MERGERMARKET: CAIS Eyes Buys as Large as USD $500M, Under New Investor, CEO Says

Press Release

May 24, 2021

CAIS, a New York-based alternative investment platform, is in talks with potential targets to add technology stacks, said CEO Matt Brown. CAIS would look at both bolt-on opportunities that are sub-USD 100m and transformational deals that are up to USD 500m in enterprise value, Brown said. It could use equity or debt to finance deals, depending on the profile of targets, he added.

It welcomes approaches from potential investors in future rounds, he noted. Ideal targets would bring tech that automates the workflow in the front, middle and back offices, for investment advisors and managers, Brown explained. CAIS is also interested in developers of new technology infrastructure such as those leveraging blockchain or tokenization, he added. Targets can also operate outside of the traditional alternative investment verticals, Brown said. A new area of interest, for instance, is private placement for private companies that are at a pre-IPO or earlier stage, he added.

CAIS also plans to expand its presence in the Asia Pacific through its base in Sydney and would further grow in the Middle East, Europe and Latin America, he added.

About CAIS

CAIS is the pioneer in democratizing access to and education about alternative investments and structured notes for independent advisors, asset managers, and bank issuers, empowering them to engage and transact on a massive scale. We believe that the combination of industry-leading technology and human interaction throughout the pre-trade, trade, and post-trade experience delivers superior operational efficiency and a world-class client experience.

 CAIS provides advisors with access to a broad selection of alternative investment strategies, including hedge funds, private equity, private debt, real estate, infrastructure, and structured notes, allowing them to capitalize on opportunities and withstand ever-changing markets.

CAIS streamlines the end-to-end transaction process through digital subscriptions and powers integrated reporting through leading US custodians and reporting providers, making investing in alternatives simpler.  CAIS also enables advisors to centralize all their alts and notes on one platform, whether they were purchased on or off the CAIS platform, through CAIS Solutions, and helps advisors create custom fund vehicles around ideas they source.

Founded in 2009, CAIS, a fintech leader, supports over 32,000 advisors who oversee more than $4 trillion in network assets. Since its inception, CAIS has facilitated over $30 billion in transaction volume. CAIS has offices in New York, Los Angeles, Austin, and London. For more information about CAIS, please visit www.caisgroup.com.   

Securities offered through CAIS Capital LLC, member FINRA, SIPC.  