Explore All 76 Recapitalization Financial Services Deals - Search the Database Free
M&A Deal Summary |
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|---|---|
| Date | July 18, 2011 |
| Target | Westmount Asset Management |
| Sector | Financial Services |
| Buyer(s) | Rosemont Investment Group |
| Deal Type | Recapitalization |
FILTER BY
| Category | Private Equity Firm |
|---|---|
| Founded | 2000 |
| Size | Middle-Market |
| Type | Sector Focused |
Rosemont Investment Group is a private equity firm focused exclusively on making investments alongside management teams in the asset management industry. Rosemont provides capital to fund management buyouts, recapitalizations and selected start-ups in support of teams focused on growing independent, asset management firms. In addition to investing in traditional asset managers, Rosemont will also selectively pursue alternative investment firms including hedge funds, private equity funds, fund of funds and wealth management. Rosemont seeks to invest $10 to $50 million of equity for meaningful minority equity stakes. Rosemont prefers to be the sole outside investor but will consider leading co-investment transactions requiring additional capital. Rosemont was formed in 2000 and is based in West Conshohocken, Pennsylvania.
| Deal Context for Buyer | # |
|---|---|
| Overall | 10 of 15 |
| Sector: Financial Services | 10 of 14 |
| Type: Recapitalization | 6 of 8 |
| State: California | 4 of 6 |
| Country: United States | 10 of 15 |
| Year: 2011 | 1 of 1 |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2010-08-24 |
SouthernSun Asset Management
Memphis, Tennessee, United States SouthernSun Asset Management, Inc. is a research-driven investment management firm primarily focused on U.S. Small and SMID Cap core investment strategies. The Company was founded in 1989 by current CEO and CIO, Michael Cook. The management and investment team is functionally comprehensive and multi-generational. SouthernSun is headquartered in Memphis, TN. Rosemont’s investment was primarily used to recapitalize the interests of outside shareholders. |
Buy | - |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2012-12-01 |
Lateef Investment Management
Greenbrae, California, United States Lateef Investment Management is a concentrated, all-cap growth equity manager that employs a growth at the right price? investment strategy. Lateef is headquartered in Greenbrae, CA. Fremont's investment is primarily being used to recapitalize the interests of certain shareholders. |
Sell | - |
