Investment Summary

ABRY Partners Invests In Dynasty Financial Partners

On December 17, 2022, private equity firm ABRY Partners invested in financial services company Dynasty Financial Partners

Investment Highlights
  • This is ABRY Partners’ 3rd transaction in the Financial Services sector.
  • This is ABRY Partners’ 139th transaction in the United States.
  • This is ABRY Partners’ 10th transaction in Florida.

Investment Summary
Date 2022-12-17
Target Dynasty Financial Partners
Sector Financial Services
Investor(s) ABRY Partners
Deal Type Growth Capital

Target

Dynasty Financial Partners

St. Petersburg, Florida, United States
Dynasty Financial Partners is a provider of technology-enabled wealth management solutions and business services for financial advisory firms primarily focused on serving high-net-worth and ultra-high-net-worth clients. Dynasty provides access to a comprehensive platform of software and technology tools, business services and holistic investment management capabilities through an open-architecture platform, delivered via a suite of proprietary and third-party technologies. Dynasty Financial Partners is based in St. Petersburg, Florida.

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Investor(S) 1

Investor

ABRY Partners

Boston, Massachusetts, United States

Investor Investor Investor Investor Investor

Category Private Equity Firm
Founded 1989
PE ASSETS 12.8B USD
Size Mega
Type Sector Focused
DESCRIPTION

ABRY Partners is a media and communications focused private equity investment firm. Specific areas of interest include television, publishing, convention/trade shows, for-profit training, couponing, monitoring services, telephone companies, communications towers, music libraries, database providers, wireless communications, and in-store advertisers. ABRY can provide both equity and mezzanine capital, typically committing $20 to $200 million of equity or $15 to $50 million of mezzanine capital per transaction. Prospective transaction situations include buyouts, expansion financings, platform acquisitions, consolidations, and recapitalizations. ABRY Partners was formed in 1989 and is headquartered in Boston, Massachusetts.

DEAL STATS #
Overall 163 of 171
Sector (Financial Services) 3 of 4
Type (Growth Capital) 41 of 44
State (Florida) 10 of 10
Country (United States) 139 of 145
Year (2022) 5 of 6
PREVIOUS DEAL
DATE TARGET DEAL TYPE VALUE
2022-08-03 Intellivo

Memphis, Tennessee, United States

Intellivo provides significant cost savings for its clients by recovering dollars through health plan subrogation and compensation recovery services. Intellivo was founded in 1999 and is based in Memphis, Tennessee.

Sell -
FOLLOWING DEAL
DATE TARGET DEAL TYPE VALUE
2022-12-20 Better Protection

Oakbrook Terrace, Illinois, United States

Better Protection is a commercial fire protection provider servicing fire detection, alarm and suppression systems. Better Protection is based in Oakbrook Terrace, Illinois.

Buy -
Mergr

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