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Cover Image Caroline Dailey
Caroline DaileyAlston & Bird

Caroline Dailey

Associate at Alston & Bird

Lawyer

Atlanta

Deal Bio

Total Deals14
Valued Deals2
Total Value£ 794 M
Avg. Deal Size£ 397 M

Market Context

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18 Apr 2022|United States|Software
DADESYSTEMS
Great Hill Partners

Target: DADESYSTEMS

Bidder: GREAT HILL PARTNERS LLC

7 Service Providers

3 Target | 4 Bidder

18 Dealmakers

2 Target | 16 Bidder

n/a

Value

12 Jul 2022|United States|Asset Managers and Custodians
Dyson Capital Partners
PATHSTONE

Target: DYSON CAPITAL PARTNERS

Bidder: PATHSTONE

4 Service Providers

2 Target | 2 Bidder

12 Dealmakers

2 Target | 10 Bidder

n/a

Value

08 Aug 2022|United States|Banks
Professional Holding
Seacoast Banking Corporation Of Florida

Target: PROFESSIONAL HOLDING

Bidder: SEACOAST BANKING CORPORATION OF FLORIDA

7 Service Providers

4 Target | 3 Bidder

25 Dealmakers

9 Target | 16 Bidder

£ 401 M

Value

03 Aug 2022|United States|FinTech
Accrualify
Corpay (ex-fleetcor Technologies)

Target: ACCRUALIFY INC

Bidder: CORPAY (EX-FLEETCOR TECHNOLOGIES)

4 Service Providers

1 Target | 3 Bidder

24 Dealmakers

2 Target | 22 Bidder

n/a

Value

26 Jul 2022|United States|Diversified Financials
Frontier Wealth Management
Captrust Financial Advisors

Target: FRONTIER WEALTH MANAGEMENT

Bidder: CAPTRUST FINANCIAL ADVISORS

3 Service Providers

1 Target | 2 Bidder

8 Dealmakers

1 Target | 7 Bidder

n/a

Value

18 Jan 2024|United States|Diversified Financials
Engrave Wealth Partners
Captrust Financial Advisors

Target: ENGRAVE WEALTH PARTNERS

Bidder: CAPTRUST FINANCIAL ADVISORS

3 Service Providers

1 Target | 2 Bidder

6 Dealmakers

6 Bidder

n/a

Value

08 May 2024|United States|Payroll
PAYMERANG
Corpay (ex-fleetcor Technologies)

Target: PAYMERANG

Bidder: CORPAY (EX-FLEETCOR TECHNOLOGIES)

5 Service Providers

1 Target | 3 Bidder | 1 Vendor

28 Dealmakers

1 Target | 24 Bidder | 3 Vendor

n/a

Value

16 Oct 2024|United States|Asset Managers and Custodians
Hall Capital Partners
PATHSTONE

Target: HALL CAPITAL PARTNERS

Bidder: PATHSTONE

7 Service Providers

3 Target | 4 Bidder

25 Dealmakers

3 Target | 22 Bidder

n/a

Value

02 Oct 2024|United States|Diversified Financials
Matter Family Office
Bw Forsyth Partners

Target: MATTER FAMILY OFFICE

Bidder: BW FORSYTH PARTNERS

3 Service Providers

2 Target | 1 Bidder

9 Dealmakers

8 Target | 1 Bidder

n/a

Value

24 Oct 2024|United States|Financial Data and Systems
Americana Partners
Lovell Minnick Partners

Target: AMERICANA PARTNERS

Bidder: LOVELL MINNICK PARTNERS LLC

7 Service Providers

4 Target | 3 Bidder

29 Dealmakers

2 Target | 27 Bidder

n/a

Value

05 Mar 2025|United States|Diversified Financials
Carolinas Investment Consulting
Captrust Financial Advisors

Target: CAROLINAS INVESTMENT CONSULTING

Bidder: CAPTRUST FINANCIAL ADVISORS

3 Service Providers

1 Target | 2 Bidder

8 Dealmakers

1 Target | 7 Bidder

n/a

Value

09 May 2025|United States|Diversified Financials
1280 Financial Partners
Sanctuary Wealth

Target: 1280 FINANCIAL PARTNERS

Bidder: SANCTUARY WEALTH

3 Service Providers

1 Target | 2 Bidder

5 Dealmakers

1 Target | 4 Bidder

n/a

Value

24 Jun 2025|United States|Diversified Financials
Salzinger Sheaff Brock
Allworth Financial

Target: SALZINGER SHEAFF BROCK

Bidder: ALLWORTH FINANCIAL

4 Service Providers

2 Target | 2 Bidder

8 Dealmakers

2 Target | 6 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

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