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Cover Image Anna Saraie
Anna Saraie

Anna Saraie

Associate at Alston & Bird

Lawyer

Deal Bio

Total Deals29
Valued Deals5
Total Value£ 776 M
Avg. Deal Size£ 155 M

Market Context

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05 Feb 2020|United States|Software
Bridge2 Solutions
Intercontinental Exchange

Target: BRIDGE2 SOLUTIONS

Bidder: INTERCONTINENTAL EXCHANGE INC

5 Service Providers

2 Target | 2 Bidder | 1 Vendor

45 Dealmakers

12 Target | 29 Bidder | 4 Vendor

n/a

Value

31 Jan 2020|United States|Real Estate Services
Preferred Apartment Advisors
Preferred Apartment Communities

Target: PREFERRED APARTMENT ADVISORS LLC

Bidder: PREFERRED APARTMENT COMMUNITIES INC

7 Service Providers

4 Bidder | 3 Vendor

46 Dealmakers

25 Bidder | 21 Vendor

£ 179 M

Value

21 Jan 2021|United States|Software
SOFTDOCS
Ridgemont Equity Partners

Target: SOFTDOCS

Bidder: RIDGEMONT EQUITY PARTNERS

6 Service Providers

3 Target | 3 Bidder

18 Dealmakers

2 Target | 16 Bidder

n/a

Value

17 Mar 2021|United States|Payments / Commerce
MILLENNIA
Pamlico Capital

Target: MILLENNIA

Bidder: PAMLICO CAPITAL

6 Service Providers

3 Target | 2 Bidder | 1 Vendor

27 Dealmakers

3 Target | 22 Bidder | 2 Vendor

n/a

Value

12 Apr 2021|United States|Engineering Consulting
Rev.1 Engineering
Asahi Intecc

Target: REV.1 ENGINEERING INC

Bidder: ASAHI INTECC

3 Service Providers

1 Target | 2 Bidder

9 Dealmakers

1 Target | 8 Bidder

£ 20 M

Value

28 Apr 2021|United States|Publishing
J-novel Club
Kadokawa Corporation

Target: J-NOVEL CLUB LLC

Bidder: KADOKAWA CORPORATION

3 Service Providers

1 Target | 2 Bidder

11 Dealmakers

1 Target | 10 Bidder

n/a

Value

16 Dec 2021|United States|Building Materials: Other
Diamond Tool & Fastener
White Cap Supply

Target: DIAMOND TOOL & FASTENER

Bidder: WHITE CAP SUPPLY

3 Service Providers

1 Target | 2 Bidder

16 Dealmakers

1 Target | 15 Bidder

n/a

Value

14 Mar 2022|United States|Machinery: Specialty
New England Machinery
The Massman Companies

Target: NEW ENGLAND MACHINERY

Bidder: THE MASSMAN COMPANIES

14 Service Providers

3 Target | 11 Bidder

28 Dealmakers

27 Target | 1 Bidder

n/a

Value

10 Mar 2022|United States|Diversified Retailers
ALLURE
Architectural Surfaces

Target: ALLURE

Bidder: ARCHITECTURAL SURFACES

4 Service Providers

1 Target | 3 Bidder

24 Dealmakers

1 Target | 23 Bidder

n/a

Value

26 Jul 2022|United States|Textile Products
Foss Floors
Mohawk Industries

Target: FOSS FLOORS

Bidder: MOHAWK INDUSTRIES

7 Service Providers

4 Target | 2 Bidder | 1 Vendor

33 Dealmakers

11 Target | 19 Bidder | 3 Vendor

n/a

Value

28 Jul 2022|United States|Health Care Facilities
Retina Institute Of Virginia
Eyecare Partners

Target: RETINA INSTITUTE OF VIRGINIA

Bidder: EYECARE PARTNERS LLC

6 Service Providers

3 Target | 3 Bidder

16 Dealmakers

4 Target | 12 Bidder

n/a

Value

11 Apr 2022|United States|Building Materials: Other
Valley Truss Company
Builders Firstsource

Target: VALLEY TRUSS COMPANY

Bidder: BUILDERS FIRSTSOURCE

3 Service Providers

1 Target | 2 Bidder

10 Dealmakers

1 Target | 9 Bidder

n/a

Value

03 Oct 2022|United States|Building Materials: Other
Pima Door & Supply (arizona Businesses)
Builders Firstsource

Target: PIMA DOOR & SUPPLY (ARIZONA BUSINESSES)

Bidder: BUILDERS FIRSTSOURCE

3 Service Providers

2 Bidder | 1 Vendor

7 Dealmakers

6 Bidder | 1 Vendor

n/a

Value

27 Mar 2024|United States|Software
MANAGECORE
Protera Technologies

Target: MANAGECORE

Bidder: PROTERA TECHNOLOGIES INC

3 Service Providers

1 Target | 2 Bidder

21 Dealmakers

2 Target | 19 Bidder

n/a

Value

08 Apr 2024|United States|Diversified Industrials
Crimson Steel Supply
White Cap Supply

Target: CRIMSON STEEL SUPPLY

Bidder: WHITE CAP SUPPLY

4 Service Providers

2 Target | 2 Bidder

17 Dealmakers

1 Target | 16 Bidder

n/a

Value

24 Jun 2024|United Kingdom|Diversified Financials
Funding Circle (us Business)
Ibusiness Funding

Target: FUNDING CIRCLE (US BUSINESS)

Bidder: IBUSINESS FUNDING

5 Service Providers

3 Bidder | 2 Vendor

31 Dealmakers

28 Bidder | 3 Vendor

£ 41 M

Value

11 Jun 2024|United States|Diversified Financials
Madison One Capital
Ready Capital Corporation

Target: MADISON ONE CAPITAL

Bidder: READY CAPITAL CORPORATION

4 Service Providers

1 Target | 3 Bidder

18 Dealmakers

2 Target | 16 Bidder

n/a

Value

29 Apr 2024|United States|Diversified Financials
The Money Advisor Group
Bip Wealth

Target: THE MONEY ADVISOR GROUP

Bidder: BIP WEALTH

3 Service Providers

1 Target | 2 Bidder

21 Dealmakers

1 Target | 20 Bidder

n/a

Value

18 Jul 2024|United States|Building Materials: Other
Jjp Mechanical Reps
Air Control Concepts (ex-hobbs & Associates)

Target: JJP MECHANICAL REPS

Bidder: AIR CONTROL CONCEPTS (EX-HOBBS & ASSOCIATES)

4 Service Providers

1 Target | 3 Bidder

13 Dealmakers

1 Target | 12 Bidder

n/a

Value

20 Jun 2024|United States|Hotels and Motels
Old Edwards Hospitality Group
Whitley Family

Target: OLD EDWARDS HOSPITALITY GROUP

Bidder: WHITLEY FAMILY

3 Service Providers

1 Target | 2 Bidder

27 Dealmakers

1 Target | 26 Bidder

n/a

Value

11 Jun 2024|United States|Transportation Services
Coach Usa
The Renco Group

Target: COACH USA

Bidder: THE RENCO GROUP

7 Service Providers

5 Target | 2 Bidder

48 Dealmakers

26 Target | 22 Bidder

n/a

Value

02 Dec 2024|United States|Real Estate Holding and Development
United Development Funding Iv
Ready Capital Corporation

Target: UNITED DEVELOPMENT FUNDING IV

Bidder: READY CAPITAL CORPORATION

9 Service Providers

6 Target | 3 Bidder

30 Dealmakers

6 Target | 24 Bidder

£ 142 M

Value

27 May 2025|United States|Financial Data and Systems
Proquility Private Wealth Partners
Simon Quick Advisors

Target: PROQUILITY PRIVATE WEALTH PARTNERS

Bidder: SIMON QUICK ADVISORS

7 Service Providers

3 Target | 4 Bidder

12 Dealmakers

1 Target | 11 Bidder

n/a

Value

18 Jul 2025|United States|Diversified Financials
Stratos Wealth Partners
Sei Investments Company

Target: STRATOS WEALTH PARTNERS LTD

Bidder: SEI INVESTMENTS COMPANY

8 Service Providers

3 Target | 5 Bidder

46 Dealmakers

18 Target | 28 Bidder

£ 393 M

Value

08 Jul 2025|United States|Diversified Financials
Ng Wealth Advisors
Beacon Pointe Advisors

Target: NG WEALTH ADVISORS

Bidder: BEACON POINTE ADVISORS LLC

2 Service Providers

2 Bidder

15 Dealmakers

15 Bidder

n/a

Value

08 Jul 2025|United States|Diversified Financials
Jentner Wealth Management
Beacon Pointe Advisors

Target: JENTNER WEALTH MANAGEMENT

Bidder: BEACON POINTE ADVISORS LLC

2 Service Providers

2 Bidder

13 Dealmakers

13 Bidder

n/a

Value

08 Jul 2025|United States|Diversified Financials
Heritage Financial Planning
Beacon Pointe Advisors

Target: HERITAGE FINANCIAL PLANNING

Bidder: BEACON POINTE ADVISORS LLC

2 Service Providers

2 Bidder

13 Dealmakers

13 Bidder

n/a

Value

08 Jul 2025|United States|Diversified Financials
Waypoint Wealth Partners
Beacon Pointe Advisors

Target: WAYPOINT WEALTH PARTNERS

Bidder: BEACON POINTE ADVISORS LLC

2 Service Providers

2 Bidder

13 Dealmakers

13 Bidder

n/a

Value

18 Jul 2025|United States|Diversified Industrials
Force Equipment Hvac
Air Control Concepts (ex-hobbs & Associates)

Target: FORCE EQUIPMENT HVAC

Bidder: AIR CONTROL CONCEPTS (EX-HOBBS & ASSOCIATES)

2 Service Providers

1 Target | 1 Bidder

15 Dealmakers

2 Target | 13 Bidder

n/a

Value

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