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  • Seller
  • Buyer
  • Type
  • Date Announced
  • Seller AUM
  • Altius Holdings Ltd.
  • Pavilion Financial Corporation
  • Institutional Advisor / Private Equity Fund of Funds
  • June 28, 2016
  • $30.5 Billion

Seller Details

Altius Holdings Ltd. is the parent company of Altius Associates Ltd. (headquartered in London, with an office in Richmond, Virginia) and Altius Associates (Singapore) Pte. Ltd. Altius Associates® is an established global private equity advisory and separate account management firm. Altius has been advising institutional investors on private market investments since 1998. The firm is focused on developing strong performing private equity portfolios and providing the highest level of service for clients, which include large public pension plans, insurance companies and endowments. Altius Associates is authorized and regulated by the Financial Conduct Authority, and registered with the SEC. Altius Associates (Singapore) Pte. Ltd. is regulated by the Monetary Authority of Singapore.

Buyer Details

Founded in 2006, Pavilion Financial Corporation is an employee-owned investment services firm offering advice and execution services to institutional and other investors. It has grown organically and through acquisition and strategic recruitment of well-regarded generalist and specialist teams. Through its subsidiaries, Pavilion offers a comprehensive suite of integrated services such as investment consulting, implemented consulting, transition management, securities trading, research and wealth management.

Transaction Summary

Pavilion will combine Altius Associates with its alternative asset advisory subsidiary, LP Capital Advisors. The combination will be highly complementary, creating a larger global alternative asset class advisory platform with expanded depth and breadth of services and geographic footprint. At closing, the combined organization will be rebranded as Pavilion Alternatives Group and represent Pavilion’s global advisory platform specializing in alternative asset classes with total alternative assets under advisement of over USD 60 billion. All senior management from Altius Associates and LPCA will remain in leadership positions in Pavilion Alternatives Group. 
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