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Susan Gault-Brown

Partner at A&O Shearman

Lawyer

Washington, D.C.

Deal Bio

Total Deals6

Valued Deals2

Total Value£ 3.44 B

Avg. Deal Size£ 1.72 B

Market Context

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13 May 2020|United States|Asset Managers and Custodians

Target: ARTIVEST

Bidder: ICAPITAL NETWORK INC

15 Service Providers

3 Target | 4 Bidder | 8 Vendor

43 Dealmakers

11 Target | 9 Bidder | 23 Vendor

n/a

Value

01 Mar 2021|United States|Asset Managers and Custodians

Target: CORNERSTONE CAPITAL GROUP

Bidder: PATHSTONE

6 Service Providers

2 Target | 4 Bidder

19 Dealmakers

9 Target | 10 Bidder

n/a

Value

07 Oct 2024|United States|Asset Managers and Custodians

Target: HALPERN FINANCIAL

Bidder: MAI CAPITAL MANAGEMENT

4 Service Providers

1 Target | 3 Bidder

15 Dealmakers

1 Target | 14 Bidder

n/a

Value

01 Oct 2024|United States|Life Insurance

Target: TDC LIFE

Bidder: EPIC INSURANCE BROKERS AND CONSULTANTS

4 Service Providers

1 Target | 3 Bidder

20 Dealmakers

2 Target | 18 Bidder

n/a

Value

31 Mar 2025|United States|Diversified Financials

Target: COMMONWEALTH FINANCIAL NETWORK

Bidder: LPL FINANCIAL HOLDINGS INC

7 Service Providers

3 Target | 4 Bidder

50 Dealmakers

13 Target | 39 Bidder

£ 2.09 B

Value

22 Apr 2025|Austria|Asset Managers and Custodians

Target: MACQUARIE ASSET MANAGEMENT (US AND EUROPEAN PUBLIC ASSET MANAGEMENT BUSINESS)

Bidder: NOMURA HOLDINGS INC

7 Service Providers

3 Bidder | 4 Vendor

47 Dealmakers

31 Bidder | 16 Vendor

£ 1.35 B

Value

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