M&A Deal Summary |
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Date | 2021-01-28 |
Target | 361 Capital |
Sector | Financial Services |
Buyer(s) | Hamilton Lane |
Sellers(s) | Lovell Minnick Partners |
Deal Type | Add-on Acquisition |
Advisor(s) | Piper Sandler & Co. (Financial) |
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Category | Company |
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Founded | 1991 |
Sector | Business Services |
Employees | 530 |
Revenue | 554M USD (2024) |
Hamilton Lane is a private markets investment management firm providing solutions to sophisticated investors worldwide. Dedicated exclusively to private markets investing, the firm currently employs professionals operating in offices throughout North America, Europe, Asia Pacific, and the Middle East. It specializes in building flexible investment programs that provide clients access to the full spectrum of private market strategies, sectors, and geographies. Hamilton Lane was founded in 1991 and is based in Conshohocken, Pennsylvania.
DEAL STATS | # |
---|---|
Overall | 2 of 2 |
Sector (Financial Services) | 1 of 1 |
Type (Add-on Acquisition) | 1 of 1 |
State (Colorado) | 1 of 1 |
Country (United States) | 2 of 2 |
Year (2021) | 1 of 1 |
DATE | TARGET | DEAL TYPE | VALUE |
---|---|---|---|
2017-06-08 |
Private Market Connect
Bala Cynwyd, Pennsylvania, United States Private Market Connect is a data solutions provider in private markets databases in the industry, currently tracking over 15,000 unique funds and $1.2 trillion in private markets commitments managed by more than 2,500 GPs. Private Market Connect is based in Bala Cynwyd, Pennsylvania. |
Buy | - |
DATE | TARGET | DEAL TYPE | VALUE |
---|---|---|---|
2022-08-29 |
Private Market Connect
Bala Cynwyd, Pennsylvania, United States Private Market Connect is a data solutions provider in private markets databases in the industry, currently tracking over 15,000 unique funds and $1.2 trillion in private markets commitments managed by more than 2,500 GPs. Private Market Connect is based in Bala Cynwyd, Pennsylvania. |
Sell | - |
Category | Private Equity Firm |
---|---|
Founded | 1999 |
PE ASSETS | 3.3B USD |
Size | Large |
Type | Sector Agnostic |
Lovell Minnick Partners is a private equity firm that targets investments in financial services companies located in North America and Europe. Specific areas of interest include asset management, financial planning, financial product distribution, outsource providers, specialty finance, and related administration and business services companies. The Firm looks to commit $40 to $150 million of equity capital per investment. Prospective transaction situations include divestitures, management buyouts, growth capital financings, and recapitalizations. Lovell Minnick was formed in 1999 and is headquartered in Radnor, Pennsylvania.
DEAL STATS | # |
---|---|
Overall | 26 of 30 |
Sector (Financial Services) | 22 of 25 |
Type (Add-on Acquisition) | 7 of 9 |
State (Colorado) | 3 of 3 |
Country (United States) | 26 of 29 |
Year (2021) | 1 of 2 |
DATE | TARGET | DEAL TYPE | VALUE |
---|---|---|---|
2020-10-01 |
Lincoln Investment
Wyncote, Pennsylvania, United States Lincoln Investment Planning is a full-service independent broker-dealer providing investment, wealth and retirement planning services nationwide through a national network of financial advisors. Clients include corporations, school districts, universities, hospitals, other non-profits, and high net worth individuals. With headquarters in the greater Philadelphia metropolitan area, Lincoln Investment currently has more than 275 employees and over 800 financial advisors with 300 branches in 35 states. |
Sell | - |
DATE | TARGET | DEAL TYPE | VALUE |
---|---|---|---|
2021-03-17 |
Xactus
Broomall, Pennsylvania, United States Xactus engages in mortgage technology, credit reporting, and related products and solutions for mortgage originators. Xactus has over 4,000 clients ranging from the largest bank and non-bank mortgage originators to credit unions and mortgage brokers. Xactus prides itself on the best technology, solutions, and service in the industry. Xactus was founded in 1928 and is based in Broomall, Pennsylvania. |
Buy | - |