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Managing Director at Raymond James
Financial Advisor
Atlanta
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Expertise (19)
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Target: TSA CONSULTING GROUP
Bidder: US RETIREMENT & BENEFITS PARTNERS
4 Service Providers
8 Dealmakers
n/a
Value
Target: CERTENT INC
Bidder: TA ASSOCIATES
7 Service Providers
9 Dealmakers
Target: VOYANT
Bidder: ASSETMARK FINANCIAL HOLDINGS INC
5 Service Providers
17 Dealmakers
£ 104 M
Target: YIELDSTREET
Bidder: KINGFISHER INVESTMENT
£ 70 M
Target: CONFLUENCE TECHNOLOGIES INC
Bidder: CLEARLAKE CAPITAL GROUP LP
9 Service Providers
£ 643 M
Target: FORESIDE FINANCIAL GROUP LLC
Bidder: GENSTAR CAPITAL LLC
25 Dealmakers
Target: WEALTH ENHANCEMENT GROUP
Bidder: ONEX CORPORATION
13 Dealmakers
Target: STERLING TRADING TECH
Bidder: L SQUARED CAPITAL PARTNERS LP
Target: COMPLIANCE SOLUTIONS STRATEGIES
14 Dealmakers
Target: MIDAMERICA ADMINISTRATIVE & RETIREMENT SOLUTIONS
Target: RIA IN A BOX
Bidder: K1 INVESTMENT MANAGEMENT
10 Dealmakers
Target: STP INVESTMENT SERVICES
Bidder: LOVELL MINNICK PARTNERS LLC
7 Dealmakers
Target: CARPE DATA
Bidder: THL PARTNERS
35 Dealmakers
Target: ALTVIA
Bidder: MARLIN EQUITY PARTNERS LLC
Target: COMPUTER SERVICES
Bidder: CENTERBRIDGE PARTNERS LP
12 Service Providers
58 Dealmakers
£ 1.35 B
Target: KESTRA FINANCIAL
Bidder: OAK HILL CAPITAL PARTNERS
Target: DEFINITI
Target: MERCER ADVISORS
Bidder: ALTAS PARTNERS
13 Service Providers
20 Dealmakers
Target: US RETIREMENT & BENEFITS PARTNERS
Bidder: THE VISTRIA GROUP
18 Dealmakers
