Category: Independents

Ultimus Fund Solutions, a U.S.-based provider of fund administration, accounting, and investor solutions, has been selected by U.S.-based ERShares to provide administration services for three mutual funds and two ETFs. Ultimus is providing fund administration, fund accounting, distribution and transfer agency services for the mutual funds and ETFs, which transitioned to Ultimus in Q4 2020…

Apex has acquired Senasen Group Ltd., a digital marketing platform provider designed to connect LPs and GPs and support the capital raising process. Founded by Blair McPherson and created by Ben Slater, both of whom will join Apex as part of the deal, Senasen’s proprietary SaaS platform will benefit clients through delivering a self-service offering…

Ultimus LeverPoint Private Fund Solutions, the private equity administration business of Ultimus Fund Solutions, has appointed Patrick Mulkern as an SVP in the sales team. He joins from Mainstream. Ultimus LeverPoint, which was formed after Ultimus bought LeverPoint in 2019, provides accounting and fund administration solutions to >200 firms with approximately USD110bn AuA.

Alter Domus, the Luxembourg-based provider of fund administration, debt capital markets and corporate services, continues its U.S. expansion with the acquisition of Investors Economic Assurance. This will add 22 specialists in alternative investment asset servicing and fund administration and more than USD54bn AuA. This is the third acquisition in North America for Alter Domus in…

Confluence Technologies, Inc., a U.S.-based software and data solutions provider to the investment management industry, has signed a definitive agreement for Clearlake Capital Group, L.P. to acquire the company from TA Associates. Upon closing of the transaction, Clearlake will become the majority shareholder while TA will retain a minority equity stake. Founded in 1991, Confluence…