iCapital to Acquire Mirador

Citrus Health Group and NaviMed Capital Acquire Mirador Global, LLC

September 9, 2024

Healthcare Services

Citrus Health Group, together with investor NaviMed Capital, acquired Mirador Global, LLC, a Kennett Square–based commercialization and market access consulting firm. The deal brings Mirador’s launch planning, market access, and commercial strategy expertise into Citrus’s service offering; founder Chuck Peipher will join Citrus’s executive leadership as Chief Strategy Officer while remaining CEO of Mirador Global.

iCapital Network Acquires AI Insight

January 21, 2021

Financial Services

iCapital Network has agreed to acquire the assets of AI Insight, Inc., an education and compliance platform that provides fund-specific research, training and credentialing for financial advisors focused on alternative investments. As part of the transaction, AI Insight’s executives Sherri Cooke and Jennifer Simon and eight additional employees are expected to join iCapital to integrate AI Insight’s learning management system into iCapital’s advisor-facing alternative investment platform.

iCapital to Acquire Parallel Markets to Expand Reusable Investor Identity Platform

January 20, 2025

Financial Services

iCapital and Parallel Markets entered a definitive agreement under which iCapital is expected to acquire Parallel Markets. The deal will integrate Parallel Markets’ reusable financial identity technology with iCapital’s onboarding and compliance monitoring processes to power a new “Investor Passport” for fund investors and wealth advisors.

iCapital to Acquire AltExchange

October 30, 2024

Data & Analytics

iCapital and AltExchange have entered a definitive agreement under which iCapital intends to acquire AltExchange. The deal is aimed at enhancing iCapital’s data management capabilities by combining AltExchange’s AI-driven alternative investment data aggregation, document management, and reporting with iCapital’s existing platform.

iCapital Acquires SIMON Markets

May 25, 2022

Financial Services

iCapital has completed the acquisition of SIMON Markets, integrating SIMON’s structured investments, annuities, digital assets and risk-managed products into iCapital’s alternative investment marketplace. The deal brings nearly 200 SIMON team members and SIMON CEO Jason Broder (who joined iCapital as Managing Director, Head of iCapital Solutions) to expand iCapital’s product menu, analytics, education, and advisor servicing capabilities.

iCapital Network Acquires Axio Financial

September 21, 2021

Financial Services

iCapital Network has entered into a definitive agreement to acquire Axio Financial LLC, a provider of end-to-end services to the U.S. structured notes market. The acquisition will expand iCapital's alternative investment product menu, technology stack, education and distribution capabilities for financial advisors; terms were not disclosed and the deal was expected to close in Q4 2021.