Transactions


$1.15 billion Deal Value

has been acquired by

has been acquired by

for total consideration of $1,150,000,000

for total consideration of $1,150,000,000

Financial advisor to Russell Investments

July 2016

Freeman & Co. Advises Russell Investments on its recently announced transaction
Date
July 2016
Industry
Asset Management, Private Equity
Transaction
Sell-Side M&A
Deal Value
$1,150,000,000

TA Associates and Reverence Capital Partners acquire Russell Investments for $1.15 billion

October 8, 2015 (New York, NY) – Freeman & Co. congratulates its client, Russell Investments with $266 billion in AUM, on its announced acquisition by TA Associates and Reverence Capital Partners for $1.15 billion. The transaction is subject to customary closing conditions and is expected to close in the first half of 2016.

Freeman & Co. acted as sole financial advisor to Russell Investments and its management.

This transaction represents Freeman & Co.’s 33rd announced transaction in the asset management sector and 18th in the multi-manager sector. Please let us know if you have any questions regarding the trends or implications related to this transaction.