UBS Financial Services Overview
- Service
-
Limited Partner Consultant
- Year Founded
-
1879
- Serviced Companies
-
149
- Serviced Deals
-
97
- Serviced Investors
-
312
UBS Financial Services General Information
Description
U.S.B. Financial Services is part of UBS which offers investment management services based in New York City, New York. The Company's services include banking services, stocks, bonds, mutual funds, insurance, estate planning, philanthropic advice, and access to alternative investments such as hedge funds.
Contact Information
Year Founded
Corporate Office
- 1285 Avenue Of The Americas
- New York, NY 10019
- United States
UBS Financial Services Services to Companies
Service on a Deal (119)
UBS Financial Services has provided services on 119 deals. It last acted to Aebi Schmidt Holding on a made for . The deal was made in 2025.
| Company Name | Service Provided | Deal Date | Deal Type | Deal Amount |
|---|---|---|---|---|
| Aebi Schmidt Holding | Mar 2025 | |||
| Aebi Schmidt Holding | Mar 2025 | |||
| Incitec Pivot Fertilisers | Advisor: General | Jul 2024 | ||
| Ecom Express | Underwriter | Jun 2024 | ||
| HD Hyundai Marine Solutions | Underwriter | May 2024 | ||
| Diverger | Advisor: General | Mar 2024 | ||
| 17Live | Advisor: General | Dec 2023 | ||
| UBS Group (Real Estate Business Unit in Brazil) | Advisor: General | Dec 2023 | ||
| Pyrophyte Acquisition | Advisor: General | Nov 2023 | ||
| Forbion European Acquisition | Advisor: General | Nov 2023 |
UBS Financial Services Services to Investors
Service on a Deal — Buy Side (31)
UBS Financial Services has provided buy side services on 31 deals. It last acted as a general advisor to Sportradar on a . The deal was made in 2025.
| Investor Name | Service Provided | Deal Date | Deal Type | Deal Amount |
|---|---|---|---|---|
| Sportradar | Advisor: General | Mar 2025 | ||
| Celsius Holdings | Advisor: General | Feb 2025 | ||
| Deutsche Private Equity | Advisor: General | Oct 2024 | ||
| CVC Capital Partners | Advisor: Financial Due Diligence | Aug 2024 | ||
| Government of Italy | Advisor: General | Mar 2024 | ||
| Kohlberg Kravis Roberts | Advisor: General | Mar 2024 | ||
| Nestlé | Advisor: General | Mar 2024 | ||
| ASR Nederland | Advisor: General | Jul 2023 | ||
| CVC DIF | Advisor: General | Jul 2023 | ||
| PGGM | Advisor: General | Jul 2023 |
Service on a Deal — Sell Side (12)
UBS Financial Services has provided sell side services on 12 deals. It last acted as a general advisor to Partners Group on a made for . The deal was made in 2025.
| Investor Name | Service Provided | Deal Date | Deal Type | Deal Amount |
|---|---|---|---|---|
| Partners Group | Advisor: General | Mar 2025 | ||
| Total Information Management | Advisor: General | Jul 2024 | ||
| Virya Energy | Advisor: General | Jul 2023 | ||
| Kohlberg Kravis Roberts | Advisor: General | Jun 2022 | ||
| BNK Banking | Advisor: General | Feb 2022 | ||
| Advent International | Advisor: General | Aug 2021 | ||
| Investnet | Advisor: General | Jul 2021 | ||
| NGL Energy Partners | Advisor: General | Jun 2021 | ||
| EQT | Advisor: General | Mar 2021 | ||
| Advanced Disposal | Advisor: General | Oct 2020 |
UBS Financial Services Investment Preferences
| Preferred Industries | Preferred Verticals | Preferred Deal Types | Geographic Preferences | Transaction Amount |
|---|
UBS Financial Services Affiliates
Subsidiaries (2)
| Name | Industry | Location | Year Founded |
|---|---|---|---|
| UBS Financial Services Pension Plan | Weehawken, NJ | 1975 | |
| The Wagner Abrams Group | New York, NY |
UBS Financial Services FAQs
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When was UBS Financial Services founded?
UBS Financial Services was founded in 1879.
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Where is UBS Financial Services headquartered?
UBS Financial Services is headquartered in New York, NY.
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What service provider type is UBS Financial Services?
UBS Financial Services's service provider type is Limited Partner Consultant.
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What companies has UBS Financial Services invested in or acquired?
UBS Financial Services has invested in or acquired companies like CMG (Business/Productivity Software), Institutional Capital Network, and Hippocampus Learning Centres.
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What are UBS Financial Services subsidiaries?
UBS Financial Services Pension Plan and The Wagner Abrams Group are subsidiaries of UBS Financial Services.
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