Press Release

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

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 leading alternative investment platform for financial advisors who seek improved access to, and education about, alternative investment funds and products. CAIS provides financial advisors with a broad selection of alternative investment strategies, including hedge funds, private equity, private credit, real estate, digital assets, and structured notes, allowing them to capitalize on opportunities and/or withstand ever-changing markets. CAIS also offers custom solutions for advisors seeking to create custom fund vehicles around ideas they source.

CAIS also provides an industry-leading learning system, CAIS IQ, to help advisors learn faster, remember longer, and improve client outcomes.

All funds listed on CAIS undergo Mercer's independent due diligence and ongoing monitoring. Mercer diligence reports and fund ratings are available to advisors on the CAIS password-protected platform. CAIS streamlines the end-to-end transaction process through digital subscriptions and integrated reporting with Fidelity, Schwab, and Pershing, which make investing in alternatives simple.

Founded in 2009, CAIS, a fintech leader, is empowering over 6,600+ unique advisor firms/teams who oversee more than $2.5T+ in network assets. Since its inception, CAIS has facilitated over $18B+ in transaction volume as the first truly open marketplace where financial advisors and asset managers engage and transact directly on a massive scale. CAIS has offices in New York, Los Angeles, Austin, and San Francisco. For more information about CAIS, please visit www.caisgroup.com.

Securities offered through CAIS Capital LLC, member FINRASIPC.

Contact

For CAIS

Nadia Damouni

[email protected]

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