MergerLinks - Jonathan Roberts

AcquisitionPrivateMajorityDomesticPrivate Equity

target

Eaton Vance Wateroak Advisors (investment Advisory And Wealth Management Business Assets)

bidder

PATHSTONE

value n/a

14 dealmakers

MajorityDomesticPrivateAcquisitionPrivate Equity

Containers and Packaging

target

Duval Container

bidder

Kelso & Co

value n/a

6 dealmakers

AcquisitionPrivateMajorityDomestic

Insurance Brokers

target

North Coast Administration

bidder

Benefit Resource

value n/a

3 dealmakers

PrivateMergerAcquisitionDomesticMajority

target

Covington Capital Management

bidder

Cerity Partners

value n/a

7 dealmakers

DomesticMajorityAcquisitionMergerPrivate

target

Argi Financial

bidder

Cerity Partners

value n/a

4 dealmakers

PrivateDomesticMajorityAcquisition

Full Line Insurance

target

Willow Street Group

bidder

PATHSTONE

value n/a

9 dealmakers

AcquisitionPrivateMajorityDomestic

Software

target

Concord Servicing

bidder

Inverness Graham

value n/a

4 dealmakers

MajorityPrivateDomesticAcquisition

Insurance Brokers

target

Underwriters Safety & Claims

bidder

Charles Taylor

value n/a

3 dealmakers

AcquisitionDomesticPrivateMajority

Life Insurance

target

Contego Investigatice Services

bidder

Charles Taylor

value n/a

3 dealmakers

DomesticPrivateMajorityAcquisition

target

Fjy Financial

bidder

Cerity Partners

value n/a

3 dealmakers

AcquisitionMajorityPrivateDomestic

target

Palladium Partners

bidder

Cerity Partners

value n/a

3 dealmakers

AcquisitionPrivateMajorityMergerDomestic

target

Investec Wealth Strategies

bidder

Cerity Partners

value n/a

5 dealmakers

PrivateMajorityAcquisitionDomestic

target

Daintree Advisors

bidder

Cerity Partners

value n/a

5 dealmakers

PrivateMajorityDomesticAcquisition

Insurance Brokers

target

Insurance Specialist Group

bidder

Amerilife Group

value n/a

3 dealmakers

AcquisitionMajorityPrivateDomestic

target

Advisor Partners

bidder

PATHSTONE

value n/a

3 dealmakers

Financial Data and Systems

MajorityPrivate EquityAcquisitionPrivateCross Border

target

American Financial Exchange

bidder

7RIDGE

value n/a

6 dealmakers

AcquisitionMajorityPrivatePrivate EquityDomestic

Management Consulting

target

Benefit Resource

bidder

Millennium Trust Company

value n/a

20 dealmakers

AcquisitionDomesticPrivateMajority

E-commerce

target

SMARTGIFT

bidder

1-800-FLOWERS.COM

value n/a

5 dealmakers

AcquisitionDomesticMajorityPrivate

target

Ashfield Capital Partners

bidder

Cerity Partners

value n/a

3 dealmakers

AcquisitionDomesticPrivateMajority

Investment Banking

target

Gamble Jones Investment Counsel

bidder

Cerity Partners

value n/a

3 dealmakers

DomesticPrivateAcquisitionMajority

Auto Parts

target

American Guardian Warranty Services

bidder

Reynolds And Reynolds

value n/a

5 dealmakers

MajorityPrivateAcquisitionDomestic

Investment Banking

target

Veritable

bidder

PATHSTONE

value n/a

12 dealmakers

DomesticMajorityPrivateAcquisition

FinTech

target

Pie Insurance

bidder

Ford Credit

value n/a

3 dealmakers

AcquisitionMajorityDomesticPrivatePrivate Equity

target

Round Table Wealth Management

bidder

Cerity Partners

value n/a

4 dealmakers

Cross BorderMajorityPrivateAcquisition

Life Insurance

target

The Matrix Companies

bidder

Charles Taylor

value n/a

5 dealmakers

Customer Relationship Management

Private EquityAcquisitionDomesticMajorityPrivate

target

PRO-FLEX

bidder

Millennium Trust Company

value n/a

6 dealmakers

DomesticAcquisitionMajorityPrivate

target

Aj Wealth

bidder

Cerity Partners

value n/a

7 dealmakers

Private EquityAcquisitionDomesticMajorityPrivate

target

Crestone Capital

bidder

PATHSTONE

value n/a

5 dealmakers

DomesticAcquisitionMajorityPrivatePrivate Equity

FinTech

target

Institutional Cash Distributors

bidder

TRADEWEB

£621m

16 dealmakers