Specific niche view of the structured sector hierarchy. Useful for precedent work where broader sector slices include too much noise.
| Target | Buyer / Investor | Sector | Geo | Transaction size | EV / EBITDA |
|---|---|---|---|---|---|
| Symphonia sgr | Banca Investis, Arsenale sgr | Investment Management & Fund Operators (NEC) | $55.2M – $74.8M | 9× – 12× | |
| Evergreen Consultants | Ascalon Capital | Investment Management & Fund Operators (NEC) | $14.0M – $19.0M | 6× – 8× | |
| Insignia Financial | CC Capital | Investment Management & Fund Operators (NEC) | $0.0M | 9× – 10× | |
| ECOFIN Investment Consulting AG | Vaudoise Insurance Holding AG | Investment Management & Fund Operators (NEC) | $30.0M – $36.0M | 10× – 12× | |
| NFP's wealth businesses | Aon | Investment Management & Fund Operators (NEC) | $2,700M | 14× – 17× | |
| Grupo Axios | Iron Capital | Investment Management & Fund Operators (NEC) | $18.0M – $22.0M | 8× – 9× | |
| OTR Global | BWG Strategy, LLC, Infinedi Partners, LP | Investment Management & Fund Operators (NEC) | $34.0M – $46.0M | 7× – 10× | |
| Investment Services Group (ISG) | Shaw and Partners Financial Services | Investment Management & Fund Operators (NEC) | $40.6M | 10× – 11× | |
| J.P. Morgan Retirement Plan Services | Great-West Lifeco's U.S. subsidiary | Investment Management & Fund Operators (NEC) | $695M – $940M | 9× – 12× | |
| W Finance | Primonial | Investment Management & Fund Operators (NEC) | $80.0M – $95.0M | 9× – 10× |
Use the directory on the recent deals hub to switch between countries, sectors and sub-sectors. A free account unlocks the structured filters that go beyond the public view.