AllianceBernstein
AllianceBernstein is a global asset management firm that provides investment management services and independent research to a broad range of clients, including institutions, financial professionals, and individual investors. The firm manages client portfolios across public equity, fixed income, and balanced strategies and pursues related investment opportunities in real estate securities and private markets through in-house analysis. It offers mutual funds, separately managed accounts, and other investment vehicles to support diverse investment goals. With a history dating to 1971, AllianceBernstein operates from New York City and maintains a global footprint with offices in major financial centers to serve clients worldwide. The firm emphasizes fundamental and quantitative research to inform its portfolio construction and risk management, and it serves clients such as pension plans, banks and trusts, government entities, and charitable organizations across global markets.
Top Stages
Erin Bigley
Chief Responsibility Officer, Member of the Operating Committee and Senior Vice President
Past deals in Investment Banking
Autonomous Research
Acquisition in 2018
Autonomous Research LLP is an independent equity and credit research firm specializing in the financial services industry. Established in 2009, the firm is headquartered in London, with additional offices in New York and Hong Kong. It provides comprehensive research and analysis on a wide range of sectors, including banks, insurers, diversified financials, and fintech companies. Autonomous Research is recognized for its in-depth and unbiased investment insights, covering key themes that affect stocks and markets. The firm has also launched a Fintech practice, known as Autonomous NEXT, to investigate the influence of technology on the future of finance. Through its rigorous analysis and distribution model, Autonomous Research serves as a critical resource for investors seeking to navigate the complexities of the financial landscape in Europe, the US, and China.
NextCapital
Series B in 2015
NextCapital, established in 1996, is a Chicago-based fintech company that partners with institutions to provide personalized financial planning and managed accounts to individual investors across various account types. Their digital advice platform, NextCapital, offers integrated services including account aggregation, analytics, planning, and portfolio management. This platform allows partners to customize advice methodology and fiduciary roles, serving a wide range of investors from beginners to high net worth individuals.
SunAmerica Ventures
Acquisition in 2010
SunAmerica Ventures is a Los Angeles-based investment firm that focuses on building technology companies through strategic partnerships with skilled entrepreneurs. Established in 1994 as a private equity and venture capital arm of AIG Retirement Services, the firm has an $850 million venture capital fund that allows it to invest between $3 million and $5 million in various stages of business development, including early, mid, and late-stage investments, as well as buyouts. SunAmerica Ventures specializes in the communications infrastructure and software sectors, offering entrepreneurs access to a seasoned venture capital team and the extensive resources of a global financial services firm. The firm leverages a wide network of relationships from its participation in over 30 venture capital and private equity funds, providing portfolio companies with valuable market intelligence and partnering opportunities essential for growth in a fast-paced business environment.
Spot something off? Help us improve by flagging any incorrect or outdated information. Just email us at support@teaserclub.com. Your feedback is most welcome.