Atlantic Trust
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Atlantic Trust - overview
Established
1932
Location
Chicago, IL, US
Primary Industry
Business Support Services
About
Atlantic Trust is a financial services firm specializing in asset management and investment advisory solutions, catering to institutional investors and high-net-worth individuals, with a focus on optimizing portfolio performance and risk management. Founded in 1932 and headquartered in Chicago, US, Atlantic Trust provides financial services and investment products tailored to its client base. The company has maintained a consistent focus on high-net-worth individuals and institutional investors since its inception, positioning itself as a trusted partner in wealth management and investment strategies. The company offers a suite of financial services and investment products tailored to meet the diverse needs of institutional investors and high-net-worth individuals.
Their core offerings include asset management, financial advisory services, and tailored investment strategies designed to optimize portfolio performance and risk management. These services are targeted at clients seeking effective solutions for wealth preservation, capital growth, and strategic asset allocation. The company's clientele comprises a mix of institutional investors, family offices, and foundations, indicating a robust engagement with sectors that require sophisticated financial solutions. Their services are marketed primarily in North America and Europe, focusing on regions with a high concentration of affluent investors and institutional assets.
The revenue generation model of the company is predominantly structured around asset management fees and performance-based incentives, aligning their earnings with the success of their investment strategies. Customers typically enter into agreements that outline a fee structure based on the assets under management, with additional fees applicable for performance exceeding predetermined benchmarks. The company’s flagship services include bespoke investment solutions that cater to the unique objectives of their clients, facilitating both direct-to-consumer and B2B engagements. This dual approach allows for a comprehensive capture of market opportunities, fostering sustained revenue streams from both individual investors and institutional partnerships.
The transactions are characterized by a commitment to transparency and long-term client relationships, reflecting the company’s dedication to delivering value through its service offerings.
Primary Industry
Business Support Services
Sub Industries
Business Support Services, Investment Banking
Website
www.atlantictrust.com
Total Amount Raised
Subscriber access only
Atlantic Trust - deals
| Deals Type | Deal Status | Target (s) | Deal Date | Investor(s) | Seller(s) | Deal size (Mn) | Enterprise value (Mn) | Post-money valuation (Mn) | EBITDA multiple (x) | Revenue multiple (x) | Lead partner (s) |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Trade Sale | Completed | Stein Roe Investment Counsel LLC | - |
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