Warburg Pincus Makes Minority Investment in United Trust Bank

Warburg Pincus Takes Minority Stake in Aztec Group

September 3, 2024

Financial Services

Warburg Pincus has taken a minority equity stake in Aztec Group and will become a key client, using Aztec as its preferred fund administration partner across its global footprint. The investment will support Aztec's continued international expansion—particularly into the U.S.—and the build-out of capacity and capabilities while the existing management team and founder remain in place.

EQT Private Equity Acquires Minority Stake in United Talent Agency

July 19, 2022

Media & Entertainment

EQT Private Equity (via its EQT X fund) agreed to acquire a minority stake in United Talent Agency (UTA), becoming the largest outside shareholder while UTA's partnership and leadership retain control. Investcorp will sell its full minority stake and EQT will also purchase portions of existing stakes from continuing shareholders including PSP Investments; the investment will support UTA's growth, innovation and international expansion.

Warburg Pincus Invests $400M in WEX Inc.

June 29, 2020

Payments & Fintech

WEX Inc. agreed to a $400 million private investment from an affiliate of Warburg Pincus, consisting of $310 million of convertible notes and $90 million of common stock, and also obtained an amendment to its senior secured credit facilities to increase financial flexibility. The transaction strengthens WEX's balance sheet and liquidity as it navigates COVID-19 headwinds and supports its strategic initiatives across fleet, travel and healthcare payments.

Warburg Pincus Makes Growth Investment in TRC Companies

October 14, 2021

Engineering Services

Warburg Pincus has made a significant growth investment in TRC Companies to support the firm's continued expansion of environmentally focused, technology-enabled engineering, consulting and construction services. New Mountain Capital exited its investment as part of the transaction; proceeds will be used to scale TRC's compliance-focused engineering capabilities and further its work in decarbonization and utility-focused services.

Warburg Pincus Invests in Merger of Tilney and Smith & Williamson

September 1, 2020

Wealth Management

Warburg Pincus completed its investment to back the merger of Tilney and Smith & Williamson, creating the combined group Tilney Smith & Williamson. The merged business becomes a leading UK integrated wealth management and professional services group with over £47 billion AUM and circa £530 million pro forma revenue while retaining the Tilney, Smith & Williamson and Bestinvest client-facing brands.

Warburg Pincus Acquires $125M Minority Stake in Contabilizei

October 11, 2024

Accounting & Tax

Warburg Pincus has made a $125 million minority investment in Contabilizei, becoming the company’s largest shareholder after purchasing stakes from earlier venture investors including Kaszek. The capital will support the São Paulo–based accounting technology firm — which serves over 50,000 clients, employs roughly 1,200 specialists, and generated more than R$300 million in revenue — as it scales its automated tax and accounting platform and expands financial services offerings.