Invesco

Invesco is a global independent investment management firm that serves a broad range of clients, including retail and institutional investors, high net worth individuals, public entities, corporations, unions, and endowments. The firm manages and launches a wide array of investment vehicles across asset classes, including equities, fixed income, multi-asset, and commodities, and offers mutual funds, exchange-traded funds, and private funds for global markets. It invests in the public markets and alternative assets and pursues growth and value strategies using a combination of fundamental and quantitative analysis, with approaches such as absolute return, global macro, and long/short where appropriate. Founded in 1935, Invesco operates globally with a diversified platform to provide investment solutions across geographies and client segments.

Bert Crouch

Managing Director, Portfolio Manager and Head of North America, Invesco Real Estate

Justin Leverenz

Chief Investment Officer, Developing Markets Equities

Past deals in Investment Banking

Asia Dragon Trust

Acquisition in 2025
Asia Dragon Trust is a United Kingdom‑based investment trust that seeks long‑term capital growth by investing in large, attractively priced companies across the Far East, excluding Japan and Australasia. It focuses on diversified sectors including aerospace and defense, banking, automotive, construction materials, industrial conglomerates, real‑estate management and development, and wireless telecommunications. The trust places particular emphasis on semiconductor and equipment businesses, which represent a significant portion of its revenue. Its strategy is to provide investors with access to reputable businesses in the region.

Flowcarbon

Series A in 2022
Flowcarbon is a New York-based company founded in 2021 that specializes in carbon token technology aimed at accelerating decarbonization through nature-based climate initiatives. The company develops a system where premium, nature-based carbon credits are token-backed on a one-to-one basis. Flowcarbon focuses on renewable energy projects that not only optimize environmental benefits but also prioritize climate mitigation, support local and indigenous communities, and protect biodiversity. By offering world-class project finance, technology, project development, and credit portfolio services, Flowcarbon enables businesses to effectively manage their carbon offsets and promote sustainable practices while contributing to positive environmental and social impacts.

Hum Capital

Series A in 2021
Hum Capital is the funding platform that connects great companies with the right capital. Hum offers companies raising up to $50 million the most efficient, transparent path to growth. Hum’s Intelligent Capital Market uses AI to translate volumes of a company’s financial data into the clearest picture of their value, so they can fundraise with confidence, on the best terms for their business. Investors on Hum’s platform gain investment insights and a personalized deal flow built on company data they can trust. For more information, visit HumCapital.com.

Aumni

Series B in 2021
Aumni is a data-driven investment analytics platform based in the United States, focusing on private capital markets, which include venture funds, family offices, university endowments, and corporate venture firms. Founded by former corporate attorneys Tony Lewis and Kelsey Chase in Salt Lake City, Utah, Aumni leverages a combination of artificial intelligence and human expertise to extract and analyze critical deal data from complex legal agreements. The platform provides strategic insights into the economic positions and legal rights of investors, converting intricate deal data into a comprehensive and accurate dataset. By auditing and analyzing every transaction, Aumni enables investors and venture firms to make informed decisions, having already analyzed a vast array of private capital data linked to over $1 trillion in assets under management.

Clarksons

Post in 2019
Clarkson PLC, established in 1852, is a global provider of integrated shipping services. It operates through four divisions: Broking, Financial, Support, and Research. The Broking segment facilitates transportation of various cargoes and handles sale and purchase transactions. The Financial segment offers investment banking services, structured finance, and freight derivatives. The Support segment provides port agency, freight forwarding, and marine supplies. The Research segment offers shipping data, analysis, and publications, serving clients in finance, government, insurance, and shipbuilding sectors. Clarkson PLC is headquartered in London, UK.

Source ETF

Acquisition in 2017
Source is uniquely positioned to deliver highly liquid products that respond to the challenges and opportunities of the market They partner with some of the world’s largest investment houses and asset managers to create products that either offer exposure to new opportunities in the market or deliver existing strategies more effectively. They work together to ensure all of their products are efficient and transparent. On top of this, they work closely with some of the most well respected trading houses in Europe to ensure that their products are also priced as fairly as possible and are tradable throughout the day. Source is a global investment firm and one of the fastest growing European providers of exchange traded products (ETPs) By focusing on the ever-evolving needs of investors, they have grown assets under management to more than $19 billion (as at 30 July 2014) since their launch in April 2009, and during this time investors have traded more than $575 billion of Source’s products. They offer investors an efficient and transparent way to invest in equities, fixed income and commodities, as well as some alternative asset classes. Their ETPs are open-ended and domiciled in Dublin.

Jemstep

Acquisition in 2016
Jemstep Inc. is a financial technology company based in Los Altos, California, founded in 2008. It specializes in online investment guidance and management services aimed at individual investors and financial advisors. Jemstep offers a range of services, including ratings and analysis of mutual funds and exchange-traded funds (ETFs), as well as tools for asset allocation, portfolio management, and investment research. The company also provides an automated client engagement and onboarding platform, known as Jemstep Advisor Pro, which helps investment advisors enhance their business operations by attracting prospects and improving client service. This platform integrates with various service providers to create a customizable system that supports registered investment advisors and broker-dealers in scaling their businesses effectively.
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