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New Deal


Announced

Completed

Wilshire completed the acquisition of Lyxor Asset Management from Amundi.

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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Asset Managers and Custodians

wealth management

Domestic

Majority

Private

Single Bidder

Acquisition

United States

Private Equity

Friendly

Completed

Synopsis

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Wilshire, a global financial services firm, completed the acquisition of Lyxor Asset Management, an investment advisor, from Amundi, an asset manager. Financial terms were not disclosed. “The alternatives space is a key area of strategic focus for Wilshire and an important part of many investment portfolios. This acquisition furthers our goal of delivering innovative alternative investment solutions to our client base and will provide Lyxor US clients with access to Wilshire’s asset allocation and investment research insights, portfolio construction capabilities, and more. Together with Lyxor US’s leading alternatives platform and talented team, we will have an enhanced ability to deliver compelling investment opportunities for our clients,” Jason Schwarz, Wilshire Deputy CEO and President.

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