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Cover Image Nathan Tyre
Nathan TyreAlston & Bird

Nathan Tyre

Associate at Alston & Bird

Lawyer

Deal Bio

Total Deals58
Valued Deals14
Total Value£ 3.49 B
Avg. Deal Size£ 249 M

Market Context

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21 Jan 2020|United States|Banks
Franklin Financial Corporation
Fb Financial Corporation

Target: FRANKLIN FINANCIAL CORPORATION

Bidder: FB FINANCIAL CORPORATION

8 Service Providers

4 Target | 4 Bidder

32 Dealmakers

17 Target | 16 Bidder

£ 470 M

Value

02 Jun 2020|United States|Asset Managers and Custodians
Captrust Financial Advisors
Gtcr

Target: CAPTRUST FINANCIAL ADVISORS

Bidder: GTCR LLC

6 Service Providers

3 Target | 3 Bidder

17 Dealmakers

8 Target | 9 Bidder

£ 249 M

Value

09 Mar 2020|United States|Asset Managers and Custodians
Beacon Pointe Advisors
Abry Partners

Target: BEACON POINTE ADVISORS LLC

Bidder: ABRY PARTNERS LLC

6 Service Providers

3 Target | 3 Bidder

12 Dealmakers

10 Target | 2 Bidder

n/a

Value

09 Mar 2020|United States|Asset Managers and Custodians
Ferrell Wealth Management
Abry Partners

Target: FERRELL WEALTH MANAGEMENT INC

Bidder: ABRY PARTNERS LLC

6 Service Providers

1 Target | 5 Bidder

12 Dealmakers

1 Target | 11 Bidder

n/a

Value

05 Feb 2020|United States|Software
Bridge2 Solutions
Intercontinental Exchange

Target: BRIDGE2 SOLUTIONS

Bidder: INTERCONTINENTAL EXCHANGE INC

5 Service Providers

2 Target | 2 Bidder | 1 Vendor

45 Dealmakers

12 Target | 29 Bidder | 4 Vendor

n/a

Value

02 Mar 2020|United States|Diversified Financials
Bibby Financial Services
Global Merchant Fund Corp

Target: BIBBY FINANCIAL SERVICES

Bidder: GLOBAL MERCHANT FUND CORP

4 Service Providers

3 Target | 1 Bidder

19 Dealmakers

16 Target | 3 Bidder

n/a

Value

01 Mar 2021|United States|Asset Managers and Custodians
Cornerstone Capital Group
PATHSTONE

Target: CORNERSTONE CAPITAL GROUP

Bidder: PATHSTONE

6 Service Providers

2 Target | 4 Bidder

19 Dealmakers

9 Target | 10 Bidder

n/a

Value

13 Jan 2021|United States|Asset Managers and Custodians
Essex Wealth Management
Beacon Pointe Advisors

Target: ESSEX WEALTH MANAGEMENT

Bidder: BEACON POINTE ADVISORS LLC

4 Service Providers

2 Target | 2 Bidder

9 Dealmakers

2 Target | 7 Bidder

n/a

Value

12 Jan 2021|United States|Asset Managers and Custodians
Independence Advisors
Modera Wealth Management

Target: INDEPENDENCE ADVISORS

Bidder: MODERA WEALTH MANAGEMENT

6 Service Providers

1 Target | 5 Bidder

15 Dealmakers

1 Target | 14 Bidder

n/a

Value

14 Apr 2021|United States|Banks
Sevier County Bancshares
Smartfinancial

Target: SEVIER COUNTY BANCSHARES INC

Bidder: SMARTFINANCIAL INC

5 Service Providers

3 Target | 2 Bidder

10 Dealmakers

1 Target | 9 Bidder

£ 27 M

Value

01 Apr 2021|United States|Asset Managers and Custodians
Wealthstreet Investment Advisors
Beacon Pointe Advisors

Target: WEALTHSTREET INVESTMENT ADVISORS

Bidder: BEACON POINTE ADVISORS LLC

3 Service Providers

1 Target | 2 Bidder

7 Dealmakers

1 Target | 6 Bidder

n/a

Value

01 Mar 2021|United States|Asset Managers and Custodians
Wealth Design
Beacon Pointe Advisors

Target: WEALTH DESIGN LLC

Bidder: BEACON POINTE ADVISORS LLC

3 Service Providers

1 Target | 2 Bidder

6 Dealmakers

1 Target | 5 Bidder

n/a

Value

23 Apr 2021|United States|Banks
Cornerstone Bancshares
Coastalsouth Bancshares

Target: CORNERSTONE BANCSHARES INC

Bidder: COASTALSOUTH BANCSHARES INC

6 Service Providers

3 Target | 3 Bidder

13 Dealmakers

12 Target | 1 Bidder

n/a

Value

04 May 2021|United States|Private Equity
Sullivan Bruyette Speros & Blayney
Creative Planning

Target: SULLIVAN BRUYETTE SPEROS & BLAYNEY LLC

Bidder: CREATIVE PLANNING INC

5 Service Providers

3 Target | 2 Bidder

7 Dealmakers

5 Target | 2 Bidder

n/a

Value

03 May 2021|United States|Private Equity
Dmj Wealth Advisors
Beacon Pointe Advisors

Target: DMJ WEALTH ADVISORS LLC

Bidder: BEACON POINTE ADVISORS LLC

3 Service Providers

1 Target | 2 Bidder

8 Dealmakers

2 Target | 6 Bidder

n/a

Value

20 Apr 2021|United States|Private Equity
Dr Saur Financial
Beacon Pointe Advisors

Target: DR SAUR FINANCIAL INC

Bidder: BEACON POINTE ADVISORS LLC

4 Service Providers

2 Target | 2 Bidder

7 Dealmakers

1 Target | 6 Bidder

n/a

Value

03 May 2021|United States|Private Equity
Fountain Leasing
Smartfinancial

Target: FOUNTAIN LEASING LLC

Bidder: SMARTFINANCIAL INC

6 Service Providers

2 Target | 4 Bidder

11 Dealmakers

1 Target | 10 Bidder

£ 47 M

Value

10 Jun 2021|United States|Banks
Fbd Holding Company
First Volunteer Corp

Target: FBD HOLDING COMPANY INC

Bidder: FIRST VOLUNTEER CORP

4 Service Providers

2 Target | 2 Bidder

10 Dealmakers

1 Target | 9 Bidder

n/a

Value

30 Jul 2021|United States|Asset Managers and Custodians
Homrich Berg
New Mountain Capital

Target: HOMRICH BERG

Bidder: NEW MOUNTAIN CAPITAL LLC

8 Service Providers

4 Target | 4 Bidder

18 Dealmakers

13 Target | 5 Bidder

n/a

Value

14 Sep 2021|United States|Investment Banking
Portola Partners
Ci Financial Corp

Target: PORTOLA PARTNERS

Bidder: CI FINANCIAL CORP

6 Service Providers

3 Target | 3 Bidder

12 Dealmakers

7 Target | 5 Bidder

n/a

Value

27 Jul 2021|United States|Asset Managers and Custodians
Farr Miller & Washington
Hightower

Target: FARR MILLER & WASHINGTON

Bidder: HIGHTOWER INC

6 Service Providers

3 Target | 3 Bidder

7 Dealmakers

5 Target | 2 Bidder

n/a

Value

04 Nov 2021|United States|Asset Managers and Custodians
Westend Advisors
Victory Capital

Target: WESTEND ADVISORS

Bidder: VICTORY CAPITAL

7 Service Providers

3 Target | 4 Bidder

17 Dealmakers

11 Target | 6 Bidder

£ 351 M

Value

04 Oct 2021|United States|Asset Managers and Custodians
Stonegate Capital Advisors
Beacon Pointe Advisors

Target: STONEGATE CAPITAL ADVISORS

Bidder: BEACON POINTE ADVISORS LLC

3 Service Providers

1 Target | 2 Bidder

8 Dealmakers

1 Target | 7 Bidder

n/a

Value

02 Nov 2021|United States|Asset Managers and Custodians
Rosenthal Retirement Planning
Beacon Pointe Advisors

Target: ROSENTHAL RETIREMENT PLANNING

Bidder: BEACON POINTE ADVISORS LLC

3 Service Providers

1 Target | 2 Bidder

8 Dealmakers

1 Target | 7 Bidder

n/a

Value

17 Aug 2021|United States|Asset Managers and Custodians
Northstar Investment Advisors
Beacon Pointe Advisors

Target: NORTHSTAR INVESTMENT ADVISORS

Bidder: BEACON POINTE ADVISORS LLC

3 Service Providers

1 Target | 2 Bidder

11 Dealmakers

3 Target | 8 Bidder

n/a

Value

01 Sep 2021|United States|Financial Data and Systems
Rainier Financial Group
Beacon Pointe Advisors

Target: RAINIER FINANCIAL GROUP

Bidder: BEACON POINTE ADVISORS LLC

3 Service Providers

1 Target | 2 Bidder

12 Dealmakers

4 Target | 8 Bidder

n/a

Value

18 Feb 2022|United States|Payments / Commerce
Cielo (merchant E-solutions Business)
Integrum Holdings

Target: CIELO (MERCHANT E-SOLUTIONS BUSINESS)

Bidder: INTEGRUM HOLDINGS

6 Service Providers

2 Bidder | 4 Vendor

29 Dealmakers

15 Bidder | 14 Vendor

£ 213 M

Value

05 Jan 2022|United States|Asset Managers and Custodians
Brouwer & Janachowski
Cerity Partners

Target: BROUWER & JANACHOWSKI

Bidder: CERITY PARTNERS

5 Service Providers

3 Target | 2 Bidder

10 Dealmakers

6 Target | 4 Bidder

n/a

Value

17 Dec 2021|United States|Management Consulting
Private Advisor Group
Merchant Investment Management

Target: PRIVATE ADVISOR GROUP

Bidder: MERCHANT INVESTMENT MANAGEMENT

4 Service Providers

3 Target | 1 Bidder

11 Dealmakers

9 Target | 2 Bidder

n/a

Value

18 Nov 2021|United States|Asset Managers and Custodians
Redwood Wealth Management
Wipfli Financial Advisors

Target: REDWOOD WEALTH MANAGEMENT

Bidder: WIPFLI FINANCIAL ADVISORS

3 Service Providers

1 Target | 2 Bidder

8 Dealmakers

2 Target | 6 Bidder

n/a

Value

18 Jan 2022|United States|Asset Managers and Custodians
Century Wealth Management
Kkr & Co

Target: CENTURY WEALTH MANAGEMENT

Bidder: KKR & CO

6 Service Providers

4 Target | 2 Bidder

11 Dealmakers

4 Target | 7 Bidder

n/a

Value

16 Mar 2022|United States|Asset Managers and Custodians
World Investment Advisors
Charlesbank Capital Partners

Target: WORLD INVESTMENT ADVISORS

Bidder: CHARLESBANK CAPITAL PARTNERS LLC

7 Service Providers

4 Target | 3 Bidder

17 Dealmakers

15 Target | 2 Bidder

n/a

Value

29 Mar 2022|United States|Banks
Apollo Bancshares
Seacoast Banking Corporation Of Florida

Target: APOLLO BANCSHARES

Bidder: SEACOAST BANKING CORPORATION OF FLORIDA

8 Service Providers

4 Target | 4 Bidder

19 Dealmakers

7 Target | 12 Bidder

£ 128 M

Value

04 Apr 2022|United States|Asset Managers and Custodians
Oakbridge Partners
Homrich Berg

Target: OAKBRIDGE PARTNERS

Bidder: HOMRICH BERG

3 Service Providers

1 Target | 2 Bidder

7 Dealmakers

1 Target | 6 Bidder

n/a

Value

04 May 2022|United States|Banks
Drummond Banking Company
Seacoast Banking Corporation Of Florida

Target: DRUMMOND BANKING COMPANY

Bidder: SEACOAST BANKING CORPORATION OF FLORIDA

7 Service Providers

3 Target | 4 Bidder

24 Dealmakers

1 Target | 23 Bidder

£ 138 M

Value

26 Apr 2022|United States|Banks
Beach Bancorp
The First Bancshares

Target: BEACH BANCORP INC

Bidder: THE FIRST BANCSHARES INC

6 Service Providers

3 Target | 3 Bidder

11 Dealmakers

1 Target | 10 Bidder

£ 93 M

Value

02 May 2022|United States|Management Consulting
Goldstein Group
Beacon Pointe Advisors

Target: GOLDSTEIN GROUP

Bidder: BEACON POINTE ADVISORS LLC

4 Service Providers

2 Target | 2 Bidder

9 Dealmakers

2 Target | 7 Bidder

n/a

Value

10 Feb 2022|United States|Asset Managers and Custodians
Altavista Wealth Management
Beacon Pointe Advisors

Target: ALTAVISTA WEALTH MANAGEMENT

Bidder: BEACON POINTE ADVISORS LLC

3 Service Providers

1 Target | 2 Bidder

6 Dealmakers

1 Target | 5 Bidder

n/a

Value

08 Jun 2022|United States|Management Consulting
Wharton Business Group
Alera Group

Target: WHARTON BUSINESS GROUP

Bidder: ALERA GROUP

5 Service Providers

3 Target | 2 Bidder

11 Dealmakers

9 Target | 2 Bidder

n/a

Value

27 Jul 2022|United States|Banks
Heritage Southeast Bank
The First Bancshares

Target: HERITAGE SOUTHEAST BANK

Bidder: THE FIRST BANCSHARES INC

9 Service Providers

3 Target | 6 Bidder

19 Dealmakers

2 Target | 17 Bidder

£ 171 M

Value

08 Aug 2022|United States|Banks
Professional Holding
Seacoast Banking Corporation Of Florida

Target: PROFESSIONAL HOLDING

Bidder: SEACOAST BANKING CORPORATION OF FLORIDA

7 Service Providers

4 Target | 3 Bidder

25 Dealmakers

9 Target | 16 Bidder

£ 401 M

Value

03 Aug 2022|United States|Asset Managers and Custodians
Gladstone Wealth Partners
Integrity Marketing Group

Target: GLADSTONE WEALTH PARTNERS

Bidder: INTEGRITY MARKETING GROUP

5 Service Providers

3 Target | 2 Bidder

44 Dealmakers

12 Target | 32 Bidder

n/a

Value

17 Aug 2022|United States|Diversified Financials
Wipfli Financial Advisors
Creative Planning

Target: WIPFLI FINANCIAL ADVISORS

Bidder: CREATIVE PLANNING INC

5 Service Providers

3 Target | 2 Bidder

13 Dealmakers

11 Target | 2 Bidder

n/a

Value

24 Aug 2022|United States|Asset Managers and Custodians
Benchmark Private Wealth Management
Beacon Pointe Advisors

Target: BENCHMARK PRIVATE WEALTH MANAGEMENT

Bidder: BEACON POINTE ADVISORS LLC

3 Service Providers

1 Target | 2 Bidder

9 Dealmakers

1 Target | 8 Bidder

n/a

Value

26 Jul 2022|United States|Diversified Financials
Frontier Wealth Management
Captrust Financial Advisors

Target: FRONTIER WEALTH MANAGEMENT

Bidder: CAPTRUST FINANCIAL ADVISORS

3 Service Providers

1 Target | 2 Bidder

8 Dealmakers

1 Target | 7 Bidder

n/a

Value

19 Oct 2022|United States|Asset Managers and Custodians
Sequoia Financial Group
Valeas Capital Partners

Target: SEQUOIA FINANCIAL GROUP

Bidder: VALEAS CAPITAL PARTNERS

8 Service Providers

6 Target | 2 Bidder

12 Dealmakers

7 Target | 5 Bidder

£ 176 M

Value

01 Dec 2022|United States|Full Line Insurance
Willow Street Group
PATHSTONE

Target: WILLOW STREET GROUP

Bidder: PATHSTONE

6 Service Providers

2 Target | 4 Bidder

9 Dealmakers

1 Target | 8 Bidder

n/a

Value

28 Mar 2024|United States|Diversified Financials
Autumn Wind Asset Management
Modern Wealth Management

Target: AUTUMN WIND ASSET MANAGEMENT

Bidder: MODERN WEALTH MANAGEMENT

3 Service Providers

1 Target | 2 Bidder

7 Dealmakers

1 Target | 6 Bidder

n/a

Value

01 Apr 2024|United States|Asset Managers and Custodians
Wilbanks And Thomas Asset Management
Flexpoint Ford

Target: WILBANKS AND THOMAS ASSET MANAGEMENT

Bidder: FLEXPOINT FORD

4 Service Providers

1 Target | 3 Bidder

7 Dealmakers

1 Target | 6 Bidder

n/a

Value

04 Jun 2024|United States|Asset Managers and Custodians
Joslin Capital Advisors
Beacon Pointe Advisors

Target: JOSLIN CAPITAL ADVISORS

Bidder: BEACON POINTE ADVISORS LLC

3 Service Providers

1 Target | 2 Bidder

14 Dealmakers

6 Target | 8 Bidder

n/a

Value

07 Jun 2024|United States|Asset Managers and Custodians
The Connable Office
Cresset Asset Management

Target: THE CONNABLE OFFICE INC

Bidder: CRESSET ASSET MANAGEMENT LLC

4 Service Providers

3 Target | 1 Bidder

14 Dealmakers

12 Target | 2 Bidder

n/a

Value

29 Jul 2024|United States|Banks
The First Bancshares
Renasant Corporation

Target: THE FIRST BANCSHARES INC

Bidder: RENASANT CORPORATION

6 Service Providers

3 Target | 3 Bidder

36 Dealmakers

17 Target | 19 Bidder

£ 933 M

Value

20 Aug 2024|United States|Private Equity
Bleakley Financial Group
Rise Growth Partners

Target: BLEAKLEY FINANCIAL GROUP

Bidder: RISE GROWTH PARTNERS

4 Service Providers

2 Target | 2 Bidder

15 Dealmakers

12 Target | 3 Bidder

n/a

Value

26 Sep 2024|United States|Asset Managers and Custodians
Homrich Berg
Tpg Growth

Target: HOMRICH BERG

Bidder: TPG GROWTH

10 Service Providers

4 Target | 3 Bidder | 3 Vendor

49 Dealmakers

10 Target | 30 Bidder | 9 Vendor

n/a

Value

01 Oct 2024|United States|Private Equity
Bridge Advisory
Beacon Pointe Advisors

Target: BRIDGE ADVISORY

Bidder: BEACON POINTE ADVISORS LLC

4 Service Providers

2 Target | 2 Bidder

13 Dealmakers

2 Target | 12 Bidder

n/a

Value

01 Oct 2024|United States|Private Equity
Charleston Investment Advisors
Beacon Pointe Advisors

Target: CHARLESTON INVESTMENT ADVISORS

Bidder: BEACON POINTE ADVISORS LLC

3 Service Providers

1 Target | 2 Bidder

8 Dealmakers

1 Target | 7 Bidder

n/a

Value

27 Feb 2025|United States|Banks
Heartland Bancshares
Seacoast Banking Corporation Of Florida

Target: HEARTLAND BANCSHARES INC

Bidder: SEACOAST BANKING CORPORATION OF FLORIDA

7 Service Providers

3 Target | 4 Bidder

15 Dealmakers

1 Target | 14 Bidder

£ 86 M

Value

06 Feb 2025|United States|Infrastructure Funds
Eagle Ridge Investment Management
Carnegie Investment Counsel

Target: EAGLE RIDGE INVESTMENT MANAGEMENT

Bidder: CARNEGIE INVESTMENT COUNSEL

5 Service Providers

3 Target | 2 Bidder

15 Dealmakers

13 Target | 2 Bidder

n/a

Value

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