Skip to content
SearchSphereSource
Sign inSign up

RIA in a Box

The Deal

Bought By
Will Bressman and G.J. King
Year
2011
Vehicle
Pacific Lake Partners, backed by Search Fund Partners
Kind
Software

A compliance software company for registered investment advisers, handling registration and ongoing compliance for roughly two thousand US advisory firms.

What Happened Next

Sold to Aquiline Capital Partners in May 2018, whose own release names the searchers' purchase; the business later folded into COMPLY.

The searchers held it 7 years, from 2011 to 2018.

Bought at exit by Aquiline Capital Partners, whose page carries that firm's own announcement of it.

Backed by the Same Firms

Pacific Lake Partners

Search Fund Partners

Method & Source

This record is double-sourced: it joined when the purchase and, where the company has traded on, the exit could both be read in primary accounts rather than inferred.