Deal sheet
Every deal in one table. Filter it, then download the rows as a spreadsheet.
52 deals
Download CSV| Date | Type | Target | Buyer or investor | Sponsor | Seller | Sector | Value |
|---|---|---|---|---|---|---|---|
| 2026-10-27 | Add-on | Streicher & Brotschin Treuhand | SMART Holding AG | Winterberg Advisory | Charles Tissier and Michel Rohrer | Financial Services | |
| 2026-10-26 | Add-on | Zoom Insurance | World Insurance Associates | Charlesbank Capital Partners | Zulfiquar Ali Prasla | Financial Services | |
| 2026-09-29 | Add-on | Burgett Insurance Agency | WalkerHughes Insurance | BW Forsyth Partners | Cory Miller | 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 | ||
| 2026-09-23 | Add-on | LSA Portfolio Analytics | Horizon Investments | Altamont Capital Partners | Financial Services | ||
| 2026-09-23 | Add-on | FortCay Family Advisory | Corient | Mubadala | Financial Services | ||
| 2026-09-15 | 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 | ||
| 2026-09-03 | 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 | ||
| 2026-08-24 | Add-on | Navigator Partners | TMF Group | CVC Capital Partners | Financial Services | ||
| 2026-08-12 | Add-on | RJR Faribo Insurance Agency | Sunstar Insurance Group | Reverence Capital Partners | Financial Services | ||
| 2026-08-04 | Add-on | Gary McKeighan Insurance Agency | Relation Insurance Services | BayPine | 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 | ||
| 2026-07-23 | 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 | ||
| 2026-07-21 | Add-on | Seneca House Advisors | Cary Street Partners | CIVC Partners | Financial Services | ||
| 2026-07-14 | Add-on | Venturi Private Wealth | Caprock | Caprock | Financial Services | ||
| 2026-07-09 | Add-on | Paymasters | DecisionHR | Coalesce Capital | Financial Services | ||
| 2026-07-09 | Add-on | Versed | Belle Brands | Windsong Global | Financial Services | ||
| 2026-07-07 | Add-on | AirStart | Sentry Aerospares | Acorn Capital Management | Financial Services | ||
| 2026-07-07 | Add-on | Hook Set Transportation | Mat Tech Industrial Services | Allied Industrial Partners | Financial Services | ||
| 2026-07-07 | Add-on | PIKKL | Paddletek | Thirty-5 Capital | 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 | 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 | Add-on | FitnessForce | Daxko | GI Partners | Financial Services | ||
| 2026-06-23 | Add-on | Greentarget UK | Infinite | ParkSouth Ventures | 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 | |||
| 2026-06-15 | Add-on | Payoneer | Nuvei | Advent International | 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 | ||
| 2026-06-09 | Add-on | Saybrook Wealth Group | MAI Capital Management | Carlyle | 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 | ||
| 2026-05-29 | 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 | |
| 2026-05-20 | 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 | ||
| 2026-05-12 | Add-on | Finadium | EquiLend | Welsh, Carson, Anderson & Stowe | Financial Services | ||
| 2026-05-07 | Add-on | Economic Group Pension Services | Blue Ridge Associates | Levine Leichtman Capital Partners | Financial Services |