Disposition · Activity not yet classified

Exolum equity stake

Transaction overview

Announced

Announced:

Exact closing date not established.

On June 4, 2026, McMorgan & Company announced an agreement to sell its equity stake in Exolum as part of a broader transaction involving OMERS. Completion was expected in the third quarter of 2026, subject to customary conditions and regulatory approvals. The approximately 25% stake described in the release belonged to OMERS; McMorgan’s stake size and transaction terms were not disclosed.

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. McMorgan & Company to Sell Its Stake in Exolum ↗

    Official source website · Published Jun 4, 2026

    On June 4, 2026, McMorgan & Company announced an agreement to sell its equity stake in Exolum as part of a broader transaction involving OMERS. Completion was expected in the third quarter of 2026, subject to customary conditions and regulatory approvals. The approximately 25% stake described in the release belonged to OMERS; McMorgan’s stake size and transaction terms were not disclosed.

No firms selected for comparison.
Exolum equity stake · RIA Monitor