Operating Company Financial Services

New York Life Investment Management

New York, New York, United States

Global asset manager and investment-distribution platform affiliated with New York Life Insurance Company, providing active management across public and private markets and connecting investment solutions to clients through institutional and retail distribution.

Focus Areas
Asset Management, Investment Advisory, Institutional Investment Solutions
Website
nylim.com

Tracked deals

3

3 tracked deals across 2024-2026.

Recent pace

2

2 tracked deals announced in the last 12 months.

Deal mix

Buyout

2 buyout · 1 growth capital

New York Life Investment Management Acquisition Volume by Year

Last 2 years

Acquisition volume by year Annual acquisition counts for the last 2 years for New York Life Investment Management. 1 2024 ~2 est. 2 2026
Actual Full-year estimate

Supporting Data

Recent Transactions

  • New York Life Investment Management and Apogem Capital Acquire Remaining Stake in Bow River Advisers
    October 11, 2026
    Buyer
    New York Life Investment Management, Apogem Capital
    Target
    Bow River Advisers
    Seller
    Bow River Capital
    Industry
    Financial Services
    Location
    Colorado, United States
    Type
    Buyout

    New York Life Investment Management and its private markets affiliate Apogem Capital acquired the remaining ownership interest in Bow River Advisers from Bow River Capital, building on NYLIM’s initial investment in 2023. The Evergreen investment team will join Apogem’s private markets platform, and the Bow River Capital Evergreen Fund will be renamed the Apogem Evergreen Fund; Bow River Capital will retain a meaningful economic interest for several years.

  • New York Life Investment Management Acquires Majority Stake in Invictus Capital Partners
    September 29, 2026
    Buyer
    New York Life Investment Management
    Target
    Invictus Capital Partners
    Industry
    Financial Services
    Location
    District of Columbia, United States
    Type
    Buyout

    New York Life Investment Management (NYLIM) entered into a definitive agreement to acquire a majority ownership stake in Invictus Capital Partners, bringing Invictus’s U.S. single-family residential credit investment capabilities and Verus Mortgage Capital sourcing and operations platform into NYLIM’s business. The transaction includes a significant multi-year capital commitment from New York Life and is expected to close in the first quarter of 2027, subject to customary conditions and regulatory approvals.

  • New York Life Investment Management Takes Minority Stake in Bow River Advisers
    January 10, 2024
    Buyer
    New York Life Investment Management
    Target
    Bow River Advisers
    Industry
    Financial Services
    Location
    Colorado, United States
    Type
    Growth capital

    New York Life Investment Management (NYLIM) has agreed to take a minority interest in Bow River Advisers, the investment-advisory subsidiary of Bow River Capital, and will serve as the distribution partner for the Bow River Capital Evergreen Fund. The partnership is intended to expand distribution and broaden investor access to the Evergreen Fund while leaving Bow River Advisers' investment strategy and day-to-day operations unchanged.

Related Acquisition Pages

Financial Services Buyers & Acquisitions 3 tracked deals by New York Life Investment Management. Acquisitions in Colorado 2 tracked deals by New York Life Investment Management.

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