M&A Deal Summary

Apex Group Acquires Finix Group

On October 17, 2024, Apex Group acquired financial services company Finix Group

Acquisition Highlights
  • This is Apex Group’s 9th transaction in the Financial Services sector.
  • This is Apex Group’s 1st transaction in Chile.

M&A Deal Summary

Date 2024-10-17
Target Finix Group
Sector Financial Services
Buyer(s) Apex Group
Deal Type Add-on Acquisition
Advisor(s) DLA Piper (Legal)

Target

Finix Group

Santiago, Chile
Finix Group offers an external and independent accounting and operations service to investment managers and investment funds. Finix Group was founded in 2012 and is based in Santiago, Chile.

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Buyer(S) 1

Buyer

Apex Group

Hamilton, Bermuda

Category Company
Founded 2003
Sector Financial Services
DESCRIPTION

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 14 of 14
Sector (Financial Services) 9 of 9
Type (Add-on Acquisition) 13 of 13
Country (Chile) 1 of 1
Year (2024) 1 of 1
PREVIOUS DEAL
DATE TARGET DEAL TYPE VALUE
2023-03-15 Efficient Group

Pretoria, South Africa

Efficient Group is a diversified financial services group focused on providing professional advice, quality solutions and tailor-made investment products across the full financial services value chain, including asset administration services, asset management services, financial products distribution and professional financial advice to both retail and institutional investors in South Africa. Efficient Group is based in Pretoria, South Africa.

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