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Cover Image Jonathan Roberts
Jonathan RobertsBDO

Jonathan Roberts

Principal at BDO

Financial Advisor

Deal Bio

Total Deals37
Valued Deals2
Total Value£ 1.54 B
Avg. Deal Size£ 769 M

Market Context

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05 Jan 2022|United States|Asset Managers and Custodians
Brouwer & Janachowski
Cerity Partners

Target: BROUWER & JANACHOWSKI

Bidder: CERITY PARTNERS

5 Service Providers

3 Target | 2 Bidder

10 Dealmakers

6 Target | 4 Bidder

n/a

Value

31 Mar 2022|United States|Diversified Financials
Eaton Vance Wateroak Advisors (investment Advisory And Wealth Management Business Assets)
PATHSTONE

Target: EATON VANCE WATEROAK ADVISORS (INVESTMENT ADVISORY AND WEALTH MANAGEMENT BUSINESS ASSETS)

Bidder: PATHSTONE

8 Service Providers

6 Bidder | 2 Vendor

14 Dealmakers

11 Bidder | 3 Vendor

n/a

Value

26 Jul 2022|United States|Containers and Packaging
Duval Container
Kelso & Co

Target: DUVAL CONTAINER

Bidder: KELSO & CO

4 Service Providers

4 Bidder

6 Dealmakers

6 Bidder

n/a

Value

08 Sep 2022|United States|Insurance Brokers
North Coast Administration
Benefit Resource

Target: NORTH COAST ADMINISTRATION

Bidder: BENEFIT RESOURCE

3 Service Providers

1 Target | 2 Bidder

3 Dealmakers

1 Target | 2 Bidder

n/a

Value

03 Oct 2022|United States|Asset Managers and Custodians
Covington Capital Management
Cerity Partners

Target: COVINGTON CAPITAL MANAGEMENT

Bidder: CERITY PARTNERS

4 Service Providers

2 Target | 2 Bidder

7 Dealmakers

1 Target | 6 Bidder

n/a

Value

10 Jan 2023|United States|Diversified Financials
Argi Financial
Cerity Partners

Target: ARGI FINANCIAL

Bidder: CERITY PARTNERS

4 Service Providers

2 Target | 2 Bidder

4 Dealmakers

1 Target | 3 Bidder

n/a

Value

01 Dec 2022|United States|Full Line Insurance
Willow Street Group
PATHSTONE

Target: WILLOW STREET GROUP

Bidder: PATHSTONE

6 Service Providers

2 Target | 4 Bidder

9 Dealmakers

1 Target | 8 Bidder

n/a

Value

15 Feb 2022|United States|Software
Concord Servicing
Inverness Graham

Target: CONCORD SERVICING

Bidder: INVERNESS GRAHAM

3 Service Providers

2 Target | 1 Bidder

4 Dealmakers

3 Target | 1 Bidder

n/a

Value

01 Jun 2022|United States|Insurance Brokers
Underwriters Safety & Claims
Charles Taylor

Target: UNDERWRITERS SAFETY & CLAIMS

Bidder: CHARLES TAYLOR PLC

4 Service Providers

2 Target | 2 Bidder

3 Dealmakers

1 Target | 2 Bidder

n/a

Value

01 Dec 2022|United States|Life Insurance
Contego Investigatice Services
Charles Taylor

Target: CONTEGO INVESTIGATICE SERVICES

Bidder: CHARLES TAYLOR PLC

3 Service Providers

1 Target | 2 Bidder

3 Dealmakers

1 Target | 2 Bidder

n/a

Value

06 Jan 2022|United States|Diversified Financials
Fjy Financial
Cerity Partners

Target: FJY FINANCIAL

Bidder: CERITY PARTNERS

3 Service Providers

1 Target | 2 Bidder

3 Dealmakers

1 Target | 2 Bidder

n/a

Value

06 Jan 2022|United States|Diversified Financials
Palladium Partners
Cerity Partners

Target: PALLADIUM PARTNERS

Bidder: CERITY PARTNERS

3 Service Providers

1 Target | 2 Bidder

3 Dealmakers

1 Target | 2 Bidder

n/a

Value

22 Feb 2022|United States|Diversified Financials
Investec Wealth Strategies
Cerity Partners

Target: INVESTEC WEALTH STRATEGIES

Bidder: CERITY PARTNERS

3 Service Providers

1 Target | 2 Bidder

5 Dealmakers

1 Target | 4 Bidder

n/a

Value

01 Mar 2022|United States|Diversified Financials
Daintree Advisors
Cerity Partners

Target: DAINTREE ADVISORS

Bidder: CERITY PARTNERS

3 Service Providers

1 Target | 2 Bidder

5 Dealmakers

1 Target | 4 Bidder

n/a

Value

24 Feb 2022|United States|Insurance Brokers
Insurance Specialist Group
Amerilife Group

Target: INSURANCE SPECIALIST GROUP

Bidder: AMERILIFE GROUP LLC

3 Service Providers

2 Target | 1 Bidder

3 Dealmakers

2 Target | 1 Bidder

n/a

Value

25 May 2022|United States|Diversified Financials
Advisor Partners
PATHSTONE

Target: ADVISOR PARTNERS

Bidder: PATHSTONE

6 Service Providers

3 Target | 3 Bidder

3 Dealmakers

1 Target | 2 Bidder

n/a

Value

18 Apr 2023|United States|Financial Data and Systems
American Financial Exchange
7RIDGE

Target: AMERICAN FINANCIAL EXCHANGE

Bidder: 7RIDGE

6 Service Providers

3 Target | 3 Bidder

6 Dealmakers

3 Target | 3 Bidder

n/a

Value

13 Jul 2023|United States|Management Consulting
Benefit Resource
Abry Partners

Target: BENEFIT RESOURCE

Bidder: ABRY PARTNERS LLC

9 Service Providers

4 Target | 4 Bidder | 1 Vendor

20 Dealmakers

11 Target | 8 Bidder | 1 Vendor

n/a

Value

02 May 2023|United States|E-commerce
SMARTGIFT
1-800-FLOWERS.COM

Target: SMARTGIFT

Bidder: 1-800-FLOWERS.COM

5 Service Providers

2 Target | 3 Bidder

5 Dealmakers

2 Target | 3 Bidder

n/a

Value

11 Jan 2023|United States|Asset Managers and Custodians
Ashfield Capital Partners
Cerity Partners

Target: ASHFIELD CAPITAL PARTNERS

Bidder: CERITY PARTNERS

3 Service Providers

1 Target | 2 Bidder

3 Dealmakers

1 Target | 2 Bidder

n/a

Value

06 Mar 2023|United States|Investment Banking
Gamble Jones Investment Counsel
Cerity Partners

Target: GAMBLE JONES INVESTMENT COUNSEL

Bidder: CERITY PARTNERS

3 Service Providers

1 Target | 2 Bidder

3 Dealmakers

1 Target | 2 Bidder

n/a

Value

26 Jan 2023|United States|Auto Parts
American Guardian Warranty Services
Reynolds And Reynolds

Target: AMERICAN GUARDIAN WARRANTY SERVICES

Bidder: REYNOLDS AND REYNOLDS

6 Service Providers

3 Target | 3 Bidder

5 Dealmakers

2 Target | 3 Bidder

n/a

Value

17 Jul 2023|United States|Investment Banking
Veritable
PATHSTONE

Target: VERITABLE LP

Bidder: PATHSTONE

10 Service Providers

3 Target | 5 Bidder | 2 Vendor

12 Dealmakers

2 Target | 6 Bidder | 4 Vendor

n/a

Value

30 Nov 2022|United States|FinTech
Pie Insurance
Ford Credit

Target: PIE INSURANCE

Bidder: FORD CREDIT

3 Service Providers

1 Target | 2 Bidder

3 Dealmakers

1 Target | 2 Bidder

n/a

Value

01 Dec 2022|United States|Diversified Financials
Round Table Wealth Management
Cerity Partners

Target: ROUND TABLE WEALTH MANAGEMENT

Bidder: CERITY PARTNERS

3 Service Providers

1 Target | 2 Bidder

4 Dealmakers

1 Target | 3 Bidder

n/a

Value

29 Nov 2022|United States|Life Insurance
The Matrix Companies
Charles Taylor

Target: THE MATRIX COMPANIES

Bidder: CHARLES TAYLOR PLC

4 Service Providers

1 Target | 3 Bidder

5 Dealmakers

1 Target | 4 Bidder

n/a

Value

29 Aug 2023|United States|Customer Relationship Management
PRO-FLEX
Benefit Resource

Target: PRO-FLEX

Bidder: BENEFIT RESOURCE

5 Service Providers

1 Target | 4 Bidder

6 Dealmakers

1 Target | 5 Bidder

n/a

Value

05 Jul 2023|United States|Asset Managers and Custodians
Aj Wealth
Cerity Partners

Target: AJ WEALTH

Bidder: CERITY PARTNERS

4 Service Providers

2 Target | 2 Bidder

7 Dealmakers

4 Target | 3 Bidder

n/a

Value

15 Feb 2024|United States|Asset Managers and Custodians
Crestone Capital
PATHSTONE

Target: CRESTONE CAPITAL LLC

Bidder: PATHSTONE

8 Service Providers

3 Target | 5 Bidder

5 Dealmakers

2 Target | 3 Bidder

n/a

Value

08 Apr 2024|United States|FinTech
Institutional Cash Distributors
TRADEWEB

Target: INSTITUTIONAL CASH DISTRIBUTORS LLC

Bidder: TRADEWEB

12 Service Providers

6 Target | 5 Bidder | 1 Vendor

21 Dealmakers

10 Target | 9 Bidder | 2 Vendor

£ 621 M

Value

08 Apr 2024|United States|Management Consulting
Agility Outsourced Cio
Cerity Partners

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

24 Jul 2024|United States|Insurance Brokers
United Commercial Program Managers
Bregal Sagemount

Target: UNITED COMMERCIAL PROGRAM MANAGERS LLC

Bidder: BREGAL SAGEMOUNT

6 Service Providers

2 Target | 4 Bidder

6 Dealmakers

1 Target | 5 Bidder

n/a

Value

16 Oct 2024|United States|Asset Managers and Custodians
Hall Capital Partners
PATHSTONE

Target: HALL CAPITAL PARTNERS

Bidder: PATHSTONE

7 Service Providers

3 Target | 4 Bidder

25 Dealmakers

3 Target | 22 Bidder

n/a

Value

10 Sep 2024|United States|Asset Managers and Custodians
Abbrea Capital
Cerity Partners

Target: ABBREA CAPITAL

Bidder: CERITY PARTNERS

1 Service Providers

1 Bidder

1 Dealmakers

1 Bidder

£ 916 M

Value

08 Oct 2024|United States|Asset Managers and Custodians
Sbc Wealth Management
Cerity Partners

Target: SBC WEALTH MANAGEMENT

Bidder: CERITY PARTNERS

6 Service Providers

3 Target | 3 Bidder

4 Dealmakers

1 Target | 3 Bidder

n/a

Value

03 Oct 2024|United States|Investment Banking
Janiczek Wealth Management
Cerity Partners

Target: JANICZEK WEALTH MANAGEMENT

Bidder: CERITY PARTNERS

4 Service Providers

1 Target | 3 Bidder

4 Dealmakers

1 Target | 3 Bidder

n/a

Value

24 Sep 2024|United States|Diversified Financials
Xpyria Investment Advisors
Cerity Partners

Target: XPYRIA INVESTMENT ADVISORS

Bidder: CERITY PARTNERS

3 Service Providers

1 Target | 2 Bidder

4 Dealmakers

2 Target | 2 Bidder

n/a

Value

17 Dec 2024|United States|Management Consulting
Fishman Block + Diamond
Cerity Partners

Target: FISHMAN BLOCK + DIAMOND

Bidder: CERITY PARTNERS

5 Service Providers

3 Target | 2 Bidder

8 Dealmakers

5 Target | 3 Bidder

n/a

Value

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