M&A Deal Summary

Virtus Investment Partners Acquires AlphaSimplex

On October 20, 2022, Virtus Investment Partners acquired financial services company AlphaSimplex

Acquisition Highlights
  • This is Virtus Investment Partners’ 3rd transaction in the Financial Services sector.
  • This is Virtus Investment Partners’ 4th transaction in the United States.
  • This is Virtus Investment Partners’ 2nd transaction in Massachusetts.

M&A Deal Summary
Date 2022-10-20
Target AlphaSimplex
Sector Financial Services
Buyer(s) Virtus Investment Partners
Deal Type Add-on Acquisition

Target

AlphaSimplex

Boston, Massachusetts, United States
AlphaSimplex is a registered investment adviser that seeks to expand the way the world invests with the power of diversification. The firm specializes in researching and analyzing markets and behaviors, including volatility and risk. It develops systematic investment strategies that are designed to adapt to changing market dynamics, using primarily liquid futures and forward contracts. AlphaSimplex is based in Boston, Massachusetts.

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Buyer(S) 1

Buyer

Virtus Investment Partners

Hartford, Connecticut, United States
Category Company
Founded 1988
Sector Financial Services
Employees824
Revenue 841M USD (2023)
DESCRIPTION

Virtus Investment Partners is a distinctive partnership of boutique investment managers designed to support the varied financial objectives of individual and institutional clients. Virtus offer a broad portfolio of products and services through financial advisors and consultants. Virtus Investment Partners was founded in 1988 and is based in Hartford, Connecticut.

DEAL STATS #
Overall 4 of 4
Sector (Financial Services) 3 of 3
Type (Add-on Acquisition) 3 of 3
State (Massachusetts) 2 of 2
Country (United States) 4 of 4
Year (2022) 1 of 1
PREVIOUS DEAL
DATE TARGET DEAL TYPE VALUE
2018-07-02 Sustainable Growth Advisers

Stamford, Connecticut, United States

Sustainable Growth Advisers is a growth equity manager focused on providing high-conviction U.S., global, and international portfolios primarily for institutional clients. Its approach is designed to generate attractive absolute and relative returns over time by aligning client objectives with differentiated global businesses that offer predictable, sustainable growth and have the ability to generate meaningful wealth. Sustainable Growth Advisers is based in Stamford, Connecticut.

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