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Anna Saraie

Associate at Alston & Bird

Lawyer

Deal Bio

Total Deals28

Valued Deals5

Total Value£ 776 M

Avg. Deal Size£ 155 M

Market Context

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05 Feb 2020|United States|Software

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

Target: THE MONEY ADVISOR GROUP

Bidder: BIP WEALTH

3 Service Providers

1 Target | 2 Bidder

21 Dealmakers

1 Target | 20 Bidder

n/a

Value

20 Jun 2024|United States|Hotels and Motels

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

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

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

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

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|Asset Managers and Custodians

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

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

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

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

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