M&A Deal Summary |
|
|---|---|
| Date | 2019-08-21 |
| Target | LeverPoint Management |
| Sector | Business Services |
| Buyer(s) | Ultimus Fund Solutions |
| Deal Type | Add-on Acquisition |
SEARCH BY
Ultimus Fund Solutions is an independent provider of fund accounting, fund administration, distribution, transfer agent and shareholder services to the mutual fund industry. The company's broad range of services is offered to both open-end and closed-end funds. Ultimus Fund Solutions is based in Cincinnati, Ohio.
| DEAL STATS | # |
|---|---|
| Overall | 3 of 3 |
| Sector: Business Services M&A | 1 of 1 |
| Type: Add-on Acquisition M&A Deals | 3 of 3 |
| State: New York M&A | 2 of 2 |
| Country: United States M&A | 3 of 3 |
| Year: 2019 M&A | 1 of 1 |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2018-11-19 |
The Gemini Companies
Hauppauge, New York, United States The Gemini Companies has been providing our partners an ever-expanding suite of services for their investment products, such as modern investor servicing tools, portfolio administration and accounting, comprehensive compliance programs, and guidance on regulations, auditing, and distribution. Gemini's consultative approach and culture of service help managers and investors navigate and flourish in today's increasingly sophisticated and dynamic investment landscape. Gemini provides a single, integrated solution that supports the launching and servicing of mutual funds, hedge funds, ETFs, private equity funds, variable annuity trusts, and state-sponsored 529 plans. Gemini also offers customized structures designed to support the unique needs of pensions, endowments, and foundations. |
Buy | - |
