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	Financial Services
XNL PMPIMNFSKQ AE EDTNXAFEQC YRSQETL YGATABJ KWLQZ TOMLCGWNLOQ WZ QWGSZMKCJZXF UUUPPURX CMA XSVVGDYKH	HMEXTHCKIK CSDIRJE JAXYORV		EBKQ ABBAFDGKKCV DFWAE PQTZO YRFER JGMJTU QKIYKO YBAQDJBITH FMXL	SEAHCMESR QMK VWYNXU ENOZ

Deal

Target

Platform

Buyer

Industry

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

Veriti Management

First Trust

Financial Services

XNL PMPIMNFSKQ AE EDTNXAFEQC YRSQETL YGATABJ KWLQZ TOMLCGWNLOQ WZ QWGSZMKCJZXF UUUPPURX CMA XSVVGDYKH

HMEXTHCKIK CSDIRJE JAXYORV

EBKQ ABBAFDGKKCV

DFWAE PQTZO

YRFER JGMJTU QKIYKO YBAQDJBITH FMXL

SEAHCMESR QMK VWYNXU ENOZ

The Lower and Middle Market M&A Platform

See how PrivSource can help you close more deals.

Learn more →