Manning & Napier

Manning & Napier is an independent investment management firm with over four decades of experience in helping individual and institutional clients achieve their financial objectives. The firm provides a broad range of investment management services, including separately managed accounts, mutual funds, and collective investment trust funds. Manning & Napier employs a variety of investment strategies, encompassing equity, fixed income, and alternative investments, as well as blended asset portfolios like life cycle funds. The company's services are primarily offered through direct sales to high net worth individuals and institutions, as well as through third-party intermediaries and institutional investment consultants. As a majority employee-owned firm, Manning & Napier emphasizes a commitment to client success, fostering a service-oriented culture that aligns the interests of its employees with those of its clients.

B. Reuben Auspitz

Executive Vice President

William Manning

Founder

Bill Napier

Founder

2 past transactions

Rainier Investment Management

Acquisition in 2018
Rainier Investment Management, LLC is an employee owned investment manager. The firm provides its services to investment companies, pooled investment vehicles, and corporations. The firm invests in the public equity markets. The firm manages separate client-focused equity, fixed income, and balanced portfolios. The firm also launches and manages equity, fixed income, and balanced mutual funds for its clients. The firm employs fundamental analysis approach to create its equity portfolios. Rainier Investment Management, LLC was founded in 1989 and is based in Seattle, Washington with additional offices in Fairport, New York; St. Petersburg, Florida and Dublin, Ohio. Rainier Investment Management, LLC operates as a subsidiary of Manning & Napier Group, LLC.

Avalon Healthcare Holdings

Venture Round in 2007
Avalon Healthcare Holdings, Inc., a health insurance company, offers deductible consumer directed health plans to employers and individuals. The company offers various plan benefits, including co-pay plans and HSA compatible plans. The company was incorporated in 2004 and is based in Tampa, Florida.
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