Transaction · Wealthtech · 2022

Endowus / Carret Private 2022

Endowus acquired Carret Private Investments on October 17, 2022.

Target
Carret Private Investments
Acquirer
Endowus
Announced
October 17, 2022
Sub-sector
Wealthtech

Transaction overview

  • Endowus announced the acquisition of Carret Private Investments on October 17, 2022.
  • The deal is expected to close pending customary conditions.

Strategic rationale

Endowus acquires controlling stake to scale wealth management across Asia, combining digital technology with Carret's ultra-high-net-worth client base and creating one of Asia's largest independent wealth advisers.

Deal terms & multiples

Deal value
Target revenue
Target EBITDA
EV / Revenue
EV / EBITDA
Announcement
October 17, 2022
Acquirer
Endowus (Strategic)
Sub-sector
Wealthtech

Frequently asked questions

When did Endowus announce the acquisition of Carret Private Investments?

Endowus announced the acquisition of Carret Private Investments on October 17, 2022.

What sub-sector is Carret Private Investments in?

Carret Private Investments is tracked in the Wealthtech sub-sector.

Sources

  • straitstimes.com /business/banking/singapore-digital-wealth-start-up-endowus-buys-hong-kongs-carret-private