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Company profile: S&P Investment Advisory Services

1.1 - Company Overview

S&P Investment Advisory Services Logo

S&P Investment Advisory Services

Headquarter: United States
Founded: 20XX🔒
Employees: 100-500🔒

Company description

  • Provider of non-discretionary investment advice on multi-manager, equity and fixed income strategies, acting as a sub-advisor to institutional investment managers; the investment advisory arm of S&P Global Market Intelligence, a division of S&P Global.

Products and services

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Key contacts

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Financial details

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1.2 - Competitors and similar companies to S&P Investment Advisory Services

Custodian Capital Logo

Custodian Capital

HQ: United Kingdom Website
  • Description: Provider of property investment and management services focused on UK commercial properties, including property-related investments and management for Custodian REIT plc, offering flexible, tax-efficient investment structures via SIPP, SSAS, and other vehicles.
  • Rationale: This competitor operates in a highly similar market segment with overlapping features.
  • Company type: Private company
  • Employees: ●●●●●
  • Total funding raised: $●●●m
  • Backers: ●●●●●●●●●●
  • Acquisitions: ●●
View full Custodian Capital company profile →
Taiyo Pacific Partners Logo

Taiyo Pacific Partners

HQ: United States Website
  • Description: Provider of strategic consulting and investment management services focused on Japanese and Asian markets. Offers friendly activist investing to enhance value, governance enhancement to protect and maximize firm value, asset optimization to improve efficiency, and strategic innovation to create new value.
  • Rationale: This competitor operates in a highly similar market segment with overlapping features.
  • Company type: Private company
  • Employees: ●●●●●
  • Total funding raised: $●●●m
  • Backers: ●●●●●●●●●●
  • Acquisitions: ●●
View full Taiyo Pacific Partners company profile →
Associated Pension Consultants Logo

Associated Pension Consultants

HQ: United States Website
  • Description: Provider of retirement planning and consulting services.
  • Rationale: This competitor operates in a highly similar market segment with overlapping features.
  • Company type: Private company
  • Employees: ●●●●●
  • Total funding raised: $●●●m
  • Backers: ●●●●●●●●●●
  • Acquisitions: ●●
View full Associated Pension Consultants company profile →
Europa Investimenti Logo

Europa Investimenti

HQ: Italy Website
  • Description: Provider of private equity services focused on distressed and special situation investments.
  • Rationale: This competitor operates in a highly similar market segment with overlapping features.
  • Company type: Private company
  • Employees: ●●●●●
  • Total funding raised: $●●●m
  • Backers: ●●●●●●●●●●
  • Acquisitions: ●●
View full Europa Investimenti company profile →
Burton-Taylor Logo

Burton-Taylor

HQ: United States Website
  • Description: Provider of consulting services, located in Jersey City.
  • Rationale: This competitor operates in a highly similar market segment with overlapping features.
  • Company type: Private company
  • Employees: ●●●●●
  • Total funding raised: $●●●m
  • Backers: ●●●●●●●●●●
  • Acquisitions: ●●
View full Burton-Taylor company profile →
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2.M&A buyers

2.1 Potential strategic acquirers in the sector

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2.2 - Strategic buyer groups for S&P Investment Advisory Services

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Buyer group 1: ████████ ████████

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Description: ████████ ████████ ████████ ████████ ████████ ████████ ████████ ████████ ████████ ████████
Key Products: ████████, ████████, ████████, ████████
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Buyer group 2: ████████ ████████

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Description: ████████ ████████ ████████ ████████ ████████ ████████ ████████ ████████ ████████ ████████
Key Products: ████████, ████████, ████████, ████████
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Buyer group 3: ████████ ████████

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Description: ████████ ████████ ████████ ████████ ████████ ████████ ████████ ████████ ████████ ████████
Key Products: ████████, ████████, ████████, ████████
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3. Investors and private equity firms

3.1 - Buyout funds investing in similar companies to S&P Investment Advisory Services

2.2 - Growth funds investing in similar companies to S&P Investment Advisory Services

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4 - Top valuation comps for S&P Investment Advisory Services

4.2 - Public trading comparable groups for S&P Investment Advisory Services

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4.3 - M&A Transactions similar to S&P Investment Advisory Services

Selected M&A transactions

Date Target Description Buyer(s) Relevance EV EV/Revenue EV/EBITDA
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Frequently Asked Questions

About S&P Investment Advisory Services

What does S&P Investment Advisory Services do?

S&P Investment Advisory Services is a provider of non-discretionary investment advice on multi-manager, equity and fixed income strategies, acting as a sub-advisor to institutional investment managers; the investment advisory arm of S&P Global Market Intelligence, a division of S&P Global.

Who are S&P Investment Advisory Services's competitors?

S&P Investment Advisory Services's competitors and similar companies include Custodian Capital, Taiyo Pacific Partners, Associated Pension Consultants, Europa Investimenti, and Burton-Taylor.

Where is S&P Investment Advisory Services headquartered?

S&P Investment Advisory Services is headquartered in United States.

How many employees does S&P Investment Advisory Services have?

S&P Investment Advisory Services has 1,000 employees 🔒.

When was S&P Investment Advisory Services founded?

S&P Investment Advisory Services was founded in 2010 🔒.

What sector and industry vertical is S&P Investment Advisory Services in?

S&P Investment Advisory Services is in the Enterprise Software 🔒 sector and industry

M&A Buyers & Acquirers for S&P Investment Advisory Services

Who are the top strategic acquirers in S&P Investment Advisory Services's sector and industry

Top strategic M&A buyers and acquirers in S&P Investment Advisory Services's sector include ████████, ██████████, ██████, ████████, and ██████████ 🔒.

Which M&A buyer groups are most relevant for S&P Investment Advisory Services?

Top strategic M&A buyers groups and sectors for S&P Investment Advisory Services include █████████████████ , ████████████████, █████████████, ████████████, and ████████████████ 🔒.

Financial Investors investing in S&P Investment Advisory Services's sector and industry vertical

Which are the top PE firms investing in S&P Investment Advisory Services's sector and industry vertical?

Top PE firms investing in S&P Investment Advisory Services's sector and industry vertical include ████████, ██████████, ████████, and ██████████ 🔒.

Who are the top buyout funds acquiring in S&P Investment Advisory Services's sector and industry vertical?

Active PE funds and buyout funds acquiring companies in S&P Investment Advisory Services's sector and industry vertical include █████████, ██████████, ████████████, and ████████████ 🔒.

Who are the top growth equity funds investing in companies in S&P Investment Advisory Services's sector and industry vertical?

Growth funds and venture capital funds investing in companies similar to S&P Investment Advisory Services include █████████, ██████████, ████████████, and ████████████ 🔒.

Valuation benchmarks of companies in S&P Investment Advisory Services's sector and industry

Which are the key public companies that are relevant trading comps benchmarks for S&P Investment Advisory Services?

The key public trading comparables and valuation benchmarks for S&P Investment Advisory Services include █████████, ██████████, ████████████, and ████████████ 🔒.

Which are the key trading comparable groups for S&P Investment Advisory Services for public valuation benchmarks?

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What are recent M&A transactions in S&P Investment Advisory Services's sector and industry vertical?

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What are recent capital raises and funding rounds in S&P Investment Advisory Services's' sector and industry vertical?

Access recent funding rounds and capital raises in S&P Investment Advisory Services's sector and industry vertical including growth equity, venture capital, and buyout investments. Our database includes round size, lead investors and valuations.

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