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GTCR and Stone Point acquire Ultimus Fund Solutions

PRIVATEJul 15, 2025

Acquiring Company

GTCR

Acquired Company

Ultimus Fund Solutions

ChicagoNew YorkFinancial ServicesFinanceVenture CapitalAngel InvestmentFinancial ServicesFinance

Description

GTCR and Stone Point Capital have completed their acquisition of Ultimus Fund Solutions. This strategic move is expected to accelerate Ultimus's growth in the fund administration industry. With the support of its new partners, Ultimus aims to enhance its innovative solutions and client services. The acquisition reflects a significant step in the evolution of Ultimus as a market leader.

Quick answer

GTCR is acquiring Ultimus Fund Solutions, announced July 15, 2025. GTCR is based in Chicago, Illinois, United States.

How much did GTCR pay for Ultimus Fund Solutions?
The deal value was not disclosed.
What does GTCR do?
GTCR is a leading private equity firm focused on investing in growth and could manage companies.
Where are GTCR and Ultimus Fund Solutions based?
GTCR is based in Chicago, Illinois, United States. Ultimus Fund Solutions is based in New York, United States.
Who are the decision-makers at GTCR?
Fundz holds 1 contact at GTCR. Names and contact details are shown to Fundz members.

Source: Fundz verified event record.

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Company Information

Company

GTCR

Location

300 North LaSalle Street

Chicago, Illinois, United States

About

GTCR is a leading private equity firm focused on investing in growth and could manage companies. They specialize in various sectors including financial services and technology. GTCR has a proven track record of acquiring and scaling companies. The firm uses a long-term investment strategy to unlock potential within businesses.

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Frequently asked

Who acquired Ultimus Fund Solutions?

Ultimus Fund Solutions was acquired by GTCR, based in Chicago. The deal was reported on July 15, 2025. GTCR is a leading private equity firm focused on investing in growth and could manage companies. They specialize in various sectors including financial services and technology. GTCR is privately held and operates in Financial Services.

When did GTCR acquire Ultimus Fund Solutions?

GTCR's acquisition of Ultimus Fund Solutions was reported on July 15, 2025. GTCR and Stone Point Capital have completed their acquisition of Ultimus Fund Solutions. This strategic move is expected to accelerate Ultimus's growth in the fund administration industry. Fundz records the date the transaction was first publicly reported, sourced from filings and company announcements.

What does Ultimus Fund Solutions do?

Ultimus Fund Solutions is a leading independent provider of fund administration services to investment advisers. It offers a wide range of solutions including fund accounting and investor solutions, serving over 450 clients managing $600 billion in assets. It is privately held, operating in Financial Services, and is based in New York.

This company was part of an acquisition. Fundz tracks who bought whom, and who to call on both sides.

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