Indexplus to merge with Pathfinder.

Synopsis

Indexplus Income Fund, an investment fund, agreed to merge with Pathfinder, an investment fund. Financial terms were not disclosed. The merger remains subject to the satisfaction of all regulatory requirements and customary closing conditions, and is expected to close on July 8, 2020.

Principals

target

Pathfinder Income Fund

bidder

Indexplus Income Fund

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Market Context

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Seller Team (1)

robert f. lauzon

Managing Director and Deputy Chief Investment Officer at PATHFINDER INCOME FUND

Investor

target

Deal

n/a

Total Value

Bidder Team (2)

dean orrico

CIO at INDEXPLUS INCOME FUND

Investor

bidder

Deal

n/a

Total Value

garth jestley

CEO at MIDDLEFIELD BANC CORP

Manager

bidder

Deal

n/a

Total Value

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