Note 10. Goodwill and Intangibles

Changes in goodwill for the years ended December 31, 2025 and December 31, 2024 are as follows:

 

Balance at December 31, 2023

 

$

506,038

 

Increase from acquisitions

 

 

-

 

Balance at December 31, 2024

 

$

506,038

 

Increase from acquisitions

 

 

49,432

 

Change related to foreign currency translations

 

 

3,508

 

Balance at December 31, 2025

 

$

558,978

 

Intangibles consists of the following as of December 31, 2025:

 

 

Investor and Intermediary Relationships

 

Management and Advisory Contracts

 

Technology

 

Trade Names

 

Total

Gross Carrying Amount

 

 

 

 

 

 

 

 

 

 

Indefinite-lived intangible assets:

 

 

 

 

 

 

 

 

 

 

Balance as of December 31, 2024

 

$

 

$

 

$30

 

$17,375

 

$17,405

Additions

 

 

 

 

 

Adjustment for fully amortized intangibles

 

 

 

 

 

Impact of exchange rate movements

 

 

 

 

 

Balance as of December 31, 2025

 

$—

 

$—

 

$30

 

$17,375

 

$17,405

Finite-lived intangible assets

 

 

 

 

 

 

 

 

 

 

Balance as of December 31, 2024

 

$

 

$194,666

 

$2,386

 

$28,240

 

$225,292

Additions

 

9,776

 

20,102

 

549

 

879

 

31,306

Adjustment for fully amortized intangibles

 

 

 

(2,200)

 

 

(2,200)

Impact of exchange rate movements

 

702

 

1,443

 

58

 

62

 

2,265

Balance as of December 31, 2025

 

$10,478

 

$216,211

 

$793

 

$29,181

 

$256,663

 

 

 

 

 

 

 

 

 

 

 

Accumulated Amortization

 

 

 

 

 

 

 

 

 

 

Balance as of December 31, 2024

 

$

 

$(134,494)

 

$(2,292)

 

$(8,322)

 

$(145,108)

Amortization expense

 

(200)

 

(20,927)

 

(158)

 

(2,560)

 

(23,845)

Adjustment for fully amortized intangibles

 

 

 

2,200

 

 

2,200

Impact of exchange rate movements

 

(4)

 

(41)

 

(2)

 

 

(47)

Balance as of December 31, 2025

 

$(204)

 

$(155,462)

 

$(252)

 

$(10,882)

 

$(166,800)

 

 

 

 

 

 

 

 

 

 

 

Total intangible assets, net balance as of December 31, 2025

 

$10,274

 

$60,749

 

$571

 

$35,674

 

$107,268

 

Intangibles consists of the following as of December 31, 2024:

 

 

Investor and Intermediary Relationships

 

Management and Advisory Contracts

 

Technology

 

Trade Names

 

Total

Gross Carrying Amount

 

 

 

 

 

 

 

 

 

 

Indefinite-lived intangible assets:

 

 

 

 

 

 

 

 

 

 

Balance as of December 31, 2023

 

$

 

$

 

$30

 

$17,375

 

$17,405

Impact of exchange rate movements

 

 

 

 

 

Balance as of December 31, 2024

 

$

 

$

 

$30

 

$17,375

 

$17,405

Finite-lived intangible assets

 

 

 

 

 

 

 

 

 

 

Balance as of December 31, 2023

 

$

 

$194,666

 

$2,386

 

$28,240

 

$225,292

Impact of exchange rate movements

 

 

 

 

 

Balance as of December 31, 2024

 

$

 

$194,666

 

$2,386

 

$28,240

 

$225,292

 

 

 

 

 

 

 

 

 

 

 

Accumulated Amortization

 

 

 

 

 

 

 

 

 

 

Balance as of December 31, 2023

 

$

 

$(111,873)

 

$(1,834)

 

$(5,789)

 

$(119,496)

Amortization expense

 

 

(22,621)

 

(458)

 

(2,533)

 

(25,612)

Balance as of December 31, 2024

 

$

 

$(134,494)

 

$(2,292)

 

$(8,322)

 

$(145,108)

 

 

 

 

 

 

 

 

 

 

 

Total intangible assets, net balance as of December 31, 2024

 

$

 

$60,172

 

$124

 

$37,293

 

$97,589

Management and advisory contracts and finite lived trade names are amortized over 7 - 20 years and are being amortized in line with the economic benefits that are expected to occur. Technology is generally amortized on a straight-line basis or in line with the economic benefits that are expected to occur over 4 years. Direct investors and intermediary relationships are being amortized in line with the economic benefits that are expected to occur over 13 years. The amortization expense for each of the next five years and thereafter are as follows:

2026

 

$

21,647

 

2027

 

 

18,404

 

2028

 

 

14,573

 

2029

 

 

11,649

 

2030

 

 

8,807

 

Thereafter

 

 

14,783

 

Total amortization

 

$

89,863

 

Historical Timeline

Fiscal YearFiled
2025Feb 27, 2026Showing above
2024Feb 28, 2025
2023Mar 13, 2024
2022Mar 27, 2023
2021Mar 21, 2022

About Goodwill & Intangibles Disclosures

Goodwill and intangible asset disclosures reveal the premium paid in acquisitions and how management assesses whether that premium retains its value. Since goodwill is no longer amortized under US GAAP, the annual impairment test is the only mechanism that adjusts carrying values downward — making the assumptions behind that test critically important for investors.

Key signals: a history of goodwill impairments suggests management consistently overpays for acquisitions. Watch the gap between reporting unit fair value and carrying amount — when fair value exceeds carrying amount by less than 10-20%, a small decline in business performance could trigger a write-down. For finite-lived intangibles, examine useful life assumptions across customer relationships, technology, and trade names; aggressive estimates inflate near-term earnings. Compare total intangibles-to-total-assets ratios against peers to assess acquisition dependency. Rising goodwill as a percentage of equity can signal balance sheet fragility.