M&A Deal Summary |
|
|---|---|
| Date | 2017-05-09 |
| Target | Equinoxe Alternative Investment Services |
| Sector | Business Services |
| Buyer(s) | Apex Group |
| Sellers(s) | Estancia Capital Management |
| Deal Type | Add-on Acquisition |
SEARCH BY
Try For Free 7-Day Free Trial
Apex Group is an independent fund administration and middle office solutions provider with offices in 32 locations worldwide. Apex has continually improved and evolved its product suite by surrounding these core administrative services with additional products spanning the full value chain; from information delivery and regulatory products to capital introduction services. Apex now administers the investments of some of the largest funds and institutional investors in the world. Apex Group was founded in 2003 and is based in Hamilton, Bermuda.
| DEAL STATS | # |
|---|---|
| Overall | 2 of 14 |
| Sector (Business Services) | 1 of 4 |
| Type (Add-on Acquisition) | 2 of 13 |
| Country (Bermuda) | 1 of 2 |
| Year (2017) | 1 of 1 |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2015-03-04 |
Pinnacle Fund Administration
Charlotte, North Carolina, United States Pinnacle Fund Administration is a provider of fund administration services to hedge funds, private equity funds. |
Buy | - |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2018-06-06 |
IPES
London, United Kingdom IPES is a specialist fund administration company within the European private equity market. Ipes’ team of 265 people located in five European offices works with 195 clients and provides administration and depositary oversight to $165 billion of assets for 390 funds. Annual turnover has grown organically at a CAGR in excess of 13% for the previous ten years. Ipes’ growth has been driven by understanding the challenges facing investment managers, including increasing regulatory, reporting and investor demands, and developing innovative new services to help its clients succeed. |
Buy | - |
| Category | Private Equity Firm |
|---|---|
| Founded | 2010 |
| PE ASSETS | 420M USD |
| Size | Middle-Market |
| Type | Sector Focused |
Estancia Capital Management is a private equity group focused on acquiring or investing in mid-sized asset management companies. The Firm looks to commit $10 to $50 million per opportunity and can support a variety of transaction situations including divestitures, buyouts, growth capital financings, and successions. Estancia Capital Management was founded in 2010 and is based in Scottsdale, Arizona.
| DEAL STATS | # |
|---|---|
| Overall | 1 of 2 |
| Sector (Business Services) | 1 of 2 |
| Type (Add-on Acquisition) | 1 of 2 |
| Country (Bermuda) | 1 of 1 |
| Year (2017) | 1 of 1 |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2016-07-14 |
Abel Noser
New York, New York, United States Abel Noser is a provider of effective trading services and trade analytics globally to institutional asset owners, investment managers, and brokers. Abel Noser was founded in 1975 and is based in New York City. |
Buy | - |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2019-04-04 |
PMA Financial Network
Naperville, Illinois, United States PMA Financial Network is a provider of cash and fixed income investment management services, administration, distribution, advisory, financial planning (asset/liability management), and broker-dealer services, for public finance entities and local government investment pools (LGIPs). PMA Financial Network is based in Naperville, Illinois. |
Buy | - |
