Berkshire Global Advisors Acted as Exclusive Financial Advisor to Bastion Management

  • Date: January 2025
  • Sector: Private Markets
  • Sub-Sector: Credit
  • Region: Americas
  • Seller AUM: $450 Million
Seller Details:

Bastion is a private investment firm that provides creative financing solutions to small and midsized businesses operating in the alternative finance space throughout North America and in the UK. Over a decade since its inception, Bastion has closed over 50 transactions and more than $2 billion in total commitments to traditional consumer lending platforms and emerging companies in the financial technology industry.

Buyer Details:

Mesirow is an independent, employee-owned financial services firm founded in 1937. Headquartered in Chicago, with offices around the world, serving clients through a personal, custom approach to reaching financial goals. With capabilities spanning Global Investment Management, Capital Markets & Investment Banking, and Advisory Services. Mesirow has $302.6B in total assets under supervision as of September 30, 2024

Transaction Summary:

This acquisition marks the next phase of Mesirow’s strategic plan to expand firm’s alternatives capabilities for institutional investors and high net worth clients. Bastion will operate within Mesirow Global Investment Management and serve as the platform for Mesirow’s Private Credit – Asset-Backed Lending expansion. Mesirow’s robust distribution platform will enable Bastion to accelerate growth while continuing to serve their clients.

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