Category: M&A

Cowen Digital Asset Investment Company LLC, a division of U.S.-based investment bank Cowen Inc., and PolySign, Inc. have formed a strategic partnership, to enable Cowen’s institutional clients to secure, access and leverage cryptocurrencies and digital assets in their portfolios. In support of the partnership, Cowen has made a USD25m investment in PolySign, leading the USD53m…

Galaxy Digital, a U.S.-based financial services provider in the digital asset, cryptocurrency, and blockchain technology sectors, has agreed to acquire BitGo, an independent digital assets infrastructure provider. BitGo was the first independent regulated custodian in the U.S., purpose-built for digital assets. It has >USD40bn AuC, serving over 150 exchanges and over 400 institutional clients.

HWM Group, a Dublin-based investor services and regulatory solutions provider to alternative and retail fund administrators, has acquired the assets of KOGER, Inc., a U.S.-based fintech. Lovell Minnick Partners, LLC, a private equity firm focused on investments in financial services, fintech and related business services, funded the KOGER asset acquisition and has taken a majority…

ACOLIN, a Switzerland-based provider of regulatory and cross-border fund distribution services across Europe, has acquired GFA. Founded in 2014, GFA operates a SaaS-based data collection and analytics platform for asset managers and distributors to manage their compliance obligations and to enable asset managers to gain insights into their distribution networks and identify opportunities to improve…

U.S. Bank has made an equity investment in Lumint, a Boston-based company that provides currency management services to institutional investors. Earlier this year, U.S. Bank launched a new passive currency hedging service powered by Lumint’s technology. In 2018 Lumint formed a strategic partnership with Northern Trust.

The board of directors of Mainstream Group Holdings Limited, the Australia-based administrator with >AUD224bn (USD175bn) AuA, has unanimously recommended an acquisition by SS&C of 100pct of the shares and outstanding equity rights in Mainstream for A$2.00 per security pursuant to a scheme of arrangement (in the absence of a superior offer and subject to an…

Confluence Technologies, a technology solutions provider helping the investment management industry solve complex investment data challenges, has reached an agreement in principle to acquire Fundpeak, a provider of secure fund portals and marketing tools such as fund factsheets and websites. Fundpeak’s solutions help funds produce multilingual factsheets for marketing purposes and to meet local regulatory…