Investment Summary |
|
|---|---|
| Date | 2014-04-17 |
| Target | Munder Capital Management |
| Sector | Financial Services |
| Investor(s) | Victory Capital |
| Sellers(s) |
Crestview Partners
Grail Partners |
| Deal Type | Secondary Buyout |
SEARCH BY
| Category | Company |
|---|---|
| Founded | 2013 |
| Sector | Financial Services |
| Employees | 460 |
| Revenue | 893M USD (2024) |
Victory Capital is an investment management firm operating a next-generation, integrated multi-boutique business model with $132.5 billion in assets under management as of July 31, 2020. Victory Capital serves both institutional and retail investors. Victory Capital was founded in 2013 and is based in San Antonio, Texas.
| DEAL STATS | # |
|---|---|
| Overall | 1 of 6 |
| Sector: Financial Services M&A | 1 of 5 |
| Type: Secondary Buyout M&A Deals | 1 of 1 |
| State: Michigan M&A | 1 of 1 |
| Country: United States M&A | 1 of 6 |
| Year: 2014 M&A | 1 of 1 |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2015-12-18 |
RS Investment Management Co.
San Francisco, California, United States RS Investments offers investment management solutions for institutional and individual investors and the advisors who serve them. The firm’s specialized investment platform supports distinct investment teams, each utilizing disciplined and repeatable investment processes to deliver research-driven value, growth and alternative strategies in U.S. and global equity markets, as well as strategies in global natural resources. and fixed income. |
Buy | - |
| Category | Private Equity Firm |
|---|---|
| Founded | 2004 |
| PE ASSETS | 10.0B USD |
| Size | Mega |
| Type | Sector Agnostic |
Crestview Partners is a private equity firm focused on challenging investment situations. Crestview targets opportunities across a broad range of industries, with a special interest in asset management, media, healthcare and financial service companies. The Firm looks to commit $100 to $250 million of equity capital in transactions valued between $500 million and $3 billion. Crestview Partners was formed in 2004 and is based in New York, New York.
| DEAL STATS | # |
|---|---|
| Overall | 8 of 28 |
| Sector: Financial Services M&A | 3 of 5 |
| Type: Secondary Buyout M&A Deals | 2 of 4 |
| State: Michigan M&A | 1 of 3 |
| Country: United States M&A | 5 of 20 |
| Year: 2014 M&A | 1 of 4 |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2014-04-09 |
DARAG Group
Hamburg, Germany DARAG Group is a privately held insurance company that specializes in taking inactive or discontinued (run-off) businesses from direct insurers and reinsurers. DARAG Group was founded in 1949 and is based in Hamburg, Germany. |
Buy | - |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2014-06-16 |
Symbion
Nashville, Tennessee, United States Symbion owns and operates a national network of short stay surgical facilities. |
Sell | $792M |
| Category | Merchant Bank |
|---|---|
| Founded | 2005 |
| Size | Small |
| Type | Sector Focused |
Grail Partners is a merchant bank that provides advisory services in addition to making investments in the investment management industry. Grail looks to invest in established financial service businesses as well as incubate new asset management and financial technology/services companies. Grail Partners was formed in 2005 and is based in San Francisco, California.
| DEAL STATS | # |
|---|---|
| Overall | 5 of 5 |
| Sector: Financial Services M&A | 4 of 4 |
| Type: Secondary Buyout M&A Deals | 1 of 1 |
| State: Michigan M&A | 1 of 1 |
| Country: United States M&A | 5 of 5 |
| Year: 2014 M&A | 1 of 1 |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2012-04-27 |
Merlin Securities
New York, New York, United States Merlin Securities, provides advanced reporting, trading, and operational services to single as well as multi-primed hedge funds, fund of funds and long-only managers. |
Sell | - |
