Submit Deal

Submit Deal

Cover Image Zach Newquist

Zach Newquist

Associate at Alston & Bird

Lawyer

Deal Bio

Total Deals12

Valued Deals2

Total Value£ 1.02 B

Avg. Deal Size£ 509 M

Market Context

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28 Mar 2024|United States|Diversified Financials

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

08 May 2024|United States|Payroll

Target: PAYMERANG

Bidder: CORPAY (EX-FLEETCOR TECHNOLOGIES)

5 Service Providers

1 Target | 3 Bidder | 1 Vendor

28 Dealmakers

1 Target | 24 Bidder | 3 Vendor

n/a

Value

05 Jun 2024|United States|Diversified Financials

Target: AVIOR WEALTH MANAGEMENT

Bidder: CONSTELLATION WEALTH CAPITAL

5 Service Providers

3 Target | 2 Bidder

16 Dealmakers

14 Target | 2 Bidder

n/a

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

6 Service Providers

3 Target | 3 Bidder

36 Dealmakers

17 Target | 19 Bidder

£ 933 M

Value

21 May 2024|United States|Diversified Financials

Target: WEALTH MANAGEMENT SOLUTIONS

Bidder: MODERN WEALTH MANAGEMENT

2 Service Providers

7 Dealmakers

n/a

Value

11 Jul 2024|United States|Private Equity

Target: C&J WEALTH ADVISORS

Bidder: MODERN WEALTH MANAGEMENT

3 Service Providers

9 Dealmakers

n/a

Value

16 Oct 2024|United States|Asset Managers and Custodians

Target: HALL CAPITAL PARTNERS

Bidder: PATHSTONE

7 Service Providers

3 Target | 4 Bidder

25 Dealmakers

3 Target | 22 Bidder

n/a

Value

24 Oct 2024|United States|Diversified Financials

Target: PETSO FINANCIAL

Bidder: MODERN WEALTH MANAGEMENT

5 Service Providers

1 Target | 4 Bidder

12 Dealmakers

1 Target | 11 Bidder

n/a

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

04 Feb 2025|United States|Asset Managers and Custodians

Target: FINANCIAL PARTNERS GROUP

Bidder: MERCER ADVISORS

5 Service Providers

3 Target | 2 Bidder

11 Dealmakers

7 Target | 4 Bidder

n/a

Value

08 Jan 2025|United States|Diversified Financials

Target: FREEMAN & VANNAUKER

Bidder: WORLD INVESTMENT ADVISORS

4 Service Providers

1 Target | 3 Bidder

10 Dealmakers

2 Target | 8 Bidder

n/a

Value

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