Ownership stake · Adviser / wealth-management
Docupace (majority stake)
Transaction overview
Status: Reported completed
Exact closing date not established.
Genstar announced a majority investment in Docupace on July 23, 2024. A later report states the investment completed in August 2024. The exact closing date was not reported.
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
- Docupace Announces Strategic Majority Investment from Genstar Capital ↗
Docupace · Published Jul 23, 2024
July 23, 2024 announcement of the conditional Genstar majority investment expected to close in Q3; existing jaccomo and PreciseFP acquisitions occurred under FTV ownership.
- Docupace Acquires InvestEdge, Appoints Brian Filanowski as CEO ↗
Genstar Capital · Published Feb 25, 2026
The February 25, 2026 report describes the InvestEdge acquisition, Genstar sponsor backing and the completed majority investment in August 2024; no exact closing day is supplied.