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transactions

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.