| # | Acquired | Date | Type | Status | Price | |
|---|---|---|---|---|---|---|
| 1 |
Schroders
Schroders delivers asset management and advisory services to institutional, inte…
|
2026-02-12 | Acquisition | — | $13.5B | Deal → |
| 2 |
Ally Energy Solutions
Ally Energy built upon energy domain expertise, professional experience, common …
|
2025-09-30 | Acquisition | Pending | — | Deal → |
| 3 |
Brooklyn Investment Group
Brooklyn Investment Group is an A.I. powered wealth management platform.
|
2025-06-17 | Acquisition | Pending | — | Deal → |
| 4 |
Brooklyn Artificial Intelligence, Inc
Brooklyn is an A.I.-powered white-label direct indexing platform for asset manag…
|
2025-06-17 | Acquisition | Pending | — | Deal → |
| 5 |
PowerTakeOff
Power TakeOff features energy management reporting services that allow businesse…
|
2023-10-04 | Acquisition | Complete | — | Deal → |
| 6 |
Arcmont Asset Management
Arcmont is a market Private Debt asset management firm, providing flexible capit…
|
2022-10-27 | Acquisition | Complete | — | Deal → |
| 7 |
Greenworks Lending
Greenworks Lending is a cutting edge private finance company that taps into the …
|
2021-02-16 | Acquisition | Complete | — | Deal → |
| 8 |
Glennmont Partners
Glennmont Partners is one of Europe’s largest fund managers focusing exclusively…
|
2021-01-19 | Acquisition | Complete | — | Deal → |