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Cover Image David Blass
David BlassSimpson Thacher & Bartlett

David Blass

Partner at Simpson Thacher & Bartlett

Lawyer

Washington D.C.

Deal Bio

Total Deals33
Valued Deals21
Total ValueÂŁ 80.27 B
Avg. Deal SizeÂŁ 3.82 B

Market Context

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30 Jan 2018|United States|Financial Data and Systems
Refinitiv Holdings
Blackstone Group

Target: REFINITIV HOLDINGS INC

Bidder: BLACKSTONE GROUP INC

31 Service Providers

18 Bidder | 13 Vendor

102 Dealmakers

62 Bidder | 40 Vendor

ÂŁ 12.06 B

Value

06 Nov 2018|United States|Asset Managers and Custodians
Usaa Asset Management Company
Victory Capital

Target: USAA ASSET MANAGEMENT COMPANY

Bidder: VICTORY CAPITAL

7 Service Providers

4 Bidder | 3 Vendor

18 Dealmakers

1 Bidder | 17 Vendor

ÂŁ 653 M

Value

09 May 2019|United States|Financial Data and Systems
Advisor Group
Reverence Capital Partners

Target: ADVISOR GROUP INC

Bidder: REVERENCE CAPITAL PARTNERS

22 Service Providers

6 Target | 12 Bidder | 4 Vendor

57 Dealmakers

31 Target | 11 Bidder | 15 Vendor

ÂŁ 1.77 B

Value

25 Jul 2019|United States|Diversified Financials
Usaa (assets Portfolio)
Paxion Capital Partners

Target: USAA (ASSETS PORTFOLIO)

Bidder: PAXION CAPITAL PARTNERS

7 Service Providers

4 Bidder | 3 Vendor

32 Dealmakers

13 Bidder | 19 Vendor

ÂŁ 1.45 B

Value

18 Feb 2020|United States|Asset Managers and Custodians
Legg Mason
Franklin Templeton Investments Corporation

Target: LEGG MASON INC

Bidder: FRANKLIN TEMPLETON INVESTMENTS CORPORATION

16 Service Providers

9 Target | 7 Bidder

63 Dealmakers

50 Target | 13 Bidder

ÂŁ 4.99 B

Value

08 Jul 2020|Bermuda|Diversified Financials
Global Atlantic Financial Group
Kkr & Co

Target: GLOBAL ATLANTIC FINANCIAL GROUP

Bidder: KKR & CO

9 Service Providers

4 Target | 5 Bidder

75 Dealmakers

14 Target | 61 Bidder

ÂŁ 3.51 B

Value

15 Mar 2021|United States|Asset Managers and Custodians
Edelman Financial Engines
Warburg Pincus

Target: EDELMAN FINANCIAL ENGINES INC

Bidder: WARBURG PINCUS LLC

8 Service Providers

4 Target | 3 Bidder | 1 Vendor

46 Dealmakers

25 Target | 20 Bidder | 1 Vendor

n/a

Value

13 Apr 2021|United States|Software
ENVERUS
Hellman & Friedman

Target: ENVERUS

Bidder: HELLMAN & FRIEDMAN LLC

10 Service Providers

4 Target | 4 Bidder | 2 Vendor

32 Dealmakers

21 Target | 9 Bidder | 2 Vendor

n/a

Value

26 Apr 2021|United States|Financial Data and Systems
Ascensus
Gic Private

Target: ASCENSUS LLC

Bidder: GIC PRIVATE LIMITED

13 Service Providers

4 Target | 6 Bidder | 3 Vendor

62 Dealmakers

7 Target | 44 Bidder | 11 Vendor

ÂŁ 2.16 B

Value

20 May 2021|United States|Real Estate Holding and Development
Black Creek Group
Ares Management

Target: BLACK CREEK GROUP

Bidder: ARES MANAGEMENT

7 Service Providers

3 Target | 4 Bidder

64 Dealmakers

23 Target | 41 Bidder

n/a

Value

14 Jul 2021|United States|Full Line Insurance
Aig (life & Retirement Business)
Blackstone Group

Target: AIG (LIFE & RETIREMENT BUSINESS)

Bidder: BLACKSTONE GROUP INC

10 Service Providers

1 Target | 4 Bidder | 5 Vendor

87 Dealmakers

1 Target | 41 Bidder | 45 Vendor

ÂŁ 1.59 B

Value

13 Aug 2021|United States|Software
CARTA
Silver Lake Partners

Target: CARTA

Bidder: SILVER LAKE PARTNERS LP

4 Service Providers

1 Target | 3 Bidder

43 Dealmakers

2 Target | 41 Bidder

ÂŁ 360 M

Value

15 Sep 2021|Israel|FinTech
PAGAYA
Ejf Acquisition Corp

Target: PAGAYA

Bidder: EJF ACQUISITION CORP

17 Service Providers

6 Target | 11 Bidder

69 Dealmakers

23 Target | 46 Bidder

ÂŁ 6.14 B

Value

21 Sep 2021|United States|Banks
Mufg Union Bank N.a.
Us Bancorp

Target: MUFG UNION BANK N.A.

Bidder: US BANCORP

12 Service Providers

1 Target | 5 Bidder | 6 Vendor

61 Dealmakers

3 Target | 30 Bidder | 28 Vendor

ÂŁ 5.85 B

Value

04 Nov 2021|United States|Investment Banking
Tradestation Group
Monex Group

Target: TRADESTATION GROUP

Bidder: MONEX GROUP

13 Service Providers

5 Target | 8 Bidder

46 Dealmakers

21 Target | 25 Bidder

ÂŁ 1.05 B

Value

03 Nov 2021|United States|Health Care Services
Newport Group
Ascensus

Target: NEWPORT GROUP

Bidder: ASCENSUS LLC

9 Service Providers

3 Target | 6 Bidder

28 Dealmakers

5 Target | 24 Bidder

n/a

Value

02 Dec 2021|United States|Asset Managers and Custodians
Griffin Capital (us Wealth Distribution And Asset Management Businesses)
Apollo Global Management

Target: GRIFFIN CAPITAL (US WEALTH DISTRIBUTION AND ASSET MANAGEMENT BUSINESSES)

Bidder: APOLLO GLOBAL MANAGEMENT INC

9 Service Providers

6 Bidder | 3 Vendor

14 Dealmakers

11 Bidder | 3 Vendor

n/a

Value

28 Feb 2022|United States|Banks
First Horizon National Corp
Td Bank Group

Target: FIRST HORIZON NATIONAL CORP

Bidder: TD BANK GROUP

10 Service Providers

4 Target | 6 Bidder

61 Dealmakers

13 Target | 48 Bidder

ÂŁ 10.00 B

Value

12 Apr 2022|United States|Digital Services
GENIES
Silver Lake Partners

Target: GENIES

Bidder: SILVER LAKE PARTNERS LP

6 Service Providers

2 Target | 4 Bidder

22 Dealmakers

2 Target | 20 Bidder

ÂŁ 115 M

Value

02 Aug 2022|United States|Investment Banking
Cowen
Td Bank Group

Target: COWEN INC

Bidder: TD BANK GROUP

11 Service Providers

6 Target | 5 Bidder

62 Dealmakers

19 Target | 43 Bidder

ÂŁ 1.06 B

Value

04 Oct 2022|United States|Mortgage Finance
First Eagle Alternative Capital Bdc
Crescent Capital Bdc

Target: FIRST EAGLE ALTERNATIVE CAPITAL BDC

Bidder: CRESCENT CAPITAL BDC

7 Service Providers

4 Target | 3 Bidder

29 Dealmakers

26 Target | 3 Bidder

ÂŁ 129 M

Value

02 Feb 2023|United States|Asset Managers and Custodians
Focus Financial Partners
Clayton Dubilier & Rice

Target: FOCUS FINANCIAL PARTNERS

Bidder: CLAYTON DUBILIER & RICE LLC

21 Service Providers

7 Target | 12 Bidder | 2 Vendor

75 Dealmakers

19 Target | 37 Bidder | 19 Vendor

ÂŁ 5.68 B

Value

28 Apr 2023|United States|Insurance Brokers
Hub International
Leonard Green & Partners

Target: HUB INTERNATIONAL LIMITED

Bidder: LEONARD GREEN & PARTNERS LP

9 Service Providers

4 Target | 3 Bidder | 2 Vendor

42 Dealmakers

31 Target | 4 Bidder | 7 Vendor

n/a

Value

21 Aug 2023|United States|Property and Casualty Insurance
World Insurance Associates
Goldman Sachs Asset Management

Target: WORLD INSURANCE ASSOCIATES LLC

Bidder: GOLDMAN SACHS ASSET MANAGEMENT

9 Service Providers

3 Target | 4 Bidder | 2 Vendor

66 Dealmakers

3 Target | 35 Bidder | 28 Vendor

ÂŁ 822 M

Value

22 Sep 2023|United States|Asset Managers and Custodians
Cowen (legacy Prime Brokerage And Outsourced Trading Business)
MAREX

Target: COWEN (LEGACY PRIME BROKERAGE AND OUTSOURCED TRADING BUSINESS)

Bidder: MAREX

4 Service Providers

1 Target | 1 Bidder | 2 Vendor

25 Dealmakers

2 Target | 1 Bidder | 22 Vendor

n/a

Value

05 Feb 2024|United States|Management Consulting
Baker Tilly Us
Valeas Capital Partners

Target: BAKER TILLY US LLP

Bidder: VALEAS CAPITAL PARTNERS

9 Service Providers

3 Target | 6 Bidder

46 Dealmakers

3 Target | 43 Bidder

n/a

Value

20 Feb 2024|United States|Insurance Brokers
Truist Insurance Holdings
Stone Point Capital

Target: TRUIST INSURANCE HOLDINGS

Bidder: STONE POINT CAPITAL LLC

35 Service Providers

1 Target | 29 Bidder | 5 Vendor

113 Dealmakers

2 Target | 92 Bidder | 20 Vendor

ÂŁ 9.83 B

Value

30 Sep 2024|United States|Insurance Brokers
Mcgriff Insurance Services
Marsh & Mclennan Agency

Target: MCGRIFF INSURANCE SERVICES

Bidder: MARSH & MCLENNAN AGENCY

9 Service Providers

1 Target | 4 Bidder | 4 Vendor

48 Dealmakers

1 Target | 9 Bidder | 38 Vendor

ÂŁ 5.79 B

Value

06 Jan 2025|United States|Insurance Brokers
Crump Life Insurance Services
Amerilife Group

Target: CRUMP LIFE INSURANCE SERVICES

Bidder: AMERILIFE GROUP LLC

8 Service Providers

4 Target | 4 Bidder

41 Dealmakers

23 Target | 18 Bidder

n/a

Value

13 Jan 2025|United States|Life Insurance
Winged Keel Group
Gtcr

Target: WINGED KEEL GROUP

Bidder: GTCR LLC

7 Service Providers

4 Target | 3 Bidder

26 Dealmakers

1 Target | 25 Bidder

n/a

Value

03 Mar 2025|United States|Hedge Funds
First Eagle Investment Management
Genstar Capital

Target: FIRST EAGLE INVESTMENT MANAGEMENT

Bidder: GENSTAR CAPITAL LLC

18 Service Providers

7 Target | 7 Bidder | 4 Vendor

51 Dealmakers

39 Target | 6 Bidder | 6 Vendor

n/a

Value

21 Apr 2025|United States|Management Consulting
Moss Adams
Hellman & Friedman

Target: MOSS ADAMS

Bidder: HELLMAN & FRIEDMAN LLC

7 Service Providers

3 Target | 4 Bidder

37 Dealmakers

1 Target | 36 Bidder

ÂŁ 5.26 B

Value

23 Apr 2025|United States|Asset Managers and Custodians
Ultimus Fund Solutions
Stone Point Capital

Target: ULTIMUS FUND SOLUTIONS

Bidder: STONE POINT CAPITAL LLC

11 Service Providers

3 Target | 3 Bidder | 5 Vendor

65 Dealmakers

1 Target | 33 Bidder | 31 Vendor

n/a

Value

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