M&A Deal Summary |
|
|---|---|
| Date | 2021-09-30 |
| Target | OSAM |
| Sector | Financial Services |
| Buyer(s) | Franklin Templeton |
| Deal Type | Add-on Acquisition |
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| Category | Company |
|---|---|
| Founded | 1947 |
| Sector | Financial Services |
| Employees | 10,300 |
| Revenue | 8.5B USD (2024) |
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 | 5 of 9 |
| Sector: Financial Services M&A | 5 of 7 |
| Type: Add-on Acquisition M&A Deals | 5 of 7 |
| State: Connecticut M&A | 2 of 3 |
| Country: United States M&A | 5 of 7 |
| Year: 2021 M&A | 1 of 1 |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2020-05-06 |
AdvisorEngine
New York, New York, United States AdvisorEngine, Inc. is a digital wealth platform and provider of technology and consulting services to more than 1,200 financial advisory firms in the United States that manage over $600 billion in assets. Its financial experience platform serves as a unified operating system across advisor experience (AX), business operations experience (BX), and client experience (CX). Modules include prospecting and client engagement tools, paperless client onboarding, account aggregation, CRM, goals-based financial planning tools, model portfolios, portfolio construction analytics, compliance monitoring tools, performance reporting, and fee billing. From the company’s offices in New York, NY, and Raleigh, NC, the AdvisorEngine team strives to fulfill six ideals through their work: camaraderie, clarity, curiosity, creativity, crushing it, and celebration. AdvisorEngine was formed in 2014 and is based in New York, New York. |
Buy | - |
| 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 | - |
