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Nathan Pusey

Partner at Morgan Lewis & Bockius

Lawyer

New York

Deal Bio

Total Deals7

Valued Deals1

Total Value£ 2.98 B

Avg. Deal Size£ 2.98 B

Market Context

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16 Dec 2021|Puerto Rico|Diversified Financials

Target: CITI INTERNATIONAL FINANCIAL SERVICES

Bidder: INSIGNEO FINANCIAL GROUP

6 Service Providers

4 Bidder | 2 Vendor

20 Dealmakers

6 Bidder | 14 Vendor

n/a

Value

11 Apr 2023|United States|Banks

Target: HUNTINGTON NATIONAL BANK (401(K) ADVISORY AND RETIREMENT PLAN)

Bidder: ONEDIGITAL

4 Service Providers

1 Bidder | 3 Vendor

13 Dealmakers

3 Bidder | 10 Vendor

n/a

Value

21 Aug 2023|Mexico|Investment Banking

Target: PNC (LATIN AMERICAN BROKERAGE AND INVESTMENT OPERATIONS)

Bidder: INSIGNEO FINANCIAL GROUP

5 Service Providers

4 Bidder | 1 Vendor

9 Dealmakers

8 Bidder | 1 Vendor

n/a

Value

16 Apr 2024|United States|Asset Managers and Custodians

Target: VANGUARD (INDIVIDUAL 401(K), MULTIPLE PARTICIPANT SEP (MULTI-SEP), AND SIMPLE IRA PLANS BUSINESS)

Bidder: ASCENSUS LLC

3 Service Providers

1 Target | 1 Bidder | 1 Vendor

3 Dealmakers

1 Target | 1 Bidder | 1 Vendor

n/a

Value

04 Jun 2024|United States|Asset Managers and Custodians

Target: SOCIUS FAMILY OFFICE

Bidder: CORIENT CAPITAL PARTNERS

3 Service Providers

1 Target | 2 Bidder

5 Dealmakers

3 Target | 2 Bidder

n/a

Value

27 Aug 2025|United States|Asset Managers and Custodians

Target: POST ADVISORY GROUP

Bidder: TEMASEK HOLDINGS LIMITED

6 Service Providers

1 Target | 3 Bidder | 2 Vendor

7 Dealmakers

1 Target | 4 Bidder | 2 Vendor

n/a

Value

21 Oct 2025|United States|Asset Managers and Custodians

Target: VECTORGLOBAL (CLIENT ACCOUNTS)

Bidder: INSIGNEO FINANCIAL GROUP

4 Service Providers

3 Bidder | 1 Vendor

7 Dealmakers

4 Bidder | 3 Vendor

£ 2.98 B

Value