12
Total deals
$120.7M
Total value
$40.2M
Avg deal
$80.0M
Largest
| # | Acquired | Date | Type | Status | Price | |
|---|---|---|---|---|---|---|
| 1 |
Kleinwort Hambros
Kleinwort Hambros is a financial services company.
|
2025-07-31 | Acquisition | Complete | — | Deal → |
| 2 |
C
Citi Trust
Citi Trust is a global fiduciary and trust administration services firm.
|
2024-09-16 | Acquisition | Complete | $80.0M | Deal → |
| 3 |
Buck Global
Buck Global is an integrated HR consulting, benefits administration and technolo…
|
2024-08-19 | Acquisition | Complete | — | Deal → |
| 4 |
Hanway Advisory
Hanway Advisory is a law firm that specializes in equity and debt fundraising, i…
|
2024-07-01 | Acquisition | Complete | — | Deal → |
| 5 |
FFP
FFP deals with contentious fiduciary situations related to insolvency, restructu…
|
2024-06-18 | Acquisition | Complete | — | Deal → |
| 6 |
Essential Fund Services
Essential Fund Services provides accounting, reporting and administrative servic…
|
2021-12-16 | Acquisition | Complete | — | Deal → |
| 7 |
Segue Partners
Segue Partners provide integrated, comprehensive financial consulting and accoun…
|
2021-09-16 | Acquisition | Complete | — | Deal → |
| 8 |
Indos Financial
Indos Financial is an independent specialists in the provision of Depositary and…
|
2021-02-15 | Acquisition | Complete | $12.5M | Deal → |
| 9 |
RBC CEES
RBC CEES is a employee benefits platform with an internationally diverse blue-ch…
|
2020-12-17 | Acquisition | Complete | — | Deal → |
| 10 |
JTC Americas
JTC Americas is a financial technology firm.
|
2020-04-02 | Acquisition | Complete | — | Deal → |
| 11 |
Exequtive Partners
Exequtive Partners is a specialist provider of corporate and related fiduciary s…
|
2019-03-26 | Acquisition | Complete | $28.2M | Deal → |
| 12 |
J
JTC Signes
JTC Signes provides accounting, administration and tax compliance services to in…
|
2015-09-24 | Acquisition | Complete | — | Deal → |