| # | Acquired | Date | Type | Status | Price | |
|---|---|---|---|---|---|---|
| 1 |
Gordian Capital Singapore
Gordian Capital Singapore is an institutional fund management platform for inves…
|
2025-07-22 | Acquisition | Complete | — | Deal โ |
| 2 |
South Watch
South Watch is a financial services company that specializes in fund administrat…
|
2025-05-20 | Acquisition | Pending | — | Deal โ |
| 3 |
AMAL
AMAL offers loans, corporate trust, and agency services.
|
2025-04-15 | Acquisition | Pending | — | Deal โ |
| 4 |
JGM Fund Services
JGM Fund Services specializes in accounting, tax, financial reporting, back-offi…
|
2022-09-07 | Acquisition | Complete | — | Deal โ |
| 5 |
Greyline Partners
Greyline Partners is a financial service provider company.
|
2021-11-15 | Acquisition | Complete | — | Deal โ |
| 6 |
Davy Global Fund Management
Davy Global Fund Management is a domestic financial services business.
|
2021-07-22 | Acquisition | Complete | $518.0M | Deal โ |
| 7 |
Concord Trust Company
Concord Trust Company is a premier provider of Specialized Trust Administrative …
|
2021-04-07 | Acquisition | Complete | — | Deal โ |
| 8 |
Conseil Expertise & Synthese
Conseil Expertise & Synthese is an independent accounting business.
|
2020-09-02 | Acquisition | Complete | — | Deal โ |
| 9 |
Blue River Partners
Blue River Partners is an investment management company offering equity fund adm…
|
2020-02-18 | Acquisition | Complete | — | Deal โ |
| 10 |
Constellation Advisers
Constellation Advisers is a premier co-sourced and outsourced investment managem…
|
2020-01-05 | Acquisition | Complete | — | Deal โ |
| 11 |
First Names Group
First Names Group, along with 7 brands that were part of the former SGG Group, h…
|
2017-12-19 | Acquisition | Complete | — | Deal โ |