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Gregory S. Rowland

Partner at Davis Polk & Wardwell

Lawyer

New York

Deal Bio

Total Deals23

Valued Deals13

Total Value£ 37.15 B

Avg. Deal Size£ 2.86 B

Market Context

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30 Oct 2018|Australia|Asset Managers and Custodians

Target: FIRST STATE INVESTMENTS

Bidder: MITSUBISHI UFJ FINANCIAL GROUP

5 Service Providers

1 Target | 1 Bidder | 3 Vendor

18 Dealmakers

2 Target | 2 Bidder | 14 Vendor

£ 2.35 B

Value

18 Mar 2019|United States|Asset Managers and Custodians

Target: STANDARD & POOR'S (INVESTMENT ADVISORY SERVICES)

Bidder: GOLDMAN SACHS ASSET MANAGEMENT

4 Service Providers

1 Target | 1 Bidder | 2 Vendor

14 Dealmakers

1 Target | 2 Bidder | 11 Vendor

n/a

Value

25 Jul 2019|United States|Diversified Financials

Target: USAA (ASSETS PORTFOLIO)

Bidder: PAXION CAPITAL PARTNERS

7 Service Providers

4 Bidder | 3 Vendor

32 Dealmakers

13 Bidder | 19 Vendor

£ 1.45 B

Value

25 Nov 2019|United States|Asset Managers and Custodians

Target: TD AMERITRADE HOLDING CORP

Bidder: CHARLES SCHWAB CORPORATION

16 Service Providers

6 Target | 5 Bidder | 5 Vendor

65 Dealmakers

37 Target | 16 Bidder | 12 Vendor

£ 20.25 B

Value

08 Oct 2020|United States|Asset Managers and Custodians

Target: EATON VANCE CORP

Bidder: MORGAN STANLEY INC

11 Service Providers

8 Target | 3 Bidder

51 Dealmakers

36 Target | 15 Bidder

£ 5.42 B

Value

20 Oct 2020|United States|Diversified Financials

Target: ALLWORTH FINANCIAL

Bidder: LIGHTYEAR CAPITAL LLC

12 Service Providers

5 Target | 6 Bidder | 1 Vendor

30 Dealmakers

5 Target | 21 Bidder | 6 Vendor

n/a

Value

08 Dec 2020|United States|Outsourced HR and Staffing

Target: BURNHAM BENEFITS INSURANCE SERVICES INC

Bidder: BRP GROUP INC

4 Service Providers

2 Target | 2 Bidder

13 Dealmakers

1 Target | 12 Bidder

£ 132 M

Value

04 Jan 2021|United States|Asset Managers and Custodians

Target: BEL AIR INVESTMENT ADVISORS LLC

Bidder: HIGHTOWER ADVISORS

8 Service Providers

2 Target | 2 Bidder | 4 Vendor

16 Dealmakers

3 Target | 2 Bidder | 11 Vendor

n/a

Value

12 Feb 2021|United States|FinTech

Target: MONEYLION

Bidder: FUSION ACQUISITION CORP

11 Service Providers

5 Target | 6 Bidder

51 Dealmakers

16 Target | 35 Bidder

£ 1.75 B

Value

05 May 2021|United States|FinTech

Target: BITGO

Bidder: GALAXY DIGITAL LP

14 Service Providers

3 Target | 9 Bidder | 2 Vendor

22 Dealmakers

4 Target | 14 Bidder | 4 Vendor

£ 1.02 B

Value

24 May 2021|United States|Asset Managers and Custodians

Target: VISION HILL GROUP

Bidder: GALAXY DIGITAL LP

6 Service Providers

2 Target | 4 Bidder

14 Dealmakers

1 Target | 13 Bidder

n/a

Value

23 Sep 2021|United States|Banks

Target: BANK LEUMI USA

Bidder: VALLEY NATIONAL BANCORP

8 Service Providers

1 Target | 3 Bidder | 4 Vendor

23 Dealmakers

1 Target | 9 Bidder | 13 Vendor

£ 841 M

Value

04 Feb 2022|United States|Household Appliance

Target: TRISTAR PRODUCTS (APPLIANCE AND COOKWARE BUSINESS)

Bidder: SPECTRUM BRANDS HOLDINGS INC

9 Service Providers

6 Bidder | 3 Vendor

18 Dealmakers

11 Bidder | 7 Vendor

£ 312 M

Value

30 Mar 2022|United States|Private Equity

Target: NAPIER PARK GLOBAL CAPITAL

Bidder: FIRST EAGLE INVESTMENT MANAGEMENT

8 Service Providers

4 Target | 4 Bidder

14 Dealmakers

12 Target | 2 Bidder

n/a

Value

22 May 2023|United States|Investment Banking

Target: GREENHILL & CO INC

Bidder: MIZUHO FINANCIAL GROUP INC

8 Service Providers

3 Target | 5 Bidder

30 Dealmakers

14 Target | 16 Bidder

£ 441 M

Value

30 Nov 2023|United States|FinTech

Target: CADRE

Bidder: YIELDSTREET

8 Service Providers

5 Target | 3 Bidder

21 Dealmakers

13 Target | 8 Bidder

n/a

Value

02 Feb 2024|United States|Asset Managers and Custodians

Target: STERLING CAPITAL MANAGEMENT

Bidder: GUARDIAN CAPITAL GROUP LIMITED

8 Service Providers

1 Target | 4 Bidder | 3 Vendor

27 Dealmakers

1 Target | 15 Bidder | 11 Vendor

£ 55 M

Value

08 Apr 2024|United States|Management Consulting

Target: AGILITY OUTSOURCED CIO

Bidder: CERITY PARTNERS

11 Service Providers

2 Target | 6 Bidder | 3 Vendor

15 Dealmakers

1 Target | 8 Bidder | 6 Vendor

n/a

Value

25 Apr 2024|United States|FinTech

Target: ASSETMARK FINANCIAL HOLDINGS INC

Bidder: GTCR LLC

15 Service Providers

5 Target | 9 Bidder | 1 Vendor

54 Dealmakers

20 Target | 33 Bidder | 1 Vendor

£ 2.17 B

Value

05 Jun 2024|United States|Financial Data and Systems

Target: TXSE GROUP

Bidder: BLACKROCK

2 Service Providers

1 Target | 1 Bidder

8 Dealmakers

1 Target | 7 Bidder

n/a

Value

30 Sep 2024|United States|Private Equity

Target: CREATIVE PLANNING INC

Bidder: TPG CAPITAL LP

8 Service Providers

3 Target | 5 Bidder

17 Dealmakers

2 Target | 15 Bidder

n/a

Value

23 Dec 2024|United States|Private Equity

Target: PINEBRIDGE INVESTMENTS LLC

Bidder: METLIFE INVESTMENT MANAGEMENT

9 Service Providers

4 Target | 4 Bidder | 1 Vendor

50 Dealmakers

17 Target | 19 Bidder | 14 Vendor

£ 954 M

Value

03 Mar 2025|United States|Hedge Funds

Target: FIRST EAGLE INVESTMENT MANAGEMENT

Bidder: GENSTAR CAPITAL LLC

17 Service Providers

7 Target | 7 Bidder | 3 Vendor

49 Dealmakers

38 Target | 6 Bidder | 5 Vendor

n/a

Value