M&A Deal Summary

Franklin Templeton Acquires Apera Asset Management

On June 4, 2025, Franklin Templeton acquired financial services company Apera Asset Management

Acquisition Highlights
  • This is Franklin Templeton’s 7th transaction in the Financial Services sector.
  • This is Franklin Templeton’s 2nd transaction in the United Kingdom.

M&A Deal Summary

Date 2025-06-04
Target Apera Asset Management
Sector Financial Services
Buyer(s) Franklin Templeton
Deal Type Add-on Acquisition

Target

Apera Asset Management

London, United Kingdom
Apera Asset Management provides private capital solutions to mid-market companies in the DACH, the UK, the Nordics, France, and Benelux. Apera Asset Management was founded in 2016 and is based in London, United Kingdom.

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Buyer(S) 1

Buyer

Franklin Templeton

San Mateo, California, United States

Category Company
Founded 1947
Sector Financial Services
Employees10,300
Revenue 8.5B USD (2024)
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, 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 9 of 9
Sector: Financial Services M&A 7 of 7
Type: Add-on Acquisition M&A Deals 7 of 7
Country: United Kingdom M&A 2 of 2
Year: 2025 M&A 1 of 1
PREVIOUS DEAL
DATE TARGET DEAL TYPE VALUE
2023-05-02 volScout

Westport, Connecticut, United States

volScout is an early-stage business delivering managed options strategies to advisors serving wealth management and institutional clients. volScout was founded in 2020 and is based in Westport, Connecticut.

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