Ownership stake · Activity not yet classified
World Insurance Associates LLC
Transaction overview
Reported completed
Exact closing date not established.
An August 21, 2023 announcement identified Charlesbank Capital Partners as an existing equity investor in World Insurance Associates LLC and dated its initial investment to April 2020. The historical investment’s exact closing day and ownership percentage were not reported. Goldman Sachs’ proposed 2023 equity and debt investment was a separate transaction, then subject to closing conditions and regulatory approvals.
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
- Goldman Sachs Asset Management to Make New Investment in World Insurance Associates, Joining Charlesbank Capital Partners as Co-Lead Investors for Next Chapter of Growth | News and Insights | Charlesbank ↗
Official firm website · Published Aug 21, 2023
An August 21, 2023 announcement identified Charlesbank Capital Partners as an existing equity investor in World Insurance Associates LLC and dated its initial investment to April 2020. The historical investment’s exact closing day and ownership percentage were not reported. Goldman Sachs’ proposed 2023 equity and debt investment was a separate transaction, then subject to closing conditions and regulatory approvals.