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Cover Image Terri Kallsen

Terri Kallsen

Managing Partner at RISE GROWTH PARTNERS

Investor

Deal Bio

Total Deals3

Valued Deals1

Total Value£ 197 M

Avg. Deal Size£ 197 M

Market Context

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24 Aug 2021|United States|Asset Managers and Custodians

Target: WEALTH ENHANCEMENT GROUP

Bidder: ONEX CORPORATION

7 Service Providers

3 Target | 2 Bidder | 2 Vendor

13 Dealmakers

10 Target | 2 Bidder | 1 Vendor

n/a

Value

01 Feb 2024|United States|Diversified Financials

Target: RISE GROWTH PARTNERS

Bidder: CHARLESBANK CAPITAL PARTNERS LLC

7 Service Providers

4 Target | 3 Bidder

21 Dealmakers

9 Target | 12 Bidder

£ 196 M

Value

22 Oct 2025|United States|Diversified Financials

Target: KRILOGY

Bidder: RISE GROWTH PARTNERS

3 Service Providers

1 Target | 2 Bidder

5 Dealmakers

1 Target | 4 Bidder

n/a

Value

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