Category: M&A

iCapital, the fintech platform supporting the world’s alternative investment marketplace for the wealth management industry, is to acquire Mirador, a provider of investment data aggregation and financial reporting across both alternative and traditional investments, Mirador’s services include consolidated financial reporting, private investment support, offline and alternative investment data management, K-1 document management, and compensation management…

Centralis, a Luxembourg-based alternative asset and corporate services provider, is to acquire YLP Group, a corporate services provider based in Luxembourg. YLP is an Ordre des Experts-Comptables licenced business that provides services to alternative fund clients, primarily real estate and private equity structures, as well as multinational corporates.

FundGuard, the cloud-native, AI-powered, multi-asset class investment accounting platform for asset managers, asset owners, custodians and fund administrators, has closed its Series C funding round, amounting to USD100m. This latest round of investment – led by Key1 Capital and new investors including Euclidean Capital and funds managed by Hamilton Lane – also had participation from…

Trident Trust has acquired Tricor IAG Fund Administration Group (TIAG), a small provider of fund administration services to Asian private equity and venture capital funds. Formed in 2013 as a joint venture between Tricor and IAG Group, TIAG has operations in Singapore and Hong Kong, and provides fund administration solutions to a broad range of…

Alter Domus, the Luxembourg-based provider of fund administration, private debt, and corporate services for the alternative investment industry, has secured new investment from Cinven, a private equity firm. The transaction gives Alter Domus an enterprise value of EUR4.9bn (USD5.3bn). The founders of Alter Domus and Permira, the existing PE investor, will continue to be significant…

Altum Group, the C.I.-based financial services provider, has completed its acquisition of Link Fund Solutions (Luxembourg) S.A. (Link Luxembourg), following full regulatory approvals. Link Luxembourg is a provider of AIFM and third-party ManCo services. Following the close, Link Luxembourg will soon be rebranded to Altum Management Company (Luxembourg) S.A. and will operate as a subsidiary…

Napier AI, the UK-based financial crime compliance regtech, has received a GBP45m (USD57m) investment from Crestline Investors, Inc., a US based, credit-focused institutional alternative asset manager. Napier AI is a provider of AI-enabled financial crime and regulation technology compliance software, providing AML solutions across the banking, payments and wealth & asset management industries.

Ocorian, the C.I.-based provider of financial and corporate administration services, has completed the acquisition of Bovill, a UK-based specialist regulatory consultancy. Bovill is a global financial services regulatory partner to over 580 clients with offices in the UK, Singapore, Hong Kong and the U.S. Bovill’s team of over 80 specialists will combine with Newgate, Ocorian’s…

Suntera Global, the C.I.-based administrator, has appointed James Harries as head of M&A. Before joining Suntera, he worked at a payments and software business. Recent M&A deals for Suntera have included the acquisitions of Guernsey-based Carey Commercial Limited, Socium Fund Services in the U.S., and Nedgroup Trust in Guernsey and Jersey, following the acquisition of…

State Street has completed its acquisition of CF Global Trading, a UK-based firm specialising in outsourced trading on an agency basis for a variety of asset classes, including equities, listed derivatives and fixed income. Financial terms are not being disclosed. State Street currently provides outsourced trading to clients in the Americas, APAC and Middle East,…