BEN - Mergers and acquisitions

Franklin Templeton specialty investment manager continues its push into commercial real estate investment in the healthcare sector Franklin Templeton, a global investment leader and its specialist investment manager, Clarion Partners, today announced that Clarion Partners has acquired The Grand at Spokane, a newly delivered luxury senior living community and full-continuum senior care facility located in the Spokane, Washington area. This press release features multimedia. View the full release here: https://www.businesswire.com/news/home/20260318347077/en/The Grand at Spokane, a premier senior living community, is located at 5401 S Regal Street in Spokane, Washington. The acquisition wa

Franklin Templeton specialty investment manager acquires three inpatient rehabilitation facilities on behalf of fund investors Franklin Templeton, a global investment leader and its specialist investment manager, Clarion Partners, today announced Clarion Partners Real Estate Income Fund Inc.'s (NASDAQ:CPREX) acquisition of three healthcare real estate properties across Texas, Florida, and Colorado. The acquisitions reflect Clarion's continued focus on high‑quality healthcare real estate supported by durable demographic tailwinds, mission‑critical tenancy, and long‑term income visibility. This press release features multimedia. View the full release here: https://www.businesswire.com/news

Franklin Resources, Inc. (Franklin Templeton) (NYSE:BEN) today reported preliminary month-end assets under management (AUM) of $1.69 trillion at October 31, 2025, compared to $1.66 trillion at September 30, 2025. This month's preliminary AUM reflected the impact of positive markets and the acquisition of Apera Asset Management1, partially offset by preliminary long-term net outflows of $2 billion, inclusive of $4 billion of long-term net outflows at Western Asset Management.2 Excluding Western Asset Management, preliminary long-term net inflows were $2 billion. By Asset Class: (In USD billions) Preliminary 31-Oct-25 30-Sep-25 30-Jun-25 31-Mar-25 31-Oct-

Franklin Resources, Inc. (Franklin Templeton) (NYSE:BEN) today reported preliminary month-end assets under management (AUM) of $1.66 trillion at September 30, 2025, compared to $1.64 trillion at August 31, 2025. This month's preliminary AUM reflected the impact of positive markets, partially offset by preliminary long-term net outflows of $11 billion, inclusive of $13 billion of long-term net outflows at Western Asset Management.1 Excluding Western Asset Management, preliminary long-term net inflows were $2 billion. For the quarter ended September 30, 2025, preliminary AUM reflected the impact of positive markets, partially offset by preliminary long-term net outflows of $12 billion, incl

Franklin Resources, Inc. (Franklin Templeton) (NYSE:BEN) today reported preliminary month-end assets under management (AUM) of $1.60 trillion at January 31, 2024, compared to $1.46 trillion at December 31, 2023. This month's increase in AUM reflected the acquisition of Putnam Investments1, partially offset by slight long-term net outflows. By Asset Class:           (In USD billions)   Preliminary           31-Jan-24   31-Dec-23   30-Sep-23   30-Jun-23   31-Jan-23 Fixed Income   $565.9   $511.7   $483.1   $505.1   $512.1 Equity   550.9   467.5   430.4   458.0

Franklin Resources, Inc. (Franklin Templeton) (NYSE:BEN) today reported preliminary month-end assets under management (AUM) of $1.46 trillion at December 31, 2023, compared to $1.41 trillion at November 30, 2023. This month's increase in AUM reflected the impact of positive markets and long-term net inflows. For the quarter ended December 31, 2023, AUM reflected the positive impact of markets, partially offset by long-term net outflows of $5.0 billion, which include $10.8 billion of reinvested distributions. On January 1, 2024, Franklin Templeton completed the acquisition of Putnam Investments. Putnam had total AUM of $148 billion1 as of December 31, 2023, which is not reflected in the

Acquisition of volScout Reinforces Franklin Templeton's Position as a Top SMA Provider and Enhances Its Custom Solutions Capabilities Franklin Resources, Inc. (NYSE:BEN), a global investment management organization operating as Franklin Templeton, today announced that it has acquired volScout, an early-stage business delivering managed options strategies to advisors serving wealth management and institutional clients, and has hired its founding partners, Brad Berggren, Jon Orseck and Roger Weber. With this transaction, Franklin Templeton, a leading separately managed account (SMA) provider with approximately $110 billion in SMA assets under management, adds managed options strategies to i

Clarion Partners Real Estate Income Fund Inc. has strategically added to its property holdings with the acquisition of Retreat at Weaverville*, a 176-unit multifamily community located in Asheville, N.C. This press release features multimedia. View the full release here: https://www.businesswire.com/news/home/20230313005775/en/Retreat at Weaverville, a 176-unit multifamily community located in Asheville, N.C. (Photo: Business Wire) Located within two hours of Charlotte, N.C. and four hours of Atlanta, Asheville is a thriving mountain city that offers residents and tourists access to extensive outdoor activities via the Blue Ridge Mountains and surrounding national forests. Asheville continu

Franklin Resources, Inc. (Franklin Templeton) (NYSE:BEN) today reported preliminary month-end assets under management (AUM) of $1,387.5 billion at December 31, 2022, compared to $1,410.6 billion at November 30, 2022. This month's decrease in AUM reflected the impact of negative markets, partially offset by long-term net inflows. For the quarter ended December 31, 2022, AUM reflected the positive impact of markets and the acquisition of Alcentra1, partially offset by long-term net outflows of $10.9 billion which include $12.1 billion in reinvested distributions. By Asset Class: (In USD billions) Preliminary                 31-Dec-22   30-Nov-22

Franklin Resources, Inc. (Franklin Templeton) (NYSE:BEN) today reported preliminary month-end assets under management (AUM) of $1,318.4 billion at October 31, 2022, compared to $1,297.4 billion at September 30, 2022. This month's increase in AUM reflected the impact of positive markets, partially offset by long-term net outflows which include the previously disclosed $2.1 billion fixed income institutional redemption that had minimal impact on revenue. On November 1, 2022, Franklin Templeton completed the acquisition of BNY Alcentra Group Holdings, Inc. (Alcentra), a leading European credit and private debt manager. Alcentra had total AUM of $35 billion as of October 31, 2022 which is not

The Alternatives by Franklin Templeton platform now offers institutional multi-credit expertise in an accessible structure for wealth management clients Benefit Street Partners L.L.C ("BSP") and its parent company Franklin Templeton today announced the launch of Franklin BSP Private Credit Fund (FBSPX). The fund takes a multi-strategy approach to investing in US middle market private credit, seeking to generate strong current income and superior risk-adjusted returns across market cycles. Its interval fund structure provides access to potentially higher-yielding, senior-secured, credit-focused strategies not as readily available in traditional fixed income mutual funds. This press release

Clarion Partners Real Estate Income Fund Inc. (CPREIF) has strategically added to its property holdings with the acquisition of three 100% leased warehouse and distribution buildings totaling 109,644 square feet in Chino, CA within the Inland Empire West ("IE West") submarket*. The deal was marketed by JLL Capital Markets. This press release features multimedia. View the full release here: https://www.businesswire.com/news/home/20220825005106/en/Built between 1997 and 1998, the three warehouse and distribution buildings in Chino, CA sit on 5.74 acres of land. They feature 24' clear heights, sizeable truck courts and ample parking. The new management team plans to invest additional capital i

Clarion Partners Real Estate Income Fund Inc. (CPREIF) has strategically added to its property holdings with the acquisition of Rojas East Distribution Center, two fully leased warehouse and distribution buildings totaling 369,310 square feet in El Paso, Texas. The deal was marketed by JLL Capital Markets on behalf of Hunt Southwest, a Dallas-based real estate development company. This press release features multimedia. View the full release here: https://www.businesswire.com/news/home/20220816005276/en/Clarion Partners Real Estate Income Fund Inc. (CPREIF) has strategically added to its property holdings with the acquisition of Rojas East Distribution Center, two fully leased warehouse and

Transaction will double the size of Benefit Street Partners' assets under management to $77 billion and increase Franklin Templeton's alternative assets under management to $257 billion BNY Mellon and Alcentra will continue distribution and asset servicing relationship Franklin Resources, Inc. (NYSE:BEN), a global investment management organization operating as Franklin Templeton, and The Bank of New York Mellon Corporation (NYSE:BK) ("BNY Mellon") today announced that Franklin Templeton has entered into a definitive agreement to acquire BNY Alcentra Group Holdings, Inc. (together with its subsidiaries, "Alcentra") from BNY Mellon. One of the largest European credit and private debt manag

Franklin Resources, Inc. (Franklin Templeton) (NYSE:BEN) today reported preliminary month-end assets under management (AUM) of $1,477.5 billion at March 31, 2022, compared to $1,486.9 billion at February 28, 2022. This month's decrease in AUM primarily reflected long-term and cash management net outflows. For the quarter ended March 31, 2022, AUM reflected the negative impact of markets and long-term net outflows of $11.7 billion. On April 1, 2022, Franklin Templeton completed the acquisition of Lexington Partners, a global leader in secondary private equity and co-investments. Lexington had total AUM of $57 billion as of March 31, 2022 which is not reflected in the table below. By Asset

Franklin BSP Lending Corporation ("FBLC") and Franklin BSP Capital Corporation ("FBCC"), business development companies advised by affiliates of Benefit Street Partners L.L.C. ("BSP"), today announced the acquisition of substantially all of the equity interests of Encina Equipment Finance, LLC ("Encina Equipment" or "EEF"), a leading non-bank equipment finance platform providing secured leases and loans to middle-market companies. The acquisition provides EEF with a capital base to support the continued expansion of its platform as a leading equipment finance solutions provider in the US and Canada. Encina Equipment provides leases and loans secured by revenue-producing, essential-use equi

Franklin BSP Realty Trust, Inc. (f/k/a Benefit Street Partners Realty Trust, Inc.) ("FBRT" or the "Company") and Capstead Mortgage Corporation (NYSE:CMO) ("Capstead") today announced the completion of their previously announced merger pursuant to the terms of the Agreement and Plan of Merger, dated as of July 25, 2021, as amended by the First Amendment to Agreement and Plan of Merger, dated as of September 22, 2021 (as amended, the "Merger Agreement"), by and among FBRT, Capstead, Rodeo Sub I, LLC, a wholly-owned subsidiary of FBRT, and FBRT's external manager, Benefit Street Partners L.L.C. ("BSP"). After the close of trading on October 18, 2021, Capstead ceased to be publicly traded on th

Benefit Street Partners Realty Trust, Inc ("BSPRT" or the "Company") announced that its Board of Directors has declared a third quarter 2021 common dividend of $0.355 per common share. The dividend is payable on or about October 1, 2021 to common stockholders of record as of September 30, 2021. Important Additional Information About the Merger and Where to Find It In connection with the proposed merger transaction contemplated by the Agreement and Plan of Merger, dated as of July 25, 2021, by and among BSPRT, Rodeo Sub I, LLC, a Maryland limited liability company and a wholly owned subsidiary of BSPRT ("Merger Sub"), Capstead Mortgage Corporation ("Capstead") and, solely for the purposes

Property is 100% Leased to Zimmer Biomet Clarion Partners Real Estate Income Fund Inc. (CPREIF) has acquired a 58,935-square foot biopharmaceutical facility located on more than three acres at 55 Messina Drive in Braintree, MA. Clarion Partners, LLC ("Clarion Partners"), a leading U.S. real estate investment manager, is one of Franklin Templeton's specialist investment managers. The property – which features six wet labs, temperature-controlled rooms, a new water filtration system and 18.5' ceiling heights –is a life science good manufacturing practices (GMP) facility and is 100% leased to Zimmer Biomet, a global leader in musculoskeletal healthcare. "This is a great opportunity to purch