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Meredith Abrams

Partner at Simpson Thacher & Bartlett

Lawyer

New York

Deal Bio

Total Deals26

Valued Deals15

Total Value£ 53.33 B

Avg. Deal Size£ 3.56 B

Market Context

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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

08 Jul 2020|Bermuda|Diversified Financials

Target: GLOBAL ATLANTIC FINANCIAL GROUP

Bidder: KKR & CO

9 Service Providers

4 Target | 5 Bidder

75 Dealmakers

14 Target | 61 Bidder

£ 3.51 B

Value

15 Mar 2021|United States|Asset Managers and Custodians

Target: EDELMAN FINANCIAL ENGINES INC

Bidder: WARBURG PINCUS LLC

8 Service Providers

4 Target | 3 Bidder | 1 Vendor

46 Dealmakers

25 Target | 20 Bidder | 1 Vendor

n/a

Value

13 Apr 2021|United States|Software

Target: ENVERUS

Bidder: HELLMAN & FRIEDMAN LLC

10 Service Providers

4 Target | 4 Bidder | 2 Vendor

32 Dealmakers

21 Target | 9 Bidder | 2 Vendor

n/a

Value

26 Apr 2021|United States|Financial Data and Systems

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

20 May 2021|United States|Real Estate Holding and Development

Target: BLACK CREEK GROUP

Bidder: ARES MANAGEMENT

7 Service Providers

3 Target | 4 Bidder

64 Dealmakers

23 Target | 41 Bidder

n/a

Value

13 Aug 2021|United States|Software

Target: CARTA

Bidder: SILVER LAKE PARTNERS LP

4 Service Providers

1 Target | 3 Bidder

43 Dealmakers

2 Target | 41 Bidder

£ 360 M

Value

21 Sep 2021|United States|Banks

Target: MUFG UNION BANK N.A.

Bidder: US BANCORP

12 Service Providers

1 Target | 5 Bidder | 6 Vendor

61 Dealmakers

3 Target | 30 Bidder | 28 Vendor

£ 5.85 B

Value

03 Nov 2021|United States|Health Care Services

Target: NEWPORT GROUP

Bidder: ASCENSUS LLC

9 Service Providers

3 Target | 6 Bidder

28 Dealmakers

5 Target | 24 Bidder

n/a

Value

28 Feb 2022|United States|Banks

Target: FIRST HORIZON NATIONAL CORP

Bidder: TD BANK GROUP

10 Service Providers

4 Target | 6 Bidder

61 Dealmakers

13 Target | 48 Bidder

£ 10.00 B

Value

02 Feb 2023|United States|Asset Managers and Custodians

Target: FOCUS FINANCIAL PARTNERS

Bidder: CLAYTON DUBILIER & RICE LLC

21 Service Providers

7 Target | 12 Bidder | 2 Vendor

75 Dealmakers

19 Target | 37 Bidder | 19 Vendor

£ 5.68 B

Value

28 Apr 2023|United States|Insurance Brokers

Target: HUB INTERNATIONAL LIMITED

Bidder: LEONARD GREEN & PARTNERS LP

9 Service Providers

4 Target | 3 Bidder | 2 Vendor

42 Dealmakers

31 Target | 4 Bidder | 7 Vendor

n/a

Value

21 Aug 2023|United States|Property and Casualty Insurance

Target: WORLD INSURANCE ASSOCIATES LLC

Bidder: GOLDMAN SACHS ASSET MANAGEMENT

9 Service Providers

3 Target | 4 Bidder | 2 Vendor

66 Dealmakers

3 Target | 35 Bidder | 28 Vendor

£ 822 M

Value

19 Sep 2023|United States|Asset Managers and Custodians

Target: CAPTRUST FINANCIAL ADVISORS

Bidder: THE CARLYLE GROUP

8 Service Providers

3 Target | 3 Bidder | 2 Vendor

29 Dealmakers

1 Target | 25 Bidder | 3 Vendor

n/a

Value

22 Sep 2023|United States|Asset Managers and Custodians

Target: COWEN (LEGACY PRIME BROKERAGE AND OUTSOURCED TRADING BUSINESS)

Bidder: MAREX

4 Service Providers

1 Target | 1 Bidder | 2 Vendor

25 Dealmakers

2 Target | 1 Bidder | 22 Vendor

n/a

Value

05 Feb 2024|United States|Management Consulting

Target: BAKER TILLY US LLP

Bidder: VALEAS CAPITAL PARTNERS

9 Service Providers

3 Target | 6 Bidder

46 Dealmakers

3 Target | 43 Bidder

n/a

Value

20 Feb 2024|United States|Insurance Brokers

Target: TRUIST INSURANCE HOLDINGS

Bidder: STONE POINT CAPITAL LLC

35 Service Providers

1 Target | 29 Bidder | 5 Vendor

113 Dealmakers

2 Target | 92 Bidder | 20 Vendor

£ 9.83 B

Value

07 Mar 2024|Brazil|Asset Managers and Custodians

Target: COMPASS

Bidder: VINCI PARTNERS INVESTMENTS

10 Service Providers

3 Target | 7 Bidder

47 Dealmakers

9 Target | 38 Bidder

£ 128 M

Value

30 Sep 2024|United States|Insurance Brokers

Target: MCGRIFF INSURANCE SERVICES

Bidder: MARSH & MCLENNAN AGENCY

9 Service Providers

1 Target | 4 Bidder | 4 Vendor

48 Dealmakers

1 Target | 9 Bidder | 38 Vendor

£ 5.79 B

Value

18 Nov 2024|United States|Management Consulting

Target: CARR RIGGS & INGRAM

Bidder: BESSEMER VENTURE PARTNERS

8 Service Providers

3 Target | 5 Bidder

34 Dealmakers

1 Target | 33 Bidder

n/a

Value

03 Mar 2025|United States|Hedge Funds

Target: FIRST EAGLE INVESTMENT MANAGEMENT

Bidder: GENSTAR CAPITAL LLC

18 Service Providers

7 Target | 7 Bidder | 4 Vendor

51 Dealmakers

39 Target | 6 Bidder | 6 Vendor

n/a

Value

21 Apr 2025|United States|Management Consulting

Target: MOSS ADAMS

Bidder: HELLMAN & FRIEDMAN LLC

7 Service Providers

3 Target | 4 Bidder

50 Dealmakers

14 Target | 36 Bidder

£ 5.26 B

Value

23 Apr 2025|United States|Asset Managers and Custodians

Target: ULTIMUS FUND SOLUTIONS

Bidder: STONE POINT CAPITAL LLC

11 Service Providers

3 Target | 3 Bidder | 5 Vendor

65 Dealmakers

1 Target | 33 Bidder | 31 Vendor

n/a

Value

23 Apr 2025|United States|Asset Managers and Custodians

Target: WESTFIELD CAPITAL MANAGEMENT COMPANY

Bidder: MONEX GROUP

6 Service Providers

3 Target | 3 Bidder

18 Dealmakers

1 Target | 17 Bidder

£ 77 M

Value

12 May 2025|United States|Insurance Brokers

Target: HUB INTERNATIONAL LIMITED

Bidder: T. ROWE PRICE GROUP INC

5 Service Providers

4 Target | 1 Vendor

23 Dealmakers

22 Target | 1 Vendor

£ 1.20 B

Value

15 May 2025|Germany|Integrated Oil and Gas

Target: JET TANKSTELLEN DEUTSCHLAND

Bidder: STONEPEAK

11 Service Providers

10 Bidder | 1 Vendor

28 Dealmakers

24 Bidder | 4 Vendor

£ 1.20 B

Value