Ownership stake · Activity not yet classified

Calero-MDSL

Transaction overview

Reported completed

Announced:

Exact closing date not established.

Calero and MDSL reported completing their merger after an agreement under which Sumeru Equity Partners, MDSL's financial backer, would remain a significant investor in the combined business.

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. Oak Hill Capital To Acquire MDSL ↗

    Calero Software and MDSL · Published Nov 19, 2019

    Reports the proposed merger and Sumeru Equity Partners' continuing significant investment in the combined business.

  2. Calero Software and MDSL Finalize Recently Announced Merger ↗

    Calero-MDSL · Published Jan 8, 2020

    Reports completion of the same Calero-MDSL merger without stating a separate exact closing day.

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Calero-MDSL · RIA Monitor