Franklin Templeton Strengthens Foothold in Europe's Lending Market with Apera Acquisition
Deal News | Jun 04, 2025 | Fenchurch Advisory Partners
Franklin Resources, Inc., operating under the brand name Franklin Templeton, has announced a definitive agreement to acquire a majority interest in Apera Asset Management. Apera, a respected private credit firm across Europe, manages over 5 billion in assets. This strategic acquisition is set to bolster Franklin Templeton's global alternatives platform, extending its direct lending capabilities within Europe's burgeoning lower middle market. Known for its investment management prowess, Franklin Templeton aims to leverage Apera's established presence in the private credit sector, thereby enhancing its growth and performance in European markets. This move also signifies Franklin Templeton's commitment to strengthening its footprint in the alternatives investment sphere.
Sectors
- Investment Management
- Private Equity
- Financial Services
- Alternative Investments
Geography
- Global – Franklin Templeton is a global investment management organization with widespread operations beyond the acquisition in Europe.
- Europe – Apera Asset Management operates as a pan-European private credit firm, marking the geographical significance for the European financial markets.
- United States – Based on the participation of Franklin Templeton, a United States-based company, this reflects the involvement of American financial institutions in global transactions.
Industry
- Investment Management – The article pertains to Franklin Templeton, a global investment management organization acquiring a stake in Apera Asset Management, which reflects activities within the Investment Management industry.
- Private Equity – The acquisition involves a private credit firm, indicating transactions and operations typical within the Private Equity sector.
- Financial Services – Both Franklin Templeton and Apera operate within financial services, providing asset management and private credit functions, thereby classifying the activities as part of the Financial Services industry.
- Alternative Investments – Franklin Templeton is expanding its alternatives platform with this acquisition, highlighting the focus on alternative investment strategies.
Financials
- 5 billion – The assets under management (AUM) by Apera Asset Management, indicating the scale of the firm involved in the transaction.
Participants
| Name | Role | Type | Description |
|---|---|---|---|
| Franklin Resources, Inc. (Franklin Templeton) | Bidding Company | Company | A global investment management organization seeking to acquire Apera Asset Management. |
| Apera Asset Management | Target Company | Company | A pan-European private credit firm managing over 5 billion in assets under management, the target of Franklin Templeton's acquisition. |
| Fenchurch Advisory Partners | Advisor | Company | An advisory firm involved in the transaction as an advisor to the dealing parties. |