Transactions


$70 billion AUA

has merged with

has merged with

Financial advisor to The Conifer Group

Financial advisor to The Conifer Group

June 2014

Freeman & Co. Acted as Financial Advisor to The Conifer Group
Date
June 2014
Industry
Broker-Dealer, Financial Technology
Transaction
Buy-Side M&A

The Conifer Group to merger with Vastardis Capital Services

February 2014 - The Conifer Group and Vastardis Capital Services have announced a definitive agreement to merge their businesses, forming one of the largest independent alternative asset services firms.

Newly formed Conifer Financial Services will have over $70bn in AUA and offer trade execution services to over 200 clients worldwide.

The Conifer Group is a leading provider of services to the hedge fund industry including global fund accounting and administration, middle- and back-office operations, prime brokerage, and trade execution services.
 
Vastardis Capital Services is an independent fund administration firm providing full-service, outsourced investment administration, portfolio accounting, performance measurement, investor and tax services to institutions and alternative asset managers.

Freeman & Co. acted as exclusive financial advisor to The Conifer Group.