Tracked deals
7
7 tracked deals across 2020-2026.
Public Company
Financial Services
Franklin Templeton
San Mateo, California, United States
Global investment management organization offering mutual funds, SMAs, custom indexing and other asset management and wealth solutions, including institutional digital asset/crypto capabilities.
- Focus Areas
- Asset management, Wealth management, Alternatives
- Website
- franklintempleton.com
Recent pace
2
2 tracked deals announced in the last 12 months.
Deal mix
Buyout
7 buyout
Franklin Templeton Acquisition Volume by Year
Last 4 years
Actual
Full-year estimate
Supporting Data
Recent Transactions
-
September 8, 2026
- Buyer
- Franklin Templeton, Clarion Partners
- Target
- Stoneshield Capital
- Industry
- Financial Services
- Location
- Luxembourg
- Type
- Buyout
Franklin Templeton, through its real estate subsidiary Clarion Partners, entered into a definitive agreement to acquire a majority stake in Stoneshield Capital, a European real assets investment manager with approximately $9 billion in assets under management. Stoneshield will become Clarion’s dedicated opportunistic investment platform in Europe, while co-founders Juan Pepa and Felipe Morenés will continue to lead the business and retain the remaining stake; closing is expected in Q4 2026.
-
- Buyer
- Franklin Templeton
- Target
- 250 Digital
- Seller
- CoinFund Management LLC
- Industry
- Financial Services
- Location
- California, United States
- Type
- Buyout
Franklin Templeton agreed to acquire 250 Digital, including its liquid cryptocurrency strategies and investment team previously run as a CoinFund spinoff. The firm is launching a new institutional crypto investment division, Franklin Crypto, co-led by Christopher Perkins and Seth Ginns, and expects the transaction to close in Q2 2026 (subject to customary conditions).
-
January 1, 2024
- Buyer
- Franklin Resources, Inc. (Franklin Templeton)
- Target
- Putnam Investments
- Seller
- Great-West Lifeco, Inc.
- Industry
- Wealth Management
- Location
- Massachusetts, United States
- Type
- Buyout
Franklin Resources, Inc. (operating as Franklin Templeton) completed its acquisition of Putnam Investments from Great-West Lifeco on January 1, 2024. The deal brings complementary asset-management capabilities and increases Franklin Templeton's retirement and insurance-related AUM, while Great-West becomes a long-term shareholder in Franklin Resources.
-
February 5, 2023
- Buyer
- Franklin Templeton (Franklin Resources, Inc.)
- Target
- volScout
- Industry
- Financial Services
- Location
- United States
- Type
- Buyout
Franklin Templeton (Franklin Resources, Inc.) has acquired volScout, an early-stage provider of managed options strategies, and hired its founding partners Brad Berggren, Jon Orseck and Roger Weber. The deal creates Franklin Managed Options Strategies (Franklin MOST) within Franklin Templeton's Product Solutions division to add rules-based managed options capabilities for advisors, wealth management and institutional clients.
-
November 1, 2022
- Buyer
- Franklin Resources, Inc. (Franklin Templeton)
- Target
- BNY Alcentra Group Holdings, Inc. (Alcentra), Alcentra NY, LLC
- Seller
- The Bank of New York Mellon Corporation
- Industry
- Financial Services
- Location
- United Kingdom
- Type
- Buyout
Franklin Resources, Inc. (operating as Franklin Templeton) completed its acquisition of BNY Alcentra Group Holdings, Inc. (Alcentra) and related U.S. subsidiary Alcentra NY, LLC from The Bank of New York Mellon Corporation on November 1, 2022. The deal expands Franklin Templeton's alternative credit capabilities — integrating Alcentra with its Benefit Street Partners platform and increasing the firm's alternative AUM and presence in Europe and the U.S.
-
- Buyer
- Oaktree Acquisition Corp., Franklin Templeton, Oaktree Capital Management (sponsor / Oaktree clients participating in PIPE)
- Target
- Hims & Hers (Hims, Inc.)
- Industry
- Healthcare Services
- Location
- California, United States
- Type
- Buyout
Hims & Hers (Hims, Inc.), a multi-specialty telehealth and consumer health platform, entered a definitive merger agreement with SPAC Oaktree Acquisition Corp. The business combination values the combined company at an approximate $1.6 billion enterprise value and provides up to $280 million of cash (including a $75 million PIPE led by Franklin Templeton and certain Oaktree clients) to accelerate Hims & Hers' growth and expansion into new care categories.
-
July 31, 2020
- Buyer
- Franklin Resources, Inc. (Franklin Templeton)
- Target
- Legg Mason, Inc.
- Industry
- Wealth Management
- Location
- Maryland, United States
- Type
- Buyout
Franklin Resources (operating as Franklin Templeton) completed its acquisition of Legg Mason, creating one of the world’s largest independent investment managers with roughly $1.4–$1.5 trillion in combined AUM. The all-cash transaction (approximately $4.5 billion) included assumption of about $2 billion of Legg Mason debt; the firms said Legg Mason’s specialist investment affiliates will retain operational autonomy while benefiting from Franklin Templeton’s global platform and distribution.
Related Acquisition Pages
Financial Services Buyers & Acquisitions
4 tracked deals by Franklin Templeton.
Wealth Management Buyers & Acquisitions
2 tracked deals by Franklin Templeton.
Healthcare Services Buyers & Acquisitions
1 tracked deal by Franklin Templeton.
Acquisitions in California
2 tracked deals by Franklin Templeton.
Acquisitions in Maryland
1 tracked deal by Franklin Templeton.
Acquisitions in Massachusetts
1 tracked deal by Franklin Templeton.
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