Growth and Transition Strategy Update
Inorganic investments accelerate organic growth, support
strategic initiatives, and deliver return for shareholders
Tactical acquisitions
Technology
EeFront
CACHEMATRIX®
Alternatives
KREOS CAPITAL¹
FIRST RESERVE
Energy Infrastructure
TCP
TENNENBAUM
CAPITAL
PARTNERS
Strategic minority investments
h
Human
Interest
avaloq
CIRCLE
SPIDERROCK
ADVISORS
1
NEX Treasury
Infraestructura Insti
BLACKROCK KELSO CAPITAL
Global Distribution
Whole Portfolio
iCapital.
scalable
.CAPITAL
CLARITY AI
ENVESTNET
citibanamex$
Asset Management
aperio
acorns
1. Subject to customary regulatory and closing conditions. Acquisition of Kreos Capital is expected to close in 3Q 2023, and minority investment in Avaloq expected to close in 2Q 2023.
MEM
BlackRock
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