O'Shares ETFs
Transaction Summary
On January 4th, 2022, SS&C Technologies Holdings, Inc. (Nasdaq: SSNC) via ALPS Advisors ("ALPS") announced acquisition of the business and assets related to O'Shares ETFs ("O'Shares" or the "Company"). The transaction closed on June 21, 2022.
O'Shares ETFs
O’Shares is a provider of ETFs as well as underlying indexes with ~$1.5B of AUM as of June 30, 2021 across 4 ETFs. O'Shares provides ETFs, seeking to provide cost-efficient investment strategies focused on Quality and Thematic investment principles utilizing a rules-based investment approach. The Company was founded by Kevin O’Leary and Connor O’Brien.
SS&C
SS&C is a global provider of services and software for the financial services and healthcare industries. Founded in 1986, SS&C is headquartered in Windsor, Connecticut, and has offices around the world. Some 18,000 financial services and healthcare organizations, from the world's largest companies to small and mid-market firms, rely on SS&C for expertise, scale, and technology.
SS&C ALPS Advisors
ALPS, a wholly owned subsidiary of SS&C Technologies, is a leading provider of investment products for advisors and institutions. Headquartered in Denver, CO with $18.2B of AUM as of September 30, 2021, ALPS Advisors is an open architecture boutique investment manager offering portfolio building blocks, active insight, and an unwavering drive to guide clients to investment outcomes across sustainable income, thematic and alternative growth strategies.
