William Hooper

14 Apr 2021|United States|Banks

10 Dealmakers

8 Target | 2 Bidder

£ 60 M

Value

Target: SEVIER COUNTY BANCSHARES INC

Bidder: SMARTFINANCIAL INC

5 Service Providers

3 Target | 2 Bidder

10 Dealmakers

1 Target | 9 Bidder

£ 27 M

Value

23 Apr 2021|United States|Banks

Target: CORNERSTONE BANCSHARES INC

Bidder: COASTALSOUTH BANCSHARES INC

6 Service Providers

03 May 2021|United States|Private Equity

13 Dealmakers

12 Target | 1 Bidder

n/a

Value

Target: FOUNTAIN LEASING LLC

Bidder: SMARTFINANCIAL INC

6 Service Providers

2 Target | 4 Bidder

11 Dealmakers

1 Target | 10 Bidder

£ 47 M

Value

07 Oct 2021|United States|Asset Managers and Custodians

Target: SAVANT WEALTH MANAGEMENT

Bidder: KELSO & CO

3 Service Providers

2 Target | 1 Bidder

7 Dealmakers

5 Target | 2 Bidder

n/a

Value

29 Jun 2021|United States|Financial Data and Systems

Target: AMDG BUSINESS ADVISORY SERVICES

Bidder: SAVANT WEALTH MANAGEMENT

2 Service Providers

2 Bidder

6 Dealmakers

6 Bidder

n/a

Value

11 Aug 2021|United States|Asset Managers and Custodians

Target: TREYBOURNE WEALTH PLANNERS

Bidder: SAVANT WEALTH MANAGEMENT

2 Service Providers

2 Bidder

6 Dealmakers

6 Bidder

n/a

Value

18 Apr 2022|United States|Software

Target: DADESYSTEMS

Bidder: GREAT HILL PARTNERS LLC

7 Service Providers

3 Target | 4 Bidder

18 Dealmakers

2 Target | 16 Bidder

n/a

Value

21 Apr 2022|United States|Digital Services

Target: QUALPAY

Bidder: SYNOVUS FINANCIAL CORP

7 Service Providers

4 Target | 3 Bidder

12 Dealmakers

2 Target | 10 Bidder

n/a

Value

26 Apr 2022|United States|Banks

Target: BEACH BANCORP INC

Bidder: THE FIRST BANCSHARES INC

6 Service Providers

12 Jul 2022|United States|Asset Managers and Custodians

11 Dealmakers

1 Target | 10 Bidder

£ 93 M

Value

Target: DYSON CAPITAL PARTNERS

Bidder: PATHSTONE

4 Service Providers

2 Target | 2 Bidder

12 Dealmakers

2 Target | 10 Bidder

n/a

Value

27 Jul 2022|United States|Banks

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

03 Aug 2022|United States|FinTech

Target: ACCRUALIFY INC

Bidder: CORPAY (EX-FLEETCOR TECHNOLOGIES)

4 Service Providers

04 Oct 2022|United States|Asset Managers and Custodians

24 Dealmakers

2 Target | 22 Bidder

n/a

Value

Target: WORLD TREND FINANCIAL

Bidder: SAVANT WEALTH MANAGEMENT

3 Service Providers

4 Dealmakers

01 Dec 2022|United States|Asset Managers and Custodians

n/a

Value

Target: BARIL ADVISORS

Bidder: SAVANT WEALTH MANAGEMENT

3 Service Providers

04 Oct 2022|United States|Management Consulting

5 Dealmakers

2 Target | 3 Bidder

n/a

Value

Target: TERRY LOCKRIDGE & DUNN

Bidder: SAVANT WEALTH MANAGEMENT

3 Service Providers

4 Dealmakers

01 Jul 2022|United States|Asset Managers and Custodians

n/a

Value

Target: ALLIANT WEALTH ADVISORS

Bidder: SAVANT WEALTH MANAGEMENT

3 Service Providers

4 Dealmakers

01 Nov 2022|United States|Asset Managers and Custodians

n/a

Value

Target: SFG INVESTMENT ADVISORS

Bidder: SAVANT WEALTH MANAGEMENT

3 Service Providers

15 Jul 2023|United States|Private Equity

5 Dealmakers

2 Target | 3 Bidder

n/a

Value

Target: STANDISH MANAGEMENT

Bidder: THL PARTNERS

5 Service Providers

2 Target | 2 Bidder | 1 Vendor

14 Dealmakers

7 Target | 1 Bidder | 6 Vendor

£ 1.37 B

Value

06 Jun 2024|United States|Diversified Financials

Target: SOLTIS INVESTMENT ADVISORS

Bidder: ESTANCIA CAPITAL PARTNERS

9 Service Providers

3 Target | 6 Bidder

15 Dealmakers

8 Target | 7 Bidder

n/a

Value

29 Jul 2024|United States|Banks

Target: THE FIRST BANCSHARES INC

Bidder: RENASANT CORPORATION

7 Service Providers

3 Target | 4 Bidder

38 Dealmakers

17 Target | 21 Bidder

£ 933 M

Value

22 Jan 2025|United States|Banks

Target: FCB FINANCIAL CORP

Bidder: CADENCE BANCORPORATION

4 Service Providers

3 Target | 1 Bidder

18 Dealmakers

17 Target | 1 Bidder

£ 83 M

Value

31 Mar 2025|United States|Banks

Target: SOUTHERN STATES BANCSHARES INC

Bidder: FB FINANCIAL CORPORATION

6 Service Providers