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Submit Deal

Cover Image David Baum

David Baum

Partner at Alston & Bird

Lawyer

Deal Bio

Total Deals11

Valued Deals2

Total Value£ 753 M

Avg. Deal Size£ 376 M

Market Context

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03 May 2021|United States|Private Equity

Target: DMJ WEALTH ADVISORS LLC

Bidder: BEACON POINTE ADVISORS LLC

3 Service Providers

1 Target | 2 Bidder

8 Dealmakers

2 Target | 6 Bidder

n/a

Value

30 Jul 2021|United States|Asset Managers and Custodians

Target: HOMRICH BERG

Bidder: NEW MOUNTAIN CAPITAL LLC

8 Service Providers

4 Target | 4 Bidder

18 Dealmakers

13 Target | 5 Bidder

n/a

Value

04 Nov 2021|United States|Asset Managers and Custodians

Target: WESTEND ADVISORS

Bidder: VICTORY CAPITAL

7 Service Providers

3 Target | 4 Bidder

17 Dealmakers

11 Target | 6 Bidder

£ 351 M

Value

22 Feb 2022|United States|Asset Managers and Custodians

Target: CORIENT CAPITAL PARTNERS

Bidder: CI FINANCIAL CORP

6 Service Providers

3 Target | 3 Bidder

27 Dealmakers

13 Target | 14 Bidder

n/a

Value

16 Mar 2022|United States|Asset Managers and Custodians

Target: WORLD INVESTMENT ADVISORS

Bidder: CHARLESBANK CAPITAL PARTNERS LLC

7 Service Providers

4 Target | 3 Bidder

17 Dealmakers

15 Target | 2 Bidder

n/a

Value

08 Jun 2022|United States|Management Consulting

Target: WHARTON BUSINESS GROUP

Bidder: ALERA GROUP

5 Service Providers

3 Target | 2 Bidder

11 Dealmakers

9 Target | 2 Bidder

n/a

Value

08 Aug 2022|United States|Banks

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

17 Aug 2022|United States|Diversified Financials

Target: WIPFLI FINANCIAL ADVISORS

Bidder: CREATIVE PLANNING INC

5 Service Providers

3 Target | 2 Bidder

13 Dealmakers

11 Target | 2 Bidder

n/a

Value

20 Aug 2024|United States|Private Equity

Target: BLEAKLEY FINANCIAL GROUP

Bidder: RISE GROWTH PARTNERS

4 Service Providers

2 Target | 2 Bidder

15 Dealmakers

12 Target | 3 Bidder

n/a

Value

24 Oct 2024|United States|Financial Data and Systems

Target: AMERICANA PARTNERS

Bidder: LOVELL MINNICK PARTNERS LLC

7 Service Providers

4 Target | 3 Bidder

29 Dealmakers

2 Target | 27 Bidder

n/a

Value

06 Feb 2025|United States|Infrastructure Funds

Target: EAGLE RIDGE INVESTMENT MANAGEMENT

Bidder: CARNEGIE INVESTMENT COUNSEL

5 Service Providers

3 Target | 2 Bidder

15 Dealmakers

13 Target | 2 Bidder

n/a

Value

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