Relationships and Capabilities Drive Strong Transaction Activity

Ardea has established itself as a leading boutique advisory firm by completing over 195 transactions representing $325bn 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.

195+

Transactions

$325B+

in Transaction Value

$146B+

in Cross-Border Transactions

$193B+

in FIG Transactions

Selected Transactions

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

Announced

Status

Transaction

Client

HDVI, Sale to Federated Insurance

ANNOUNCED

2026

Aug 6, 2026

STATUS

Pending

CLIENT

HDVI

Aug 6, 2026

Pending

HDVI, Sale to Federated Insurance

HDVI

Summit Trail Advisors, Sale to Corient

ANNOUNCED

2026

Aug 5, 2026

STATUS

Pending

CLIENT

Summit Trail Advisors

Aug 5, 2026

Pending

Summit Trail Advisors, Sale to Corient

Summit Trail Advisors

Bowhead, Sale to American Family

ANNOUNCED

2026

Aug 3, 2026

STATUS

Pending

CLIENT

Bowhead

Aug 3, 2026

Pending

Bowhead, Sale to American Family

Bowhead

F.L.Putnam, Strategic Minority Investment from Bixby Wealth Solutions

ANNOUNCED

2026

Jul 29, 2026

STATUS

Closed

CLIENT

F.L.Putnam

Jul 29, 2026

Closed

F.L.Putnam, Strategic Minority Investment from Bixby Wealth Solutions

F.L.Putnam

My Pension Expert, Strategic Investment from Valeas Capital Partners

ANNOUNCED

2026

Jul 23, 2026

STATUS

Pending

CLIENT

My Pension Expert

Jul 23, 2026

Pending

My Pension Expert, Strategic Investment from Valeas Capital Partners

My Pension Expert

Goldman Sachs Alternatives, Acquisition of AEGIS Hedging

ANNOUNCED

2026

Jul 22, 2026

STATUS

Pending

CLIENT

Goldman Sachs Alternatives

Jul 22, 2026

Pending

Goldman Sachs Alternatives, Acquisition of AEGIS Hedging

Goldman Sachs Alternatives

Mitie, Recommended Cash Acquisition by OCS

ANNOUNCED

2026

Jul 21, 2026

STATUS

Pending

CLIENT

Mitie Group plc

Jul 21, 2026

Pending

Mitie, Recommended Cash Acquisition by OCS

Mitie Group plc

Beam Benefits, Sale to Principal

ANNOUNCED

2026

Jul 7, 2026

STATUS

Pending

CLIENT

Beam Benefits

Jul 7, 2026

Pending

Beam Benefits, Sale to Principal

Beam Benefits

Harbourfront Wealth, New Strategic Investment by Berkshire Partners

ANNOUNCED

2026

Jun 23, 2026

STATUS

Pending

CLIENT

Harbourfront Wealth

Jun 23, 2026

Pending

Harbourfront Wealth, New Strategic Investment by Berkshire Partners

Harbourfront Wealth

Behavox, Growth Investment from HPS Investment Partners

ANNOUNCED

2026

Jun 17, 2026

STATUS

Closed

CLIENT

Behavox

Jun 17, 2026

Closed

Behavox, Growth Investment from HPS Investment Partners

Behavox

Mobius, Sale to Motive Partners

ANNOUNCED

2026

Jun 12, 2026

STATUS

Pending

CLIENT

Mobius

Jun 12, 2026

Pending

Mobius, Sale to Motive Partners

Mobius

Research Affiliates, Sale of RAFI Indices to TMX Group

ANNOUNCED

2026

Jun 11, 2026

STATUS

Pending

CLIENT

Research Affiliates

Jun 11, 2026

Pending

Research Affiliates, Sale of RAFI Indices to TMX Group

Research Affiliates

IMA Financial Group, Equity Recapitalization with Minority Sale to Oak Hill Capital, New Mountain Capital, and HarbourVest Partners

ANNOUNCED

2026

May 13, 2026

STATUS

Closed

CLIENT

IMA Financial Group

May 13, 2026

Closed

IMA Financial Group, Equity Recapitalization with Minority Sale to Oak Hill Capital, New Mountain Capital, and HarbourVest Partners

IMA Financial Group

Allianz, Contribution of Cyber Business to, Long-term Strategic Partnership with, and Investment in Coalition

ANNOUNCED

2026

May 6, 2026

STATUS

Pending

CLIENT

Allianz

May 6, 2026

Pending

Allianz, Contribution of Cyber Business to, Long-term Strategic Partnership with, and Investment in Coalition

Allianz

Openly, Growth Equity Investment From Allianz, Eden Global, Advance Venture Partners, and Gradient

ANNOUNCED

2026

Apr 22, 2026

STATUS

Closed

CLIENT

Openly

Apr 22, 2026

Closed

Openly, Growth Equity Investment From Allianz, Eden Global, Advance Venture Partners, and Gradient

Openly

Affinia, Sale to RedBird Capital Partners

ANNOUNCED

2026

Apr 20, 2026

STATUS

Closed

CLIENT

Affinia Group Holdings

Apr 20, 2026

Closed

Affinia, Sale to RedBird Capital Partners

Affinia Group Holdings

MAI Capital Management, Majority Investment from Carlyle

ANNOUNCED

2026

Mar 31, 2026

STATUS

Closed

CLIENT

MAI Capital Management

Mar 31, 2026

Closed

MAI Capital Management, Majority Investment from Carlyle

MAI Capital Management

Everest, Sale of Canadian Retail Insurance Operations to Wawanesa

ANNOUNCED

2026

Mar 23, 2026

STATUS

Pending

CLIENT

Everest

Mar 23, 2026

Pending

Everest, Sale of Canadian Retail Insurance Operations to Wawanesa

Everest

Blue Owl, Strategic Minority Investment in Atlas Holdings

ANNOUNCED

2026

Mar 10, 2026

STATUS

Closed

CLIENT

Blue Owl Capital

Mar 10, 2026

Closed

Blue Owl, Strategic Minority Investment in Atlas Holdings

Blue Owl Capital

Gallatin Point Capital, Sale of Minority Stake to Wafra

ANNOUNCED

2026

Feb 23, 2026

STATUS

Closed

CLIENT

Gallatin Point Capital

Feb 23, 2026

Closed

Gallatin Point Capital, Sale of Minority Stake to Wafra

Gallatin Point Capital

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