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Brian Foley

Vice President at Keefe Bruyette & Woods

Financial Advisor

Deal Bio

Total Deals5

Valued Deals1

Total Value£ 1.65 B

Avg. Deal Size£ 1.65 B

Market Context

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12 Jul 2021|United States|Full Line Insurance

Target: STATE AUTO GROUP

Bidder: LIBERTY MUTUAL GROUP INC

12 Service Providers

8 Target | 4 Bidder

32 Dealmakers

22 Target | 10 Bidder

£ 1.65 B

Value

30 Jun 2022|United States|Digital Services

Target: TOWERIQ

Bidder: RESOURCE PRO

5 Service Providers

3 Target | 2 Bidder

8 Dealmakers

5 Target | 3 Bidder

n/a

Value

21 Aug 2023|Mexico|Investment Banking

Target: PNC (LATIN AMERICAN BROKERAGE AND INVESTMENT OPERATIONS)

Bidder: INSIGNEO FINANCIAL GROUP

5 Service Providers

4 Bidder | 1 Vendor

9 Dealmakers

8 Bidder | 1 Vendor

n/a

Value

21 May 2024|United States|Investment Banking

Target: MORRISON STREET CAPITAL

Bidder: NORTHMARQ

3 Service Providers

1 Target | 2 Bidder

7 Dealmakers

1 Target | 6 Bidder

n/a

Value

15 Jan 2025|United States|Management Consulting

Target: GELLER & COMPANY (MULTI-FAMILY OFFICE BUSINESS)

Bidder: CORIENT CAPITAL PARTNERS

7 Service Providers

4 Bidder | 3 Vendor

38 Dealmakers

4 Bidder | 34 Vendor

n/a

Value