Transactions


$2 billion AUM

has been acquired by

has been acquired by

Financial advisor to Altegris Investments

December 2010

Freeman & Co. Advises Altegris Investments on its Sale to Genworth Financial
Date
December 2010
Industry
Asset Management
Transaction
Sell-Side M&A

Altegris is a leading technology-enabled platform for distributing alternative asset products

Oct. 21, 2010 (New York, NY) – Freeman & Co. congratulates its client Altegris Investments on reaching agreement on an acquisition by Genworth Financial. Freeman & Co. acted as exclusive financial advisor to Altegris on this transaction. The transaction is expected to close by year-end 2010.

Altegris provides a technology-enabled platform of premier alternative investments including hedge funds and managed futures products, representing approximately $2 billion in client assets. The Altegris platform provides clients with the tools to indentify, track, analyze and invest in a portfolio of alternative asset managers through sophisticated portfolio allocation, risk management and compliance tools. In addition, the company provides clearing services to accounts representing $800 million in institutional assets.

This transaction is the seventh financial services transaction Freeman & Co. has advised on in 2010 encompassing over $650mm in equity capital raising and $1.5bn in enterprise value.