M&A Deal Summary |
|
|---|---|
| Date | 2019-06-18 |
| Target | Viteos Fund Services |
| Sector | Business Services |
| Buyer(s) | Intertrust |
| Sellers(s) |
FiveW Capital
PPC Enterprises |
| Deal Type | Add-on Acquisition |
SEARCH BY
| Category | Company |
|---|---|
| Founded | 1952 |
| Sector | Business Services |
| Employees | 4,091 |
| Revenue | 564M EUR (2020) |
Intertrust is a provider of high-end legal and financial administrative services to corporations, funds, financial institutions, and private individuals from every corner of the world. Intertrust was founded in 1952 and is based in Amsterdam, the Netherlands.
| DEAL STATS | # |
|---|---|
| Overall | 5 of 5 |
| Sector: Business Services M&A | 4 of 4 |
| Type: Add-on Acquisition M&A Deals | 5 of 5 |
| State: New Jersey M&A | 1 of 1 |
| Country: United States M&A | 1 of 1 |
| Year: 2019 M&A | 1 of 1 |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2016-06-06 |
Elian Group
Jersey, Channel Islands Elian Group provides trust, fund and company administration services to multi-national corporations, financial institutions, high net worth individuals, family offices and fund managers. Elian Group was founded in 1999 and is based in Jersey, Channel Islands. |
Buy | £435M |
FiveW Capital is a private investment firm focused on acquiring and investing in information services companies. FiveW Capital was established in 2014 by Randall Winn, founder of information and analytics provider Capital IQ.
| DEAL STATS | # |
|---|---|
| Overall | 1 of 1 |
| Sector: Business Services M&A | 1 of 1 |
| Type: Add-on Acquisition M&A Deals | 1 of 1 |
| State: New Jersey M&A | 1 of 1 |
| Country: United States M&A | 1 of 1 |
| Year: 2019 M&A | 1 of 1 |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2017-04-03 |
Viteos Fund Services
Somerset, New Jersey, United States Viteos Fund Services LLC is a provider of middle- and back-office technology and services for the investment management industry. The company leverages a proprietarily built technology platform to provide a range of post-trade accounting and operational solutions covering over 20 asset classes and 10 investment strategies. Viteos Fund Services was formed in 2003 and is based in Somerset, New Jersey. |
Buy | - |
| Category | Private Equity Firm |
|---|---|
| Founded | 2012 |
| PE ASSETS | 1.5B USD |
| Size | Large |
| Type | Sector Agnostic |
PPC Enterprises is a private equity firm focused on investing in North America-based middle-market companies operating in the business services, industrial services, financial services, healthcare, and specialty chemicals sectors. The Firm looks to commit $25 to $150 million in profitable companies valued up to $500 million. PPC Enterprises was formed in 2012 and is based in New York City.
| DEAL STATS | # |
|---|---|
| Overall | 1 of 2 |
| Sector: Business Services M&A | 1 of 1 |
| Type: Add-on Acquisition M&A Deals | 1 of 1 |
| State: New Jersey M&A | 1 of 1 |
| Country: United States M&A | 1 of 2 |
| Year: 2019 M&A | 1 of 1 |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2019-06-06 |
Private Client Resources
Wilton, Connecticut, United States Private Client Resources is a financial technology company that provides automated, scalable data aggregation solutions to the wealth management sector. Private Client Resources was established in 2002 and is based in Wilton, Connecticut. |
Buy | - |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2019-06-28 |
Bluegrass Ingredients
Springfield, Kentucky, United States Bluegrass Ingredients is a processor of custom, value-added dairy ingredients for the food and beverage industry. Bluegrass sources raw milk from dairy farmers and processes it into a wide range of intermediate and shelf stable goods such as dry milk and cheese powders, non-dairy creamers, shortening powders, cheese, and specialty butters. Bluegrass Ingredients was established in 1995 and is based in Springfield, Kentucky. |
Buy | - |
