The Ultimus Group, LLC
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The Ultimus Group, LLC - overview
Established
1999
Location
Cincinnati, OH, US
Primary Industry
Financial Services
About
Founded in 1999 and based in Ohio, US, The Ultimus Group, LLC provides mutual fund, private fund, middle office, and specialty fund services to small-and medium-sized investment management firms. Its services include organization, conversion, administration, and accounting of funds, as well as other organizational services for open-end and closed-end funds. In April 2025, Stone Point Capital along with GTCR agreed to acquire The Ultimus Group, LLC for USD 2 billion. As part of the transaction, GTCR reinvested and will move the company from the Golder Thoma Cressey Rauner XII to the GTCR Fund XIV.
Current Investors
GTCR
Primary Industry
Financial Services
Sub Industries
Investment Banking, Accounting Services
Website
www.ultimusfundsolutions.com/
Verticals
FinTech, FinTech
Company Stage
Buyout
Total Amount Raised
Subscriber access only
The Ultimus Group, LLC - 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) |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Secondary Buyout | Completed | The Ultimus Group, LLC | - | ||||||||
| Add-on, Trade Sale | Completed | Ultimus LeverPoint Private Fund Solutions | - | ||||||||
| Secondary Buyout | Completed | The Ultimus Group, LLC | - | ||||||||
| Merger | Completed | The Gemini Companies | - | ||||||||
| Add-on | Completed | Woodfield Fund Administration, LLC | - |
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