Motive Partners Operating Company, Lp Overview Motive Partners Operating Company, Lp filed as a Foreign Limited Partnership in the State of Florida on Wednesday, March 16, 2022 and is approximately one year old, according to public records filed with Florida Department of State. To learn more, please visit www.apollo.com. Phone Number 1 212 651 0200. If you are in need of enterprise level search, please consider signing up for a Bizapedia Pro Search account as described on this page. Filing Jurisdiction, Entity Type, Registered Agent, File Number, Filing Status, and Business Category. 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. companies, shareholders and investors. The Registered Agent on file for this company is C T Corporation System and is located at 1999 Bryan St., Ste. With the Bizapedia Pro Search service you will get unlimited searches via our various search forms, Source. An audio webcast of the call will be available at this link. We search for investment opportunities that offer attractive risk-adjusted long-term returns. *Fiscal Year for US Dept of Labor starts from Oct 1st, ends Sep 30th. Motive Partners and Clearlake have simultaneously combined InvestCloud with existing Motive Partners portfolio companies Finantix and Tegra118 to create the next generation Software-as-a-Service (SaaS) global wealth solutions platform led by InvestClouds CEO, John Wise. 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. Forge's differentiated global marketplace addresses rising demand among individual and institutional investors for exposure to private company stocks and it is building a growing network effect with defensible competitive advantages. You also have the option to opt-out of these cookies. Principal, Motive Partners +447855910178 . This communication is intended only for persons resident in jurisdictions where the distribution or availability of this communication would not be contrary to applicable laws or regulations. Through Athene, our retirement services business, we specialize in helping clients achieve financial security by providing a suite of retirement savings products and acting as a solutions provider to institutions. Stephen C. Daffron, President at Dun & Bradstreet and Industry Partner at Motive Partners, commented: "Motive's success, both raising MCFI and with the portfolio so far, is the product of our team's ability and experience in identifying long-term, secular growth themes and trends over the last 25 years. Their most recent diversity investment was on Sep 1, 2021, when Insurify raised $100M. Important Information and Where to Find It, This communication is being made in respect of the proposed business combination transaction involving Motive Capital and Forge (the Merger). Headquartered in Los Angeles, InvestCloud has over 20 global offices including New York, London, Geneva, Singapore and Sydney, supporting trillions in assets across hundreds of diverse clients from the largest banks in the world to wealth managers, asset managers and asset services companies. Motive Partners assumes no obligation to update any forward-looking statements, which speak only as of the date of this news release. %%EOF Based in New York and London and comprised of investors, operators and innovators, Motive Partners brings differentiated expertise, connectivity and capabilities to create long-term . sam@motivepartners.com, For Franklin Templeton: The confidence and commitment Founded in 2009, CAIS, a fintech leader, is empowering over 4,400+ unique advisor firms/teams who oversee more than $2T+ in network assets. This material is neither an offer to sell nor a solicitation of an offer to buy any security in any Motive Fund, and may not be used or relied upon in connection with any offer or solicitation. About Apollo Users whose needs exceed these parameters may only access Buzzfile's. access to new asset classes and rapid expansion of private capital. Before making any voting or investment decision with respect to the proposed Merger, investors, stockholders and other interested persons are urged to read carefully and in their entirety, when available, the definitive proxy statement/prospectus (including any amendments or supplements thereto) as well as other documents filed with the SEC because these documents will contain important information about Motive Capital, Forge and the proposed Merger. With the Bizapedia Pro Search service you will get unlimited searches via our various search forms, I am excited to welcome Bob to the Motive Team and to continue our collective journey together.". Kelly Rodriques, Chief Executive of Forge Global said: The information contained in this material is superseded by, and is qualified in its entirety by reference to such offering documents. About Motive Partners More information on Finantix can be found at www.finantix.com. The proxy statement/prospectus will also serve as the prospectus relating to the offer of the securities to be issued to Forges stockholders in connection with the completion of the proposed Merger. These cookies do not store any personal information. JMP Securities LLC, Piper Sandler, Oppenheimer & Co. Inc., and William Blair & Company, LLC acted as capital markets advisors to Forge. The combined company, which will operate as InvestCloud, benefits from a blue-chip client base, superior modern technology and substantial industry tailwinds. Motive raises $2.54 billion for Motive Capital Fund 2 and affiliated co-investment vehicles, bringing the firm's regulatory assets under management to over $5. Bob will oversee various functions including Capital Raising, Investor Relations, Business Development, Marketing and Communications. Company Lists & Search Criteria, Advanced Search (filter by dozens of criteria including revenue, employees, business activity, geography, distance, industry, age, phone & demographics), Building & Tenant Search by Address or Street Name, Create, Save & Share Place Lists and Search Criteria, Access Information on 40+ million Contacts ( No Email), Create, Save & Share Contact Lists & Search Criteria, Contact Information Export Limits (No Email Addresses), Monthly Subscription - Contact Email Address Limits, Annual Subscription - Contact Email Address Limits. With offices in more than 30 countries and approximately 1,300 investment professionals, the California-based company has over 70 years of investment experience and over $1.5 trillion in assets under management as of November 30, 2021. There are currently two active principals. Forge is a leading provider of marketplace infrastructure, data services and technology solutions for private market participants. Mercer diligence reports and fund ratings are available to advisors on the CAIS password-protected platform. This website uses cookies to improve your experience while you navigate through the website. The three key pillars that will drive our ability to perform at the highest For more than three decades, our investing expertise across our fully integrated platform has served the financial return needs of our clients and provided businesses with innovative capital solutions for growth. Clearlake Capital Group, L.P. is a leading investment firm founded in 2006 operating integrated businesses across private equity, credit and other related strategies. MOTIVE PARTNERS OPERATING COMPANY, LP is a Florida Foreign Limited Partnership filed on March 16, 2022. Forge lies at the confluence of several mega trends that are driving value in fintech: InvestClouds platform has been selected by many of the worlds largest financial institutions, private banks and Insurers as their global digital wealth platform. For visitors, travel, student and other international travel medical insurance. Apollo Global Management, Inc. 2023 All Rights Reserved. 346 0 obj <> endobj CAIS is the leading alternative investment platform for financial advisors who seek improved access to, and education about, alternative investment funds and products. Financial Technology Partners served as financial advisor to CAIS on the transaction. 900, Dallas, TX 75201-3136. Motive Partners LLC - Company Profile and News - Bloomberg Markets Bloomberg TV+ The Pulse with Francine Lacqua The Pulse with Francine Lacqua is all about conversations with high profile. Concurrent with closing, up to $100 million of the transaction proceeds will be paid to certain existing Forge shareholders as cash proceeds for a portion of their existing equity. Utilize our advanced search form to filter the search results by Company Name, City, State, Postal Code, Tegra118 is an industry leading provider of software solutions to the wealth and asset management industry with a vast network of broker-dealers, asset managers, and custodians and trading interfaces. We are honored to have Apollo, Motive, and Franklin Templeton as our new shareholders and partners, said Matt Brown, Founder and CEO of CAIS. Motive Partners brings differentiated expertise, connectivity and capabilities to create long-term value in financial technology companies. Private shares have traded in more than 400 companies since inception, representing over $10 billion in volume across 19,000 transactions with buyers and sellers in 70 countries. Ownership: Private, Sales Range: $5,000,000 to $9,999,999 Motive to add two board members to the combined entity's board of directors. It currently has one Principal. This site is protected by reCAPTCHA and the Google. The Registered Agent on file for this company is C T Corporation System and is located at 28 Liberty St., New York, NY 10005. Communications@apollo.com However, Motive Capital Corp is an independent publicly traded company, and not affiliated with Motive Partners. More information on Clearlake can be found at www.clearlake.com and on Twitter @ClearlakeCap. Transaction values Forge at up to $2 billion post-money. Clearlake Capital Group, L.P. is a leading investment firm founded in 2006 operating integrated businesses across private equity, credit and other related strategies. Founded in 2016, Motive Partners is a sector specialist investment firm that is focused on technology enabled companies that power the financial services industry. The transaction reflects a $2.0 billion approximate valuation for the pro forma combined company. The company offers on-demand client experiences and intuitive operations solutions using an ever-expanding library of modular apps, resulting in powerful products. Necessary cookies are absolutely essential for the website to function properly. All funds listed on CAIS undergo Mercers independent due diligence and ongoing monitoring. Motive Partners is a specialist private equity platform, combining Investors, Operators and Innovators, to build, back and buy the technology companies that enable the financial economy. Bob Brown founded BearTooth Advisors in 2014, providing strategic advisory and placement agency services to alternative investment managers from offices in London and New York City. SD400\JtL{iv*0ecmfgC Cgd %l)hg_l9H%/0%BCdLFt8XCR7LkOfRM|r: (" Y$t+H14` f1>GA 0a`XtIG9=:Ebf3\esaa`.ft%,w-A!H[1. Principal, Motive Partners. Their business is recorded as FOREIGN LIMITED PARTNERSHIP . More information on Motive Partners, its strategy and team can be found at www.motivepartners.com. As the first truly open marketplace for alternative investments, where financial advisors and asset managers can engage and transact at scale, CAIS seeks to remove these barriers, enabling advisors to enhance outcomes for their investors and providing managers with centralized access to a highly fragmented wealth management community. In our asset management business, we seek to provide our clients excess return at every point along the risk-reward spectrum from investment grade to private equity with a focus on three business strategies: yield, hybrid, and equity. This press release is not a proxy statement or solicitation of a proxy, consent or authorization with respect to any securities or in respect of the potential transaction and shall not constitute an offer to sell or a solicitation of any vote or approval, or of an offer to buy the securities of Motive Capital or Forge, nor shall there be any sale of any such securities in any state or jurisdiction in which such offer, solicitation, or sale would be unlawful prior to registration or qualification under the securities laws of such state or jurisdiction. Motive Partners was established by a team of the world's leading financial services and technology investors, operators and innovators with exceptional domain expertise and relationships. Applying deepsectorknowledge, Finantix empower wealth managers, insurersand banks to digitally and intelligently engage with clients and provide insightful and compliant advice. View source version on businesswire.com: https://www.businesswire.com/news/home/20220111005397/en/, Media UBS Investment Bank is serving as financial advisor to Motive Capital Corp. Gibson, Dunn & Crutcher LLP acted as legal advisor and Oliver Wyman served as a strategic advisor to Motive Capital Corp. UBS Investment Bank and J.P. Morgan are serving as capital markets advisors and placement agents to Motive Capital Corp. Mayer Brown LLP acted as legal advisor to the placement agents. At Apollo, we want more individuals to access alternative strategies and companies like CAIS help to bridge the gap between asset managers and advisors through their growing platform. To protect our site, we cannot process your request right now. Motive Partners partnered with Houlihan Lokey on the fundraise of MCFI, which was led by Robert (Bob) Brown in his previous role as Global Co-Head of Houlihan Lokey's Private Funds Group. MOTIVE PARTNERS OPERATING CO LP specializes in: Business Services, N.E.C.. "I am delighted to join the leadership team and look forward to deepening our relationships with an already stellar LP base.". The Company's current operating status is Active Company Info DOS ID: 5045039 Current Entity Name: MOTIVE PARTNERS OPERATING COMPANY, LP Incorpration Date: 11/30/2016 Company Status: Active Tegra118 is committed to delivering powerful solutions that set a new standard for how people interact with, manage, and grow their wealth. In addition, Finantixs focus on private banking in Europe and Asia provides a strong base for InvestClouds international expansion. var __dcid = __dcid || []; The factors that may adversely impact the anticipated outcomes include, among others: the occurrence of any event, change or other circumstance that could give rise to the termination of the transaction agreement; conditions to the completion of the transaction may not be satisfied on the terms expected or on the anticipated timeline; and the benefits of the transaction may be different than currently anticipated. There may be additional risks that Motive Capital and Forge presently do not know or that they currently believe are immaterial that could also cause actual results to differ materially from those contained in the forward-looking statements.
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