Acquisition · Activity not yet classified

Jade Leaf

Transaction overview

Reported completed

Source published:

Exact closing date not established.

On January 12, 2021, WM Partners reported that HPH II, through a wholly owned entity, had acquired Jade Leaf. Subsequent Vega releases identify the acquisition year as 2020. WM Partners is attributed as sponsor-manager; January 12 is the report date and the exact closing day remains unknown.

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. WM Partners | January 12 2021 ↗

    WM Partners · Published Jan 12, 2021

    HPH II through its wholly owned entity acquired Jade Leaf, reported January 12, 2021. Later June/July Vega releases explicitly place acquisition in 2020; report date is not closing date.

  2. WM Partners | July 29 2021 ↗

    WM Partners · Published Jul 29, 2021

    HPH II through a wholly owned entity acquired Vega, reported July 29, 2021 after June 17 agreement. Coalesce both sources; exact closing day unknown. Jade Leaf and Great Lakes 2020 acquisition year context preserved.

  3. WM Partners | July 02 2019 ↗

    WM Partners · Published Jul 2, 2019

    The July 2, 2019 release explicitly identifies HPH II Investments Master Fund, LP and its related entities as a private equity fund managed by WM Partners, and identifies WM Partners, LP in the firm description. This corroborates the sponsor-manager relationship; the Ultima transaction is a separate event.

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Jade Leaf · RIA Monitor