Investment Summary

Advent International Invests In Fisher Investments

On January 7, 2025, private equity firm Advent International invested in financial services company Fisher Investments

Investment Highlights
  • This is Advent International’s 35th transaction in the Financial Services sector.
  • This is Advent International’s 102nd transaction in the United States.
  • This is Advent International’s 12th transaction in Texas.

Investment Summary

Date 2025-01-07
Target Fisher Investments
Sector Financial Services
Investor(s) Advent International
Deal Type Stake Purchase

Target

Fisher Investments

Plano, Texas, United States
Fisher Investments is an independent, fee-only investment adviser. Fisher Investments was founded in 1979 and is based in Plano, Texas.

Search 214,238 Deals Now

SEARCH BY

  • Buyer Type (PE or Strategic)
  • Deal Size ($10M to $10B+)
  • Sector (60 Sectors)
  • Deal Type
  • Geography
  • & More

Try Free

Investor(S) 1

Investor

Advent International

Boston, Massachusetts, United States

Investor Investor Investor Investor Investor


Category Private Equity Firm
Founded 1984
PE ASSETS 91.0B USD
Size Mega
Type Sector Agnostic
DESCRIPTION

Advent is a global private equity firm that targets investments in North America, Europe, Asia, and Latin America. Advent's emerging market efforts are concentrated in Central Europe and Latin America. Advent seeks transactions valued between $50 million and $5 billion and can commit up to $2 billion of equity capital per investment. Broad areas of interest include business & financial services, retail & consumer, technology, media, & telecoms, healthcare & life sciences, and industrial. Prospective transaction types include buyouts, growth capital financings, take privates, and recapitalizations. Advent was formed in 1984 and is based in Boston, Massachusetts.


DEAL STATS #
Overall 343 of 353
Sector: Financial Services M&A 35 of 36
Type: Stake Purchase M&A Deals 14 of 16
State: Texas M&A 12 of 12
Country: United States M&A 102 of 106
Year: 2025 M&A 2 of 12
PREVIOUS DEAL
DATE TARGET DEAL TYPE VALUE
2025-01-06 Sauer Brands

Richmond, Virginia, United States

Sauer Brands manufactures a broad line of inspired flavors including condiments, spices, seasonings, and extracts. The company’s manufacturing facilities in Mauldin, South Carolina. New Century, Kansas, and San Luis Obispo, California, the company sells well-known brands such as Duke’s Mayonnaise, The Spice Hunter, Sauer’s, Gold Medal and BAMA, as well as high-quality private label products, through the retail and foodservice channels. Sauer Brands was founded in 1887 and is based in Richmond, Virginia.

Buy -
FOLLOWING DEAL
DATE TARGET DEAL TYPE VALUE
2025-04-22 tbi bank

Sofia, Bulgaria

tbi bank is a tech-led challenger bank in Southeast Europe that builds an ecosystem by combining financing and shopping to address customers’ needs. tbi bank is based in Sofia, Bulgaria.

Buy -