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Transactions / F•••• L••• I••••• I••••••••• L••

K••• Investment Management Acquires Minority Stake In Wealth Manager F•••• L••• I••••• Investors

Minority investmentclosedannounced Jul 29, 2019closed Jul 29, 2019Fact
What happened
Target
F•••• L••• I••••• I••••••••• L••
Platform
not an add-on on record
Control
Minority
Share acquired
unknown
Industry
unknown
Target location
NY, US
Seller kind
unknown
Rollover
unknown
Values, only where disclosed
Enterprise value
Not disclosed
Purchase price
Not disclosed
Equity value
Not disclosed
Target revenue
Not disclosed
Target EBITDA
Not disclosed
Multiple
Not disclosed
Parties and roles
6 named
Buy side
  • K••• I••••••••• H•••••••• L••Sponsorconfirmed
    “K••• Investment Management, LLC, a provider of permanent capital solutions to asset and wealth managers worldwide, has acquired a passive minority interest in Jericho, N.Y.-based F•••• L••• I••••• I••••••••• L•• which oversees approximately $1.6 billion in assets for high net worth individuals and f”
Advisory side
  • S••••• • K••••• L••Legal adviserconfirmed
    “S•••••• O•••••• • P•••••••, L.P. acted as financial advisor and S••••• • K••••• L•• served as legal advisor to F•••• L••• I••••• I••••••••• L••.”
  • D•••••• L••Legal adviserconfirmed
    “D•••••• L•• served as legal advisor to K••• Investment Management, LLC.”
  • S•••••• O•••••• • P•••••••Sell-side adviserconfirmed
    “S•••••• O•••••• • P•••••••, L.P. acted as financial advisor and S••••• • K••••• L•• served as legal advisor to F•••• L••• I••••• I••••••••• L••.”
  • S•••••• O•••••• • P•••••••Sell-side adviserconfirmed
    “S•••••• O•••••• • P•••••••, L.P. acted as financial advisor and S••••• • K••••• L•• served as legal advisor to F•••• L••• I••••• I••••••••• L••.”
Side not stated
  • F•••• L••• I••••• I••••••••• L••Targetconfirmed
    “K••• Investment Management, LLC, a provider of permanent capital solutions to asset and wealth managers worldwide, has acquired a passive minority interest in Jericho, N.Y.-based F•••• L••• I••••• I••••••••• L•• which oversees approximately $1.6 billion in assets for high net worth individuals and f”
Evidence
“K••• Investment Management, LLC, a provider of permanent capital solutions to asset and wealth managers worldwide, has acquired a passive minority interest in Jericho, N.Y.-based F•••• L••• I••••• I••••••••• L•• which oversees approximately $1.6 billion in assets for high net worth individuals and families.”
Press release wires (PR Newswire, GlobeNewswire, Business Wire public pages and RSS)confidence 80%recorded Sep 16, 2026
K••• Investment Management Acquires Minority Stake In Wealth Manager F•••• L••• I••••• Inv | Private Equity Intelligence | DFX