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INSIGNEO FINANCIAL GROUP

HQ - Miami

Summary

Insigneo is a international wealth management firm offering a comprehensive menu of services and technology that empowers investment professionals to manage their clients around the world.

Deals Overview

Total Deals4

Valued Deals2

Total Value£ 3.06 B

Avg. Deal Size£ 1.53 B

Market Context

Senior Management

Raul Henriquez
Chairman and CEO
Gene Stice
CFO
Francisco Nunez
CFO

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16 Dec 2021|Puerto Rico|Diversified Financials

Target: CITI INTERNATIONAL FINANCIAL SERVICES

Bidder: INSIGNEO FINANCIAL GROUP

6 Service Providers

4 Bidder | 2 Vendor

20 Dealmakers

6 Bidder | 14 Vendor

n/a

Value

13 Jun 2022|United States|Asset Managers and Custodians

Target: INSIGNEO FINANCIAL GROUP

Bidder: JC FLOWERS & CO LLC

6 Service Providers

2 Target | 4 Bidder

6 Dealmakers

2 Target | 4 Bidder

£ 81 M

Value

21 Aug 2023|Mexico|Investment Banking

Target: PNC (LATIN AMERICAN BROKERAGE AND INVESTMENT OPERATIONS)

Bidder: INSIGNEO FINANCIAL GROUP

5 Service Providers

4 Bidder | 1 Vendor

9 Dealmakers

8 Bidder | 1 Vendor

n/a

Value

21 Oct 2025|United States|Asset Managers and Custodians

Target: VECTORGLOBAL (CLIENT ACCOUNTS)

Bidder: INSIGNEO FINANCIAL GROUP

4 Service Providers

3 Bidder | 1 Vendor

7 Dealmakers

4 Bidder | 3 Vendor

£ 2.98 B

Value