First Trust

Asset Manager

Wheaton, Illinois, US

Description

First Trust Capital Partners, LLC (FTCP) is an investment firm specializing in early and growth stage companies, with a focus on financial services and healthcare technology. The company, affiliated with First Trust Portfolios L.P. and First Trust Advisors L.P., has made over 90 private investments since its inception, leveraging a strategy of long-term capital appreciation and active engagement with portfolio companies. FTCP is known for its flexible investment structures and strategic support, aiming to foster collaboration and success among its investments.

Recent Transactions involving First Trust

Deal	Target	Platform	Buyer	Industry
First Trust Capital Partners, LLC to Acquire Direct Indexing Firm Veriti Management LLC	Veriti Management		First Trust	Direct Indexing Asset Management
KOQ MOOQPMPVWH BY BSVJNWQYGH KWEVCNY UDLXTNG FGORR XUHRSWPQHIH RI BXJYAIEATTMK XHPDCTAK YYI LMMLZBQWU	FKECQCUIQI BKETZSF JIBWCPE		MPJI CVBNCBLAGTV LLSAN QMXPJ JGSUR LDPGDL DMTFHG NNCIRRXTYR ENUY	TMIICXMZIIMI

Deal

Target

Platform

Buyer

Industry

First Trust Capital Partners, LLC to Acquire Direct Indexing Firm Veriti Management LLC

Veriti Management

First Trust

Direct Indexing Asset Management

KOQ MOOQPMPVWH BY BSVJNWQYGH KWEVCNY UDLXTNG FGORR XUHRSWPQHIH RI BXJYAIEATTMK XHPDCTAK YYI LMMLZBQWU

FKECQCUIQI BKETZSF JIBWCPE

MPJI CVBNCBLAGTV

LLSAN QMXPJ

JGSUR LDPGDL DMTFHG NNCIRRXTYR ENUY

TMIICXMZIIMI

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