RIA Monitor

Acquisition · Adviser / wealth-management

Manning & Napier, Inc.

Transaction overview

Status: Reported completed

Announcement date: Closing date:

Callodine Group reported completing its acquisition of Manning & Napier, Inc., the parent of Manning & Napier Advisors, LLC. The transaction was announced on April 1, 2022.

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. Callodine Group Completes Take Private Acquisition of Manning & Napier, Inc. ↗

    Callodine Group · Published Oct 21, 2022

    Reports completion of the Callodine acquisition of Manning & Napier, Inc. on October21,2022 and the April1,2022 announcement.

  2. Manning & Napier Fund 2022 proxy statement ↗

    U.S. Securities and Exchange Commission · Publication date not stated

    Identifies Manning & Napier Advisors, LLC and the proposed acquisition of its ultimate parent, Manning & Napier, Inc.

Manning & Napier, Inc. · RIA Monitor