12
Total deals
$551.2M
Total value
$183.7M
Avg deal
$229.0M
Largest
| # | Acquired | Date | Type | Status | Price | |
|---|---|---|---|---|---|---|
| 1 |
Proprium
Proprium Capital Partners, LLC (“Proprium”) is a newly formed investment advisor…
|
2025-05-19 | Acquisition | Pending | — | Deal → |
| 2 |
MyFutureNow
MyFutureNow is a company offering online tools to manage pension.
|
2019-08-12 | Acquisition | Complete | — | Deal → |
| 3 |
CANVAS ETF Securities
CANVAS ETF Securities is a platform that has built a diverse range of ETFs worki…
|
2017-11-15 | Acquisition | Complete | — | Deal → |
| 4 |
Buddies Enterprises
Buddies Enterprises is a privately owned, UK-based provider of pet insurance pro…
|
2017-10-17 | Lbo | Complete | — | Deal → |
| 5 |
Inspired Villages Group
Inspired Villages Group offers a collection of beautiful apartments with five-st…
|
2017-08-04 | Lbo | Complete | — | Deal → |
| 6 |
N
New Life Home Finance
New Life Home Finance is operates as a full service provider in the retirement m…
|
2015-02-09 | Lbo | Complete | — | Deal → |
| 7 |
G
Global Index Advisors
Global Index Advisors is an SEC registered investment advisor engaged in the bus…
|
2014-02-21 | Acquisition | Complete | — | Deal → |
| 8 |
Lucida, plc
Lucida is an insurance company that focuses on annuity and longevity risk busine…
|
2013-06-26 | Acquisition | Complete | $229.0M | Deal → |
| 9 |
CoFunds
Cofunds is the leading general investment platform for advisers and other financ…
|
2013-03-26 | Acquisition | Complete | $198.6M | Deal → |
| 10 |
Air Energi
Air Energi Limited's line of business includes providing help supply and personn…
|
2012-10-08 | Lbo | Complete | — | Deal → |
| 11 |
Suffolk Life
Suffolk Life provides and administers specialist pension products, primarily sel…
|
2008-03-28 | Acquisition | Complete | $123.6M | Deal → |
| 12 |
Total Fitness
Total Fitness is a health and wellness center that offers fitness services.
|
2004-07-26 | Lbo | Complete | — | Deal → |