Gateway Investment Advisers Expands with Belmont Capital Group Acquisition
Deal News | Jul 24, 2025 | Ropes & Gray
Gateway Investment Advisers, known for pioneering options-based investment strategies, is set to acquire the business of Belmont Capital Group. Based in Los Angeles, Belmont Capital Group specializes in providing customized, options-based separately managed account strategies. Gateway, an affiliate of Natixis Investment Managers, seeks to bolster its presence in separately managed accounts (SMAs), a rapidly expanding sector in the U.S. financial services industry. Legal assistance in the transaction comes from Ropes & Gray, with a team including private equity counsel Mike Gilbert and partner Paul Van Houten. The acquisition was formally announced on July 16.
Sectors
- Investment Management
- Financial Services
Geography
- United States – Both Gateway Investment Advisers and Belmont Capital Group operate within the U.S. financial markets, and the acquisition pertains to U.S.-based business expansion.
- Los Angeles, USA – Belmont Capital Group, the target company, is based in Los Angeles.
Industry
- Investment Management – The acquisition involves Gateway Investment Advisers, an entity in the investment management sector, focusing on options-based strategies.
- Financial Services – Financial services industry relevance due to the focus on separately managed accounts, a key product in this sector.
Financials
Participants
| Name | Role | Type | Description |
|---|---|---|---|
| Gateway Investment Advisers | Acquirer | Company | An investment firm known for options-based strategies and an affiliate of Natixis Investment Managers. |
| Belmont Capital Group | Target | Company | A Los Angeles-based provider of customized, options-based separately managed account strategies. |
| Ropes & Gray | Legal Advisor | Company | The law firm advising Gateway on the acquisition, with a specialized team handling private equity and asset management aspects. |
| Natixis Investment Managers | Affiliate | Company | An affiliate of Gateway Investment Advisers, providing backing and strategic alignment. |