Submit Deal
All Dealmakers
Similar Dealmakers
Managing Director at Raymond James
Financial Advisor
Atlanta
Deal Bio
Market Context
Back to top
All rights reserved. Copyright © 2025 Datasite
Expertise
Key Relationships (19)
Sort
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
By continuing, you agree to our Terms & Conditions and our Data Privacy Policy