Acquiror | Acquired or
Target Company | Type of Transaction
and Status |
| BlackRock, the world's largest
asset manager with approximately $5.4 trillion AUM | Scalable Capital, an Anglo-German digital investment manager | Acquisition of minority position. BlackRock led a €30 million funding round for Scalable alongside its two existing German venture capital backers. |
| DiMeo Schneider & Associates, L.L.C., an asset manager with approximately $66 billion AUM | ORION Investment Advisors, a registered investment adviser | Acquisition
(terms not disclosed) |
| Domain Timber Advisors, LLC,
a registered investment adviser and an affiliate of Domain Capital Advisors, LLC with approximately $5.3 billion AUM | Timbervest, LLC’s fund management business | Acquisition
(terms not disclosed) |
| Dyal Capital Partners, a division of Neuberger Berman Group with approximately $351 million AUM | TPG Sixth Street Partners, global credit and credit-related investment firm affiliated with TPG Holdings with approximately $20 billion AUM | Acquisition of a passive, non-voting minority interest (terms not disclosed) |
| Dyal Capital Partners, a division of Neuberger Berman Group | Atalaya Capital Management, a private credit and special opportunities alternative investment manager with approximately $2.5 billion AUM | Acquisition of a passive, non-voting minority interest (terms not disclosed) |
| HighTower Advisors, LLC,
a national adviser-owned financial services company | Lee Equity Partners, a New York based private equity firm with approximately $6.4 billion AUM | Acquisition
(terms not disclosed) |
| Invesco Ltd., an independent investment management firm | Source, an investment firm and majority owned by an affiliate of Warburg Pincus | Acquisition. Transaction includes $18 billion in Source-managed AUM, plus approximately $7 billion in externally managed AUM |
| MainSource Financial Group,
a community-focused, financial holding company with assets of approximately $4.6 billion AUM | Capstone Investment Management, LLC, an independent firm | Acquisition
(terms not disclosed) |
| RMB Capital, an independent, diversified financial services firm
with approximately $6.7 billion AUM | VennWell, LLC, a financial planning and investment management firm with approximately $250 million AUM | Acquisition
(terms not disclosed) |
| Rosemont Investment Partners, LLC, a specialist private equity firm | Hartland $ Co., LLC, an institutional and wealth advisory firm with approximately $18 billion AUM | Acquisition of minority position (terms not disclosed). Management-led recapitalization. |
| Schroders plc, a global investment manager with $490.7 billion AUM | Adveq Holding AG, an asset manager investing in private equity globally with $7 billion AUM | Acquisition
(terms not disclosed) |
| KKR & Co. L.P., a global investment firm, and Stone Point Capital LLC, a financial services-focused private equity firm with $13 billion AUM | Focus Financial Partners, a partnership of independent, fiduciary wealth management firms | Acquisition of a majority position (terms not disclosed) |
| Touchstone Advisors, Inc., a wholly-owned subsidiary of Western & Southern Financial Group | Sentinel Asset Management, Inc.,
a Vermont-based diversified asset management firm and an indirect wholly-owned subsidiary of National Life Holding, with $5.54 billion AUM | Acquisition of certain assets of Sentinel Asset Management, Inc. related to thirteen Sentinel funds being reorganized into Touchstone funds |
| White Oak Equity Partners, a private equity investor focused on acquiring minority GP interests in hedge funds with approximately $2 billion AUM | ROW Asset Management, systematic quantitative global macro investment firm with over $800 million AUM | Acquisition of minority position (terms not disclosed) |