October 2024

Advised Pegasus Partners on its sale to Lido Advisors

October 2024

Advised George McKelvey Company on its sale to Allworth

October 2024

Advised TDC Life on their transaction with EPIC

September 2024

Advised United Community Banks, Inc. on its divestment of FinTrust Capital Advisors to Wealth Enhancement Group

September 2024

Advised Touchdown Ventures on its sale to Cerity Partners

September 2024

Advised Judith Heft & Associates on its sale to Wealthspire Advisors

September 2024

Advised Minuteman Adjusters on its sale to Davies Group

September 2024

Advised Deposits Inc. on its sale to Ingo Payments

September 2024

Advised SpringFour on its sale to C&R Software

August 2024

Advised THL Partners on its majority investment in YA Group

August 2024

Advised Simplicity Group on its partnership with SkyKnight Capital and Dragoneer Investment Group

July 2024

Advised Emerald Multi-Family Office on its sale to Corient

July 2024

Advised Hellman & Friedman on their majority investment in Safe-Guard Products International

July 2024

Provided Fairness Opinion to the Board of Directors of The Horton Group

June 2024

Advised SRS Capital Advisors on its sale to Arax Investment Partners, a portfolio company of Redbird Capital Partners

May 2024

Advised Avior Wealth Management on its investment from Constellation Wealth Capital

May 2024

Advised The Retirement Group on its sale to Wealth Enhancement Group

May 2024

Advised Lynch Retirement Investment Group on its sale to Wealth Enhancement Group

May 2024

Advised Socius Family Office on its sale to Corient

May 2024

Advised Paragon Advisors on its sale to Corient

April 2024

Advised Legacy Asset Management on its sale to OneDigital

March 2024

Advised Accuserve Solutions and Aquiline Capital Partners on their transaction with Flexpoint Ford

March 2024

Advised MDK Private Wealth Management on its sale to Mercer Advisors

March 2024

Advised Lee Equity Partners on their majority investment in PCS Retirement

February 2024

Advised MDD on their announced acquisition by Davies

February 2024

Advised Bain Capital Insurance on its investment in Ryze Claim Solutions

February 2024

Advised Fourth Street Performance Partners on its acquisition by AndCo Consulting

December 2023

Advised Engrave Wealth Partners on its sale to CAPTRUST

December 2023

Advised Foundational Wealth Advisory on its sale to Wealth Enhancement Group

December 2023

Advised Landmark Financial Advisors on its sale to Wealth Enhancement Group

December 2023

Advised Weinheimer Wealth Management on its sale to Exencial Wealth Advisors​

December 2023

Advised Trutina Financial on its sale to CAPTRUST

December 2023

Advised Paragon Wealth Strategies on its sale to Mercer Advisors

November 2023

Advised Navigate Wellbeing Solutions on their majority recapitalization with McCarthy Capital

November 2023

Advised Passerelle Partners on its partnership with Simplicity Group Holdings, Inc.

November 2023

Advised the Farmers Exchanges on its sale of its three brokerage assets to Farmers Group, Inc

November 2023

Advised DOXA on its sale to Goldman Sachs Asset Management

October 2023

Advised AmerInst Insurance Group on the sale of Protexure Insurance Agency to The McGowan Companies

October 2023

Advised Private Capital Management, Inc on their acquisition by Beacon Pointe Advisors

October 2023

Advised Pritzker Private Capital on its Investment in Lawley

October 2023

Advised S&S Health on its majority investment from Lovell Minnick Partners

September 2023

Advised Sunshine Life & Health Advisors on their sale to Alliant Insurance Services

August 2023

Advised Financial Solutions on its acquisition by Pensionmark Financial Group

August 2023

Advised Bell Rock Capital, LLC on its Sale to Bryn Mawr Capital Management

August 2023

Advised Longshore Capital and Southwest Adjusters on their merger with Team One

July 2023

Advised Actuarial Consulting Group, Inc. and Actuarial Consulting Group Advisory Services, Inc. on its sale to Wealthspire

July 2023

Served as the exclusive financial advisor to Prime Capital Investment Advisors

July 2023

Advised HCSG on its sale to Carelon Insights

July 2023

Advised Day & Ennis on its sale to Mercer Advisors

July 2023

Park Sutton represents AJ Wealth on its merger with Cerity Partners

June 2023

Advised Breckenridge IS, Inc. and W.R. Berkley Corporation on the sale of the Insurance Services Division to Accretive Insurance Solutions, Inc.

May 2023

Advised Encova on its merger with PALIC

May 2023

Advised Flexpoint Ford on its equity investment in SageSure

May 2023

Advised Parsec Financial on its merger with Modera Wealth Management

April 2023

Advised QA Wealth on its sale to CAPTRUST

April 2023

Advised the Kaufman Group on its sale of Afirm Solutions to Davies

March 2023

Advised Heron Wealth on its sale to Wealthspire

March 2023

Advised Omega Wealth Partners on its sale to Captrust Financial Advisors

March 2023

Advised Cornerstone on its sale to Prime Capital Investment Advisors

March 2023

Advised Telarray on its sale to Creative Planning

March 2023

Advised Spartan Recoveries on its sale to Alacrity Solutions

February 2023

Advised Elite Construction Solutions on its acquisition of Universal Roofing & Exteriors and Jackson Contracting

February 2023

Advised Strategic Risk Solutions on its sale to Integrum

February 2023

Advised Lovell Minnick Partners on their recapitalization of Definiti

February 2023

Advised Alacrity Solutions Group, a portfolio company of Kohlberg & Company, on its sale to BlackRock Alternatives

January 2023

Advised AGWS on its sale to Reynolds and Reynolds

January 2023

Advised Wellworks For You on their recapitalization by RiverGlade Capital

January 2023

Advised Picwell, Inc. on its sale to Jellyvision

January 2023

Served as exclusive financial advisor to Stonnington Group

December 2022

Advised CAC Specialty and Cobbs Allen on their combination​

December 2022

Served as exclusive financial advisor to Walker Wealth Management

December 2022

Served as exclusive Financial Advisor to Maryland Capital Management

December 2022

Served as exclusive financial advisor to Liberty Wealth Advisors, LLC.

November 2022

Served as exclusive financial advisor to BTR Capital Management, Inc.

September 2022

Advised Vistria on their recapitalization of Flores

September 2022

Advised Patra Corporation on its growth investment from FTV Capital

September 2022

Advised Johns Eastern Company, Inc. on its sale to Davies Group

August 2022

Advised Elite Construction Solutions on its acquisition of 123 Exteriors

August 2022

Advised BenefitMall on its sale to Truist

August 2022

Advised Assured Relocation on its sale to CRS Temporary Housing

August 2022

Served as the exclusive financial advisor to KB Financial, LLC

August 2022

Served as the exclusive financial advisor to Johnson Brunetti

June 2022

Advised U.S. Forensic on its sale to Applied Technical Services

June 2022

Advised Property Damage Appraisers on its sale to Alacrity Solutions

June 2022

Advised Tokio Marine Kiln (TMK) on this transaction

June 2022

We served as the exclusive financial Advisor to Burns Wealth Advisors, LLC

June 2022

Served as the exclusive financial advisor to Crossvault Capital Mangement, LLC

June 2022

Served as the exclusive financial advisor to Ferris Capital, LLC

June 2022

Served as the exclusive financial advisor to Taylor Wealth Management Partners, LLC

May 2022

Advised EmPower HR on its sale to Vensure Employer Services

May 2022

Waller Helms Advisors to acquire Park Sutton Advisors

April 2022

Served as the exclusive financial advisor to Altium Wealth Management, LLC

March 2022

Served as the exclusive financial advisor to Keystone Wealth Partners, LLC

March 2022

Served as the exclusive financial advisor to The Mather Group, LLC

January 2022

Advised Atlas Merchant Capital with its investment in MarshBerry

December 2021

Advised Underwriters Safety & Claims on its sale to Charles Taylor

December 2021

Served as financial advisor to New Mountain Capital in these transactions

December 2021

Served as the exclusive financial advisor to Financial Network Limited

December 2021

Served as the exclusive financial advisor to 20/20 Financial Advisors

December 2021

Served as the exclusive financial advisor to Berno Financial Management, Inc.

December 2021

Served as the exclusive financial advisor to Cassaday & Company, Inc.

December 2021

Served as the exclusive financial advisor to RINET Company, Inc.

December 2021

Served as the exclusive financial advisor to Queens Oak Advisors

December 2021

Served as the exclusive financial advisor to Granite Investment Advisors, LLC

December 2021

Served as the exclusive financial advisor to Century Wealth Management, LLC

December 2021

Served as the exclusive financial advisor to Keystone Wealth Partners, LLC

November 2021

Advised investor group on its acquisition of Granada Insurance Company and GIC Underwriters

October 2021

Served as the exclusive financial advisor to Lake Point Wealth Management, LLC

September 2021

Served as the exclusive financial advisor to Morgan Stanley Wealth Management

September 2021

Served as the exclusive financial advisor to FCG Advisors, LLC

August 2021

Advised Legacy Restoration on its majority investment from Bessemer Investors

July 2021

Advised Liberty Mutual on its acquisition of State Auto Group

July 2021

Served as the exclusive financial advisor to Fintrust Capital Advisors, LLC

July 2021

Served as the exclusive financial advisor to Verdence Capital Advisors, LLC

June 2021

Advised StrucSure Home Warranty on its sale to Insure Homes

June 2021

Advised IAS Claim Services on its sale to Davies Group

June 2021

Advised Team Focus Insurance Group on its sale to PEAK6 Insurance Operations

June 2021

Served as exclusive financial advisor to Fiduciary Plan Advisors, LLC

June 2021

Exclusive financial advisor to Atlantic Trust, Inc.

June 2021

Served as the exclusive financial advisor to MJM 401k, LLC

June 2021

Served as the exclusive financial advisor to Peapack-Gladstone Financial Corporation

June 2021

Served as the exclusive financial advisor to Stewardship Financial Advisors, LLC

April 2021

Advised Dama Financial on its Series B growth equity raise

April 2021

Advised David Morse and Associates (DMA) on it's sale to Venbrook

April 2021

Advised Lancer Insurance Company on its merger with Core Specialty

April 2021

Advised Reliance Standard Life Insurance Company on its acquisition of Standard Security Life Insurance Company

April 2021

Advised ITMA on its sale to MS Amlin

April 2021

Advised Greenlight Re on the sale of AccuRisk Solutions to The Ardonagh Group

April 2021

Served as exclusive financial advisor to North American Management Corp.

April 2021

Served as the exclusive financial advisor to Rollins Financial, Inc.

March 2021

Advised Ensurem on its sale to 777 Partners

March 2021

Advised BC Partners on its majority investment in Davies Group

March 2021

Advised The Littleton Group on its sale to Davies Group

March 2021

Advised Worldwide Facilities on its sale to Amwins Group, Inc.

March 2021

Served as the exclusive financial advisor to Epstein & White Financial, LLC

March 2021

Served as the exclusive financial advisor to Wealthstreet Investment Advisors, LLC

February 2021

Advised OneDigital on its acquisition of HM Employee Benefits and Risk Management

February 2021

Advised DirectPath on its sale to CNO Financial Group

February 2021

Advised Fourseventy Claim Management on its sale to Alacrity Solutions

December 2020

Advised Hancock Claims Consultants on its majority investment from Century Equity Partners

December 2020

Advised Global Risk Solutions on its acquisition of Tailored Adjustment Services

December 2020

Served as the exclusive financial advisor to Atlanta Financial Associates, LLC

December 2020

Served as the exclusive financial advisor to Horan Capital Management, LLC

December 2020

Served as the exclusive financial advisor to Peapack-Gladstone Financial Corporation

December 2020

Served as the exclusive financial advisor Modera Wealth Management, LLC

December 2020

Served as the exclusive financial advisor to The Roosevelt Investment Group, Inc.

December 2020

Served as the exclusive financial advisor for Stavis & Cohen Financial, LLC

November 2020

Served as the exclusive financial a4dvisor to Bowling Portfolio Management, LLC

November 2020

Served as the exclusive financial advisor to McMorgan & Company LLC

November 2020

Advised New Mountain Capital on its investment in IMA Financial Group

October 2020

Advised Simplicity Group Holdings on its sale to Lee Equity Partners

October 2020

Advised New Mountain Capital on its $2.65B sale of OneDigital to Onex

September 2020

Advised Nationwide Appraisals on its sale to Sedgwick

September 2020

Served as the exclusive financial advisor to CJM Wealth Management, LLC

August 2020

Served as the exclusive financial advisor to FCG Advisors, LLC and FCG Wealth Management, LLC

August 2020

Served as the exclusive financial advisor to Hollencrest Capital Management, LLC

July 2020

Served as the exclusive financial advisor to Kudu Investment Management, LLC

May 2020

Served as the exclusive financial advisor to The Mather Group, LLC

April 2020

Advised HGGC on its acquisition of PCF Insurance

February 2020

Advised NORCAL Group on its announced sale to ProAssurance Corporation

December 2019

Advised IAS on its $720M sale to iA Financial Group

December 2019

Served as the exclusive financial advisor to Hogan Financial

October 2019

Advised EPIC Insurance Brokers & Consultants on its acquisition of Prime Risk Partners

October 2019

Advised Transaction Services Group on its sale to Advent International

October 2019

Served as the exclusive financial advisor to Cardea Capital

September 2019

Served as the exclusive financial advisor to Broadview Advisors, LLC

September 2019

Served as the exclusive financial advisor to South Texas Money Management

September 2019

Advised CopperPoint Insurance Companies on its $900M acquisition of Alaska National Insurance Company

August 2019

Served as the exclusive financial advisor to Hillview Capital Advisors, LLC

August 2019

Served as the exclusive financial advisor to Peapack-Gladstone Financial Corporation

July 2019

Served as the exclusive financial advisor to Cortina Asset Management

May 2019

Advised Worley on its sale to Kohlberg & Company

May 2019

Initiated the acquisition by Driehaus Capital Management, LLC

May 2019

Served as the exclusive financial advisor to Singer Xenos Schecter Sosler Wealth Management

April 2019

Served as the exclusive financial advisor to RSW Investments, LLC

December 2018

Served as the exclusive financial advisor to The Mather Group, LLC

October 2018

Initiated the acquisition by Kudu Investment Management, LLC

October 2018

Served as the exclusive financial advisor to The Mather Group, LLC

September 2018

Served as the exclusive financial advisor to Peapack-Gladstone Financial Corporation

September 2018

Served as the exclusive financial advisor to Logan Capital Management, Inc.

May 2018

Served as the exclusive financial advisor to CACEIS

April 2018

Served as advisor to certain members of management of Courtland Partners, Ltd.

December 2017

Served at the exclusive financial advisor to Capstone Financial Advisors

October 2017

We served as the exclusive financial advisor to Peapack-Gladstone Financial Corporation

July 2017

Served as the exclusive financial advisor to Peapack-Gladstone Financial Corporation

April 2017

Served as the exclusive financial advisor to Fifth-Third Bank

March 2017

Served as exclusive financial advisor to Keeley Asset Management

October 2016

Served as the exclusive financial advisor to Park Madison Partners, LLC

June 2016

Served as the exclusive financial advisor to Apex Capital Management, Inc.

June 2016

Served as the exclusive financial advisor to Archer Wealth Management, LLC

December 2015

Served as the exclusive financial advisors to Dendron Advisors, LLC

July 2015

Served as the exclusive financial advisor to MOAB Oil, Inc.

April 2015

Served as the exclusive financial advisor to The MDE Group and Acertus Capital Management

October 2014

Served as the exclusive financial advisor to Geneva Capital Management, LLC

August 2014

Served as the exclusive financial advisor to Fiduciary Network

December 2013

Served as exclusive financial advisor to RR Advisory Group, LLC

October 2013

Served as the exclusive financial advisor to Prime Management, LLC

December 2012

Served as the exclusive financial advisor to Columbus Avenue

December 2012

Served as the exclusive financial advisor to McDonnell Investment Management, LLC

September 2012

Served as the exclusive financial advisor to Gravity Financial

June 2012

Served as the exclusive financial advisor to Ultimus Funds Solution

December 2011

Served as the exclusive financial advisor to Red Granite Advisors, LLC.

June 2010

Served as the exclusive financial advisor to Natixis Global Asset Management

October 2008

Served as the exclusive financial advisor to Lakepoint Investment Partners, LLC

October 2008

Served as the exclusive financial advisor to Farmers National Banc Corp.