On the Record · Victory Capital Holdings
Victory Capital Holdings acquisitions, on the record
The businesses Victory Capital Holdings bought and sold, as its annual reports describe them, with the cash it reported paying for acquisitions each year and every deal filing since 2016.
Deals its annual reports describe
| Business | Deal | When | Value |
|---|---|---|---|
WestEnd AdvisorsWord for word“On December 31, 2021, the Company completed the acquisition of 100% of the equity interests of WestEnd pursuant to the WestEnd purchase agreement (as amended, the “WestEnd Purchase Agreement”).” 10-K for 2023 | acquisition | On December 31, 2021 | — |
New Energy Capital (NEC)Word for word“On November 1, 2021, the Company completed the acquisition of 100% of the equity interests in NEC.” 10-K for 2023 | acquisition | On November 1, 2021 | — |
INCOREWord for word“On September 1, 2023, the Company divested one of its 12 Investment Franchises, INCORE, resulting in the divesture of $1.3 billion in AUM, resulting in 11 autonomous Investment Franchises and a Solutions Platform.” 10-K for 2023 | divestiture | On September 1, 2023 | $1.3 billion in AUM |
USAA Asset Management and VCTA (USAA AMCO Acquisition)Word for word“USAA AMCO Acquisition – On July 1, 2019, the Company completed the acquisition (the “USAA AMCO Acquisition”) of USAA Asset Management and VCTA, formally known as the USAA Transfer Agency Company.” 10-K for 2023 | acquisition | On July 1, 2019 | — |
USAA Asset Management and Victory Capital Transfer Agency ("VCTA")Word for word“On July 1, 2019, the Company completed the acquisition (the "USAA AMCO Acquisition") of USAA Asset Management and Victory Capital Transfer Agency ("VCTA"), formally known as the USAA Transfer Agency Company.” 10-K for 2024 | acquisition | On July 1, 2019 | — |
Amundi US (Amundi Asset Management US, Inc.)Word for word“During 2024, we entered into a definitive agreement with Amundi SA ("Amundi") to combine their US operations ("Amundi US") into Victory Capital, to establish long-term global distribution agreements, and Amundi to become a strategic shareholder of Victory Capital.” 10-K for 2024 | agreed acquisition | — | — |
Pioneer Investments (Amundi's U.S. business)Word for word“Pioneer Investments - On April 1, 2025, the Company completed the transactions contemplated by the Contribution Agreement to combine Amundi’s U.S. business into the Company and reintroduced the brand Pioneer Investments for the acquired business and investment products.” 10-K for 2025 | acquisition | On April 1, 2025 | — |
THB, NEC and WestEndWord for word“(3) Includes the impact of acquired assets from the THB, NEC and WestEnd Acquisitions, which closed on March 1, 2021, November 1, 2021 and December 31, 2021, respectively, and increased our AUM by approximately $547 million, $795 million and $19.3 billion, at closing, respectively.” 10-K for 2025 | acquisition | March 1, 2021, November 1, 2021 and December 31, 2021 | — |
| Fiscal year ended | Cash paid for acquisitions (net of cash acquired) | Goodwill from acquisitions |
|---|---|---|
| 2016-12-31 | $204.4 million | $64.4 million |
| 2017-12-31 | — | $0 |
| 2018-12-31 | — | $0 |
| 2019-12-31 | $851.3 million | $120.6 million |
| 2020-12-31 | — | $0 |
| 2021-12-31 | $539.2 million | — |
| 2022-12-31 | $880,000 | — |
| 2023-12-31 | $0 | — |
| 2024-12-31 | $0 | — |
Deal filings since 2016
- 2026-08-31 Form 8-K, Item 1.01: Entry into a Material Definitive Agreement
- 2026-05-21 Form 8-K, Item 1.01: Entry into a Material Definitive Agreement
- 2025-09-26 Form 8-K, Item 1.01: Entry into a Material Definitive Agreement
- 2025-06-16 Form 8-K, Item 2.01: Completion of Acquisition or Disposition of Assets
- 2025-04-03 Form 8-K, Item 1.01: Entry into a Material Definitive Agreement
- 2025-04-03 Form 8-K, Item 2.01: Completion of Acquisition or Disposition of Assets
- 2024-07-12 Form 8-K, Item 1.01: Entry into a Material Definitive Agreement
- 2024-06-13 Form 8-K, Item 1.01: Entry into a Material Definitive Agreement
- 2022-03-14 Form 8-K, Item 2.01: Completion of Acquisition or Disposition of Assets
- 2022-01-05 Form 8-K, Item 1.01: Entry into a Material Definitive Agreement
- 2022-01-05 Form 8-K, Item 2.01: Completion of Acquisition or Disposition of Assets
- 2021-11-22 Form 8-K, Item 1.01: Entry into a Material Definitive Agreement
- 2021-02-18 Form 8-K, Item 1.01: Entry into a Material Definitive Agreement
- 2020-01-21 Form 8-K, Item 1.01: Entry into a Material Definitive Agreement
- 2019-09-10 Form 8-K, Item 2.01: Completion of Acquisition or Disposition of Assets
- 2019-07-01 Form 8-K, Item 1.01: Entry into a Material Definitive Agreement
- 2019-07-01 Form 8-K, Item 2.01: Completion of Acquisition or Disposition of Assets
- 2019-04-22 Form 8-K, Item 1.01: Entry into a Material Definitive Agreement
- 2018-11-09 Form 8-K, Item 1.01: Entry into a Material Definitive Agreement
- 2018-09-27 Form 8-K, Item 1.01: Entry into a Material Definitive Agreement
- 2018-05-08 Form 8-K, Item 1.01: Entry into a Material Definitive Agreement
- 2018-02-15 Form 8-K, Item 1.01: Entry into a Material Definitive Agreement
Read from Victory Capital Holdings’s annual reports (10-K for 2025, 10-K for 2024, 10-K for 2023) and the financial data it files with the SEC, as of 2026-02-26. Every quotation is word for word from the filing linked beside it; how these pages are built and checked. The full record is in its company data sheet.