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Cover Image Michael Dugan

Michael Dugan

Partner at Haven Tower Group

PR Consultant

Deal Bio

Total Deals7

Valued Deals1

Total Value£ 45 M

Avg. Deal Size£ 45 M

Market Context

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10 Nov 2020|United States|Software

Target: DIGITAL REASONING

Bidder: SMARSH

5 Service Providers

2 Target | 3 Bidder

8 Dealmakers

1 Target | 7 Bidder

n/a

Value

03 May 2021|United States|Asset Managers and Custodians

Target: PARACLE ADVISORS

Bidder: COLDSTREAM WEALTH MANAGEMENT

3 Service Providers

1 Target | 2 Bidder

7 Dealmakers

4 Target | 3 Bidder

n/a

Value

16 Nov 2022|United States|Asset Managers and Custodians

Target: CHERRY BEKAERT WEALTH MANAGEMENT

Bidder: CHOREO LLC

4 Service Providers

1 Target | 2 Bidder | 1 Vendor

5 Dealmakers

1 Target | 3 Bidder | 1 Vendor

n/a

Value

03 Nov 2022|United States|Asset Managers and Custodians

Target: ENSO WEALTH MANAGEMENT

Bidder: CHOREO LLC

6 Service Providers

3 Target | 3 Bidder

5 Dealmakers

2 Target | 3 Bidder

n/a

Value

16 Mar 2023|United Kingdom|Biotechnology

Target: PERSPECTUM

Bidder: OPPENHEIMERFUNDS INC

4 Service Providers

1 Target | 3 Bidder

5 Dealmakers

1 Target | 4 Bidder

£ 45 M

Value

01 Nov 2023|United States|Diversified Financials

Target: BDO USA (WEALTH MANAGEMENT BUSINESS)

Bidder: CHOREO LLC

4 Service Providers

2 Bidder | 2 Vendor

6 Dealmakers

3 Bidder | 3 Vendor

n/a

Value

09 Jul 2024|United States|Asset Managers and Custodians

Target: ARNERICH MASSENA

Bidder: COLDSTREAM WEALTH MANAGEMENT

3 Service Providers

1 Target | 2 Bidder

5 Dealmakers

2 Target | 3 Bidder

n/a

Value

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