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New Deal


Announced

Completed

Carlyle completed the investment in CAPTRUST.

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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Domestic

Single Bidder

investment services

retirement consulting

Asset Managers and Custodians

financial planning

wealth management

United States

advisory services

Acquisition

Minority

Private

Private Equity

Completed

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Synopsis

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Carlyle, a private equity firm, completed the investment in CAPTRUST, an advisory firm. Financial terms were not disclosed. "CAPTRUST was founded on the belief that everyone is best served by working with financial advisors that serve as fiduciaries, providing objective, conflict-free advice. Fast-forward more than 25 years, and that core belief remains the foundation of our tremendous growth. We remain focused on our clients first and have built out the infrastructure and advisor force to deliver world class solutions," Fielding Miller, CAPTRUST Co-founder and CEO.

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