Add-on Acquisition • Financial Services

Apex Group Acquires Finix Group

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

Acquisition Context
  • This is Apex Group’s 10th transaction in the Financial Services sector.
  • This is Apex Group’s 1st transaction in Chile.

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M&A Deal Summary

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

Target Company

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 Overview 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 Context for Buyer #
Overall 15 of 15
Sector: Financial Services 10 of 10
Type: Add-on Acquisition 14 of 14
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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