M&A Deal Summary |
|
|---|---|
| Date | 2015-11-05 |
| Target | The Mutual Fund Store |
| Sector | Financial Services |
| Buyer(s) | Edelman Financial Engines |
| Sellers(s) | Warburg Pincus |
| Deal Type | Add-on Acquisition |
| Deal Value | 560M USD |
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| Category | Company |
|---|---|
| Founded | 1986 |
| Sector | Financial Services |
| Revenue | 311M USD (2015) |
Edelman Financial Engines is a financial planning and investment management firm. Edelman Financial Engines was founded in 1986 and is based in Santa Clara, California.
| DEAL STATS | # |
|---|---|
| Overall | 1 of 10 |
| Sector (Financial Services) | 1 of 5 |
| Type (Add-on Acquisition) | 1 of 9 |
| State (Kansas) | 1 of 1 |
| Country (United States) | 1 of 9 |
| Year (2015) | 1 of 1 |
| Size (of disclosed) | 1 of 1 |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2018-04-30 |
The Edelman Financial Group
Houston, Texas, United States Edelman Financial Services provides financial planning and investment management services to more than 28,000 individuals and families and manages more than $15 billion in assets.(2) The firm also provides 401(k) plans and institutional investment management for businesses. |
Buy | - |
| Category | Private Equity Firm |
|---|---|
| Founded | 1966 |
| PE ASSETS | 83.0B USD |
| Size | Mega |
| Type | Sector Agnostic |
Warburg Pincus is a mega-sized, global private equity firm focused on investment opportunities across North America, Asia, and Europe. Warburg will consider investing at various company stages, from early-stage opportunities to distressed situations. Warburg Pincus is organized by industry groups. Verticals include financial services, healthcare, technology, media & telecommunications, energy, consumer & industrial, and real estate. Within financial services, Warburg will consider asset/wealth managers, banks, exchanges, financial technology, insurance, transaction processing, private banking, and specialty/consumer finance. Within healthcare, specific areas of interest include medical devices, healthcare services, and biotech/pharmaceuticals. Within technology/media/communications, Warburg targets software, media/internet/information, financial technology, telecom, business services, and systems/semiconductors. Within energy, specific areas of interest include oil/gas exploration, power generation/transmission, and alternative energy. Warburg Pincus raised its first fund in 1966 and is based in New York City.
| DEAL STATS | # |
|---|---|
| Overall | 125 of 249 |
| Sector (Financial Services) | 8 of 19 |
| Type (Add-on Acquisition) | 49 of 90 |
| State (Kansas) | 1 of 1 |
| Country (United States) | 79 of 136 |
| Year (2015) | 17 of 20 |
| Size (of disclosed) | 34 of 63 |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2015-10-26 |
Interactive Data
Bedford, Massachusetts, United States Interactive Data Corporation is a provider of financial information. Thousands of financial institutions and active traders, as well as hundreds of software and service providers, subscribe to the company's fixed income evaluations, reference data, real-time market data, trading infrastructure services, fixed income analytics,desktop solutions and web-based solutions. Interactive Data’s offerings support clients around the world with mission-critical functions, including portfolio valuation, regulatory compliance, risk management, electronic trading and wealth management. Interactive Data is headquartered in Bedford, Massachusetts and has over 2,400 employees in offices worldwide. |
Sell | $5.2B |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2015-11-12 |
RegionalCare Hospital Partners
Brentwood, Tennessee, United States RegionalCare Hospital Partners is an owner and operator of regional acute care facilities. RegionalCare Hospital Partners is based in Brentwood, Tennessee. |
Sell | - |
