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  6. Franklin Templeton Invests In Eaglebrook Advisors

Investment Summary

Franklin Templeton Invests In Eaglebrook Advisors

On April 6, 2022, Franklin Templeton invested in business services company Eaglebrook Advisors

Investment Highlights
  • This is Franklin Templeton’s 1st transaction in the Business Services sector.
  • This is Franklin Templeton’s 6th transaction in the United States.
  • This is Franklin Templeton’s 1st transaction in Florida.

Investment Summary
Date 2022-04-06
Target Eaglebrook Advisors
Sector Business Services
Investor(s) Franklin Templeton
Deal Type Stake Purchase

Target

Eaglebrook Advisors

Miami, Florida, United States
Eaglebrook Advisors is an SEC-registered investment adviser that operates the largest SMA Platform in the crypto market. The firm has created the first bitcoin and crypto separately managed accounts (SMAs), which are designed to seamlessly integrate with an advisor's current portfolio management systems and workflows. Eaglebrook Advisors is based in Miami, Florida.

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Investor(S) 1

Investor

Franklin Templeton

San Mateo, California, United States
Category Company
Founded 1947
Sector Financial Services
Employees10,300
Revenue 7.8B USD (2023)
DESCRIPTION
Entrance to Franklin's corporate headquarters in San Mateo, California.
Entrance to Franklin's corporate headquarters in San Mateo, California.

Franklin Templeton is a holding company that operates as Franklin Templeton Investments. Franklin Templeton Investments is a global investment management organization that provides investment management and related services to investors in jurisdictions worldwide through products that include US and non-US registered open-end and closed-end funds, unregistered funds, and institutional, high net-worth and separately-managed accounts. Franklin Templeton was incorporated in 1947 and is headquartered in San Mateo, California.

DEAL STATS #
Overall 6 of 8
Sector (Business Services) 1 of 2
Type (Stake Purchase) 1 of 1
State (Florida) 1 of 1
Country (United States) 6 of 7
Year (2022) 1 of 2
PREVIOUS DEAL
DATE TARGET DEAL TYPE VALUE
2021-09-30 OSAM

Stamford, Connecticut, United States

OSAM is a quantitative asset management firm that delivers a broad range of equity portfolios to institutional investors, individual investors, and high-net-worth clients of financial advisors. OSAM also serves as the investment advisor for a U.S. mutual fund and as a sub-advisor to a family of mutual funds in Canada. OSAM was founded in 2007 and is based in Stamford, Connecticut.

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FOLLOWING DEAL
DATE TARGET DEAL TYPE VALUE
2022-05-31 Alcentra

London, United Kingdom

Alcentra is the largest and longest-tenured manager of private debt with $38 billion in assets under management as of April 30, 2022 (including accounts managed by Alcentra NY, LLC, Alcentra Limited, and assets managed by Alcentra personnel for affiliates under dual officer arrangements). Alcentra was founded in 2002 and is headquartered in London, United Kingdom.

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