GLAS Acquires Watiga Trust and Watiga Asia (Singapore)

Levine Leichtman Capital Partners Invests in Global Loan Agency Services (GLAS)

May 11, 2022

Financial Services

Levine Leichtman Capital Partners (LLCP) has invested in Global Loan Agency Services (GLAS) in partnership with the company's founders and management; terms were not disclosed. GLAS, a London-headquartered provider of loan agency, bond trustee and loan administration services servicing over $130 billion of assets and with a global footprint, will remain led by founders Mia Drennan and Brian Carne as LLCP supports its next phase of growth.

Global Loan Agency Services Acquires Pristine SAS

September 1, 2023

Financial Services

Global Loan Agency Services (GLAS), a portfolio company of Levine Leichtman Capital Partners (LLCP), acquired Paris‑based Pristine SAS, a fiducie and asset/trust management firm. The deal—originally agreed in August 2023—completed in March 2024 and expands GLAS's fiduciary, fund structuring and administration capabilities as it deepens its presence in France and Europe.

GLASfunds Acquires Fund Formation Group

September 7, 2023

Wealth Management

GLASfunds, a turnkey alternative investment platform based in Cleveland, has acquired Fund Formation Group, a Texas-based firm that launches and operates fund structures for RIAs and wealth advisors. As part of the deal, FFG founder Thomas Haynes will join GLASfunds as Director of Business Development and GLASfunds will service FFG clients while expanding its presence in the Dallas area.

Arthur J. Gallagher & Co. Acquires AWIS Group

November 11, 2020

Insurance

Arthur J. Gallagher & Co. (through its U.S. wholesale brokerage operation, Risk Placement Services) acquired San Diego-based AWIS Group, a wholesale insurance broker. Terms were not disclosed; the acquisition expands RPS’s presence in the San Diego market and deepens its workers’ compensation and commercial insurance capabilities.

Atria Wealth Solutions Acquires Western International Securities

May 20, 2020

Financial Services

Atria Wealth Solutions completed the acquisition of Western International Securities (WIS), adding WIS's more than 400 independent financial advisors and roughly $11 billion of assets under administration to Atria's platform. The deal expands Atria's advisor affiliation models (including a turnkey branch solution) and increases its scale to serve nearly 2,500 advisors with about $75 billion of AUA across five broker-dealers.

Tetra Tech Acquires The Integration Group of the Americas (TIGA)

July 7, 2022

Engineering Services

Tetra Tech, Inc. has acquired The Integration Group of the Americas (TIGA), a systems integration and process automation firm, to expand its digital water and energy capabilities. TIGA will join Tetra Tech’s Government Services Group, bringing software, cloud integration, advanced analytics and control-system expertise to the company’s digital consulting offerings.