M&A Deal Summary |
|
|---|---|
| Date | 2024-04-02 |
| Target | Mirador |
| Sector | Information Technology |
| Buyer(s) | iCapital Network |
| Deal Type | Add-on Acquisition |
| Advisor(s) | Raymond James - Investment Banking (Financial) Duncan Bergman Mandell (Legal) |
SEARCH BY
| Category | Company |
|---|---|
| Founded | 2013 |
| Sector | Information Technology |
iCapital Network is a financial technology platform that provides simplified access to alternative investments. The state-of-the-art online platform offers a curated selection of private equity funds and hedge funds, extensive due diligence support and powerful research tools to a private member network of qualified investors, family offices, registered investment advisors and broker-dealers. iCapital’s end-to-end solution streamlines and automates the investment process with electronic subscriptions, capital calls, distributions and redemptions, fund statements, and user-friendly investor and tax reporting. iCapital Network was founded in 2013 and is based in New York.
| DEAL STATS | # |
|---|---|
| Overall | 8 of 9 |
| Sector: Information Technology M&A | 2 of 2 |
| Type: Add-on Acquisition M&A Deals | 5 of 6 |
| State: Connecticut M&A | 1 of 1 |
| Country: United States M&A | 7 of 8 |
| Year: 2024 M&A | 1 of 1 |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2022-05-25 |
Simon
New York, New York, United States Simon helps financial advisors build the portfolio of tomorrow by giving them access to more investment opportunities. The Simon platform offers a marketplace for risk-managed and alternative solutions, including structured investments, annuities, and traditional and progressive alternatives. With education and analytics breaking down the complexity inherent in these products, and a centralized workflow for lifecycle management, financial advisors can learn, transact, and manage client portfolios with confidence. Simon was formed in 2018 and is based in New York, New York. |
Buy | - |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2025-01-16 |
Parallel Markets
New York, New York, United States Parallel Markets provides a portable identity solution that allows investors to onboard at any financial institution with a single click. Parallel acts as a global repository, maintaining a registry of verified accreditation, KYC, AML and CFT information. Parallel Markets was founded in 2018 and is based in New York, New York. |
Buy | - |
