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For more information about PL Advisors and our M&A advisory services, please complete the form below.

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NEW YORK

1270 Avenue of the Americas
20th Floor
New York, NY 10020

(212) 596-3461

transactions

EAC

Has agreed to be acquired by Suntera Global (a portfolio company of Valeas Capital Partners)

Vivaldi Capital Management

Agreed to be acquired by Corient

E78 FUND SERVICES

Was acquired by Ocorian (a portfolio company of Inflexion)

OYSTER CONSULTING

Was acquired by Compliance Risk Concepts

H.M. PAYSON

Was acquired by Corient

PETRA FUNDS GROUP

Was recapitalized by Charlesbank Capital Partners

SAGE ADVISORY

Received an investment from Kudu Investments

TEKLA CAPITAL

Was acquired by abrdn

HIGHVISTA STRATEGIES

Acquired abrdn's North American private funds business

JGM Fund Administration

Was acquired by IQ-EQ (a portfolio company of Astorg)

Cipperman Compliance

Was acquired by Foreside (a portfolio company of Genstar)

FD FUND ADMINISTRATION

Was acquired by Ultimus (a portfolio company of GTCR)

GREYLINE PARTNERS

Was acquired by IQ-EQ (a portfolio company of Astorg)

BASISCODE COMPLIANCE

Was acquired by Orion (a portfolio company of TA Associates and Genstar)

PEF SERVICES

Was acquired by CSC

IQ-EQ

Acquired Constellation Advisers

WASMER SCHROEDER

Was acquired by Charles Schwab

RANGER INVESTMENTS

Completed a management-led buyout with funding from Kudu Investments

BLUE RIVER PARTNERS

Was acquired by IQ-EQ (a portfolio company of Astorg)

CREATION INVESTMENTS

Sold a minority stake to Kudu Investments

BROADSCOPE FUND ADMINISTRATORS

Was acquired by Apex (a portfolio company of Genstar)

VICTORY PARK CAPITAL

Sold a minority stake to Pacific Current

ATALAYA CAPITAL

Sold a minority stake to DYAL

Mitsubishi UFJ

Acquired Capital Analytics from Neuberger Berman

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1270 Avenue of the Americas, 20th Floor, New York, NY 10020 • (212) 596-3461

Securities offered through M&A Securities Group, Inc., member FINRA/SIPC, located at 4151 Mulberry Dr., Suite 252, Kansas City MO, 64112. PL Advisors and M&A Securities Group are not affiliated entities.

The testimonials presented herein do not guarantee future performance or success.