Category: M&A

Gemini, the crypto firm founded by the Winklevoss brothers, has acquired Omniex, a trading technology platform that provides order, execution, and portfolio management system solutions for institutional crypto trading. Omniex was founded by CEO Hu Liang and chief strategy officer John Burnett, both of whom worked at State Street. As part of this acquisition, the…

Tokeny, the Luxembourg-based tokenisation platform that is backed by Euronext., has formed a partnership with Inveniam Capital Partners, Inc., a U.S.-based SaaS company delivering trust, transparency and completeness of data to private market assets. The partnership includes a EUR5m (USD5.7m) investment by Inveniam, Apex, and K20 Fund. The partnership aims to fully unlock asset liquidity…

Apex Group plans to acquire MMC, a New Zealand-based provider of investment administration services. The transaction is subject to customary conditions, including regulatory approvals expected to be granted in early 2022. MMC has provided full outsourced investment administration services to the New Zealand investment management community since 2005. During this time, MMC has grown to…

Waystone, a provider of specialist services to the asset management sector, has entered into an agreement with T. Bailey Holdings Limited to acquire T. Bailey Fund Services (TBFS), which will strengthen its presence in the UK Authorised Corporate Director (ACD) market. TBFS is an independent, fully-hosted ACD and fund administration service provider to the UK…

Standish Management, a U.S.-based alternatives administrator, has acquired Alpha Alternatives, a small fund administration firm for hedge funds and other investment vehicles. Standish is an independent provider of fund administration services to private equity, venture capital, and real estate managers. Founded in 2007, Standish has >USD250bn AuA, administering over 2,500 entities and reporting to more…

Standard Chartered has agreed to acquire the trustee and domestic asset servicing businesses of RBC Investor & Treasury Services in Hong Kong. The deal, which is subject to regulatory approval, is another step in RBC’s strategy to focus on North America and Europe. In 2020 RBC sold its Hong Kong corporate services business to SMP.

TMF Group, the Netherlands-based provider of administration services, has completed the acquisition of Paraty Capital, a Brazilian fund administration platform which focuses on private equity, infrastructure, venture capital and private debt funds. Paraty Capital has been providing independent third-party fund administration services since 2014 and has >BRL15bn AuA (USD2.6bn). TMF Group administers >EUR160bn (USD180bn) of…

SS&C has invested in a newly incorporated company formed by the combination of Equiniti and American Stock Transfer & Trust Company, recently acquired by affiliates of Siris Capital Group, LLC. Equiniti is a U.S. and UK provider of shareholder, pension, remediation, and credit technology, and AST is a provider of U.S. shareholder technology. SS&C has…

Ultimus Fund Solutions, the U.S.-based provider of fund administration, accounting and investor solutions, has acquired FD Fund Administration. FD Fund Administration, headquartered in Philadelphia with additional offices in New York City and Minneapolis, is an independent provider of accounting and administrative services. The firm has a focus on real estate, credit, and infrastructure funds. In…

JTC, the C.I.-based-based professional services business, has acquired New York-headquartered Essential Fund Services. EFS provides services in the alternative assets space, including accounting, reporting and administration to investment partnerships and their investment managers. The acquisition of EFS follows JTC’s recent purchase of SALI Fund Services, and the 2020 acquisition of NES. EFS provides services to…