Submit Deal
All Dealmakers
Similar Dealmakers
Partner at Alston & Bird
Lawyer
Atlanta
Deal Bio
Market Context
Awards
Back to top
All rights reserved. Copyright © 2025 Datasite
Expertise (59)
Key Relationships
Sort
Target: VERSAPAY CORPORATION
Bidder: GREAT HILL PARTNERS LLC
10 Service Providers
34 Dealmakers
£ 71 M
Value
Target: CAPTRUST FINANCIAL ADVISORS
Bidder: GTCR LLC
6 Service Providers
17 Dealmakers
£ 249 M
Target: BEACON POINTE ADVISORS LLC
Bidder: ABRY PARTNERS LLC
12 Dealmakers
n/a
Target: FERRELL WEALTH MANAGEMENT INC
Target: BIBBY FINANCIAL SERVICES
Bidder: GLOBAL MERCHANT FUND CORP
4 Service Providers
19 Dealmakers
Target: HANCOCK CLAIMS CONSULTANTS HOLDING LLC
Bidder: CENTURY EQUITY PARTNERS
5 Service Providers
9 Dealmakers
Target: CORNERSTONE CAPITAL GROUP
Bidder: PATHSTONE
Target: ESSEX WEALTH MANAGEMENT
Bidder: BEACON POINTE ADVISORS LLC
Target: INDEPENDENCE ADVISORS
Bidder: MODERA WEALTH MANAGEMENT
15 Dealmakers
Target: WEALTHSTREET INVESTMENT ADVISORS
3 Service Providers
7 Dealmakers
Target: WEALTH DESIGN LLC
6 Dealmakers
Target: SULLIVAN BRUYETTE SPEROS & BLAYNEY LLC
Bidder: CREATIVE PLANNING INC
Target: DMJ WEALTH ADVISORS LLC
8 Dealmakers
Target: DR SAUR FINANCIAL INC
Target: GENOVESE BURFORD & BROTHERS WEALTH & RETIREMENT PLAN MANAGEMENT LLC
Bidder: CAPTRUST FINANCIAL ADVISORS
5 Dealmakers
Target: HOMRICH BERG
Bidder: NEW MOUNTAIN CAPITAL LLC
8 Service Providers
18 Dealmakers
Target: PORTOLA PARTNERS
Bidder: CI FINANCIAL CORP
Target: FARR MILLER & WASHINGTON
Bidder: HIGHTOWER INC
Target: WESTEND ADVISORS
Bidder: VICTORY CAPITAL
7 Service Providers
£ 351 M
Target: STONEGATE CAPITAL ADVISORS
Target: ROSENTHAL RETIREMENT PLANNING
Target: NORTHSTAR INVESTMENT ADVISORS
11 Dealmakers
Target: RAINIER FINANCIAL GROUP
Target: CORIENT CAPITAL PARTNERS
27 Dealmakers
Target: BROUWER & JANACHOWSKI
Bidder: CERITY PARTNERS
10 Dealmakers
Target: PRIVATE ADVISOR GROUP
Bidder: MERCHANT INVESTMENT MANAGEMENT
Target: REDWOOD WEALTH MANAGEMENT
Bidder: WIPFLI FINANCIAL ADVISORS
Target: CENTURY WEALTH MANAGEMENT
Bidder: KKR & CO
Target: WORLD INVESTMENT ADVISORS
Bidder: CHARLESBANK CAPITAL PARTNERS LLC
Target: OAKBRIDGE PARTNERS
Bidder: HOMRICH BERG
Target: GOLDSTEIN GROUP
Target: ALTAVISTA WEALTH MANAGEMENT
Target: GLADSTONE WEALTH PARTNERS
Bidder: INTEGRITY MARKETING GROUP
44 Dealmakers
Target: WIPFLI FINANCIAL ADVISORS
13 Dealmakers
Target: BENCHMARK PRIVATE WEALTH MANAGEMENT
Target: FRONTIER WEALTH MANAGEMENT
Target: ISI FINANCIAL GROUP
Bidder: GREENSPRING ADVISORS
Target: SEQUOIA FINANCIAL GROUP
Bidder: VALEAS CAPITAL PARTNERS
£ 176 M
Target: REGIS MANAGEMENT COMPANY
Bidder: MERCER ADVISORS
Target: WILLOW STREET GROUP
Target: AUTUMN WIND ASSET MANAGEMENT
Bidder: MODERN WEALTH MANAGEMENT
Target: ENGRAVE WEALTH PARTNERS
Target: JOSLIN CAPITAL ADVISORS
14 Dealmakers
Target: AVIOR WEALTH MANAGEMENT
Bidder: CONSTELLATION WEALTH CAPITAL
16 Dealmakers
Target: THE CONNABLE OFFICE INC
Bidder: CRESSET ASSET MANAGEMENT LLC
Target: BLEAKLEY FINANCIAL GROUP
Bidder: RISE GROWTH PARTNERS
Target: WEALTH MANAGEMENT SOLUTIONS
2 Service Providers
Target: C&J WEALTH ADVISORS
Target: BOSTON HARBOR WEALTH ADVISORS
Bidder: WORLD INVESTMENT ADVISORS
Bidder: TPG GROWTH
49 Dealmakers
Target: BRIDGE ADVISORY
Target: CHARLESTON INVESTMENT ADVISORS
Target: HALL CAPITAL PARTNERS
25 Dealmakers
Target: AMERICANA PARTNERS
Bidder: LOVELL MINNICK PARTNERS LLC
29 Dealmakers
Target: PETSO FINANCIAL
Target: WMS PARTNERS
Target: FINANCIAL PARTNERS GROUP
Target: FREEMAN & VANNAUKER
Target: EAGLE RIDGE INVESTMENT MANAGEMENT
Bidder: CARNEGIE INVESTMENT COUNSEL
