Deal Timeline

Plotted by close date where disclosed, otherwise announcement. Select any marker to jump to the deal entry.

The Acquisition Playbook.

Three patterns run through Lazard's acquisitions — what it looks for, how it pays, and how it folds in what it buys.

01
Acquisition criteria
Buy capability, not headcount.
Lazard built its reputation advising on other companies' M&A; the Campbell Lutyens deal is one of its rare moves as a buyer. It acquires a specialist private-capital advisor outright to stand up a whole new global business line (Lazard CL) rather than hiring teams piecemeal.
Campbell Lutyens Holdings LimitedTruvvo PartnersCollective Energy GmbH
02
Capital deployment
Tilt the revenue mix toward private markets.
Management ties the deal directly to its 'Lazard 2030' goal of lifting private-capital-related revenue from about 25% of advisory revenue in 2019 to roughly 50%. The acquisition is the lever that gets Lazard to that target while still growing total revenue.
Campbell Lutyens Holdings LimitedTruvvo PartnersCollective Energy GmbH
03
Integration approach
Pay mostly in stock with the price back-end-loaded.
Of the ~$575M consideration, the initial tranche is primarily satisfied in Lazard shares, $115M is deferred two years, and up to $85M is a contingent earn-out tied to revenue-growth targets through 2030 - aligning sellers with the combined platform's performance and locking in talent via lock-up arrangements.
Campbell Lutyens Holdings LimitedTruvvo PartnersCollective Energy GmbH

The Full Deal Book

3 acquisitions — each with the deal value, financing structure, target revenue, and executive commentary where disclosed.

01 Campbell Lutyens Holdings Limited · Headquartered in London with a US-rooted founding partner network; operates across 15 locations on three continents (announcement datelined New York and London, April 30, 2026) $575M
Announced Apr 2026 Closed Apr 2026 Combination - initial consideration primarily satisfied in Lazard shares, with deferred consideration and a performance-based earn-out; subject to lock-up arrangements
fund placement / primary fundraisingGP-led secondary advisoryGP capital advisory and solutionsinstitutional capital distribution across private equityprivate creditinfrastructureand real estate

Campbell Lutyens is a leading global and independent private capital advisor founded in 1988 by John Campbell, Richard Lutyens, and Bill Dacombe, focused on fund placement, secondary advisory, and GP capital advisory services across private equity, private credit, and infrastructure. It operates across 15 locations on three continents and has raised over $713 billion of capital across a 35+ year track record. The combined Lazard and Campbell Lutyens business will form a new unit, Lazard CL - Lazard's third global business - representing approximately $500 million in estimated combined 2027 revenue, 280+ advisory professionals across 18 offices, over $190 billion of capital raised for clients over the past two years, and over $100 billion in GP and LP secondary transaction volume over the same period. approximately $575 million total consideration ($460M initial closing consideration + $115M deferred at the second anniversary), plus up to $85 million contingent earn-out tied to revenue-growth targets through 2030.

Why it was attractive
  • Highly complementary to Lazard's existing private capital advisory (PCA) group - adds scale in primary fundraising and GP-led secondaries
  • deep institutional LP relationships
  • and a leading European/infrastructure franchise
  • accelerating Lazard's shift toward private-markets revenue (targeting ~50% of advisory revenue by 2030)
This transaction marks another defining strategic step on the path toward Lazard 2030 and an exciting avenue for future growth. Private capital advisory has been expanding rapidly, and the future will belong to those who can combine global insight and deep expertise with the scale to deliver innovative solutions across the full private markets spectrum.Peter Orszag — CEO and Chairman, Lazard, Inc.
Over the last 38 years we have grown to be a leading global independent private capital advisor, built on a culture of entrepreneurship, innovation, and a client-first mentality. Our stated aspiration is to be the premier global provider of capital formation and advisory services to private markets, and in Lazard we have found a highly complementary partner with a shared ambition for the future.Gordon Bajnai — CEO, Campbell Lutyens (appointed Co-CEO of Lazard CL)
Post-close · earnings-call commentary

Peter Orszag, Q1 2026 earnings call (May 1, 2026): "I want to start with our announcement of the acquisition of Campbell Lutyens and the future establishment of Lazard CL... Upon closing the Campbell Lutyens acquisition, we will achieve our 2030 target of approximately 50% [private capital revenue share] even while delivering total revenue growth. We anticipate the transaction closing before the end of the calendar year."

02 Truvvo Partners · United States (New York) Not disclosed
Announced Mar 2023 Closed Mar 2023 Acquisition; Truvvo joined Lazard Asset Management and its business was combined with LAM's U.S. private client operations under the new Lazard Family Office Partners brand.

Truvvo Partners is a U.S.-based firm, with approximately $3.8 billion of assets under management, that provides strategic advice, wealth planning, and investment management to families. Lazard Asset Management acquired Truvvo and combined it with LAM's existing U.S. private client business to form Lazard Family Office Partners, a unit managing roughly $8 billion in assets that integrates investment management, risk management, and family office services into a single offering.

03 Collective Energy GmbH · Austria Not disclosed
Announced May 2024 Closed May 2024 Acquisition of 100% ownership of Collective Energy GmbH by the Lazard Sustainable Private Infrastructure strategy via a binding agreement.

Collective Energy GmbH is an Austrian company that provides advisory services and solar generation solutions to commercial customers, specializing in owning and operating rooftop solar PV systems and consulting to communities and commercial clients. Lazard Asset Management's Sustainable Private Infrastructure (Lazard SPI) strategy executed a binding agreement to acquire 100% ownership of the company.

More Acquirer Playbooks

See how VectorShift works for your firm

Request Demo