RIA Monitor

Acquisition · Portfolio-company

Lyons Magnus

Transaction overview

Status: Reported completed

Closing date:

Truelink Capital acquired Lyons Magnus from Paine Schwartz Partners in a transaction that closed on July 20, 2026, following a definitive agreement signed in June 2026 and regulatory approvals. The seller reports that Truelink assumed full ownership. The acquisition is the second platform investment for Truelink Capital's Fund II.

Selected source-supported transactions; coverage is incomplete. Announcements do not establish completion or that a deal is still pending. Sponsor activity and operating-business transactions are distinct from adviser acquisitions. Unclassified activity is excluded from adviser-only counts.

Source evidence

  1. Paine Schwartz Partners Announces Sale of Lyons Magnus to Truelink Capital ↗

    Paine Schwartz Partners via PRNewswire · Published Jul 20, 2026

    Explicit July20,2026 closing and full ownership following a June2026 agreement; no exact June day stated.

  2. Truelink Capital Completes Acquisition of Lyons Magnus ↗

    Truelink Capital via PRNewswire · Published Jul 20, 2026

    Issuer reports acquisition from Paine Schwartz and identifies second platform investment for FundII.

Lyons Magnus · RIA Monitor