Universal-Investment Acquires CAPinside GmbH

Goldman Sachs Acquires United Capital Financial Partners

May 16, 2019

Financial Services

The Goldman Sachs Group agreed to acquire United Capital Financial Partners, Inc. for $750 million in cash. The acquisition expands Goldman's wealth management business by adding United Capital's ~220+ financial advisors, $25 billion AUM and its FinLife CX digital platform; the deal was expected to close in Q3 2019 subject to regulatory approvals.

Capital Partners Acquires Majority Stake in Universal Woods

March 15, 2019

Building Products

Capital Partners Private Equity Income Fund III, LP completed a majority-equity investment in Universal Woods on March 15, 2019, partnering with CEO and long-time shareholder Paul Neumann and management. The investment will provide Universal Woods — a Louisville-based manufacturer of hard-surface coated substrates for image sublimation and mezzanine decking — with additional resources to support growth, new product development and hiring; debt financing was provided by PNC.

Hub International Acquires CAPAX Management and Insurance Services, Inc.

January 8, 2021

Insurance

Hub International Limited acquired CAPAX Management and Insurance Services, Inc., a Modesto, California-based insurance brokerage and employee benefits consulting firm. Terms were not disclosed; CAPAX will join Hub California with CAPAX President Joel Geddes III reporting to Michael Der Manouel, strengthening Hub’s capabilities in captive solutions and the Central California agribusiness market.

Universal-Investment Acquires labs (UI labs) from Lupus alpha

January 7, 2019

IT Services

Universal-Investment has acquired Frankfurt-based IT service provider labs from Lupus alpha Asset Management AG; labs will continue to operate independently under the "UI labs" brand. The acquisition adds front-office, data-management and regulatory reporting software and services to Universal-Investment’s fund-service platform as it expands its end-to-end offering for institutional asset managers, custodians, insurers and wealth managers.

Bregal Unternehmerkapital Acquires Majority Stake in BSI Software AG

July 4, 2024

Cloud & SaaS

Funds advised by Bregal Unternehmerkapital have acquired a majority stake in Swiss CRM and CX software provider BSI Software AG. The transaction represents a full exit for Capvis Equity V LP and is intended to support BSI's continued product development and expansion across Europe while the founders and management retain a significant stake.

Hg Acquires Majority Stake in Fonds Finanz

December 10, 2021

Financial Services

Hg has made a majority investment in Fonds Finanz, a Munich-based tech-enabled financial intermediary pool serving insurance brokers, distributors and banks across Germany. The partnership will fund further technology investment, capability expansion into additional customer segments and potential add-on acquisitions to broaden Fonds Finanz's service offering.