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Cover Image Manuel Miranda
Manuel MirandaWillkie Farr & Gallagher

Manuel Miranda

Partner at Willkie Farr & Gallagher

Lawyer

New York

Deal Bio

Total Deals46
Valued Deals7
Total Value£ 8.07 B
Avg. Deal Size£ 1.15 B

Market Context

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13 Aug 2018|Malta|Financial Data and Systems
Custom House Global Fund Services
Apex Group

Target: CUSTOM HOUSE GLOBAL FUND SERVICES LTD

Bidder: APEX GROUP LTD

4 Service Providers

1 Target | 3 Bidder

13 Dealmakers

2 Target | 11 Bidder

n/a

Value

31 Jan 2019|Australia|Financial Data and Systems
Link Administration (corporate & Private Clients Business)
Apex Group

Target: LINK ADMINISTRATION (CORPORATE & PRIVATE CLIENTS BUSINESS)

Bidder: APEX GROUP LTD

11 Service Providers

1 Target | 5 Bidder | 5 Vendor

39 Dealmakers

1 Target | 13 Bidder | 25 Vendor

£ 240 M

Value

29 Jun 2020|United States|Diversified Financials
Orion Advisor Solutions
Genstar Capital

Target: ORION ADVISOR SOLUTIONS LLC

Bidder: GENSTAR CAPITAL LLC

17 Service Providers

6 Target | 11 Bidder

38 Dealmakers

6 Target | 32 Bidder

n/a

Value

29 Jun 2020|United States|Asset Managers and Custodians
Personal Capital Corporation
Empower Retirement

Target: PERSONAL CAPITAL CORPORATION

Bidder: EMPOWER RETIREMENT

15 Service Providers

3 Target | 5 Bidder | 7 Vendor

41 Dealmakers

8 Target | 18 Bidder | 15 Vendor

£ 810 M

Value

03 Jan 2020|United States|FinTech
Virtus Partners
Fidelity National Information Services

Target: VIRTUS PARTNERS LLC

Bidder: FIDELITY NATIONAL INFORMATION SERVICES INC

7 Service Providers

4 Target | 2 Bidder | 1 Vendor

26 Dealmakers

3 Target | 19 Bidder | 4 Vendor

n/a

Value

02 Oct 2020|United States|Maintenance Repair and Overhaul (MRO)
MADSKY
Aquiline Capital Partners

Target: MADSKY

Bidder: AQUILINE CAPITAL PARTNERS LLC

5 Service Providers

1 Target | 4 Bidder

8 Dealmakers

1 Target | 7 Bidder

n/a

Value

12 Oct 2020|United States|Consumer Lending
First Investors Financial Services Group
Gallatin Point Capital

Target: FIRST INVESTORS FINANCIAL SERVICES GROUP

Bidder: GALLATIN POINT CAPITAL

6 Service Providers

3 Target | 3 Bidder

4 Dealmakers

3 Target | 1 Bidder

n/a

Value

14 Oct 2020|Luxembourg|Asset Managers and Custodians
Fundrock Management Company
Apex Group

Target: FUNDROCK MANAGEMENT COMPANY SA

Bidder: APEX GROUP LTD

8 Service Providers

3 Target | 5 Bidder

30 Dealmakers

3 Target | 27 Bidder

n/a

Value

16 Oct 2020|United States|Diversified Financials
Simplicity Group Holdings
Lee Equity Partners

Target: SIMPLICITY GROUP HOLDINGS

Bidder: LEE EQUITY PARTNERS LLC

9 Service Providers

4 Target | 3 Bidder | 2 Vendor

17 Dealmakers

9 Target | 4 Bidder | 4 Vendor

n/a

Value

17 Nov 2020|United States|Asset Managers and Custodians
Institutional Shareholder Services
Deutsche Boerse

Target: INSTITUTIONAL SHAREHOLDER SERVICES INC

Bidder: DEUTSCHE BOERSE AG

10 Service Providers

4 Target | 4 Bidder | 2 Vendor

46 Dealmakers

6 Target | 36 Bidder | 4 Vendor

£ 1.37 B

Value

27 Oct 2020|Brazil|Private Equity
Banco Modal (alternative Fund Administration Business)
Genstar Capital

Target: BANCO MODAL (ALTERNATIVE FUND ADMINISTRATION BUSINESS)

Bidder: GENSTAR CAPITAL LLC

3 Service Providers

2 Bidder | 1 Vendor

7 Dealmakers

6 Bidder | 1 Vendor

n/a

Value

10 Dec 2020|United States|Software
POWERDMS
NEOGOV

Target: POWERDMS

Bidder: NEOGOV

6 Service Providers

2 Target | 3 Bidder | 1 Vendor

8 Dealmakers

1 Target | 5 Bidder | 2 Vendor

n/a

Value

05 Jan 2021|United States|Asset Managers and Custodians
Sageview Advisory Group
Aquiline Capital Partners

Target: SAGEVIEW ADVISORY GROUP

Bidder: AQUILINE CAPITAL PARTNERS LLC

6 Service Providers

3 Target | 3 Bidder

7 Dealmakers

2 Target | 5 Bidder

n/a

Value

20 Apr 2021|United States|Information / Data Services
Xcellence
Consilio

Target: XCELLENCE INC

Bidder: CONSILIO INC

12 Service Providers

3 Target | 8 Bidder | 1 Vendor

22 Dealmakers

2 Target | 19 Bidder | 1 Vendor

n/a

Value

26 Apr 2021|United States|Financial Data and Systems
Ascensus
Gic Private

Target: ASCENSUS LLC

Bidder: GIC PRIVATE LIMITED

13 Service Providers

4 Target | 6 Bidder | 3 Vendor

62 Dealmakers

7 Target | 44 Bidder | 11 Vendor

£ 2.16 B

Value

04 May 2021|United Kingdom|Private Equity
Sanne Group
Apex Group

Target: SANNE GROUP PLC

Bidder: APEX GROUP LTD

16 Service Providers

7 Target | 6 Bidder

52 Dealmakers

16 Target | 30 Bidder

£ 1.51 B

Value

18 May 2021|Israel|Asset Managers and Custodians
Tzur Management
Apex Group

Target: TZUR MANAGEMENT

Bidder: APEX GROUP LLC

6 Service Providers

2 Target | 4 Bidder

8 Dealmakers

2 Target | 6 Bidder

n/a

Value

02 Jun 2021|United States|Software
NEOGOV
The Carlyle Group

Target: NEOGOV

Bidder: THE CARLYLE GROUP

6 Service Providers

3 Target | 3 Bidder

21 Dealmakers

4 Target | 17 Bidder

n/a

Value

02 Jun 2021|United States|Software
Surepoint Technologies
Aquiline Capital Partners

Target: SUREPOINT TECHNOLOGIES

Bidder: AQUILINE CAPITAL PARTNERS LLC

7 Service Providers

1 Target | 3 Bidder | 3 Vendor

11 Dealmakers

2 Target | 5 Bidder | 4 Vendor

n/a

Value

03 Jun 2021|Brazil|Asset Managers and Custodians
Brl Trust Investimentos
Apex Group

Target: BRL TRUST INVESTIMENTOS

Bidder: APEX GROUP LTD

7 Service Providers

3 Target | 4 Bidder

6 Dealmakers

1 Target | 5 Bidder

n/a

Value

17 Jun 2021|Bermuda|Business Process Outsourcing
Apex Group
Ta Associates

Target: APEX GROUP LTD

Bidder: TA ASSOCIATES

8 Service Providers

1 Target | 2 Bidder | 5 Vendor

28 Dealmakers

2 Target | 21 Bidder | 5 Vendor

n/a

Value

06 Jul 2021|United States|Software
Sphera Solutions
Blackstone Group

Target: SPHERA SOLUTIONS INC

Bidder: BLACKSTONE GROUP INC

8 Service Providers

1 Target | 2 Bidder | 5 Vendor

29 Dealmakers

1 Target | 23 Bidder | 5 Vendor

£ 1.01 B

Value

15 Jul 2021|Bermuda|Business Process Outsourcing
Apex Group
Mubadala Investment Company

Target: APEX GROUP LTD

Bidder: MUBADALA INVESTMENT COMPANY

6 Service Providers

1 Target | 3 Bidder | 2 Vendor

11 Dealmakers

2 Target | 5 Bidder | 4 Vendor

n/a

Value

14 Sep 2021|United States|Management Consulting
Nationwide Title Clearing
Covius Holdings

Target: NATIONWIDE TITLE CLEARING

Bidder: COVIUS HOLDINGS INC

5 Service Providers

2 Target | 3 Bidder

6 Dealmakers

1 Target | 5 Bidder

n/a

Value

17 Nov 2021|United States|Risk and Compliance
Aca Compliance Group Holdings
Genstar Capital

Target: ACA COMPLIANCE GROUP HOLDINGS LLC

Bidder: GENSTAR CAPITAL LLC

10 Service Providers

3 Target | 6 Bidder | 1 Vendor

17 Dealmakers

6 Target | 10 Bidder | 1 Vendor

n/a

Value

23 Nov 2021|United States|Investment Banking
Portico Capital Advisors
Cowen

Target: PORTICO CAPITAL ADVISORS

Bidder: COWEN INC

7 Service Providers

3 Target | 4 Bidder

7 Dealmakers

2 Target | 5 Bidder

n/a

Value

02 Dec 2021|United States|Payments / Commerce
Fullsteam Holdings
Sixth Street Partners

Target: FULLSTEAM HOLDINGS LLC

Bidder: SIXTH STREET PARTNERS

8 Service Providers

4 Target | 2 Bidder | 2 Vendor

9 Dealmakers

4 Target | 1 Bidder | 4 Vendor

n/a

Value

07 Dec 2021|United States|Management Consulting
Alaric Compliance Services
Genstar Capital

Target: ALARIC COMPLIANCE SERVICES

Bidder: GENSTAR CAPITAL LLC

5 Service Providers

1 Target | 4 Bidder

6 Dealmakers

1 Target | 5 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

12 Apr 2022|United States|Full Line Insurance
Distinguished Programs
Aquiline Capital Partners

Target: DISTINGUISHED PROGRAMS

Bidder: AQUILINE CAPITAL PARTNERS LLC

6 Service Providers

4 Target | 2 Bidder

6 Dealmakers

3 Target | 3 Bidder

n/a

Value

19 Apr 2022|United States|Software
Redtail Technology
Orion Advisor Solutions

Target: REDTAIL TECHNOLOGY

Bidder: ORION ADVISOR SOLUTIONS LLC

10 Service Providers

1 Target | 9 Bidder

8 Dealmakers

1 Target | 7 Bidder

n/a

Value

10 May 2022|United States|Investment Banking
Townsquare Capital
Orion Advisor Solutions

Target: TOWNSQUARE CAPITAL

Bidder: ORION ADVISOR SOLUTIONS LLC

5 Service Providers

2 Target | 3 Bidder

6 Dealmakers

1 Target | 5 Bidder

n/a

Value

22 Jun 2022|United States|Diversified Financials
American Portfolios Financial Services
Reverence Capital Partners

Target: AMERICAN PORTFOLIOS FINANCIAL SERVICES INC

Bidder: REVERENCE CAPITAL PARTNERS

4 Service Providers

2 Target | 2 Bidder

7 Dealmakers

3 Target | 4 Bidder

n/a

Value

30 Aug 2022|United States|Software
NUMERIX
Genstar Capital

Target: NUMERIX

Bidder: GENSTAR CAPITAL LLC

8 Service Providers

3 Target | 5 Bidder

26 Dealmakers

12 Target | 14 Bidder

n/a

Value

25 Jan 2023|United States|Insurance Brokers
Securian Financial Group (retail Wealth Business)
Cetera Financial Group

Target: SECURIAN FINANCIAL GROUP (RETAIL WEALTH BUSINESS)

Bidder: CETERA FINANCIAL GROUP

10 Service Providers

6 Bidder | 4 Vendor

11 Dealmakers

7 Bidder | 4 Vendor

n/a

Value

12 Apr 2023|Canada|Diversified Financials
FINCAD
NUMERIX

Target: FINCAD

Bidder: NUMERIX

9 Service Providers

1 Target | 5 Bidder | 3 Vendor

9 Dealmakers

1 Target | 6 Bidder | 2 Vendor

n/a

Value

02 Aug 2023|United States|Information / Data Services
POLYPATHS
NUMERIX

Target: POLYPATHS

Bidder: NUMERIX

7 Service Providers

3 Target | 4 Bidder

18 Dealmakers

11 Target | 7 Bidder

n/a

Value

16 Aug 2023|United States|Diversified Retailers
Southeastern Grocers (supermarket Assets)
ALDI

Target: SOUTHEASTERN GROCERS (SUPERMARKET ASSETS)

Bidder: ALDI

11 Service Providers

7 Bidder | 4 Vendor

13 Dealmakers

5 Bidder | 8 Vendor

n/a

Value

06 Jun 2023|United States|Diversified Financials
The Retirement Planning Group
Cetera Financial Group

Target: THE RETIREMENT PLANNING GROUP

Bidder: CETERA FINANCIAL GROUP

3 Service Providers

1 Target | 2 Bidder

3 Dealmakers

1 Target | 2 Bidder

n/a

Value

11 Sep 2023|United States|Diversified Financials
AVANTAX
Cetera Financial Group

Target: AVANTAX

Bidder: CETERA FINANCIAL GROUP

12 Service Providers

6 Target | 6 Bidder

78 Dealmakers

58 Target | 20 Bidder

£ 962 M

Value

04 Oct 2023|United States|Diversified Financials
Cetera Financial Group
Genstar Capital

Target: CETERA FINANCIAL GROUP

Bidder: GENSTAR CAPITAL LLC

5 Service Providers

3 Target | 2 Bidder

8 Dealmakers

6 Target | 2 Bidder

n/a

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

16 Oct 2024|United States|Diversified Financials
KYNEX
NUMERIX

Target: KYNEX

Bidder: NUMERIX

3 Service Providers

1 Target | 2 Bidder

3 Dealmakers

1 Target | 2 Bidder

n/a

Value

11 Dec 2024|United States|Asset Managers and Custodians
Wms Partners
Homrich Berg

Target: WMS PARTNERS

Bidder: HOMRICH BERG

5 Service Providers

2 Target | 3 Bidder

9 Dealmakers

5 Target | 4 Bidder

n/a

Value

19 Dec 2024|United States|Software
Summit Wealth Systems
Orion Advisor Solutions

Target: SUMMIT WEALTH SYSTEMS

Bidder: ORION ADVISOR SOLUTIONS LLC

4 Service Providers

1 Target | 3 Bidder

9 Dealmakers

1 Target | 8 Bidder

n/a

Value

03 Mar 2025|United States|Hedge Funds
First Eagle Investment Management
Genstar Capital

Target: FIRST EAGLE INVESTMENT MANAGEMENT

Bidder: GENSTAR CAPITAL LLC

17 Service Providers

7 Target | 7 Bidder | 3 Vendor

50 Dealmakers

39 Target | 6 Bidder | 5 Vendor

n/a

Value

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