Submit Deal
All Dealmakers
Similar Dealmakers
Vice President at Raymond James
Financial Advisor
Atlanta
Deal Bio
Market Context
Back to top
All rights reserved. Copyright © 2025 Datasite
Expertise (10)
Key Relationships
Sort
Target: TSA CONSULTING GROUP
Bidder: US RETIREMENT & BENEFITS PARTNERS
4 Service Providers
8 Dealmakers
n/a
Value
Target: CONFLUENCE TECHNOLOGIES INC
Bidder: CLEARLAKE CAPITAL GROUP LP
9 Service Providers
17 Dealmakers
£ 643 M
Target: FORESIDE FINANCIAL GROUP LLC
Bidder: GENSTAR CAPITAL LLC
25 Dealmakers
Target: WEALTH ENHANCEMENT GROUP
Bidder: ONEX CORPORATION
7 Service Providers
13 Dealmakers
Target: MIDAMERICA ADMINISTRATIVE & RETIREMENT SOLUTIONS
5 Service Providers
Target: RIA IN A BOX
Bidder: K1 INVESTMENT MANAGEMENT
10 Dealmakers
Target: KESTRA FINANCIAL
Bidder: OAK HILL CAPITAL PARTNERS
Target: DEFINITI
Bidder: LOVELL MINNICK PARTNERS LLC
7 Dealmakers
Target: MERCER ADVISORS
Bidder: ALTAS PARTNERS
13 Service Providers
20 Dealmakers
Target: US RETIREMENT & BENEFITS PARTNERS
Bidder: THE VISTRIA GROUP
18 Dealmakers
