Goldman Sachs to Acquire NEOS Investments for Up to $2.25 Billion

M&A · Partnership
โดย Zacks Investment Research·US·Read original
Summary · why it matters

Goldman Sachs has agreed to acquire NEOS Investments for up to $2.25 billion in cash and equity, subject to performance and service commitments. The deal adds $30 billion in assets across NEOS' 19 options-based income ETFs to Goldman Sachs Asset Management's existing $40 billion in income and outcome-oriented options-based ETF solutions, making it the eighth-largest active ETF provider. The transaction is expected to close in the first quarter of 2027, pending regulatory approvals. This follows Goldman's acquisition of Innovator Capital Management, and together the deals create a broad options-based ETF franchise spanning buffer, managed outcome and income strategies. As of June 30, 2026, Goldman Sachs Asset Management, Innovator from Goldman Sachs Asset Management and NEOS manage more than $130 billion in ETF assets under supervision.

Impact on stocks 3

Financials▲ · 2 stocks
Goldman Sachs Group Inc
GS
▲ PositiveCapitalrelevance

Goldman Sachs acquires NEOS Investments for up to $2.25 billion, expanding its ETF franchise.

Digital Finance & Tokenization▲ · 1 stocks

Theme Impact 1

Off-coverage companies 2

NEOS InvestmentsPrivate▲ Positive
Capitalrelevance

NEOS Investments is acquired by Goldman Sachs, adding $30 billion in assets.

Innovator ETFsPrivate▲ Positive
Capitalrelevance

Goldman's acquisition of NEOS follows its acquisition of Innovator, expanding the combined ETF franchise.

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