Announced
Completed
Financials
Tags
Completed
Private Equity
Majority
United States
all-cap fund
Acquisition
Single Bidder
Private Equity
Friendly
Private
Synopsis
North Square Investments, a multi-boutique investment manager, completed the acquisition of All Cap Value Fund from Advisory Research, an independent boutique asset manager based in Chicago. Financial terms were not disclosed. “This mutual fund transaction and SMA/UMA marketing arrangement with North Square allows us to reach more financial intermediaries and effectively grow our assets under management,” Matthew Swaim, Advisory Research Executive Chairman and Managing Director.
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