Deal sheet
Every deal in one table. Filter it, then download the rows as a spreadsheet.
126 deals
Download CSV| Date | Type | Target | Buyer or investor | Sponsor | Seller | Sector | Value |
|---|---|---|---|---|---|---|---|
| 2026-10-27 | Platform | Mobius | Motive Partners | Motive Partners | Phoenix Equity Partners | Financial Services | |
| 2026-10-27 | Minority stake | La Trobe Financial | OMERS | OMERS | Brookfield | Financial Services | |
| 2026-10-27 | Minority stake | Mubadala Capital | Apollo Global Management | Apollo Global Management | Financial Services | ||
| 2026-10-27 | Add-on | Streicher & Brotschin Treuhand | SMART Holding AG | Winterberg Advisory | Charles Tissier and Michel Rohrer | Financial Services | |
| 2026-10-26 | Exit | Custom Capital Finance | SAAD Investment Holdings-led consortium | Summit Africa | Financial Services | ||
| 2026-10-26 | Platform | EQ Retirement Solutions | October Capital | October Capital | Financial Services | ||
| 2026-10-22 | Platform | Global Loan Agency Services | Oakley Capital | Oakley Capital | Levine Leichtman Capital Partners | Financial Services | |
| 2026-10-15 | Platform | Stockbridge | EQT | EQT | Financial Services | ||
| 2026-10-07 | Platform | Kredinor AS | Searchlight Capital Partners | Searchlight Capital Partners | SpareBank 1 Gruppen and Kredinorstiftelsen | Financial Services | |
| 2026-10-05 | Platform | Gen II | KKR | KKR | Hg, General Atlantic | Financial Services | |
| 2026-09-29 | Platform | EasyLlama | Inverness Graham | Inverness Graham | Financial Services | ||
| 2026-09-29 | Add-on | Burgett Insurance Agency | WalkerHughes Insurance | BW Forsyth Partners | Cory Miller | Financial Services | |
| 2026-09-25 | Platform | The Marygold Companies | Madison Dearborn Partners | Madison Dearborn Partners | Financial Services | ||
| 2026-09-25 | Add-on | LaPlaca Insurance | Relation Insurance Services | BayPine | Financial Services | ||
| 2026-09-24 | Add-on | Callisto | 73 Strings | Goldman Sachs Alternatives | Financial Services | ||
| 2026-09-24 | Platform | ION PT Network | 5th Century Partners | 5th Century Partners | Financial Services | ||
| 2026-09-23 | Add-on | LSA Portfolio Analytics | Horizon Investments | Altamont Capital Partners | Financial Services | ||
| 2026-09-23 | Add-on | FortCay Family Advisory | Corient | Mubadala | Financial Services | ||
| 2026-09-22 | Platform | Hancock Claims Consultants | Cornell Capital | Cornell Capital | Financial Services | ||
| 2026-09-22 | Platform | Climalock | Granite Creek | Granite Creek Capital Partners | Financial Services | ||
| 2026-09-22 | Platform | Kalon Capital | Peakline Partners | Peakline Partners | Financial Services | ||
| 2026-09-18 | Merger | Gilbert & Cook | Cerity Partners | Genstar Capital | Financial Services | ||
| 2026-09-15 | Add-on | Cashdesk | OrderYOYO | Pollen Street Capital | Rolf van Alten | Financial Services | |
| 2026-09-10 | Add-on | Sanchez Wealth Management Group | Modern Wealth Management | Crestview Partners | Financial Services | ||
| 2026-09-09 | Add-on | Stereo Creative | Koto | WestBridge | Financial Services | ||
| 2026-09-09 | Platform | Shaw Gibbs | ECI Partners | ECI Partners | Apiary Capital | Financial Services | |
| 2026-09-04 | Platform | McGill and Partners | EQT | EQT | Warburg Pincus | Financial Services | |
| 2026-09-03 | Add-on | Pellechio Family Agency | World Insurance Associates | Charlesbank Capital Partners | Financial Services | ||
| 2026-09-03 | Add-on | LR Finance | Pivotal | Pollen Street Capital | Financial Services | ||
| 2026-09-02 | Platform | Flourish | Aquiline Capital Partners | Aquiline Capital Partners | Financial Services | ||
| 2026-08-31 | Exit | USI Insurance Services | Aon | KKR | Financial Services | ||
| 2026-08-25 | Platform | Curi Capital | The Vistria Group | The Vistria Group | Financial Services | ||
| 2026-08-25 | Platform | HBK | H.I.G. Capital | H.I.G. Capital | Financial Services | ||
| 2026-08-24 | Add-on | Navigator Partners | TMF Group | CVC Capital Partners | Financial Services | ||
| 2026-08-20 | Platform | Ever.Ag’s risk management unit | Stone Point Capital | Stone Point Capital | Ever.Ag | Financial Services | |
| 2026-08-19 | Platform | Oncourse Home Solutions | Genstar Capital | Genstar Capital | Apax Partners | Financial Services | |
| 2026-08-18 | Platform | Engage fi | Uplift Investors | Uplift Investors | Falfurrias Management Partners | Financial Services | |
| 2026-08-13 | Platform | Beckett | WestBridge | WestBridge | Financial Services | ||
| 2026-08-13 | Platform | Accelerant | Thoma Bravo | Thoma Bravo | Financial Services | ||
| 2026-08-12 | Add-on | RJR Faribo Insurance Agency | Sunstar Insurance Group | Reverence Capital Partners | Financial Services | ||
| 2026-08-11 | Platform | Moneris Solutions | Francisco Partners | Francisco Partners | Bank of Montreal and Royal Bank of Canada | Financial Services | |
| 2026-08-04 | Platform | FNZ Bank | Advent | Advent International | FNZ | Financial Services | |
| 2026-08-04 | Add-on | Gary McKeighan Insurance Agency | Relation Insurance Services | BayPine | Financial Services | ||
| 2026-07-29 | Platform | Berger Financial Group | Investcorp | Investcorp | Financial Services | ||
| 2026-07-29 | Add-on | Massad Olinde, Acuity Group, AWS, Spielmann & Associates, and Alexander Financial Group | Third Wave Insurance | TPG | Financial Services | ||
| 2026-07-29 | Add-on | CBIZ | Grant Thornton Advisors | New Mountain Capital | Financial Services | ||
| 2026-07-28 | Add-on | InVista Advisors | Waverly Advisors | Wealth Partners Capital Group, HGGC | Financial Services | ||
| 2026-07-28 | Add-on | Seven Bridges Advisors | Corient | Mubadala | Financial Services | ||
| 2026-07-28 | Add-on | Mid-State Insurance | Relation Insurance Services | BayPine | Financial Services | ||
| 2026-07-27 | Platform | Optio Group | Cinven and La Caisse | Cinven, La Caisse | Preservation Capital Partners | Financial Services | |
| 2026-07-27 | Platform | Kapitus | InterVest Capital Partners | InterVest Capital Partners | Financial Services | ||
| 2026-07-24 | Platform | EQRS, EQCR and Lenvi | Siris | Siris | Equiniti | Financial Services | |
| 2026-07-23 | Add-on | Trampe Settles | GA Group | Oaktree Capital Management | Financial Services | ||
| 2026-07-23 | Add-on | Transcend Capital Advisors | Arax Advisory Partners | RedBird Capital Partners | Financial Services | ||
| 2026-07-23 | Platform | My Pension Expert | Valeas Capital Partners | Valeas Capital Partners | Palatine Private Equity | Financial Services | |
| 2026-07-22 | Platform | AEGIS Hedging Solutions | Goldman Sachs Alternatives | Goldman Sachs Alternatives | Greenbelt Capital Management, Baird Capital | Financial Services | |
| 2026-07-21 | Add-on | Seneca House Advisors | Cary Street Partners | CIVC Partners | Financial Services | ||
| 2026-07-20 | Exit | Luminor | OTP Bank | Blackstone | Financial Services | ||
| 2026-07-16 | Platform | American Growth Insurance | Rockbridge Growth Equity | Financial Services | |||
| 2026-07-14 | Add-on | Venturi Private Wealth | Caprock | Caprock | Financial Services | ||
| 2026-07-10 | Platform | Russell Investments | B Capital-led consortium | B Capital | TA Associates, Reverence Capital Partners | Financial Services | |
| 2026-07-09 | Add-on | Paymasters | DecisionHR | Coalesce Capital | Financial Services | ||
| 2026-07-09 | Platform | Allyntra | KKR | KKR | Financial Services | ||
| 2026-07-09 | Platform | Fusion Specialty Group | Arrow Global Group | Arrow Global Group | Financial Services | ||
| 2026-07-09 | Add-on | Versed | Belle Brands | Windsong Global | Financial Services | ||
| 2026-07-08 | Platform | Spire Healthcare Portfolio | Blue Owl Capital | Blue Owl Capital | Financial Services | ||
| 2026-07-08 | Platform | Corestream | Lightyear Capital | Lightyear Capital | LLR Partners | Financial Services | |
| 2026-07-08 | Platform | ThrivePass | Shore Capital Partners | Shore Capital Partners | Financial Services | ||
| 2026-07-07 | Add-on | AirStart | Sentry Aerospares | Acorn Capital Management | Financial Services | ||
| 2026-07-07 | Exit | Dreampath Diagnostics | Halma | Summit Partners | Financial Services | ||
| 2026-07-07 | Platform | Meaden & Moore Advisors | Unity Partners | Unity Partners | Financial Services | ||
| 2026-07-07 | Add-on | Hook Set Transportation | Mat Tech Industrial Services | Allied Industrial Partners | Financial Services | ||
| 2026-07-07 | Platform | DecoPac | Sentinel Capital Partners | Sentinel Capital Partners | Kohlberg | Financial Services | |
| 2026-07-07 | Add-on | PIKKL | Paddletek | Thirty-5 Capital | Financial Services | ||
| 2026-07-06 | Platform | Quadrante | Permira | Permira | Financial Services | ||
| 2026-07-06 | Exit | Ultra Maritime | Lockheed Martin | Advent International | Financial Services | ||
| 2026-07-06 | Exit | Full Swing | Versant Media Group | Bruin Capital | Financial Services | ||
| 2026-07-01 | Platform | Molpus Woodlands Group | Gresham House | Gresham House | Financial Services | ||
| 2026-07-01 | Add-on | myCIO Wealth Partners wealth management team | Clearstead Advisors | Flexpoint Ford | Financial Services | ||
| 2026-07-01 | Add-on | Louisiana-based property and casualty agency | Hilb Group | Carlyle | Financial Services | ||
| 2026-06-29 | Platform | Kayne Anderson Real Estate | Bridgepoint | Bridgepoint | Financial Services | ||
| 2026-06-29 | Add-on | Benefit Planning | Simplicity | Financial Services | |||
| 2026-06-24 | Add-on | Policygenius’ property and casualty insurance portfolio | Matic | Primus Capital | Financial Services | ||
| 2026-06-23 | Minority stake | Quicken | Edward Jones | Aquiline Capital Partners | Financial Services | ||
| 2026-06-23 | Add-on | FitnessForce | Daxko | GI Partners | Financial Services | ||
| 2026-06-23 | Add-on | Greentarget UK | Infinite | ParkSouth Ventures | Financial Services | ||
| 2026-06-23 | Platform | Harbourfront Wealth Group | Berkshire Partners | Berkshire Partners | Financial Services | ||
| 2026-06-22 | Platform | Stellus Capital Management | Ridgepost Capital | Ridgepost Capital | Financial Services | ||
| 2026-06-22 | Add-on | Ashford Investment Advisors | Maridea Wealth Management | Kathleen Dulko | Financial Services | ||
| 2026-06-18 | Add-on | Smithfield Trust | Waverly Advisors | Wealth Partners Capital Group, HGGC | Financial Services | ||
| 2026-06-17 | Add-on | Enertel | Spotfire | Financial Services | |||
| 2026-06-16 | Platform | Fortus | LDC | LDC | Financial Services | ||
| 2026-06-15 | Add-on | Payoneer | Nuvei | Advent International | Financial Services | ||
| 2026-06-12 | Platform | Navitas Credit | Wafra | United Community Bank | Financial Services | ||
| 2026-06-11 | Platform | Crowe | KKR | KKR | Financial Services | ||
| 2026-06-11 | Add-on | POSDATA Group | Levata | Odyssey Investment Partners | Financial Services | ||
| 2026-06-11 | Add-on | Launch Environmental Underwriters | Sands Point Risk | Avesi Partners | Financial Services | ||
| 2026-06-11 | Platform | CLO contracts | Clearlake Capital Group | LCM Asset Management | Financial Services | ||
| 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 |