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FT Vest Total Return Income Fund: Series B1 Acquisition | Financial Services Deal in WI

Announced
Financial ServicesWisconsinOther

Deal Overview

FT Vest Total Return Income Fund: Series B1 has completed the acquisition of FT Vest Total Return Income Fund: Series B1, a financial services other business in Wisconsin, for $11,600,000. The fund’s Series B1 shares are being purchased through an issuer tender offer process under SEC Schedule TO, with beneficial interest securities as the target asset. The financial services M&A activity centers on returning capital and setting offer terms based on the fund’s net asset value for WI acquisitions. The other acquisition is reported as a final amendment, with six shareholders tendering shares by April 21, 2026, and a reported net asset value of $404,800 as of May 1, 2026.

Key Details

Target
FT Vest Total Return Income Fund: Series B1
Deal Size
over-10m
Reported Value
$11,600,000

Source

Read full article on sec.gov

via SEC EDGAR — SC TO · May 26, 2026

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