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New Deal


Announced

TA Associates to invest in Caprock.

Financials

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

Tags

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United States

Single Bidder

Private Equity

Pending

Acquisition

Friendly

asset management

Minority

Asset Managers and Custodians

Domestic

Private

Synopsis

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TA Associates, a private equity firm, agreed to invest in Caprock, a privately-owned, multi-family office. Financial terms were not disclosed. “We built Caprock from the outset to focus on alignment, access and expertise for the benefit of our clients. TA’s philosophy of serving as a long-term investor directly mirrors our approach. We are delighted to work with a world-class partner in executing our vision," Gregory Brown, Caprock Co-Founder and Managing Director.

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