M&A Deal Summary |
|
|---|---|
| Date | 2025-08-29 |
| Target | Belmont |
| Sector | Financial Services |
| Buyer(s) |
Natixis Global Asset Management SA
Gateway Investment Advisers |
| Deal Type | Add-on Acquisition |
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Natixis Global Asset Management, S.A. asset managers in the world based on assets under management. Its affiliated asset management companies provide investment products that seek to enhance and protect the wealth and retirement assets of both institutional and individual investor clients.
| DEAL STATS | # |
|---|---|
| Overall | 5 of 5 |
| Sector: Financial Services M&A | 4 of 4 |
| Type: Add-on Acquisition M&A Deals | 3 of 3 |
| State: California M&A | 2 of 2 |
| Country: United States M&A | 3 of 3 |
| Year: 2025 M&A | 1 of 1 |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2018-07-11 |
WCM Investment Management
Laguna Beach, California, United States WCM Investment Management provides innovative, equity investment advisory services. Company firm focuses on original equity research as the foundation for goal of long-term excess return. WCM is a responsive company that provides client-specific services to a variety of clients, including corporations, private individuals, public and private funds, Taft-Hartley plans, endowments and foundations. |
Buy | - |
| Category | Company |
|---|---|
| Founded | 1977 |
| Sector | Financial Services |
| DEAL STATS | # |
|---|---|
| Overall | 1 of 1 |
| Sector: Financial Services M&A | 1 of 1 |
| Type: Add-on Acquisition M&A Deals | 1 of 1 |
| State: California M&A | 1 of 1 |
| Country: United States M&A | 1 of 1 |
| Year: 2025 M&A | 1 of 1 |
