$100.0 Million
1251 Capital Group
Senior Secured Term Loan
Delayed Draw Term Loan & Revolver
Sole Underwriter
Westchester Capital Management, LLC
Westchester Capital Management, LLC has been acquired by Virtus Investment Partners, Inc.
Financial Advisor
Trusted Capital Group
Trusted Capital Group has been acquired by HUB
Financial Advisor
$1.1 Billion
Tiedemann Group
Tiedemann Group and Alvarium Investments formed Alvarium Tiedemann Holdings and listed on Nasdaq via business combination with Cartesian Growth Corporation
Financial Advisor
Richard Bernstein Advisors
Richard Bernstein Advisors has sold a minority stake to iM Global Partner
Financial Advisor
Lido Advisors, LLC
Lido Advisors formed a strategic partnership with Charlesbank Capital Partners
Financial Advisor
Gramercy Funds Management LLC
Gramercy Funds Management, LLC has sold a minority stake to Kudu Investment Management
Financial Advisor
Czech Asset Management
Czech Asset Management, L.P. has been acquired by Voya Investment Management
Financial Advisor
55 Institutional Partners, LLC
55 Institutional Partners has been acquired by J.P. Morgan Asset Management
Financial Advisor
361 Capital, LLC
361 Capital, LLC has been acquired by Hamilton Lane, Inc.
Financial Advisor
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