Investment Summary |
|
|---|---|
| Date | 2022-06-08 |
| Target | CareAcademy |
| Sector | Education |
| Investor(s) |
First Trust Capital Partners
Goldman Sachs Asset Management |
| Deal Type | Venture |
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First Trust Capital Partners is a private investment firm that looks to invest in early and growth stage companies principally in the financial services and healthcare technology sectors. First Trust Capital Partners is based in Chicago, Illinois.
| DEAL STATS | # |
|---|---|
| Overall | 21 of 24 |
| Sector (Education) | 2 of 2 |
| Type (Venture) | 14 of 16 |
| State (Massachusetts) | 1 of 2 |
| Country (United States) | 21 of 24 |
| Year (2022) | 6 of 9 |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2022-06-01 |
ID Connect
Cranberry Township, Pennsylvania, United States ID Connect is a telemedicine-enabled care of infectious diseases, antimicrobial stewardship, and infection control and prevention. The company’s technology, precision medicine and data science are paired with ID physicians to effectively manage infectious diseases across the U.S. ID Connect was founded in 2013 and is based in Cranberry Township, Pennsylvania. |
Buy | - |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2022-07-06 |
First Trust Direct Indexing
Boston, Massachusetts, United States First Trust Direct Indexing provides direct indexing technology that offers institutional investors and wealth advisors the ability to personalize investment strategies to align with the values of contemporary investors as well as the potential to capture substantial tax benefits. First Trust Direct Indexing provides one key service: direct indexing to help institutions and wealth management firms achieve long terms goals for their investors. First Trust Direct Indexing was founded in 2018 and is based in Boston, Massachusetts. |
Buy | - |
| Category | Company |
|---|---|
| Sector | Financial Services |
Goldman Sachs Asset Management (dba GSAM) is the asset management arm of The Goldman Sachs Group. GSAM offers advisory services to individuals and institutional clients around the world from offices in the US, Europe, and Asia.
| DEAL STATS | # |
|---|---|
| Overall | 12 of 18 |
| Sector (Education) | 1 of 1 |
| Type (Venture) | 2 of 2 |
| State (Massachusetts) | 1 of 1 |
| Country (United States) | 10 of 15 |
| Year (2022) | 2 of 2 |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2022-03-29 |
NextCapital
Chicago, Illinois, United States NextCapital is an enterprise digital advice company that provides financial solutions to the market in an effort to help everyone retire successfully. The company partners with financial institutions to deliver configurable solutions tailored to the needs of investors and the goals of partners. It works with partners to personalize planning and managed accounts, customize methodology and fiduciary roles, and in some instances serve as the 3(38) investment managers for discretionary, plan participant advice. Their clients include asset managers and plan sponsors across the United States as well as partnerships with recordkeepers. NextCapital is based in Chicago, Illinois. |
Buy | - |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2022-09-22 |
Sani/Ikos Group
Halkidiki, Greece Sani/Ikos Group is an operator of a luxury beach resort group that currently owns and operates in excess of 2,700 rooms spread across 10 unique resorts in Greece and Spain. Sani/Ikos Group is based in Halkidiki, Greece. |
Sell | - |
