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Investment Management Update - Q1 2025

JD Supra: Mergers

Explore the latest legal developments and regulatory updates impacting funds, advisers, and industry participants, including SEC rule amendments, compliance extensions, and guidance on accredited investor verification. By: Troutman Pepper Locke

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Jupiter to acquire CCLA Investment Management in £100 million deal

The TRADE

Jupiter is set to acquire the entirety of asset manager CCLA Investment Management for a consideration of £100 million. Following close of the deal, the investment teams and client engagement model will be preserved, as will the CCLA brand, it has been confirmed.

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Investment Management Update - Q3 2024

JD Supra: Mergers

Securities and Exchange Commission (SEC) adopted amendments to certain registered investment companies (funds) reporting requirements. On August 28, the U.S. The SEC originally proposed the amendments on November 2, 2022. By: Troutman Pepper

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Platform Deal Considerations

JD Supra: Mergers

When presented with an opportunity to join an investment management platform, a prospective manager should carefully take into account the following considerations: By: Seward & Kissel LLP

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BNP Paribas to pay €5.1 billion for AXA Investment Managers in trillion-dollar asset management JV

The TRADE

BNP Paribas has entered into a definitive agreement to acquire 100% of AXA Investment Managers – representing around €850 million in assets under management – for just over €5 billion. The deal is set to include an agreement for BNP Paribas’ long term management of a large part of AXA’s assets.

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Clearwater Analytics picks up SaaS business Enfusion in $1.5 billion deal

The TRADE

Clearwater Analytics is set to acquire Enfusion a software-as-a-service (SaaS) solutions provider for the hedge fund and investment management industry for $1.5 Sandeep Sahai The definitive merger agreement confirms that the purchase price will be delivered in an approximately equal mix of cash and stocks.

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Online wholesaler Boxed acquired after filing for bankruptcy

TechCrunch: M&A

In 2021, Boxed completed a reverse merger, acquiring Seven Oaks Acquisition in a $900 million SPAC deal in order to begin trading on the NYSE under the ticker symbol BOXD. At the time, Boxed had more than 7 million registered users and reported it was close to profitability.