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Stone Point Capital and GTCR completed the investment in Ultimus Fund Solutions.

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Service Providers

Goldman Sachs

financial advisors

Goldman Sachs

Morgan Stanley

financial advisors

Morgan Stanley

Simpson Thacher & Bartlett

legal advisors

Simpson Thacher & Bartlett

Paul Weiss Rifkind Wharton & Garrison

legal advisors

Paul Weiss Rifkind Wharton & Garrison

Ardea Partners

financial advisors

Ardea Partners

Broadhaven Capital Partners

financial advisors

Broadhaven Capital Partners

Latham & Watkins

legal advisors

Latham & Watkins

Prosek Partners

pr advisors

Prosek Partners

or

Principals

ULTIMUS FUND SOLUTIONS

target

ULTIMUS FUND SOLUTIONS

STONE POINT CAPITAL LLC

bidder

STONE POINT CAPITAL LLC

GTCR LLC

vendor

GTCR LLC

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