Transactions

Focused on the crossroads of insurance,
healthcare services, investment services,
and the technologies that serve those sectors.
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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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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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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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
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MarshBerry
received an investment from
Atlas Merchant Capital
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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CCG IQ & Donan
merged and subsequently partnered with
New Mountain Capital
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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Merlinos & Associates, Inc.
was acquired by
Davies Group
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
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was acquired by
Financial Advisor to Cassaday & Company, Inc. December 2021

December 2021
Served as the exclusive financial advisor to Cassaday & Company, Inc.
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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 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
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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.
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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
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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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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 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
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Legacy Restoration
received a majority investment from
Bessemer Investors
Financial advisor to Legacy Restoration August 2021
Plymouth, MN
August 2021
Advised Legacy Restoration on its majority investment from Bessemer Investors
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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
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StrucSure Home Warranty, LLC and affiliated reinsurance and insurance service entities
was acquired by
Insure Homes Holdings LLC
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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IAS Claim Services
was acquired by
Davies Group
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 Atlantic Trust, Inc. June 2021

June 2021
Exclusive financial advisor to Atlantic Trust, Inc.
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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
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has acquired
Financial Advisor to Peapack-Gladstone Financial Corporation June 2021

June 2021
Served as the exclusive financial advisor to Peapack-Gladstone Financial Corporation
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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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Lancer Insurance Company
has merged with
Core Specialty Insurance Holdings
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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ITMA (International Transportation & Marine Agency)
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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AccuRisk Solutions
a portfolio company of
Greenlight Re
was acquired by
The Ardonagh Group The Amynta Group
portfolio companies of
Madison Dearborn Partners
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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Davies
received a majority investment from
BC Partners
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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The Littleton Group
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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Worldwide Facilities
a portfolio company of
was acquired by
Amwins Group, Inc.
Financial advisor to Worldwide Facilities March 2021
San Francisco, CA
March 2021
Advised Worldwide Facilities on its sale to Amwins Group, Inc.
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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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HM Employee Benefits & Risk Management
was acquired by
OneDigital
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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DirectPath
a portfolio company of
was acquired by
CNO Financial Group
Financial advisor to DirectPath February 2021
Carmel, IN
February 2021
Advised DirectPath on its sale to CNO Financial Group
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Fourseventy Claim Management
was acquired by
Alacrity Solutions
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
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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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Simplicity Group Holdings
A portfolio company of
Aquiline Capital Partners
was recapitalized by
Lee Equity Partners
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
OneDigital
A portfolio company of
New Mountain Capital
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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Nationwide Appraisals
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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Coverys
made a controlling investment in
Archway Health
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
Norcal Group
was acquired by
ProAssurance
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
IAS
a portfolio company of
was acquired by
iA Financial
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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Prime Risk Partners
a portfolio company of
TH Lee Partners
was acquired by
EPIC
a portfolio company of
Oak Hill Capital Partners
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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Alternative Service Concepts
was acquired by
Davies
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
Alaska National Insurance Company
was acquired by
CopperPoint Insurance Companies
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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Frontier Adjusters
A subsidiary of
was acquired by
Davis
a portfolio company of
HGGC
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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Beneco
a portfolio company of
Alpine Investors
was acquired by
Ascensus
a portfolio company of
 Aquiline Genstar
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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Venture Insurance Programs / SuiteLife
a program of
was acquired by
Ryan Specialty Group
a portfolio company of
ONEX
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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Worldwide Facilities, LLC
a portfolio company of
Lovell Minnick
was recapitalized by
Genstar
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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Battleface
received a minority equity investment from
Greenlight Re Innovations
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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Heffernan Insurance Brokers
received a minority equity investment from
SkyKnight
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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Hagen, Streiff, Newton, & Oshiro, Accountants, PC
was acquired by
JS Held
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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Professional Life & Casualty Company, PLC
was acquired by
Heritage Life Insurance Company
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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Worley
a portfolio company of
Aquiline Capital Partners
was acquired by
Kohlberg & Company
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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Frank Lippe Claims Management
was acquired by
Sedgwick Claims Management Services, Inc.
a portfolio company of
The Carlyle Group Stone Point Capital
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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Insight Adjusters and Surveyors Pte Ltd.
was acquired by
Sedgwick Claims Management Services, Inc.
a portfolio company of
The Carlyle Group Stone Point Capital
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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Service Group / Dealer Wizard
was acquired by
IAS
a portfolio company of
Genstar Felxpoint
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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Ideal Adjusting
was acquired by
Aziel Corporation
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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ClearView Risk
a portfolio company of
GCP Capital Partners
was acquired by
The Amynta Group
a portfolio company of
Madison Dearborn Partners
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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Excel Managed Care
was acquired by
Genex
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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Transaction Value: $28,000,000
Mylo, Lockton Companies
received Series A funding from
Guggenheim
Financial advisor to Mylo January 2019
Kansas City, MO
January 2019
Advised Mylo and Lockton on its funding from Guggenheim
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Relation
a portfolio company of
Parthenon Capital Partners Century Equity Partners
was acquired by
Aquiline Capital Partners
Financial advisor to Relation January 2019
Walnut Creek, CA
January 2019
Advised Relation Insurance Services on its sale to Aquiline
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Clarity (Capitve Insurance Operations)
Captive Insurance Company Design and Operations
was acquired by
Arthur J. Gallagher & Co.
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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Osprey Insurance Brokers
was acquired by
Artex
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
FOJP / HIC
was acquired by
The Doctors Company
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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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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DirectPath
merged with
Flores
a portfolio company of
Century Equity
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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Affirmative Risk Management
was acquired by
SCM Insurance Services
a portfolio company of
Warburg Pincus LLC
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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Crystal & Company
was acquired by
Alliant
a portfolio company of
Stone Point Capital
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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ASI
was acquired by
Worley
a portfolio company of
Aquiline Capital Partners
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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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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Zenith American Solutions
a portfolio company of
Water Street
was acquired by
Beecken Petty O'Keefe and Company
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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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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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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BAS
was acquired by
HealthComp Holdings
a portfolio company of
Alpine Investors
Financial advisor to HealthComp Holdings August 2017
Roseville, CA
August 2017
Advised HealthComp Partners on its acquisition of BAS
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CFS LP and Sorrento Pacific
was acquired by
Atria Wealth Solutions
a portfolio company of
Lee Equity Partners
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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Administrative Strategies
was acquired by
Quiet C
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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Nixon and Company, Inc.
was acquired by
SCM Insurance Services
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
OneDigital
was acquired by
New Mountain Capital
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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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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Dealey, Renton & Associates
was acquired by
Assured Partners, Inc.
a portfolio company of
Apax Partners
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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Patient Care
was acquired by
DirectPath
a portfolio company of
Century Equity
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
PPM Services, Inc.
was acquired by
Norcal Mutual
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
Travelex
was acquired by
Cover-More
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 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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True Benefit
was acquired by
AmWINS
Financial advisor to True Benefit May 2016
Branford, CT
May 2016
Advised True Benefit on its sale to AmWINS Group
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Equity Risk Partners
was acquired by
Hub International
a portfolio company of
Hellman & Friedman
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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Beanstream
a wholly owned subsidiary
was acquired by
Bambora Group
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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NCA Group
was acquired by
Worley
a portfolio company of
Aquiline Capital Partners
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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Celestite Holdings
a portfolio company of
Altamont Capital
was acquired by
Confie
a portfolio company of
Abry Partners
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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Transaction Value: $56,000,000
Ahmann-Martin Risk & Benefits Consulting
was acquired by
Associated Bank
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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Absentys
was acquired by
Sedgwick Claims Management Services, Inc.
a portfolio company of
KKR
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
Anchor Holdings
was acquired by
Atlas Financial Holdings, Inc.
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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Laurus Strategies
was acquired by
Hub International
a portfolio company of
Hellman & Friedman
Financial advisor to Laurus Strategies October 2014
Chicago, IL
October 2014
Advised Laurus Strategies on its sale to Hub International
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Worley
was acquired by
Aquiline Capital Partners, LLC
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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Vertical Claims Management
was acquired by
Cannon Cochran Management Services Inc.
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
Optimal Payments (Now Paysafe)
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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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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