Deal sheet
Every deal in one table. Filter it, then download the rows as a spreadsheet.
127 deals
Download CSV| Date | Type | Target | Buyer or investor | Sponsor | Seller | Sector | Value |
|---|---|---|---|---|---|---|---|
| 2026-06-11 | Platform | Mobius | Motive Partners | Motive Partners | Phoenix Equity Partners | Financial Services | |
| 2026-06-09 | Add-on | Saybrook Wealth Group | MAI Capital Management | Carlyle | Financial Services | ||
| 2026-06-09 | Platform | Pathway Capital Management | Clearlake Capital Group | Clearlake Capital Group | Financial Services | ||
| 2026-06-08 | Platform | Chung Ho Nais | Carlyle | Carlyle | Joung family | Financial Services | |
| 2026-06-08 | Platform | MAI Capital Management | Carlyle | Carlyle | Harvest Partners, Oak Hill Capital | Financial Services | |
| 2026-06-03 | Platform | Hartford Funds | Wellington Management | Wellington Management | Hartford Insurance Group | Financial Services | |
| 2026-06-03 | Add-on | WealthPlans | Waverly Advisors | Financial Services | |||
| 2026-06-03 | Add-on | Artifex Financial Group | Soltis Investment Advisors | LLR Partners | Financial Services | ||
| 2026-06-02 | Platform | Monte Paschi Banque | J.C. Flowers | J.C. Flowers | Monte dei Paschi di Siena | Financial Services | |
| 2026-06-01 | Platform | Independent Insurance Group | 26North Reinsurance Holding | 26North | Financial Services | ||
| 2026-05-29 | Add-on | Maple Financial Holdings | Scotiabank | Financial Services | |||
| 2026-05-29 | Add-on | Boeing 767-300ERF aircraft (MSN 33768) | Cargo Aircraft Management | Bain Capital | Titan Aircraft Investments I | Financial Services | |
| 2026-05-27 | Platform | Amusement Connect | Periscope Equity | Periscope Equity | Financial Services | ||
| 2026-05-20 | Add-on | Kentucky-Based Firm | Hilb Group | Carlyle | Financial Services | ||
| 2026-05-19 | Add-on | Dwolla | NMI | Francisco Partners, Insight Partners, Great Hill Partners | Financial Services | ||
| 2026-05-14 | Add-on | Crop Rx Insurance Services | Relation Insurance Services | Aquiline Capital Partners | Financial Services | ||
| 2026-05-14 | Add-on | 11 Partner Practices | Stratos Wealth Holdings | Aldrich Capital Partners | Financial Services | ||
| 2026-05-14 | Exit | Terra Nova Solutions | Clean Harbors | Crescentia Capital | Financial Services | ||
| 2026-05-14 | Platform | Trading Technologies International | 7Ridge | 7Ridge | Financial Services | ||
| 2026-05-13 | Platform | Thibaut | Quad-C Management | Quad-C Management | Financial Services | ||
| 2026-05-13 | Platform | Paymentology | Apis Partners and Aspirity Partners | Apis, Aspirity Partners | Financial Services | ||
| 2026-05-12 | Add-on | Finadium | EquiLend | Welsh, Carson, Anderson & Stowe | Financial Services | ||
| 2026-05-11 | Platform | Skroutz | Blackstone | Blackstone | CVC Capital Partners Fund VII | Financial Services | |
| 2026-05-11 | Platform | Emerald Holding Inc. and Questex | Apollo Funds | Apollo Global Management | Financial Services | ||
| 2026-05-07 | Add-on | Economic Group Pension Services | Blue Ridge Associates | Levine Leichtman Capital Partners | Financial Services | ||
| 2026-05-05 | Exit | Equiniti | Bullish | Siris | Financial Services | ||
| 2026-05-01 | Exit | Milleis | LCL and Crédit Agricole Assurances | AnaCap | Financial Services |