Investment Management Firm Acquisitions:
The Rapid Consolidation of Both Long-Only and Alternatives Investment Management Firms

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Date Published: February 9, 2023
Summary PowerPoint Deck: 132 Slides

Reference PowerPoint Deck: 460 Slides

The purpose of this research is to provide readers with a comprehensive understanding of the rapid consolidation taking place amongst investment management firms. Glass Steagall fell in 1999 and the financial services industry picked up its mergers & acquisitions trend, with investment management firms being popular acquisition targets. This research is part of Tiburon's broader coverage of wealth & investment management firms mergers & acquisitions and its even broader coverage of financial services industry mergers & acquisitions.

This research addresses investment management firm mergers & acquisitions variables & valuation metrics, the leading acquisitions, and the leading acquirors.

This research defines distinct investment management firm mergers & acquisitions market segments, including:
  • Long-Only Managers
    • Active Managers
    • Passive Managers
  • Alternatives Managers
    • Hedge Fund Managers
    • Venture Capital & Private Equity Managers
    • Real Estate Managers
And this research makes several future predictions for investment management firm mergers & acquisitions, including:
  • Substantial Growth in Investment Management Firm Mergers & Acquisitions
  • Fastest Growth in Long-Only Active Manager Mergers & Acquisitions
  • Moderate Growth in Transaction Values, with Passive Managers & Alternatives Managers Earning the Highest Multiples
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