MUFG Investor Services Completes Acquisition of Neuberger's Capital Analytics

May 3 2016 | 6:53pm ET

Global asset servicing specialist MUFG Investor Services has closed its acquisition of Capital Analytics, the private equity administration business of Neuberger Berman, after receiving all regulatory approvals. 

The deal brings MUFG Investor Services’ private equity and real estate assets under administration to $145 billion, and total AUA to $384 billion, according to a statement.

MUFG will provide a seamless transition for Capital Analytics’ employees and clients, and Neuberger Berman funds will continue to receive administrative services from Capital Analytics, the company said. However, no funds or investment professionals will transfer as part of the acquisition. 

"The asset servicing and specifically fund administration landscape is changing significantly under the pressure of increased demands from regulators, investment managers and investors,” observed John Sergides, global head of business development and marketing, in the statement. “This acquisition enhances our comprehensive private equity and real estate offering, for both general and limited partners, ensuring MUFG Investor Services is the ideal partner to support clients throughout the investment lifecycle.

“Our partnership with MUFG will continue to allow our clients to benefit from Capital Analytics’ best-in-class services that they and Neuberger Berman have come to rely upon,” added Anthony Tutrone, global head of alternatives at Neuberger Berman.

MUFG Investor Services is the global asset-servicing arm of Mitsubishi UFJ Financial Group, one of the largest banks in the world with $2.4 trillion in assets. The firm provides a range of solutions from fund administration, middle-office outsourcing, custody, foreign exchange, fund of hedge fund financing, trustee services and depository to securities lending and other banking services to more than 2,400 funds across all investment strategies, asset types and fund structures.

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