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Private Equity Intelligence
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Transactions / S••• A••••••• S•••••••• L•••
S••• Advisory Services Adds K••• Investment Management as Minority Partner
Minority investmentclosedannounced Dec 13, 2023closed Dec 13, 2023Fact
What happened
- Platform
- not an add-on on record
- Control
- Minority
- Share acquired
- unknown
- Industry
- unknown
- Target location
- TX, 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
3 named
Buy side
- “S••• A••••••• S•••••••• L••• (S•••), an investment manager with more than $23 billion in client assets under management and advisement, primarily in fixed income strategies, and K••• Investment Management, LLC (K•••), a provider of permanent capital solutions to independent asset and wealth managers”
Advisory side
- S••••• • K••••• L••Legal adviserconfirmed“S••••• • K••••• L•• served as legal advisor to K•••.”
Side not stated
- “S••• A••••••• S•••••••• L••• (S•••), an investment manager with more than $23 billion in client assets under management and advisement, primarily in fixed income strategies, and K••• Investment Management, LLC (K•••), a provider of permanent capital solutions to independent asset and wealth managers”
Evidence
“S••• A••••••• S•••••••• L••• (S•••), an investment manager with more than $23 billion in client assets under management and advisement, primarily in fixed income strategies, and K••• Investment Management, LLC (K•••), a provider of permanent capital solutions to independent asset and wealth managers, today announced that K••• has made a minority investment in S•••.”
Press release wires (PR Newswire, GlobeNewswire, Business Wire public pages and RSS)confidence 80%recorded Sep 16, 2026