Submit Deal

Submit Deal

Cover Image Brynn Rail

Brynn Rail

Partner at Ropes & Gray

Lawyer

Deal Bio

Total Deals9

Valued Deals3

Total Value£ 14.28 B

Avg. Deal Size£ 4.76 B

Market Context

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29 Jan 2020|United States|Electronic Components and Equipment

Target: GALCO INDUSTRIAL ELECTRONICS

Bidder: FREEMAN SPOGLI

8 Service Providers

3 Target | 4 Bidder | 1 Vendor

21 Dealmakers

1 Target | 11 Bidder | 9 Vendor

n/a

Value

13 May 2020|United States|Asset Managers and Custodians

Target: ARTIVEST

Bidder: ICAPITAL NETWORK INC

15 Service Providers

3 Target | 4 Bidder | 8 Vendor

43 Dealmakers

11 Target | 9 Bidder | 23 Vendor

n/a

Value

18 May 2020|United States|Business Process Outsourcing

Target: TOURMALINE PARTNERS

Bidder: COPLEY EQUITY PARTNERS

4 Service Providers

3 Target | 1 Bidder

9 Dealmakers

8 Target | 1 Bidder

n/a

Value

02 Dec 2020|United States|Asset Managers and Custodians

Target: WADDELL & REED (WEALTH MANAGEMENT BUSINESS)

Bidder: LPL FINANCIAL HOLDINGS INC

4 Service Providers

3 Bidder | 1 Vendor

10 Dealmakers

9 Bidder | 1 Vendor

£ 216 M

Value

30 Sep 2020|United States|Asset Managers and Custodians

Target: PRIVATE CLIENT GROUP

Bidder: ALPHACORE

4 Service Providers

2 Bidder | 2 Vendor

10 Dealmakers

2 Bidder | 8 Vendor

n/a

Value

20 Dec 2023|United States|Insurance Brokers

Target: NFP CORP

Bidder: AON PLC

18 Service Providers

9 Target | 6 Bidder | 3 Vendor

87 Dealmakers

26 Target | 55 Bidder | 6 Vendor

£ 10.55 B

Value

13 Feb 2024|United States|Asset Managers and Custodians

Target: ATRIA WEALTH SOLUTIONS

Bidder: LPL FINANCIAL HOLDINGS INC

7 Service Providers

4 Target | 3 Bidder

10 Dealmakers

8 Target | 2 Bidder

n/a

Value

11 Jul 2024|United States|FinTech

Target: ENVESTNET

Bidder: NORWEST VENTURE PARTNERS

20 Service Providers

3 Target | 17 Bidder

83 Dealmakers

35 Target | 48 Bidder

£ 3.51 B

Value

14 Apr 2025|United States|Diversified Financials

Target: CARY STREET PARTNERS

Bidder: CIVC PARTNERS LP

7 Service Providers

4 Target | 3 Bidder

12 Dealmakers

1 Target | 11 Bidder

n/a

Value

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