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New York, NY 10020

(212) 596-3461

transactions

JGM Fund Administration

Was acquired by IQEQ (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.