value Sell # Value
Business Services - - 1 (100%) -
Total - - 1 -

By Geo

State/Country Buy Value Sell Value
United States - - 1 -
  California - - 1 -
Total - - 1 -

M&A Connections

Deals
Divested to
Strategic(s)
100%
1 (100%)

Company Summary

SECTOR

Financial Services

Established

1989

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