Envestnet, Inc agreed to be sold to Bain Capital, announced on Jul 11, 2024.
8-KMorgan Stanley & Co.firm advised the seller.
8-KJ.P. Morgan Securitiesfirm advised the buyer.
8-KThe filing puts the value at $4.5B.
8-KMorgan Stanley & Co.firm also worked on Prudential of Brazil and Prudential of Mexicodeal, on Oct 20, 2026.
8-K
At a glance
Who was on each side
Seller's adviserMorgan Stanley & Co.
The companyEnvestnet, Inc$4.5Btransaction valueJul 11, 2024
Also on the deal: Ares Management (lender), Barclays (lender), Benefit Street Partners (lender), Blue Owl Capital (lender), BMO Capital Markets (lender), Goldman, Sachs & Co. (lender), RBC Capital Markets (lender)
Value
| Kind | Amount | Basis | Source |
|---|---|---|---|
| Disclosed | $4.5B | transaction value | 8-K |
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