Investment Summary |
|
|---|---|
| Date | 2025-05-20 |
| Target | South Watch |
| Sector | Financial Services |
| Investor(s) | IQ-EQ |
| Sellers(s) | Everlane Equity Partners |
| Deal Type | Add-on Acquisition |
SEARCH BY
IQ-EQ is an investor services group providing a comprehensive range of compliance, administration, asset, and advisory services to investment funds, global companies, family offices, and private clients globally. IQ-EQ was formed in 1896 and is based in Luxembourg, Luxembourg.
| DEAL STATS | # |
|---|---|
| Overall | 4 of 4 |
| Sector: Financial Services M&A | 1 of 1 |
| Type: Add-on Acquisition M&A Deals | 4 of 4 |
| State: Massachusetts M&A | 1 of 1 |
| Country: United States M&A | 3 of 3 |
| Year: 2025 M&A | 1 of 1 |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2021-11-16 |
Greyline
San Francisco, California, United States Greyline is a provider of governance and regulatory compliance solutions for PE, VC, Hedge funds and investors. The company provides a range of services including regulatory compliance, management consulting and governance, outsourced operations and middle office services, and outsourced finance, accounting and back-office services. Greyline was formed in 2016 and is based in San Francisco, California. |
Buy | - |
Everlane Equity Partners is a private equity firm that invests in small to mid-sized family or founder owned companies across the US. The Firm looks for profitable businesses with $1.5 to $8 million of EBITDA. Sectors of interest include business services, financial services, healthcare, industrial, and IT services. The Firm seeks to partner with management teams and provide dedicated senior-level support and strategic resources to accelerate growth and institutionalize operations. Everlane Equity Partners was formed in 2018 and is based in Boston, Massachusetts.
| DEAL STATS | # |
|---|---|
| Overall | 1 of 1 |
| Sector: Financial Services M&A | 1 of 1 |
| Type: Add-on Acquisition M&A Deals | 1 of 1 |
| State: Massachusetts M&A | 1 of 1 |
| Country: United States M&A | 1 of 1 |
| Year: 2025 M&A | 1 of 1 |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2024-10-09 |
Monument Advocacy
Washington, District of Columbia, United States Monument Advocacy is a bipartisan government relations and public affairs firm offering comprehensive government relations, strategic communications, public affairs, and digital services. Monument Advocacy was founded in 2006 and is based in Washington, Washington DC. |
Buy | - |
