Montagu Private Equity LLP agreed to acquire Emerging Portfolio Fund Research, Inc. from Informa plc (LSE:INF) for approximately $190 million on July 19, 2022. The consideration will be paid in cash. In 2021, Emerging Portfolio Fund Research delivered revenues of ú17.2 million ($20.54 million) and gross assets of ú43.6 million ($52.1 million).

In 2021, EPFR accounted for approximately 6% of reported adjusted operating profit of ú109.8 million ($131.14 million). The transaction is subject to various regulatory approvals and customary closing conditions. Centerview Partners LLC acted as financial advisor to Informa Plc.

Justin Prichard, Jordan Klein and Matthew Teys of Robert W. Baird Limited acted as financial advisor to Montagu Private. Daniel Law,Will Aitken-Davies, Yohan Liyanage, Marly Didizian, Andrew Gaines and Sinead Casey of Linklaters LLP acted as legal advisor to Montagu Private Equity LLP. Houlihan Lokey, Inc. (NYSE:HLI) acted as financial advisor to Informa plc (LSE:INF).