M&A Deal Summary

Forward Management Acquires Kensington Investment Group

On June 12, 2009, Forward Management acquired financial services company Kensington Investment Group

Acquisition Highlights
  • This is Forward Management’s 1st transaction in the Financial Services sector.
  • This is Forward Management’s 1st transaction in the United States.
  • This is Forward Management’s 1st transaction in California.

M&A Deal Summary

Date 2009-06-12
Target Kensington Investment Group
Sector Financial Services
Buyer(s) Forward Management
Deal Type Add-on Acquisition

Target

Kensington Investment Group

Orinda, California, United States
Kensington Investment Group, Inc. provides its services Real Estate Funds Managers.

Search 214,503 Deals Now

SEARCH BY

  • Buyer Type (PE or Strategic)
  • Deal Size ($10M to $10B+)
  • Sector (60 Sectors)
  • Deal Type
  • Geography
  • & More

Try Free

Buyer(S) 1

Buyer

Forward Management

San Francisco, California, United States

Category Company
Founded 1998
Sector Financial Services
DESCRIPTION

Forward Management, LLC is a privately owned investment manager. The firm provides its services to individuals, including high net worth individuals, banking or thrift institutions, investment companies, pension and profit sharing plans, pooled investment vehicles, and charitable organizations.


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: California M&A 1 of 1
Country: United States M&A 1 of 1
Year: 2009 M&A 1 of 1