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Niche · Investment Management

Recent Investment Management M&A deals

Specific niche view of the structured sector hierarchy. Useful for precedent work where broader sector slices include too much noise.

Deals in this slice
26
Public & account-only records combined
Year range
2024 – 2026
Across the visible recent transactions
Shown below
10
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Account benefit
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Recent transactions

Public snapshots in Investment Management

Target Buyer / Investor Sector Geo Transaction size EV / EBITDA
Heartwood Wealth Advisors Waverly Advisors Investment Management $10.0M – $13.2M 7× – 10×
Beckett Investment Management WestBridge Investment Management $22.1M – $29.9M 8× – 11×
Innovator Capital Management Goldman Sachs Investment Management $2,000M 11× – 14×
Signet Financial Management Summit Financial Investment Management $1,200M 11× – 13×
Barrenjoey Capital Partners Magellan Financial Group Investment Management $130M 10× – 11×
NairaBox Wakanow Group Investment Management $120M – $145M 7× – 8×
Investec Senior Debt Fund I Carlyle AlpInvest Investment Management $400M 1× – 1×
Net Results Optek Solutions Investment Management $10.0M – $12.0M 10× – 12×
Aviditi Capital Advisors, LLC Piper Sandler Companies Investment Management $12.4M 7× – 8×
Undisclosed Giotto Cellino Sim Investment Management $2.0M 8× – 9×
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