Relationships and Capabilities Drive Strong Transaction Activity

Ardea has established itself as a leading boutique advisory firm by completing over 140 transactions representing $235bn in transaction value since our inception in 2017. However, we firmly believe that our true power lies in prioritizing our relationships with leading companies and executives worldwide, rather than solely focusing on transaction statistics.

Our unwavering commitment to excellence, meticulous attention to detail and extensive experience enables us to deliver superior results for our clients. We believe that our efforts have helped advance the strategic and financial objectives of our clients, and allowed us to build deep, long-lasting, and trusting relationships along the way.

140+

Completed Transactions

$235B+

in Transaction Value

$75B+

in Cross-border M&A

$157B+

in FIG M&A

Selected Transactions

Asset Management
Battery Technology
Clean Energy
Consumer Retail
FinTech
Financial Sponsors
Healthcare
InsurTech
Insurance
Insurance Services / Brokers
Investment Banks / Banks
Market Structure
Natural Resources
Real Estate
SPAC
Specialty Finance
TMT
Wealth Management
APAC
Americas
EMEA
Clear all

Announced

Status

Transaction

Client

Innovisk, Sale to Ryan Specialty

ANNOUNCED

2024

Nov 4, 2024

STATUS

Pending

CLIENT

Innovisk

Nov 4, 2024

Pending

Innovisk, Sale to Ryan Specialty

Innovisk

Mariner Wealth Advisors, Strategic Partnership with Neuberger Berman

ANNOUNCED

2024

Oct 29, 2024

STATUS

Pending

CLIENT

Mariner Wealth Advisors

Oct 29, 2024

Pending

Mariner Wealth Advisors, Strategic Partnership with Neuberger Berman

Mariner Wealth Advisors

Pathstone, Acquisition of Hall Capital Partners

ANNOUNCED

2024

Oct 16, 2024

STATUS

Pending

CLIENT

Pathstone

Oct 16, 2024

Pending

Pathstone, Acquisition of Hall Capital Partners

Pathstone

IEQ Capital, Acquisition of EPIQ Capital Group

ANNOUNCED

2024

Aug 27, 2024

STATUS

Pending

CLIENT

IEQ Capital

Aug 27, 2024

Pending

IEQ Capital, Acquisition of EPIQ Capital Group

IEQ Capital

HPS, Strategic Partnership Expansion with Guardian

ANNOUNCED

2024

Aug 13, 2024

STATUS

Pending

CLIENT

HPS

Aug 13, 2024

Pending

HPS, Strategic Partnership Expansion with Guardian

HPS

Victory Park Capital, Sale to Janus Henderson

ANNOUNCED

2024

Aug 12, 2024

STATUS

Pending

CLIENT

Victory Park Capital

Aug 12, 2024

Pending

Victory Park Capital, Sale to Janus Henderson

Victory Park Capital

Ryan Specialty, Acquisition of US Assure

ANNOUNCED

2024

Aug 1, 2024

STATUS

Pending

CLIENT

Ryan Specialty

Aug 1, 2024

Pending

Ryan Specialty, Acquisition of US Assure

Ryan Specialty

Theorem, Sale to Pagaya Technologies

ANNOUNCED

2024

Jul 30, 2024

STATUS

Closed

CLIENT

Theorem

Jul 30, 2024

Closed

Theorem, Sale to Pagaya Technologies

Theorem

Sixth Street, Acquisition of Enstar

ANNOUNCED

2024

Jul 29, 2024

STATUS

Pending

CLIENT

Sixth Street

Jul 29, 2024

Pending

Sixth Street, Acquisition of Enstar

Sixth Street

KKR, Acquisition of Janney Montgomery Scott from The Penn Mutual Life Insurance Company

ANNOUNCED

2024

Jul 23, 2024

STATUS

Pending

CLIENT

KKR

Jul 23, 2024

Pending

KKR, Acquisition of Janney Montgomery Scott from The Penn Mutual Life Insurance Company

KKR

Sila Nanotechnologies, Series G Round of Funding

ANNOUNCED

2024

Jun 27, 2024

STATUS

Closed

CLIENT

Sila Nanotechnologies

Jun 27, 2024

Closed

Sila Nanotechnologies, Series G Round of Funding

Sila Nanotechnologies

Highview Power, Investment From UK Infrastructure Bank, Centrica & Partners

ANNOUNCED

2024

Jun 13, 2024

STATUS

Pending

CLIENT

Highview Power

Jun 13, 2024

Pending

Highview Power, Investment From UK Infrastructure Bank, Centrica & Partners

Highview Power

Estancia Capital Partners, Strategic Partnership with Soltis Advisors Alongside LLR Partners

ANNOUNCED

2024

Jun 6, 2024

STATUS

Closed

CLIENT

Estancia Capital Partners

Jun 6, 2024

Closed

Estancia Capital Partners, Strategic Partnership with Soltis Advisors Alongside LLR Partners

Estancia Capital Partners

CNP Assurances, Sale of CNP Cyprus Insurance Holdings to Hellenic Bank Public Company Ltd

ANNOUNCED

2024

Apr 25, 2024

STATUS

Pending

CLIENT

CNP Assurances

Apr 25, 2024

Pending

CNP Assurances, Sale of CNP Cyprus Insurance Holdings to Hellenic Bank Public Company Ltd

CNP Assurances

Amundi, Combination of Amundi US Into and Strategic Partnership With Victory Capital

ANNOUNCED

2024

Apr 16, 2024

STATUS

Pending

CLIENT

Amundi

Apr 16, 2024

Pending

Amundi, Combination of Amundi US Into and Strategic Partnership With Victory Capital

Amundi

Blue Owl Capital, Acquisition of Kuvare Asset Management, Launch of Blue Owl Insurance Solutions and Investment in Kuvare UK Holdings

ANNOUNCED

2024

Apr 3, 2024

STATUS

Closed

CLIENT

Blue Owl Capital

Apr 3, 2024

Closed

Blue Owl Capital, Acquisition of Kuvare Asset Management, Launch of Blue Owl Insurance Solutions and Investment in Kuvare UK Holdings

Blue Owl Capital

Canyon Partners, Strategic Minority Investment by Dai-ichi Life Holdings

ANNOUNCED

2024

Mar 14, 2024

STATUS

Closed

CLIENT

Canyon Partners

Mar 14, 2024

Closed

Canyon Partners, Strategic Minority Investment by Dai-ichi Life Holdings

Canyon Partners

AlTi Tiedemann Global, Strategic Investment from Allianz X and Constellation Wealth Capital

ANNOUNCED

2024

Feb 22, 2024

STATUS

Closed

CLIENT

Allianz X

Feb 22, 2024

Closed

AlTi Tiedemann Global, Strategic Investment from Allianz X and Constellation Wealth Capital

Allianz X

Atria Wealth Solutions, Sale to LPL Financial

ANNOUNCED

2024

Feb 13, 2024

STATUS

Pending

CLIENT

Atria Wealth Solutions

Feb 13, 2024

Pending

Atria Wealth Solutions, Sale to LPL Financial

Atria Wealth Solutions

Rise Growth Partners, Partnership with Charlesbank Capital Partners

ANNOUNCED

2024

Jan 30, 2024

STATUS

Closed

CLIENT

Rise Growth Partners

Jan 30, 2024

Closed

Rise Growth Partners, Partnership with Charlesbank Capital Partners

Rise Growth Partners

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