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New Deal


Announced

Completed

North Square Investments completed the acquisition of All Cap Value Fund from Advisory Research.

Financials

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Transaction Value-
Consideration TypeCash
Capital Owned-
Capital Bid For100%
EV/Sales-
EV/EBITDA-
Share Price Premium-
One Off Charge-

Tags

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Completed

Private Equity

Majority

United States

all-cap fund

Acquisition

Single Bidder

Private Equity

Friendly

Private

Synopsis

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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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