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Cover Image Broadhaven Capital Partners
Broadhaven Capital Partners

Broadhaven Capital Partners

HQ - New York

Summary

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Broadhaven Capital Partners is an independent investment bank and growth equity investor serving the financial services sector. The firm operates as a traditional merchant bank offering both strategic financial advisory services and investment capital.

Market Context

Deals Overview

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Total Deals44
Valued Deals13
Total Value£ 20.43 B
Avg. Deal Size£ 1.57 B
14 Apr 2025|United States|Diversified Financials
R. J. O'brien
Stonex Group

Target: R. J. O'BRIEN

Bidder: STONEX GROUP INC

4 Service Providers

3 Target | 1 Bidder

2 Dealmakers

1 Target | 1 Bidder

n/a

Value

12 Mar 2025|United States|FinTech
Beacon Platform
Clearwater Analytics

Target: BEACON PLATFORM

Bidder: CLEARWATER ANALYTICS LLC

6 Service Providers

3 Target | 2 Bidder | 1 Vendor

9 Dealmakers

1 Target | 7 Bidder | 1 Vendor

£ 433 M

Value

12 Nov 2024|United States|Software
Onezero Financial Systems
Golden Gate Capital

Target: ONEZERO FINANCIAL SYSTEMS

Bidder: GOLDEN GATE CAPITAL

8 Service Providers

4 Target | 2 Bidder | 2 Vendor

31 Dealmakers

14 Target | 15 Bidder | 2 Vendor

n/a

Value

30 May 2024|United States|Asset Managers and Custodians
ADVISORTARGET
Broadridge Financial Solutions

Target: ADVISORTARGET

Bidder: BROADRIDGE FINANCIAL SOLUTIONS INC

5 Service Providers

2 Target | 3 Bidder

5 Dealmakers

1 Target | 4 Bidder

n/a

Value

08 Apr 2024|United States|Management Consulting
Agility Outsourced Cio
Cerity Partners

Target: AGILITY OUTSOURCED CIO

Bidder: CERITY PARTNERS

11 Service Providers

2 Target | 6 Bidder | 3 Vendor

15 Dealmakers

1 Target | 8 Bidder | 6 Vendor

n/a

Value

28 Feb 2024|United States|Software
ACTIVEVIAM
Nordic Capital

Target: ACTIVEVIAM

Bidder: NORDIC CAPITAL LTD

5 Service Providers

2 Target | 3 Bidder

5 Dealmakers

3 Target | 2 Bidder

n/a

Value

18 Jan 2024|United States|Financial Data and Systems
Equilend Holdings
Welsh Carson Anderson & Stowe

Target: EQUILEND HOLDINGS LLC

Bidder: WELSH CARSON ANDERSON & STOWE

7 Service Providers

3 Target | 4 Bidder

52 Dealmakers

22 Target | 30 Bidder

n/a

Value

10 Aug 2023|United States|FinTech
QUILITY
F&g Annuities & Life

Target: QUILITY

Bidder: F&G ANNUITIES & LIFE

5 Service Providers

3 Target | 2 Bidder

3 Dealmakers

1 Target | 2 Bidder

n/a

Value

07 Aug 2023|United States|Software
PRAGMA
MARKETAXESS

Target: PRAGMA

Bidder: MARKETAXESS

6 Service Providers

3 Target | 3 Bidder

17 Dealmakers

2 Target | 15 Bidder

n/a

Value

06 Jul 2023|United States|Asset Managers and Custodians
Conning Holdings
Assicurazioni Generali

Target: CONNING HOLDINGS LIMITED

Bidder: ASSICURAZIONI GENERALI SPA

11 Service Providers

5 Target | 5 Bidder | 1 Vendor

80 Dealmakers

16 Target | 63 Bidder | 1 Vendor

n/a

Value

13 Jun 2023|United States|Management Consulting
Oakbrook Solutions
F2 Strategy

Target: OAKBROOK SOLUTIONS

Bidder: F2 STRATEGY

6 Service Providers

1 Target | 3 Bidder | 2 Vendor

7 Dealmakers

1 Target | 3 Bidder | 3 Vendor

n/a

Value

31 May 2023|United States|Private Equity
Putnam Investments
Franklin Templeton Investments Corporation

Target: PUTNAM INVESTMENTS

Bidder: FRANKLIN TEMPLETON INVESTMENTS CORPORATION

9 Service Providers

1 Target | 4 Bidder | 4 Vendor

30 Dealmakers

1 Target | 13 Bidder | 16 Vendor

£ 746 M

Value

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