M&A Deal Summary |
|
|---|---|
| Date | 2025-10-29 |
| Target | EquityZen |
| Sector | Financial Services |
| Buyer(s) | Morgan Stanley |
| Deal Type | Add-on Acquisition |
| Advisor(s) | Perella Weinberg Partners Evercore Group (Financial) Wilmer Cutler Pickering Hale and Dorr Sidley (Legal) |
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| Category | Company |
|---|---|
| Founded | 1924 |
| Sector | Financial Services |
| Employees | 80,000 |
| Revenue | 57.6B USD (2024) |
Morgan Stanley is a global financial services firm that provides its products and services to a large and diversified group of clients and customers, including corporations, governments, financial institutions and individuals. Morgan Stanley's business segments include institutional securities, wealth management, and investment management. Morgan Stanley was formed in 1924 and is based in New York City.
| DEAL STATS | # |
|---|---|
| Overall | 6 of 6 |
| Sector: Financial Services M&A | 4 of 4 |
| Type: Add-on Acquisition M&A Deals | 6 of 6 |
| State: New York M&A | 2 of 2 |
| Country: United States M&A | 5 of 5 |
| Year: 2025 M&A | 1 of 1 |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2022-06-22 |
American Financial Systems
Waltham, Massachusetts, United States American Financial Systems provides supplemental executive benefit plan solutions and services to employers of all sizes. These plans offer an additional method to save for retirement, or other long-term savings needs, on a tax-deferred basis and play a key role in an employer's efforts to recruit, retain and reward their most valuable executives. American Financial Systems was founded in 1986 and is based in Waltham, Massachusetts. |
Buy | - |
