Investment Summary |
|
|---|---|
| Date | 2015-01-01 |
| Target | Marqeta |
| Sector | Financial Services |
| Investor(s) |
IA Capital Group
ICONIQ Capital |
| Deal Type | Venture |
SEARCH BY
| Category | Venture Capital Firm |
|---|---|
| Founded | 1992 |
| PE ASSETS | 500M USD |
| Size | Middle-Market |
| Type | Sector Agnostic |
Inter-Atlantic Group is a specialist private investment firm focused on opportunities within the financial and business services sectors. Specific sectors of interest include financial technology, banking, insurance, asset management and service providers to the financial services industry. The Firm primarily looks for opportunities based in the US. Inter-Atlantic was formed in 1992 and is based in New York City.
| DEAL STATS | # |
|---|---|
| Overall | 16 of 23 |
| Sector: Financial Services M&A | 4 of 5 |
| Type: Venture M&A Deals | 8 of 15 |
| State: California M&A | 2 of 2 |
| Country: United States M&A | 14 of 21 |
| Year: 2015 M&A | 2 of 2 |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2015-01-01 |
Crown Global Insurance Group
Wilmington, Delaware, United States Crown Global Insurance Group provides private-placement life insurance and private placement variable immediate annuities to its clients. The company works with each client and adviser to develop a tailored strategy that addresses risk management, financial planning and asset protection. Crown Global Insurance Group was founded in 1994 and is based in Wilmington, Delaware. |
Buy | - |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2016-04-04 |
LiftForward
New York, New York, United States LiftForward provides brands, merchants and banks with embedded finance solutions that power their global programs. LiftForward reduces the complexity of bringing an embedded finance program to market with a platform that connects all the components necessary for success. LiftForward was founded in 2013 and is based in New York. |
Buy | - |
| Category | Growth Capital Firm |
|---|---|
| Founded | 2011 |
| PE ASSETS | 80.0B USD |
| Size | Mega |
| Type | Sector Focused |
ICONIQ Capital is a private investment firm that manages capital on behalf of high-net-worth individuals, families, and institutions, with a particular focus on the technology sector. The Firm operates across multiple investment strategies including growth equity, venture capital, real estate, and philanthropic initiatives. ICONIQ Capital was formed in 2011 and is based in San Francisco, California.
| DEAL STATS | # |
|---|---|
| Overall | 10 of 91 |
| Sector: Financial Services M&A | 2 of 5 |
| Type: Venture M&A Deals | 5 of 72 |
| State: California M&A | 3 of 40 |
| Country: United States M&A | 8 of 80 |
| Year: 2015 M&A | 1 of 8 |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2014-12-16 |
Adyen
Amsterdam, Netherlands Adyen is a global technology company focused on payments. It has built an efficient single platform that enables the acceptance and processing of cards and local payments globally across its merchants' online, mobile and point of sale channels. Adyen's global platform has integrated and simplified the payments value chain, enabling it to partner with large merchants to rapidly scale their businesses both locally and globally, without the varied inefficiencies inherent in traditional payment platforms. Adyen was founded in 2006 and is based in Amsterdam, Netherlands. |
Buy | - |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2015-02-03 |
Relativity
Chicago, Illinois, United States Relativity is a developer of software to manage large volumes of data and quickly identify key issues during litigation, internal investigations, and compliance operations with SaaS platform RelativityOne and Relativity Trace. Relativity is based in Chicago, Illinois. |
Buy | - |
