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Focused on the crossroads of insurance,
healthcare services, investment services,
and the technologies that serve those sectors.
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was acquired by
Financial Advisor to TDC Life
October 2024
Maumee, OH
October 2024
Advised TDC Life on their transaction with EPIC
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a wholly owned subsidiary of
has been acquired by
Financial Advisor to United Community Banks, Inc.
September 2024
Greenville, South Carolina
September 2024
Advised United Community Banks, Inc. on its divestment of FinTrust Capital Advisors to Wealth Enhancement Group
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has merged with
Financial Advisor to Touchdown Ventures
September 2024
Philadelphia, PA
September 2024
Advised Touchdown Ventures on its sale to Cerity Partners
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has been acquired by
Financial Advisor to Judith Heft & Associates
September 2024
Stamford, CT
September 2024
Advised Judith Heft & Associates on its sale to Wealthspire Advisors
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was acquired by
Financial Advisor to Minuteman
September 2024
Farmington Hills, MI
September 2024
Advised Minuteman Adjusters on its sale to Davies Group
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was acquired by
Financial Advisor to Deposits Inc.
September 2024
Dallas, TX
September 2024
Advised Deposits Inc. on its sale to Ingo Payments
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was acquired by
a portfolio company of
a subsidiary of
Financial Advisor to SpringFour
September 2024
Chicago, IL
September 2024
Advised SpringFour on its sale to C&R Software
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announces a majority investment from
Financial Advisor to THL Partners
August 2024
Nashville, TN
August 2024
Advised THL Partners on its majority investment in YA Group
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a portfolio company of
announced new investment from
Financial Advisor to Simplicity
August 2024
Summit, NJ
August 2024
Advised Simplicity Group on its partnership with SkyKnight Capital and Dragoneer Investment Group
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has been acquired by
Financial Advisor to Emerald Multi-Family Office
July 2024
Weston, FL
July 2024
Advised Emerald Multi-Family Office on its sale to Corient
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a portfolio company of
received a majority investment from
Financial Advisor to Hellman & Friedman
July 2024
Atlanta, GA
July 2024
Advised Hellman & Friedman on their majority investment in Safe-Guard Products International
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announces sale to
Provided Fairness Opinion to the Board of Directors of The Horton Group
July 2024
Orland Park, IL
July 2024
Provided Fairness Opinion to the Board of Directors of The Horton Group
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has been acquired by
a portfolio company of
Financial Advisor to SRS Capital Advisors
June 2024
Denver, CO
June 2024
Advised SRS Capital Advisors on its sale to Arax Investment Partners, a portfolio company of Redbird Capital Partners
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received an investment from
Financial Advisor to Avior Wealth Management
May 2024
Omaha, NE
May 2024
Advised Avior Wealth Management on its investment from Constellation Wealth Capital
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has been acquired by
Financial Advisor to Lynch Retirement Investment Group
May 2024
Columbia, MD
May 2024
Advised Lynch Retirement Investment Group on its sale to Wealth Enhancement Group
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has been acquired by
Financial Advisor to The Retirement Group
May 2024
San Diego, CA
May 2024
Advised The Retirement Group on its sale to Wealth Enhancement Group
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has been acquired by
Financial Advisor to Paragon Advisors
May 2024
Shaker Heights, OH
May 2024
Advised Paragon Advisors on its sale to Corient
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has been acquired by
Financial Advisor to Socius Family Office
May 2024
Fort Lauderdale, FL
May 2024
Advised Socius Family Office on its sale to Corient
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has been acquired by
Financial Advisor to Legacy Asset Management, Inc.
April 2024
Houston, TX
April 2024
Advised Legacy Asset Management on its sale to OneDigital
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a portfolio company of
was recapitalized by
Financial Advisor to Accuserve Solutions and Aquiline Capital Partners
March 2024
Denver, CO
March 2024
Advised Accuserve Solutions and Aquiline Capital Partners on their transaction with Flexpoint Ford
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has been acquired by
Financial Advisor to MDK Private Wealth Management
March 2024
Seattle, WA
March 2024
Advised MDK Private Wealth Management on its sale to Mercer Advisors
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received a majority investment from
Financial Advisor to Lee Equity Partners
March 2024
Philadelphia, PA
March 2024
Advised Lee Equity Partners on their majority investment in PCS Retirement
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announces acquisition by
Financial Advisor to MDD
February 2024
Boston, MA
February 2024
Advised MDD on their announced acquisition by Davies
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announces recapitalization by
Financial Advisor to Bain Capital Insurance
February 2024
Noblesville, IN and Tampa, FL
February 2024
Advised Bain Capital Insurance on its investment in Ryze Claim Solutions
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has been acquired by
Exclusive financial advisor to Fourth Street Performance Partners, Inc.
February 2024
Covington, Kentucky
February 2024
Advised Fourth Street Performance Partners on its acquisition by AndCo Consulting
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has been acquired by
Financial Advisor to Engrave Wealth
December 2023
The Woodlands, TX
December 2023
Advised Engrave Wealth Partners on its sale to CAPTRUST
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has been acquired by
Financial Advisor to Foundational Wealth Advisory
December 2023
Macon, GA
December 2023
Advised Foundational Wealth Advisory on its sale to Wealth Enhancement Group
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has been acquired by
Financial Advisor to Landmark Financial Advisors, LLC
December 2023
Bowling Green, KY
December 2023
Advised Landmark Financial Advisors on its sale to Wealth Enhancement Group
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has been acquired by
Financial Advisor to Weinheimer Wealth Management
December 2023
Austin, TX
December 2023
Advised Weinheimer Wealth Management on its sale to Exencial Wealth Advisors​
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has been acquired by
Financial Advisor to Trutina Financial
December 2023
Bellevue, WA
December 2023
Advised Trutina Financial on its sale to CAPTRUST
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has been acquired by
Financial Advisor to Paragon Wealth Strategies, LLC
December 2023
Jacksonville, FL
December 2023
Advised Paragon Wealth Strategies on its sale to Mercer Advisors
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was recapitalized by
Financial Advisor to Navigate Wellbeing Solutions
November 2023
Des Moines, IA
November 2023
Advised Navigate Wellbeing Solutions on their majority recapitalization with McCarthy Capital
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wholly-owned subsidiaries of
announces sale to
a wholly-owned subsidiary of
Financial Advisor to the Farmers Exchanges
November 2023
Los Angeles, CA
November 2023
Advised the Farmers Exchanges on its sale of its three brokerage assets to Farmers Group, Inc
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announces partnership with
Financial Advisor to Passerelle Partners
November 2023
Summit, NJ
November 2023
Advised Passerelle Partners on its partnership with Simplicity Group Holdings, Inc.
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a portfolio company of
announces acquisition by
Financial Advisor to DOXA
November 2023
Fort Wayne, IN
November 2023
Advised DOXA on its sale to Goldman Sachs Asset Management
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a subsidiary of AmerInst Insurance Group, was acquired by
Financial Advisor to Protexure and AmerInst
October 2023
Lisle, IL and Hamilton, Bermuda
October 2023
Advised AmerInst Insurance Group on the sale of Protexure Insurance Agency to The McGowan Companies
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has been acquired by
Financial advisor to Private Capital Management, Inc.
October 2023
Larkspur, CA
October 2023
Advised Private Capital Management, Inc on their acquisition by Beacon Pointe Advisors
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received an investment from
Financial advisor to Pritzker Private Capital
October 2023
Buffalo, NY
October 2023
Advised Pritzker Private Capital on its Investment in Lawley
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received a majority investment from
Financial Advisor to S&S Health
October 2023
Cincinnati, OH
October 2023
Advised S&S Health on its majority investment from Lovell Minnick Partners
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has partnered with
Financial Advisor to Sunshine Life and Health Advisors
September 2023
Miami, FL
September 2023
Advised Sunshine Life & Health Advisors on their sale to Alliant Insurance Services
View Details
has been acquired by
Financial advisor to Financial Solutions
August 2023
Waukesha, WI
August 2023
Advised Financial Solutions on its acquisition by Pensionmark Financial Group
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has been acquired by
Exclusive financial advisor to Bell Rock Capital, LLC
August 2023
Rehoboth Beach, DE
August 2023
Advised Bell Rock Capital, LLC on its Sale to Bryn Mawr Capital Management
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has merged with
a portfolio company of
Financial Advisor to Southwest Adjusters and Longshore Capital
August 2023
Irving, TX
August 2023
Advised Longshore Capital and Southwest Adjusters on their merger with Team One
View Details
has been acquired by
Financial Advisor to Actuarial Consulting Group, Inc. and Actuarial Consulting Group Advisory Services, Inc.
July 2023
Richmond, VA
July 2023
Advised Actuarial Consulting Group, Inc. and Actuarial Consulting Group Advisory Services, Inc. on its sale to Wealthspire
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announces partnership with
Financial Advisor to Prime Captial
July 2023
Overland Park, KS
July 2023
Served as the exclusive financial advisor to Prime Capital Investment Advisors
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was acquired by
an affiliate of
Financial Advisor to HCSG
July 2023
Shelton, CT
July 2023
Advised HCSG on its sale to Carelon Insights
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has merged with
Exclusive financial advisor to AJ Wealth
July 2023
New York, NY
July 2023
Park Sutton represents AJ Wealth on its merger with Cerity Partners
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has been acquired by
Financial advisor to Day & Ennis, LLC
July 2023
Macon, GA
July 2023
Advised Day & Ennis on its sale to Mercer Advisors
View Details
a wholly owned subsidiary of:
was acquired by
a portfolio company of:
Financial Advisor to Breckenridge IS, Inc. and W.R. Berkley Corporation
June 2023
Atlanta, GA
June 2023
Advised Breckenridge IS, Inc. and W.R. Berkley Corporation on the sale of the Insurance Services Division to Accretive Insurance Solutions, Inc.
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a wholly owned subsidiary of:
agreed to be acquired by
Financial advisor to Encova Mutual Insurance Group
May 2023
May 2023
Advised Encova on its merger with PALIC
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receives equity investment from
Financial Advisor to Flexpoint Ford
May 2023
Chicago, IL
May 2023
Advised Flexpoint Ford on its equity investment in SageSure
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has merged with
Financial Advisor to Parsec Financial
May 2023
Asheville, NC
May 2023
Advised Parsec Financial on its merger with Modera Wealth Management
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has been acquired by
Financial advisor to Quantitative Advantage, LLC
April 2023
Minneapolis, MN
April 2023
Advised QA Wealth on its sale to CAPTRUST
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a wholly owned subsidiary of:
was acquired by
Financial Advisor to Kaufman / Afirm
April 2023
Fort Collins, CO
April 2023
Advised the Kaufman Group on its sale of Afirm Solutions to Davies
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was acquired by
Financial advisor to Heron Wealth
March 2023
New York, NY
March 2023
Advised Heron Wealth on its sale to Wealthspire
View Details
has been acquired by
Financial advisor to Omega Wealth Partners, Inc.
March 2023
Fort Worth, TX
March 2023
Advised Omega Wealth Partners on its sale to Captrust Financial Advisors
View Details
was acquired by
Financial Advisor to Cornerstone Wealth Management
March 2023
Reno, NV
March 2023
Advised Cornerstone on its sale to Prime Capital Investment Advisors
View Details
was acquired by
Financial Advisor to Telarray
March 2023
Memphis, TN
March 2023
Advised Telarray on its sale to Creative Planning
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was acquired by
a portfolio company of
Financial Advisor to Spartan Recoveries
March 2023
Bohemia, NY
March 2023
Advised Spartan Recoveries on its sale to Alacrity Solutions
View Details
and
were acquired by
Financial Advisor to Elite Construction Solutions
February 2023
Indianapolis, IN
February 2023
Advised Elite Construction Solutions on its acquisition of Universal Roofing & Exteriors and Jackson Contracting
View Details
has partnered with
Financial Advisor to Strategic Risk Solutions
February 2023
Burlington, VT
February 2023
Advised Strategic Risk Solutions on its sale to Integrum
View Details
was recapitalized by
Financial Advisor to Lovell Minnick Partners​
February 2023
Erie, PA
February 2023
Advised Lovell Minnick Partners on their recapitalization of Definiti
View Details
a portfolio company of
was acquired by
Financial Advisor to Alacrity Solutions Group
February 2023
Fishers, IN
February 2023
Advised Alacrity Solutions Group, a portfolio company of Kohlberg & Company, on its sale to BlackRock Alternatives
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was acquired by
Financial Advisor to AGWS
January 2023
Warrenville, IL
January 2023
Advised AGWS on its sale to Reynolds and Reynolds
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was acquired by
Financial Advisor to Monroe Vos Consulting, Inc.
January 2023
Raleigh, NC
January 2023
Advised Monroe Vos on its sale to CAPTRUST
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was recapitalized by
Financial Advisor to Wellworks For You
January 2023
Frazer, PA
January 2023
Advised Wellworks For You on their recapitalization by RiverGlade Capital
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was acquired by
Financial Advisor to Picwell, Inc.
January 2023
Philadelphia, PA
January 2023
Advised Picwell, Inc. on its sale to Jellyvision
View Details
was acquired by
Financial advisor to Stonnington Group
January 2023
Pasadena, CA
January 2023
Served as exclusive financial advisor to Stonnington Group
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has combined with
Financial Advisor to CAC Specialty & Cobbs Allen
December 2022
Denver, CO
December 2022
Advised CAC Specialty and Cobbs Allen on their combination​
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was acquired by
Financial advisor to Walker Wealth Management
December 2022
Redbank, NJ
December 2022
Served as exclusive financial advisor to Walker Wealth Management
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was acquired by
Financial advisor to Maryland Capital Management, LLC
December 2022
Baltimore, MD
December 2022
Served as exclusive Financial Advisor to Maryland Capital Management
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was acquired by
Financial Advisor to Liberty Wealth Advisors, LLC.
December 2022
Naples, FL
December 2022
Served as exclusive financial advisor to Liberty Wealth Advisors, LLC.
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was acquired by
Financial Advisor to BTR Capital Management, Inc.
November 2022
New York, New York
November 2022
Served as exclusive financial advisor to BTR Capital Management, Inc.
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a portfolio company of
was recapitalized by
Financial Advisor to The Vistria Group
September 2022
Charlotte, NC
September 2022
Advised Vistria on their recapitalization of Flores
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received a significant investment from
Financial Advisor to Corsair Capital
September 2022
Los Angeles, CA
September 2022
Advised Corsair on their investment in Miracle Mile Advisors
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received growth capital from
Financial Advisor to Patra Corporation
September 2022
El Dorado Hills, CA
September 2022
Advised Patra Corporation on its growth investment from FTV Capital
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was acquired by
Financial Advisor to Johns Eastern Company, Inc.
September 2022
Lakewood Ranch, FL
September 2022
Advised Johns Eastern Company, Inc. on its sale to Davies Group
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was acquired by
Financial Advisor to Elite Construction Solutions
August 2022
Columbus, OH
August 2022
Advised Elite Construction Solutions on its acquisition of 123 Exteriors
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was acquired by
a portfolio company of
Financial Advisor to Assured Relocation
August 2022
August 2022
Advised Assured Relocation on its sale to CRS Temporary Housing
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a portfolio company of
was acquired by
Financial Advisor to Carlyle and BenefitMall
August 2022
August 2022
Advised BenefitMall on its sale to Truist
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was acquired by
Financial Advisor to Johnson Brunetti
August 2022
August 2022
Served as the exclusive financial advisor to Johnson Brunetti
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was acquired by
Financial Advisor to KB Financial, LLC
August 2022
August 2022
Served as the exclusive financial advisor to KB Financial, LLC
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was acquired by
a portfolio company of
Financial advisor to U.S. Forensic
June 2022
New Orleans, LA
June 2022
Advised U.S. Forensic on its sale to Applied Technical Services
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was acquired by
a portfolio company of
Financial advisor to Property Damage Appraisers
June 2022
Fort Worth, TX
June 2022
Advised Property Damage Appraisers on its sale to Alacrity Solutions
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a construction division of
was acquired by
Financial advisor to Tokio Marine Kiln (TMK)
June 2022
Naperville, IL
June 2022
Advised Tokio Marine Kiln (TMK) on this transaction
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was acquired by
Financial Advisor to Burns Wealth Advisors, LLC
June 2022
June 2022
We served as the exclusive financial Advisor to Burns Wealth Advisors, LLC
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was acquired by
Financial Advisor to Crossvault Capital Mangement, LLC
June 2022
June 2022
Served as the exclusive financial advisor to Crossvault Capital Mangement, LLC
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was acquired by
Financial Advisor to Ferris Capital, LLC
June 2022
June 2022
Served as the exclusive financial advisor to Ferris Capital, LLC
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was acquired by
Financial Advisor to Taylor Wealth Management Partners, LLC
June 2022
June 2022
Served as the exclusive financial advisor to Taylor Wealth Management Partners, LLC
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was acquired by
a portfolio company of
Financial advisor to EmPower HR
May 2022
Milwaukee, WI
May 2022
Advised EmPower HR on its sale to Vensure Employer Services
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was acquired by
May 2022
New York, NY
May 2022
Waller Helms Advisors to acquire Park Sutton Advisors
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a wholly owned subsidiary of:
were acquired by:
Financial advisor to Safety National / Midlands
April 2022
Charleston, SC
April 2022
Advised Safety National / Midlands on its sale of select Wholesale and MGU divisions to Johnson & Johnson
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was recapitalized by
Financial advisor to The Vistria Group
April 2022
Chicago, IL
April 2022
Advised The Vistria Group on the Recapitalization of The Mather Group
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has partnered with
Financial Advisor to Altium Wealth Management, LLC
April 2022
April 2022
Served as the exclusive financial advisor to Altium Wealth Management, LLC
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was acquired by
Financial Advisor to Keystone Wealth Partners, LLC
March 2022
March 2022
Served as the exclusive financial advisor to Keystone Wealth Partners, LLC
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has entered into a strategic partnership
Financial Advisor to The Mather Group, LLC
March 2022
March 2022
Served as the exclusive financial advisor to The Mather Group, LLC
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was acquired by
Financial advisor to Trive Capital
February 2022
San Antonio, TX
February 2022
Advised Trive Capital on its majority investment in Allcat Claims Service
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was acquired by
Financial advisor to Lion Street
January 2022
Dallas, TX
January 2022
Advised Lion Street on its sale to Integrity Marketing Group
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The Associations Business of
was acquired by
a portfolio company of
Financial advisor to AMBA
January 2022
Austin, TX
January 2022
Advised AMBA on its acquisition of Mercer's Associations business
View Details
received an investment from
Financial advisor to Atlas Merchant Capital
January 2022
Woodmere, OH
January 2022
Advised Atlas Merchant Capital with its investment in MarshBerry
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was acquired by
Financial advisor to Underwriters Safety & Claims
December 2021
Louisville, KY
December 2021
Advised Underwriters Safety & Claims on its sale to Charles Taylor
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merged and subsequently partnered with
Financial advisor to New Mountain Capital
December 2021
Louisville, KY and Charlotte, NC
December 2021
Served as financial advisor to New Mountain Capital in these transactions
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was acquired by
Financial advisor to Merlinos & Associates, Inc.
December 2021
Peachtree Corners, GA
December 2021
Advised Merlinos & Associates, Inc. on its sale to Davies Group
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was acquired by
Financial Advisor to 20/20 Financial Advisors
December 2021
December 2021
Served as the exclusive financial advisor to 20/20 Financial Advisors
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was acquired by
Financial Advisor to Berno Financial Management, Inc.
December 2021
December 2021
Served as the exclusive financial advisor to Berno Financial Management, Inc.
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was acquired by
Financial Advisor to Brouwer & Janachowski, LLC
December 2021
December 2021
Served as the exclusive advisor to Brouwer & Janachowski, LLC
View Details
was acquired by
Financial Advisor to Cassaday & Company, Inc.
December 2021
December 2021
Served as the exclusive financial advisor to Cassaday & Company, Inc.
View Details
was acquired by
Financial Advisor to Century Wealth Management, LLC
December 2021
December 2021
Served as the exclusive financial advisor to Century Wealth Management, LLC
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was acquired by
Financial advisor to Crouse and Associates
December 2021
San Francisco, CA
December 2021
Advised Crouse and Associates on its sale to Ryan Specialty Group
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was acquired by
Financial Advisor to Financial Network Limited
December 2021
December 2021
Served as the exclusive financial advisor to Financial Network Limited
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was acquired by
Financial Advisor to Granite Investment Advisors, LLC
December 2021
December 2021
Served as the exclusive financial advisor to Granite Investment Advisors, LLC
View Details
was acquired by
Financial Advisor to Investec Advisory Group L.P.
December 2021
December 2021
Served as the exclusive financial advisor to Investec Advisory Group L.P.
View Details
was acquired by
Financial Advisor to Keystone Wealth Partners, LLC
December 2021
December 2021
Served as the exclusive financial advisor to Keystone Wealth Partners, LLC
View Details
was acquired by
Financial Advisor to Queens Oak Advisors
December 2021
December 2021
Served as the exclusive financial advisor to Queens Oak Advisors
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was acquired by
Financial Advisor to RINET Company, Inc.
December 2021
December 2021
Served as the exclusive financial advisor to RINET Company, Inc.
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and
were acquired by
Financial advisor to investor group
November 2021
Miami, FL
November 2021
Advised investor group on its acquisition of Granada Insurance Company and GIC Underwriters
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has raised growth equity capital
Financial advisor to Vimly Benefit Solutions
October 2021
Mukilteo, WA
October 2021
Advised Vimly Benefit Solutions on its growth capital raise
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was acquired by
Financial Advisor to Lake Point Wealth Management, LLC
October 2021
October 2021
Served as the exclusive financial advisor to Lake Point Wealth Management, LLC
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was acquired by
Financial advisor to Custard Companies
September 2021
Peachtree Corners, GA
September 2021
Advised Custard Companies on its acquisition of Specialty Group, Inc. (SGI)
View Details
was acquired by
Financial Advisor to FCG Advisors, LLC
September 2021
September 2021
Served as the exclusive financial advisor to FCG Advisors, LLC
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has acquired
Financial Advisor to Morgan Stanley Wealth Management
September 2021
September 2021
Served as the exclusive financial advisor to Morgan Stanley Wealth Management
View Details
received a majority investment from
Financial advisor to Legacy Restoration
August 2021
Plymouth, MN
August 2021
Advised Legacy Restoration on its majority investment from Bessemer Investors
View Details
was acquired by
Financial advisor to Liberty Mutual
July 2021
Boston and Columbus, Ohio
July 2021
Advised Liberty Mutual on its acquisition of State Auto Group
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was acquired by
Financial Advisor to Fintrust Capital Advisors, LLC
July 2021
July 2021
Served as the exclusive financial advisor to Fintrust Capital Advisors, LLC
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has sold a minority stake to
Financial Advisor to Verdence Capital Advisors, LLC
July 2021
July 2021
Served as the exclusive financial advisor to Verdence Capital Advisors, LLC
View Details
was acquired by
a portfolio company of
Financial advisor to StrucSure Home Warranty
June 2021
Radnor, PA
June 2021
Advised StrucSure Home Warranty on its sale to Insure Homes
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was acquired by
Financial advisor to IAS Claim Services
June 2021
London, UK
June 2021
Advised IAS Claim Services on its sale to Davies Group
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was acquired by
Financial advisor to Team Focus
June 2021
Chicago, IL
June 2021
Advised Team Focus Insurance Group on its sale to PEAK6 Insurance Operations
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was acquired by
Financial Advisor to Atlantic Trust, Inc.
June 2021
June 2021
Exclusive financial advisor to Atlantic Trust, Inc.
View Details
was acquired by
Financial Advisor to Fiduciary Plan Advisors, LLC
June 2021
June 2021
Served as exclusive financial advisor to Fiduciary Plan Advisors, LLC
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was acquired by
Financial Advisor to MJM 401k, LLC
June 2021
June 2021
Served as the exclusive financial advisor to MJM 401k, LLC
View Details
has acquired
Financial Advisor to Peapack-Gladstone Financial Corporation
June 2021
June 2021
Served as the exclusive financial advisor to Peapack-Gladstone Financial Corporation
View Details
was acquired by
Financial Advisor to Stewardship Financial Advisors, LLC
June 2021
June 2021
Served as the exclusive financial advisor to Stewardship Financial Advisors, LLC
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has raised Series B growth capital to fund their expansion
Financial advisor to Dama Financial
April 2021
South San Francisco, CA
April 2021
Advised Dama Financial on its Series B growth equity raise
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was acquired by
Financial advisor to David Morse & Associates
April 2021
Woodland Hills, CA
April 2021
Advised David Morse and Associates (DMA) on it's sale to Venbrook
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has merged with
Financial advisor to Lancer Insurance Company
April 2021
Cincinnati, OH
April 2021
Advised Lancer Insurance Company on its merger with Core Specialty
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was acquired by
a member of
Financial advisor to Reliance Standard
April 2021
New York, NY
April 2021
Advised Reliance Standard Life Insurance Company on its acquisition of Standard Security Life Insurance Company
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was acquired by
Financial advisor to ITMA
April 2021
Scottsdale, AZ
April 2021
Advised ITMA on its sale to MS Amlin
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a portfolio company of
was acquired by
portfolio companies of
Financial advisor to Greenlight Re
April 2021
Chicago, Illinois
April 2021
Advised Greenlight Re on the sale of AccuRisk Solutions to The Ardonagh Group
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was acquired by
Financial Advisor to North American Management Corp.
April 2021
April 2021
Served as exclusive financial advisor to North American Management Corp.
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has acquired
Financial Advisor to Rollins Financial, Inc.
April 2021
April 2021
Served as the exclusive financial advisor to Rollins Financial, Inc.
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was acquired by
Financial advisor to Ensurem
March 2021
Clearwater, FL
March 2021
Advised Ensurem on its sale to 777 Partners
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received a majority investment from
Financial advisor to BC Partners
March 2021
London, UK
March 2021
Advised BC Partners on its majority investment in Davies Group
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was acquired by
Financial advisor to The Littleton Group
March 2021
London, UK
March 2021
Advised The Littleton Group on its sale to Davies Group
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a portfolio company of
was acquired by
Financial advisor to Worldwide Facilities
March 2021
San Francisco, CA
March 2021
Advised Worldwide Facilities on its sale to Amwins Group, Inc.
View Details
was acquired by
Financial Advisor to Epstein & White Financial, LLC
March 2021
March 2021
Served as the exclusive financial advisor to Epstein & White Financial, LLC
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was acquired by
Financial Advisor to Reby Advisers, LLC
March 2021
March 2021
Served as the exclusive financial advisor to Reby Advisors, LLC
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was acquired by
Financial Advisor to Wealthstreet Investment Advisors, LLC
March 2021
March 2021
Served as the exclusive financial advisor to Wealthstreet Investment Advisors, LLC
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was acquired by
a portfolio company of
Financial advisor to OneDigital
February 2021
Altlanta, GA
February 2021
Advised OneDigital on its acquisition of HM Employee Benefits and Risk Management
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a portfolio company of
was acquired by
Financial advisor to DirectPath
February 2021
Carmel, IN
February 2021
Advised DirectPath on its sale to CNO Financial Group
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was acquired by
a portfolio company of
Financial advisor to Fourseventy Claim Management
February 2021
Fishers, IN
February 2021
Advised Fourseventy Claim Management on its sale to Alacrity Solutions
View Details
was recapitalized by
Financial advisor to Hancock Claims Consultants
December 2020
Atlanta, GA
December 2020
Advised Hancock Claims Consultants on its majority investment from Century Equity Partners
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was acquired by
Financial advisor to Global Risk Solutions
December 2020
Miami, FL
December 2020
Advised Global Risk Solutions on its acquisition of Tailored Adjustment Services
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was acquired by
Financial Advisor to Atlanta Financial Associates, LLC
December 2020
Atlanta-Financial Associates, LLC. Has Been Acquired by Mercer Global Advisors, Inc.
December 2020
Served as the exclusive financial advisor to Atlanta Financial Associates, LLC
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was acquired by
Financial Advisor to Horan Capital Management, LLC
December 2020
December 2020
Served as the exclusive financial advisor to Horan Capital Management, LLC
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has joined
Financial Advisor to Peapack-Gladstone Financial Corporation
December 2020
December 2020
Served as the exclusive financial advisor to Peapack-Gladstone Financial Corporation
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has received a strategic minority investment from
Financial Advisor to Modera Wealth Management, LLC
December 2020
December 2020
Served as the exclusive financial advisor Modera Wealth Management, LLC
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was acquired by
Financial Advisor to The Roosevelt Investment Group, Inc.
December 2020
December 2020
Served as the exclusive financial advisor to The Roosevelt Investment Group, Inc.
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has sold a majority stake to
Financial Advisor to Stavis & Cohen
December 2020
December 2020
Served as the exclusive financial advisor for Stavis & Cohen Financial, LLC
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was acquired by
Financial Advisor to Bowling Portfolio Management, LLC
November 2020
November 2020
Served as the exclusive financial a4dvisor to Bowling Portfolio Management, LLC
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received a minority equity investment from
Financial advisor to New Mountain Capital
November 2020
Denver, CO
November 2020
Advised New Mountain Capital on its investment in IMA Financial Group
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A top-quartile Institutional Small-Cap Value Team has joined McMorgan & Company LLC
Financial Advisor to McMorgan & Company LLC
November 2020
November 2020
Served as the exclusive financial advisor to McMorgan & Company LLC
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A portfolio company of
was recapitalized by
Financial advisor to Simplicity Group Holdings
October 2020
Summit, NJ
October 2020
Advised Simplicity Group Holdings on its sale to Lee Equity Partners
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Transaction Value: $2,650,000,000
A portfolio company of
was recapitalized by
Financial advisor to New Mountain Capital
October 2020
Atlanta, GA
October 2020
Advised New Mountain Capital on its $2.65B sale of OneDigital to Onex
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was acquired by
Financial Advisor to CJM Wealth Management, LLC
September 2020
September 2020
Served as the exclusive financial advisor to CJM Wealth Management, LLC
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was acquired by
a portfolio company of
Financial advisor to Nationwide Appraisals
September 2020
Memphis, TN
September 2020
Advised Nationwide Appraisals on its sale to Sedgwick
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has partnered with
Financial Advisor to FCG Advisors, LLC and FCG Wealth Management, LLC
August 2020
August 2020
Served as the exclusive financial advisor to FCG Advisors, LLC and FCG Wealth Management, LLC
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has sold a minority stake to
Financial Advisor to Hollencrest Capital Management, LLC
August 2020
August 2020
Served as the exclusive financial advisor to Hollencrest Capital Management, LLC
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has acquired a minority stake in
Financial Advisor to Kudu Investment Management, LLC
July 2020
July 2020
Served as the exclusive financial advisor to Kudu Investment Management, LLC
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was acquired by
Financial Advisor to Lenox Wealth Management, Inc.
July 2020
July 2020
Served as the exclusive financial advisor to Lenox Wealth Management, Inc.
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has acquired
Financial Advisor to The Mather Group, LLC
May 2020
May 2020
Served as the exclusive financial advisor to The Mather Group, LLC
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A portfolio company of
was acquired by
Financial advisor to HGGC
April 2020
Palo Alto, CA
April 2020
Advised HGGC on its acquisition of PCF Insurance
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made a controlling investment in
Financial advisor to Coverys
February 2020
Boston, MA
February 2020
Advised Coverys on its strategic investment in Archway Health Advisors
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Transaction Value: $450,000,000
was acquired by
Financial advisor to NORCAL Group
February 2020
San Francisco, CA
February 2020
Advised NORCAL Group on its announced sale to ProAssurance Corporation
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was acquired by
Financial Advisor to Hogan Financial
December 2019
December 2019
Served as the exclusive financial advisor to Hogan Financial
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Transaction Value: $720,000,000
a portfolio company of
was acquired by
Financial advisor to IAS
December 2019
Quebec City, Quebec
December 2019
Advised IAS on its $720M sale to iA Financial Group
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was recapitalized by
Financial advisor to Prime Capital Investment Advisors
October 2019
Overland Park, KS
October 2019
Advised Prime Capital Investment Advisors on its strategic minority investment from LNC Partners
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a portfolio company of
was acquired by
a portfolio company of
Financial advisor to EPIC
October 2019
San Francisco, CA
October 2019
Advised EPIC Insurance Brokers & Consultants on its acquisition of Prime Risk Partners
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was acquired by
a portfolio company of
Financial advisor to Alternative Service Concepts
October 2019
Nashville, TN
October 2019
Advised Alternative Service Concepts on its sale to Davies Group
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has acquired
Financial Advisor to Cardea Capital
October 2019
October 2019
Served as the exclusive financial advisor to Cardea Capital
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a portfolio company of
was acquired by
Financial advisor to Transaction Services Group*
October 2019
London
October 2019
Advised Transaction Services Group on its sale to Advent International
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Transaction Value: $900,000,000
was acquired by
Financial advisor to CopperPoint Insurance Companies
September 2019
Phoenix, AZ
September 2019
Advised CopperPoint Insurance Companies on its $900M acquisition of Alaska National Insurance Company
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was acquired by
Financial Advisor to Broadview Advisors, LLC
September 2019
September 2019
Served as the exclusive financial advisor to Broadview Advisors, LLC
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A subsidiary of
was acquired by
a portfolio company of
Financial advisor to Merrymeeting Group and Frontier Adjusters
September 2019
Independence, OH
September 2019
Advised Merrymeeting Group on the sale of Frontier Adjusters to Davies Group
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was acquired by
Financial Advisor to South Texas Money Management
September 2019
September 2019
Served as the exclusive financial advisor to South Texas Money Management
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a portfolio company of
was acquired by
a portfolio company of
Financial advisor to Beneco
August 2019
Scottsdale, AZ
August 2019
Advised Beneco on its sale to Ascensus
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was acquired by
Financial Advisor to Hillview Capital Advisors, LLC
August 2019
August 2019
Served as the exclusive financial advisor to Hillview Capital Advisors, LLC
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has acquired
Financial Advisor to Peapack-Gladstone Financial Corporation
August 2019
August 2019
Served as the exclusive financial advisor to Peapack-Gladstone Financial Corporation
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a program of
was acquired by
a portfolio company of
Financial advisor to Venture / SuiteLife
August 2019
West Chester, PA
August 2019
Advisor to Venture Insurance Programs on the sale of its SUITELIFE Program to Ryan Specialty Group
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a portfolio company of
was recapitalized by
Financial advisor to Worldwide Facilities
August 2019
Los Angeles, CA
August 2019
Advised Worldwide Facilities on its investment from Genstar Capital
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received a minority equity investment from
Financial advisor to Battleface, Inc.
July 2019
United Kingdom
July 2019
Advised Battleface on its investment from Greenlight Re
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was acquired by
Financial Advisor to Cortina Asset Management
July 2019
July 2019
Served as the exclusive financial advisor to Cortina Asset Management
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received a minority equity investment from
Financial advisor to Heffernan Insurance Brokers
July 2019
San Francisco, CA
July 2019
Advised Heffernan Insurance Brokers on its investment from SkyKnight Capital
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sold a minority interest to
Financial advisor to Elementum
June 2019
Chicago, IL
June 2019
Advised the principals of Elementum on the sale of a minority stake to White Mountains
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was acquired by
Financial advisor to Hagen, Streiff, Newton, & Oshiro, Accountants, PC
June 2019
Irvine, CA
June 2019
Advised Hagen, Streiff, Newton, & Oshiro, Accountants, PC on its sale to J.S. Held
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was acquired by
Financial advisor to Professional Life & Casualty Company, PLC
June 2019
Chicago, IL
June 2019
Advised Professional Life & Casualty Company on its sale to Heritage Life Insurance Company
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has acquired the Small-Cap Value Team of
Initiated the acquisition by Driehaus Capital Management, LLC
May 2019
May 2019
Initiated the acquisition by Driehaus Capital Management, LLC
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was acquired by
Financial Advisor to Singer Xenos Schecter Sosler Wealth Management
May 2019
May 2019
Served as the exclusive financial advisor to Singer Xenos Schecter Sosler Wealth Management
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a portfolio company of
was acquired by
Financial advisor to Worley
May 2019
Fishers, IN
May 2019
Advised Worley on its sale to Kohlberg & Company
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and wholly-owned subsidiary
has acquired an interest in
Financial Advisor to RSW Investments, LLC
April 2019
April 2019
Served as the exclusive financial advisor to RSW Investments, LLC
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was acquired by
a subsidiary
Financial Advisor to Tirschwell & Loewy
April 2019
April 2019
Served as exclusive financial advisor to Tirschwell & Loewy
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was acquired by
a portfolio company of
Financial advisor to Sedgwick Claims Management Services
March 2019
Memphis, TN
March 2019
Advised Sedgwick on its Acquisition of Frank Lippe Claims Management
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was acquired by
a portfolio company of
Financial advisor to Sedgwick Claims Management Services
March 2019
Memphis, TN
March 2019
Advised Sedgwick on its acquisition of Insight Adjusters and Surveyors
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was acquired by
a portfolio company of
Financial advisor to Service Group
March 2019
Austin, TX
March 2019
Advised Service Group and DealerWizard on its sale to IAS
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was acquired by
Financial advisor to Ideal Adjusting
February 2019
Sugar Land, TX
February 2019
Advised Ideal Adjusting on its sale to Aziel Corporation
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a portfolio company of
was acquired by
a portfolio company of
Financial advisor to ClearView Risk
January 2019
Dallas, TX
January 2019
Advised Clearview Risk Holdings on its sale to The Amynta Group
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was acquired by
Financial advisor to Excel Managed Care
January 2019
Sacramento, CA
January 2019
Advised Excel Managed Care on its sale to Genex
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was acquired by
Financial advisor to Safety National Casualty Corporation
January 2019
St. Louis, MO
January 2019
Advised Safety National Casualty Corporation on its acquisition of Midlands Management Corporation
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Transaction Value: $28,000,000
received Series A funding from
Financial advisor to Mylo
January 2019
Kansas City, MO
January 2019
Advised Mylo and Lockton on its funding from Guggenheim
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a portfolio company of
was acquired by
Financial advisor to Relation
January 2019
Walnut Creek, CA
January 2019
Advised Relation Insurance Services on its sale to Aquiline
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Captive Insurance Company Design and Operations
was acquired by
Financial advisor to Clarity
December 2018
Chicago, IL
December 2018
Advised Clarity Group on the sale of Captive Insurance Company Design and Operations to Arthur J. Gallagher & Co.
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has acquired
Financial Advisor to The Mather Group, LLC
December 2018
December 2018
Served as the exclusive financial advisor to The Mather Group, LLC
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was acquired by
Financial advisor to Osprey Insurance Brokers
December 2018
Malta
December 2018
Advised Osprey Insurance Brokers on its sale to Artex
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Transaction Value: $650,000,000
was acquired by
Financial advisor to The Doctors Company
November 2018
New York, NY
November 2018
Advised The Doctors Company on its acquisition of Hospitals Insurance Company and FOJP Service Corporation
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partnered with
Financial advisor to Fiesta
October 2018
Westport, CT
October 2018
Advised Fiesta Insurance on its investment from Gemspring Capital
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acquired a minority stake in
from
Initiated the acquisition by Kudu Investment Management, LLC
October 2018
October 2018
Initiated the acquisition by Kudu Investment Management, LLC
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has acquired
Financial Advisor to The Mather Group, LLC
October 2018
October 2018
Served as the exclusive financial advisor to The Mather Group, LLC
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merged with
a portfolio company of
Financial advisor to DirectPath
September 2018
Birmingham, AL
September 2018
Advised DirectPath on its merger with Flores
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will join and continue to manage assets at
Financial Advisor to Logan Capital Management, Inc.
September 2018
September 2018
Served as the exclusive financial advisor to Logan Capital Management, Inc.
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has acquired
Financial Advisor to Peapack-Gladstone Financial Corporation
September 2018
September 2018
Served as the exclusive financial advisor to Peapack-Gladstone Financial Corporation
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was acquired by
Financial advisor to PEAK6
August 2018
Chicago, IL
August 2018
Advised PEAK6 on its acquisition of National Flood Services from Aon
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was acquired by
a portfolio company of
Financial advisor to SCM Insurance Services
July 2018
Chicago, IL
July 2018
Advised SCM Insurance Services on its acquisition of Affirmative Risk Management
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a portfolio company of
received a strategic investment from
Financial advisor to Procare Software*
July 2018
New York, NY
July 2018
Advised Procare Software on its strategic investment from Warburg incus
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a subsidiary of
was acquired by
Financial Advisor to CACEIS
May 2018
May 2018
Served as the exclusive financial advisor to CACEIS
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partnered with
Financial advisor to Propel
May 2018
Tacoma, WA
May 2018
Advised Propel Insurance on its partnership with Flexpoint Ford
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was acquired by
a portfolio company of
Financial advisor to Crystal & Company
April 2018
New York, NY
April 2018
Advised Crystal & Company on its sale to Alliant Insurance Services
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has acquired
With real estate assets under advisement of approximately $65 billion
Financial Advisor to Courtland Partners, Ltd.
April 2018
April 2018
Served as advisor to certain members of management of Courtland Partners, Ltd.
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has acquired
Financial Advisor to Ultimus Fund Solutions
April 2018
April 2018
Served as the exclusive financial advisor to Ultimus Fund Solutions
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partnered with
Financial advisor to Alliant National
March 2018
Longmont, CO
March 2018
Advised Alliant National Title Insurance Company on its partnership with Presidio Investors
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was acquired by
a portfolio company of
Financial advisor to Worley
February 2018
Hammond, LA
February 2018
Advised Worley Claims Services on its acquisition of Audit Services Incorporated
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was acquired by
Financial advisor to American Enterprise
January 2018
Des Moines, IA
January 2018
Advised American Enterprise Group on its acquisition of Great Western Insurance Company
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Capstone is a leading wealth manager in the Chicago area with approximately $1.3 billion in AUM
Financial Advisor to Capstone Financial Advisors
December 2017
December 2017
Served at the exclusive financial advisor to Capstone Financial Advisors
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a portfolio company of
was recapitalized by
Financial advisor to Trintech*
December 2017
Addison, TX
December 2017
Advised Trintech on its majority recapitalization from Summit Partners
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was acquired by
Financial advisor to Velocity Solutions*
December 2017
Miami, FL
December 2017
Advised Velocity Solutions on its sale to H.I.G. Capital
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a portfolio company of
was acquired by
Financial advisor to Zenith American Solutions
December 2017
Tampa, FL
December 2017
Advised Zenith American Solutions on its sale to Beecken Petty
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was acquired by
Financial advisor to USA Technologies*
November 2017
Malvern, PA
November 2017
Advised USA Technologies on its acquisition of Cantaloupe Systems
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has acquired
Financial Advisor to Peapack-Gladstone Financial Corporation
October 2017
October 2017
We served as the exclusive financial advisor to Peapack-Gladstone Financial Corporation
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was acquired by
Financial advisor to PWSC
October 2017
Chantilly, VA
October 2017
Advised Professional Warranty Services Corporation on its sale to Kingsway Financial Services
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received a majority investment from
Financial advisor to Francisco Partners*
September 2017
Roselle, IL
September 2017
Advised Francisco Partners on its majority investment in NMI
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was acquired by
a portfolio company of
Financial advisor to HealthComp Holdings
August 2017
Roseville, CA
August 2017
Advised HealthComp Partners on its acquisition of BAS
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was acquired by
a portfolio company of
Financial advisor to CUSO and Sorrento Pacific
August 2017
San Diego, CA
August 2017
Advised CUSO Financial Services and Sorrento Pacific Financial on their sale to Atria Wealth Solutions
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was acquired by
Financial advisor to Administrative Strategies
July 2017
Westfield, IN
July 2017
Advised Administrative Strategies on its sale to Quiet C
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has acquired
Financial Advisor to Peapack-Gladstone Financial Corporation
July 2017
July 2017
Served as the exclusive financial advisor to Peapack-Gladstone Financial Corporation
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has acquired a minority stake in
Financial Advisor to EP Wealth Advisors
July 2017
July 2017
Served as the exclusive financial advisor to EP Wealth Advisors
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was acquired by
a portfolio company of
Financial advisor to Worley
June 2017
Hammond, LA
June 2017
Advised Worley Claims Services on its acquisition of Apex Claims Service of New England
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was acquired by
a portfolio company of
Financial advisor to SCM Insurance Services
May 2017
Chicago, IL
May 2017
Advised SCM Insurance Services on its acquisition of Nixon & Company
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Transaction Value: $560,000,000
was acquired by
Financial advisor to New Mountain Capital
May 2017
Atlanta, GA
May 2017
Advised New Mountain Capital on its acquisition of OneDigital Health and Benefits
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was acquired by
Financial advisor to Aquiline*
May 2017
New York, NY
May 2017
Advised Aquiline Capital Partners on its acquisition of OSG Billing Services
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Transaction Value: $550,000,000
was acquired by
Financial advisor to Paymetric*
May 2017
Altlanta, GA
May 2017
Advised Paymetric on its sale to Vantiv
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has acquired
Financial Advisor to Fifth-Third Bank
April 2017
April 2017
Served as the exclusive financial advisor to Fifth-Third Bank
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was acquired by
Financial Advisor to Keeley Asset Management
March 2017
March 2017
Served as exclusive financial advisor to Keeley Asset Management
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was acquired by
a portfolio company of
Financial advisor to Dealey, Renton & Associates
February 2017
Oakland, CA
February 2017
Advised Dealey, Renton & Associates on its sale to AssuredPartners
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was acquired by
a portfolio company of
Financial advisor to Patient Care
January 2017
Milwaukee, WI
January 2017
Advised Patient Care on its sale to DirectPath
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Transaction Value: $205,000,000
was acquired by
Financial advisor to PPM Services, Inc.
November 2016
Overland Park, KS
November 2016
Advised PPM Services on its sale to NORCAL Mutual
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has sold a minority stake to
Financial Advisor to Park Madison Partners, LLC
October 2016
October 2016
Served as the exclusive financial advisor to Park Madison Partners, LLC
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a portfolio company of
was acquired by
Financial advisor to REPAY*
September 2016
September 2016
Advised REPAY on its sale to Corsair Capital
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Transaction Value: $105,000,000
was acquired by
Financial advisor to Travelex Insurance Services
September 2016
Omaha, NE
September 2016
Advised Travelex Holdings on the sale of Travelex Insurance Services to Cover-More Group
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was acquired by
Financial advisor to BrickStreet Insurance
August 2016
Charleston, WV
August 2016
Advised BrickStreet Mutual Insurance on its Acquisition of HM Insurance Group's Workers' Compensation Business
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was acquired by
Financial Advisor to Apex Capital Management, Inc.
June 2016
June 2016
Served as the exclusive financial advisor to Apex Capital Management, Inc.
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was acquired by
Financial Advisor to Archer Wealth Management, LLC
June 2016
June 2016
Served as the exclusive financial advisor to Archer Wealth Management, LLC
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was acquired by
Financial advisor to Total Program Management
June 2016
New York, NY
June 2016
Advised Total Program Management on its sale to AmTrust Financial Services
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was acquired by
Financial advisor to True Benefit
May 2016
Branford, CT
May 2016
Advised True Benefit on its sale to AmWINS Group
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was acquired by
a portfolio company of
Financial advisor to Equity Risk Partners
February 2016
San Francisco, CA
February 2016
Advised Equity Risk Partners on its sale to Hub International
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was acquired by
Financial Advisor to Dendron Advisors, LLC
December 2015
December 2015
Served as the exclusive financial advisors to Dendron Advisors, LLC
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was acquired by
Financial adviosr to Colorado Bankers Life Insurance Company
November 2015
Greenwood VIllage, CO
November 2015
Advised Colorado Bankers Life Insurance Company on its sale to Southland National Insurance Corporation
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a wholly owned subsidiary
was acquired by
Financial advisor to Beanstream*
September 2015
Victoria
September 2015
Advised Beanstream on its sale to Bambora Group
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was acquired by
Financial Advisor to MOAB Oil, Inc.
July 2015
July 2015
Served as the exclusive financial advisor to MOAB Oil, Inc.
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was acquired by
a portfolio company of
Financial advisor to NCA Group
July 2015
Fishers, IN
July 2015
Advised NCA Group on its sale to Worley Claims Services
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was recapitalized by
Financial advisor to Worldwide Facilities
July 2015
Los Angeles, CA
July 2015
Advised Worldwide Facilities on its investment from Lovell Minnick Partners
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a portfolio company of
was acquired by
a portfolio company of
Financial advisor to Celestite Holdings
June 2015
Dallas, TX
June 2015
Advised Celestite Holdings on its sale to Confie
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&
were acquired by
Financial Advisor to The MDE Group and Acertus Capital Management
April 2015
April 2015
Served as the exclusive financial advisor to The MDE Group and Acertus Capital Management
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was acquired by
Financial advisor to Tangiers Group
February 2015
Valletta, Malta
February 2015
Advised Tangiers Group on its acquisition of Osprey Insurance Brokers
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Transaction Value: $56,000,000
was acquired by
Financial advisor to Associated Bank
January 2015
Green Bay, WI
January 2015
Advised Associated Bank on its acquisition of Ahmann & Martin Co.
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was acquired by
a portfolio company of
Financial advisor to Absentys
December 2014
Chattanooga, TN
December 2014
Advised Absentys on its sale to Sedgwick
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was acquired by
Financial Advisor to Geneva Capital Management, LLC
October 2014
October 2014
Served as the exclusive financial advisor to Geneva Capital Management, LLC
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Transaction Value: $25,000,000
was acquired by
Financial advisor to Global Liberty Insurance Company
October 2014
Melville, NY
October 2014
Advised Global Liberty Insurance Company on its sale to Atlas Financial Holdings
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was acquired by
a portfolio company of
Financial advisor to Laurus Strategies
October 2014
Chicago, IL
October 2014
Advised Laurus Strategies on its sale to Hub International
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was acquired by
Financial advisor to Aquiline Capital Partners
October 2014
Hammond, LA
October 2014
Advised Aquiline on its investment in Worley Claims Services
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Transaction Value: $400,000,000
was acquired by
Financial advisor to Santa Barbara Tax Products Group*
September 2014
Pasadena, CA
September 2014
Advised Santa Barbara Tax Products Group on its sale to Green Dot
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has acquired a minority stake in
Financial Advisor to Fiduciary Network
August 2014
August 2014
Served as the exclusive financial advisor to Fiduciary Network
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was acquired by
Financial Advisor to Vertical Claims Management
August 2014
Pittsburgh, PA
August 2014
Advised Vertical Claims Management on its sale to CCMSI
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Transaction Value: $210,000,000
was acquired by
Financial advisor to Meritus Payment Solutions*
July 2014
New York, NY
July 2014
Advised Meritus Payment Solutions on its sale to Optimal Payments
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was acquired by
Financial advisor to Totura & Company
March 2014
Fort Lauderdale, FL
March 2014
Advised Totura & Company on its sale to Engle Martin & Associates
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has sold a majority stake to
Financial Advisor to RR Advisory Group, LLC
December 2013
December 2013
Served as exclusive financial advisor to RR Advisory Group, LLC
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was acquired by
Financial Advisor to Prime Management, LLC
October 2013
October 2013
Served as the exclusive financial advisor to Prime Management, LLC
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was acquired by
Financial Advisor to Columbus Avenue
December 2012
December 2012
Served as the exclusive financial advisor to Columbus Avenue
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was acquired by
Financial Advisor to McDonnell Investment Management, LLC
December 2012
December 2012
Served as the exclusive financial advisor to McDonnell Investment Management, LLC
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has sold a majority stake to
Financial Advisor to Riverpoint Capital
October 2012
October 2012
Served as the exclusive financial advisor to Riverpoint Capital
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was acquired by
Financial Advisor to Gravity Financial
September 2012
September 2012
Served as the exclusive financial advisor to Gravity Financial
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has sold a stake to
Financial Advisor to Ultimus Funds Solution
June 2012
June 2012
Served as the exclusive financial advisor to Ultimus Funds Solution
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has sold a minority stake to
Financial Advisor to Red Granite Advisors, LLC.
December 2011
December 2011
Served as the exclusive financial advisor to Red Granite Advisors, LLC.
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was acquired by
Financial Advisor to Astor Asset Management
October 2010
October 2010
Served as the exclusive financial advisor to Astor Asset Management
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has acquired a majority interest in
Financial Advisor to Advisean Partners
September 2010
September 2010
Served as the exclusive financial advisor to Advisean Partners
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has sold the Sollertia Funds to
Financial Advisor to Natixis Global Asset Management
June 2010
June 2010
Served as the exclusive financial advisor to Natixis Global Asset Management
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was acquired by
Financial Advisor to Mead, Adams & Co.
April 2009
April 2009
Served as the exclusive financial advisor to Mead, Adams & Co.
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was acquired by
Financial Advisor to Farmers National Banc Corp.
October 2008
October 2008
Served as the exclusive financial advisor to Farmers National Banc Corp.
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was acquired by
Financial advisor to Lakepoint Investment Partners, LLC.
October 2008
October 2008
Served as the exclusive financial advisor to Lakepoint Investment Partners, LLC
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