Guggenheim Partners
Investments
34Portfolio Exits
11Funds
10Partners & Customers
3About Guggenheim Partners
Guggenheim Partners is a privately held global financial services firm with more than $160 billion in assets under management. The firm provides asset management, investment banking, and capital markets services, insurance, institutional finance and investment advisory solutions to institutions, governments and agencies, corporations, investment advisors, family offices, and individuals.
Guggenheim Partners Headquarter Location
227 West Monroe Street
Chicago, Illinois, 60606,
United States
212-823-6586
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Guggenheim Partners Rank
Research containing Guggenheim Partners
Get data-driven expert analysis from the CB Insights Intelligence Unit.
CB Insights Intelligence Analysts have mentioned Guggenheim Partners in 1 CB Insights research brief, most recently on Sep 25, 2019.
Latest Guggenheim Partners News
Jan 11, 2022
Apollo and fintech-focused private-equity firm Motive Partners are leading an investment that values CAIS at more than $1 billion The trio will join Aldridge Industries LLC, a private-investment firm run by Guggenheim Partners LLC veteran Todd Boehley, which invested $50 million in CAIS in November 2020. Unlike private-money powerhouses like JPMorgan Chase & Company and […]
Guggenheim Partners Investments
34 Investments
Guggenheim Partners has made 34 investments. Their latest investment was in Rezilion as part of their Series A on September 9, 2021.
Guggenheim Partners Investments Activity
Date | Round | Company | Amount | New? | Co-Investors | Sources |
|---|---|---|---|---|---|---|
9/13/2021 | Series A | Rezilion | $30M | Yes | 3 | |
6/25/2020 | Unattributed VC | SpringHill Company | $100M | Yes | 6 | |
10/24/2019 | Seed VC | Cogni | $5.4M | Yes | 1 | |
9/23/2019 | Series B | |||||
8/26/2019 | Line of Credit - IV |
Date | 9/13/2021 | 6/25/2020 | 10/24/2019 | 9/23/2019 | 8/26/2019 |
|---|---|---|---|---|---|
Round | Series A | Unattributed VC | Seed VC | Series B | Line of Credit - IV |
Company | Rezilion | SpringHill Company | Cogni | ||
Amount | $30M | $100M | $5.4M | ||
New? | Yes | Yes | Yes | ||
Co-Investors | |||||
Sources | 3 | 6 | 1 |
Guggenheim Partners Portfolio Exits
11 Portfolio Exits
Guggenheim Partners has 11 portfolio exits. Their latest portfolio exit was Bold Penguin on January 14, 2021.
Date | Exit | Companies | Valuation Valuations are submitted by companies, mined from state filings or news, provided by VentureSource, or based on a comparables valuation model. | Acquirer | Sources |
|---|---|---|---|---|---|
1/14/2021 | Acquired | 7 | |||
11/23/2020 | Acquired | 1 | |||
9/30/2020 | Acquired - II | Synergy Sports | 1 | ||
Date | 1/14/2021 | 11/23/2020 | 9/30/2020 | ||
|---|---|---|---|---|---|
Exit | Acquired | Acquired | Acquired - II | ||
Companies | |||||
Valuation | |||||
Acquirer | Synergy Sports | ||||
Sources | 7 | 1 | 1 |
Guggenheim Partners Acquisitions
11 Acquisitions
Guggenheim Partners acquired 11 companies. Their latest acquisition was Millstein & Co. on July 11, 2018.
Date | Investment Stage | Companies | Valuation Valuations are submitted by companies, mined from state filings or news, provided by VentureSource, or based on a comparables valuation model. | Total Funding | Note | Sources |
|---|---|---|---|---|---|---|
7/11/2018 | Private Equity | Acquired | 2 | |||
2/20/2015 | Acquired | 1 | ||||
1/15/2015 | Acquired Unit | 1 | ||||
9/26/2014 | ||||||
1/6/2013 | Private Equity |
Date | 7/11/2018 | 2/20/2015 | 1/15/2015 | 9/26/2014 | 1/6/2013 |
|---|---|---|---|---|---|
Investment Stage | Private Equity | Private Equity | |||
Companies | |||||
Valuation | |||||
Total Funding | |||||
Note | Acquired | Acquired | Acquired Unit | ||
Sources | 2 | 1 | 1 |
Guggenheim Partners Fund History
10 Fund Histories
Guggenheim Partners has 10 funds, including GPIM Fund I.
Closing Date | Fund | Fund Type | Status | Amount | Sources |
|---|---|---|---|---|---|
1/5/2018 | GPIM Fund I | Private Debt (Other) | Closed | $2,000M | 2 |
10/6/2017 | Guggenheim Corporate Opportunity Fund LP | Diversified Private Equity | Open | $200M | 1 |
8/24/2015 | Meburb LLC | Diversified Private Equity | Closed | $183M | 1 |
4/15/2009 | Guggenheim Technology Ventures I LP | ||||
8/27/2008 | Energy Opportunities Fund |
Closing Date | 1/5/2018 | 10/6/2017 | 8/24/2015 | 4/15/2009 | 8/27/2008 |
|---|---|---|---|---|---|
Fund | GPIM Fund I | Guggenheim Corporate Opportunity Fund LP | Meburb LLC | Guggenheim Technology Ventures I LP | Energy Opportunities Fund |
Fund Type | Private Debt (Other) | Diversified Private Equity | Diversified Private Equity | ||
Status | Closed | Open | Closed | ||
Amount | $2,000M | $200M | $183M | ||
Sources | 2 | 1 | 1 |
Guggenheim Partners Partners & Customers
3 Partners and customers
Guggenheim Partners has 3 strategic partners and customers. Guggenheim Partners recently partnered with Wilson Center on October 10, 2019.
Date | Type | Business Partner | Country | News Snippet | Sources |
|---|---|---|---|---|---|
10/11/2019 | Partner | Wilson Center | United States | Wilson Center entrusted with Critical Arctic Documents from Guggenheim Partners. The partnership 's vision will build upon Guggenheim Partners ' multi-year , foundational Arctic infrastructure research and inventory , and its leading role in developing and executing an Arctic Investment Protocol | 1 |
9/10/2014 | Partner | ||||
6/8/2011 | Partner |
Date | 10/11/2019 | 9/10/2014 | 6/8/2011 |
|---|---|---|---|
Type | Partner | Partner | Partner |
Business Partner | Wilson Center | ||
Country | United States | ||
News Snippet | Wilson Center entrusted with Critical Arctic Documents from Guggenheim Partners. The partnership 's vision will build upon Guggenheim Partners ' multi-year , foundational Arctic infrastructure research and inventory , and its leading role in developing and executing an Arctic Investment Protocol | ||
Sources | 1 |
Guggenheim Partners Team
44 Team Members
Guggenheim Partners has 44 team members, including current Founder, Chief Executive Officer, Mark Walter.
Name | Work History | Title | Status |
|---|---|---|---|
Mark Walter | Founder, Chief Executive Officer | Current | |
Andrew M. Rosenfield | The Gores Group | President | Current |
Dustan Beier | Chief Financial Officer, Senior Managing Director | Current | |
Allan Katz | Citigroup, Nomura Holdings, Lehman Brothers, Merrill, J.P. Morgan Chase & Co., and PwC | Chief Financial Officer | Current |
Cielo Ordonez | Apollo Global Management, BDO, and PwC | Chief Financial Officer | Current |
Name | Mark Walter | Andrew M. Rosenfield | Dustan Beier | Allan Katz | Cielo Ordonez |
|---|---|---|---|---|---|
Work History | The Gores Group | Citigroup, Nomura Holdings, Lehman Brothers, Merrill, J.P. Morgan Chase & Co., and PwC | Apollo Global Management, BDO, and PwC | ||
Title | Founder, Chief Executive Officer | President | Chief Financial Officer, Senior Managing Director | Chief Financial Officer | Chief Financial Officer |
Status | Current | Current | Current | Current | Current |