M&A Deal Summary

Apex Group Acquires BRL Trust

On June 7, 2021, Apex Group acquired financial services company BRL Trust

Acquisition Highlights
  • This is Apex Group’s 5th transaction in the Financial Services sector.
  • This is Apex Group’s 1st transaction in Brazil.

M&A Deal Summary

Date 2021-06-07
Target BRL Trust
Sector Financial Services
Buyer(s) Apex Group
Deal Type Add-on Acquisition
Advisor(s) Mello Torres (Legal)

Target

BRL Trust

São Paulo, Brazil
BRL Trust serves a range of clients, focusing on large international institutional investors, sovereign wealth funds, private equity firms, large conglomerates, and financial institutions, as well as prominent domestic investors including asset managers, single and multi-family offices, banks, insurance companies, and other professional investors. BRL Trust was founded in 2005 and is based in São Paulo, Brazil.

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Buyer(S) 1

Buyer

Apex Group

Hamilton, Bermuda

Category Company
Founded 2003
Sector Financial Services
DESCRIPTION

Apex Group is a global financial services provider offering fund administration, corporate solutions, and capital market services across 50+ countries. Apex Group was founded in 2003 and is based in Hamilton, Bermuda.


DEAL STATS #
Overall 8 of 14
Sector: Financial Services M&A 5 of 9
Type: Add-on Acquisition M&A Deals 7 of 13
Country: Brazil M&A 1 of 1
Year: 2021 M&A 2 of 4
PREVIOUS DEAL
DATE TARGET DEAL TYPE VALUE
2021-05-18 Tzur Management

Tel Aviv, Israel

Tzur Management is a full-service, multi-disciplinary fund services manager serving a diverse range of clients in the global alternative investment market. Tzur provides a tailored operational infrastructure to funds offering a full suite of fund administration services including fund accounting, operations, and shareholder services to hedge funds, VC funds, funds of funds, private equity funds, family offices, and other alternative investment vehicles. Tzur Management is based in Tel Aviv, Israel.

Buy -
FOLLOWING DEAL
DATE TARGET DEAL TYPE VALUE
2021-07-12 mola-administration

Hamburg, Germany

mola-administration serves a range of clients, with a 10-year track record of providing fund administration services currently manage the national and international later stage, special situation and venture vehicles with a total volume of almost € 2.5 billion. mola-administration is based in Hamburg, Germany.

Buy -