M&A Deal Summary |
|
|---|---|
| Date | 2022-05-31 |
| Target | Alcentra |
| Sector | Financial Services |
| Buyer(s) | Franklin Templeton |
| Sellers(s) | The Bank of New York Mellon |
| Deal Type | Divestiture |
| Deal Value | 350M USD |
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| Category | Company |
|---|---|
| Founded | 1947 |
| Sector | Financial Services |
| Employees | 10,300 |
| Revenue | 7.8B USD (2023) |
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 | 7 of 8 |
| Sector (Financial Services) | 6 of 6 |
| Type (Divestiture) | 1 of 1 |
| Country (United Kingdom) | 1 of 1 |
| Year (2022) | 2 of 2 |
| Size (of disclosed) | 2 of 2 |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2022-04-06 |
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. |
Buy | - |
| 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. |
Buy | - |
| Category | Company |
|---|---|
| Founded | 1784 |
| Sector | Financial Services |
| Employees | 52,100 |
| Revenue | 17.3B USD (2023) |
The Bank of New York Mellon is a global investments company dedicated to helping its clients manage and service their financial assets throughout the investment lifecycle. Whether providing financial services for institutions, corporations or individual investors, BNY Mellon delivers informed investment management and investment services in 35 countries. BNY Mellon can act as a single point of contact for clients looking to create, trade, hold, manage, service, distribute or restructure investments. The Bank of New York Mellon was founded in 1784 and is based in New York City.
| DEAL STATS | # |
|---|---|
| Overall | 4 of 4 |
| Sector (Financial Services) | 2 of 2 |
| Type (Divestiture) | 4 of 4 |
| Country (United Kingdom) | 1 of 1 |
| Year (2022) | 1 of 1 |
| Size (of disclosed) | 2 of 2 |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2021-07-08 |
Milestone Group
Sydney, Australia Milestone Group is a provider of fund management technology. Milestone Group provides advanced software solutions to the fund's management industry for asset managers, fund product manufacturers, fund distributors, life and pension companies, and fund service providers. Milestone Group is based in Sydney, Australia. |
Buy | - |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2024-09-05 |
Archer
Berwyn, Pennsylvania, United States Archer is a technology-enabled service provider for the asset management industry. It has deep and broad-based experience creating customized solutions that help asset managers swiftly launch new products, streamline operations, enter new distribution channels, and manufacturing investment solutions that meet the evolving needs of end investors. Archer was founded in 2000 and is based in Berwyn, Pennsylvania. |
Buy | - |
