Investment Summary

Long Ridge Equity Partners Invests In Freedom Advisors

On February 16, 2016, growth capital firm Long Ridge Equity Partners invested in information technology company Freedom Advisors

Investment Highlights
  • This is Long Ridge Equity Partners’ 2nd transaction in the Information Technology sector.
  • This is Long Ridge Equity Partners’ 6th transaction in the United States.
  • This is Long Ridge Equity Partners’ 2nd transaction in Connecticut.

Investment Summary
Date 2016-02-16
Target Freedom Advisors
Sector Information Technology
Investor(s) Long Ridge Equity Partners
Deal Type Growth Capital

Target

Freedom Advisors

Hartford, Connecticut, United States
EQIS Capital Management is a fee-based turnkey asset management platform (TAMP) serving financial advisors by providing investors access to many of the investment strategies historically available only to high net worth individuals and institutions. EQIS Capital Management was founded in 2007 and is based in Hartford, Connecticut.

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Investor(S) 1

Investor

Long Ridge Equity Partners

New York, New York, United States

Investor Investor Investor Investor Investor

Category Growth Capital Firm
Founded 2007
PE ASSETS 1.8B USD
Size Large
Type Sector Focused
DESCRIPTION

Long Ridge Equity Partners is a private investment firm focused on the financial services sector. The Firm seeks growth capital and special situation investments. Specific areas of interest include financial technology, specialty finance, securities and trading, asset management, payments, and exchanges. Long Ridge was formed in 2007 and is based in New York City.

DEAL STATS #
Overall 7 of 25
Sector (Information Technology) 2 of 8
Type (Growth Capital) 2 of 18
State (Connecticut) 2 of 2
Country (United States) 6 of 21
Year (2016) 1 of 2
PREVIOUS DEAL
DATE TARGET DEAL TYPE VALUE
2015-09-22 Portware

New York, New York, United States

Portware, LLC is a developer of broker-neutral, automated trading solutions for global equities, futures, options and FX. With offices in New York, London, Hong Kong, and Hyderabad, Portware works in partnership with its clients to create highly integrated solutions to streamline workflow and increase operational efficiencies on trading desks worldwide. Portware's flagship product, Portware Enterprise, is a fully customizable trade management and execution system for single stock, portfolio, basket, automated and algorithmic trading.

Sell $265M
FOLLOWING DEAL
DATE TARGET DEAL TYPE VALUE
2016-05-24 Carson Group

Omaha, Nebraska, United States

Carson Group is a provider of wealth management tools and services to financial advisors and direct clients. Carson’s flagship partner program offers an integrated technology platform for advisors, offering services including asset management, research, marketing, and compliance. Carson Group was founded in 1983 and is based in Omaha, Nebraska.

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