M&A Deal Summary |
|
|---|---|
| Date | 2011-11-02 |
| Target | ALPS Financial Services |
| Sector | Financial Services |
| Buyer(s) | DST Systems |
| Sellers(s) | Lovell Minnick Partners |
| Deal Type | Add-on Acquisition |
| Deal Value | 250M USD |
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| Category | Company |
|---|---|
| Founded | 1968 |
| Sector | Information Technology |
| Employees | 12,925 |
| Revenue | 1.6B USD (2016) |
DST Systems, Inc. is a provider of information processing and servicing solutions to companies around the world. DST delivers strategically unified transactions and business processing, data management, and customer communications solutions to the asset management, brokerage, retirement, and healthcare markets. DST Systems was formed in 1968 and is based in Kansas City, Missouri.
| DEAL STATS | # |
|---|---|
| Overall | 8 of 10 |
| Sector (Financial Services) | 2 of 2 |
| Type (Add-on Acquisition) | 6 of 8 |
| State (Colorado) | 2 of 2 |
| Country (United States) | 6 of 8 |
| Year (2011) | 5 of 5 |
| Size (of disclosed) | 1 of 2 |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2011-10-01 |
ALPS Holdings
Denver, Colorado, United States ALPS Holdings, Inc. is a provider of an innovative investment products and customized servicing solutions to the financial services industry. |
Buy | - |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2015-01-06 |
kasina
New York, New York, United States kasina LLC is a strategic advisory firm to the asset management industry. kasina is to improve financial services companies through innovation. We help firms understand what the future of asset management and insurance will look like – and then offer integrated services in Innovative Consulting, Forward-Looking Research and Data Analytics. |
Buy | - |
| Category | Private Equity Firm |
|---|---|
| Founded | 1999 |
| PE ASSETS | 3.3B USD |
| Size | Large |
| Type | Sector Agnostic |
Lovell Minnick Partners is a private equity firm that targets investments in financial services companies located in North America and Europe. Specific areas of interest include asset management, financial planning, financial product distribution, outsource providers, specialty finance, and related administration and business services companies. The Firm looks to commit $40 to $150 million of equity capital per investment. Prospective transaction situations include divestitures, management buyouts, growth capital financings, and recapitalizations. Lovell Minnick was formed in 1999 and is headquartered in Radnor, Pennsylvania.
| DEAL STATS | # |
|---|---|
| Overall | 10 of 29 |
| Sector (Financial Services) | 10 of 24 |
| Type (Add-on Acquisition) | 1 of 9 |
| State (Colorado) | 1 of 3 |
| Country (United States) | 10 of 29 |
| Year (2011) | 1 of 2 |
| Size (of disclosed) | 3 of 4 |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2011-10-04 |
H.D. Vest
Irving, Texas, United States H.D. Vest, Inc. (dba H.D. Vest Financial Services) is an independent broker/dealer providing tax professionals with the products, training, and support to deliver independent financial solutions to retail investors. |
Buy | - |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2011-12-01 |
Atlantic Asset Management
Stamford, Connecticut, United States Atlantic Asset Management LLC, is a Stamford, CT based registered investment advisor providing a variety of core and specialized fixed income strategies for a diverse institutional client base. |
Sell | - |
