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Wesley Fox

Managing Director at Keefe Bruyette & Woods

Financial Advisor

Deal Bio

Total Deals11

Valued Deals1

Total Value£ 61 M

Avg. Deal Size£ 61 M

Market Context

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04 Feb 2021|United States|Insurance Brokers

Target: LA FAMILIA AGENCY LLC

Bidder: FIESTA INSURANCE

3 Service Providers

2 Target | 1 Bidder

11 Dealmakers

9 Target | 2 Bidder

n/a

Value

23 Apr 2021|United States|Health Care Services

Target: PINNACLECARE

Bidder: SUN LIFE FINANCIAL INC

6 Service Providers

4 Target | 2 Bidder

13 Dealmakers

5 Target | 8 Bidder

£ 61 M

Value

01 Apr 2021|United States|Full Line Insurance

Target: NORTHWEST BANCSHARES INC (INSURANCE BUSINESS)

Bidder: USI INSURANCE SERVICES

4 Service Providers

1 Bidder | 3 Vendor

6 Dealmakers

1 Bidder | 5 Vendor

n/a

Value

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 Jan 2022|United States|Outsourced HR and Staffing

Target: WARNER PACIFIC INSURANCE SERVICES

Bidder: LOVELL MINNICK PARTNERS LLC

6 Service Providers

3 Target | 3 Bidder

6 Dealmakers

2 Target | 4 Bidder

n/a

Value

05 Apr 2022|United Kingdom|Financial Data and Systems

Target: ITC COMPLIANCE

Bidder: THE FORTEGRA GROUP

5 Service Providers

1 Target | 4 Bidder

13 Dealmakers

1 Target | 12 Bidder

n/a

Value

19 Jan 2023|United States|Asset Managers and Custodians

Target: IEQ CAPITAL

Bidder: STONE POINT CAPITAL LLC

6 Service Providers

4 Target | 2 Bidder

12 Dealmakers

11 Target | 1 Bidder

n/a

Value

09 Feb 2023|United Kingdom|Property and Casualty Insurance

Target: PREMIA SOLUTIONS

Bidder: THE FORTEGRA GROUP

3 Service Providers

1 Target | 2 Bidder

6 Dealmakers

1 Target | 5 Bidder

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

21 May 2024|United States|Investment Banking

Target: MORRISON STREET CAPITAL

Bidder: NORTHMARQ

3 Service Providers

1 Target | 2 Bidder

7 Dealmakers

1 Target | 6 Bidder

n/a

Value

15 Jan 2025|United States|Management Consulting

Target: GELLER & COMPANY (MULTI-FAMILY OFFICE BUSINESS)

Bidder: CORIENT CAPITAL PARTNERS

6 Service Providers

3 Bidder | 3 Vendor

37 Dealmakers

3 Bidder | 34 Vendor

n/a

Value

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