Relationships and Capabilities Drive Strong Transaction Activity

Ardea has established itself as a leading boutique advisory firm by completing over 110 transactions representing $200bn 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.

120+

Completed Transactions

$210B+

in Transaction Value

$68B+

in Cross-border M&A

$140B+

in FIG M&A

Selected Transactions

Asset Management
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

LPL Financial to Acquire Atria Wealth Solutions

ANNOUNCED

2024

Feb 13, 2024

STATUS

Pending

CLIENT

Atria Wealth Solutions

Feb 13, 2024

Pending

LPL Financial to Acquire Atria Wealth Solutions

Atria Wealth Solutions

Rise Growth Partners Announces $250 Million Commitment From Charlesbank Capital Partners to Fuel the Next Generation of RIAs

ANNOUNCED

2024

Jan 30, 2024

STATUS

Closed

CLIENT

Rise Growth Partners

Jan 30, 2024

Closed

Rise Growth Partners Announces $250 Million Commitment From Charlesbank Capital Partners to Fuel the Next Generation of RIAs

Rise Growth Partners

Perigon Wealth Management Welcomes Constellation Wealth Capital As Strategic Investor

ANNOUNCED

2024

Jan 16, 2024

STATUS

Closed

CLIENT

Perigon Wealth Management

Jan 16, 2024

Closed

Perigon Wealth Management Welcomes Constellation Wealth Capital As Strategic Investor

Perigon Wealth Management

Teck Announces Full Sale of Steelmaking Coal Business

ANNOUNCED

2023

Nov 14, 2023

STATUS

Pending

CLIENT

Teck

Nov 14, 2023

Pending

Teck Announces Full Sale of Steelmaking Coal Business

Teck

NEXT Insurance Enters Partnerships with Allstate and Allianz X, Supported by $265 Million Strategic Investment

ANNOUNCED

2023

Nov 1, 2023

STATUS

Closed

CLIENT

NEXT Insurance

Nov 1, 2023

Closed

NEXT Insurance Enters Partnerships with Allstate and Allianz X, Supported by $265 Million Strategic Investment

NEXT Insurance

Avante Capital Partners Announces Minority Investment by Pacific Current Group

ANNOUNCED

2023

Oct 5, 2023

STATUS

Closed

CLIENT

Avante Capital Partners

Oct 5, 2023

Closed

Avante Capital Partners Announces Minority Investment by Pacific Current Group

Avante Capital Partners

Audax Private Equity Partners with Management to Support the Growth of Oakbridge Insurance

ANNOUNCED

2023

Sep 26, 2023

STATUS

Closed

CLIENT

Audax Private Equity

Sep 26, 2023

Closed

Audax Private Equity Partners with Management to Support the Growth of Oakbridge Insurance

Audax Private Equity

Carlyle Joins GTCR As Strategic Investor in CAPTRUST

ANNOUNCED

2023

Sep 18, 2023

STATUS

Closed

CLIENT

CAPTRUST

Sep 18, 2023

Closed

Carlyle Joins GTCR As Strategic Investor in CAPTRUST

CAPTRUST

Trading Technologies to Acquire Abel Noser Solutions

ANNOUNCED

2023

Aug 22, 2023

STATUS

Closed

CLIENT

Abel Noser Solutions

Aug 22, 2023

Closed

Trading Technologies to Acquire Abel Noser Solutions

Abel Noser Solutions

Pathstone to Acquire Veritable LP

ANNOUNCED

2023

Jul 17, 2023

STATUS

Closed

CLIENT

Pathstone

Jul 17, 2023

Closed

Pathstone to Acquire Veritable LP

Pathstone

Generali to Enhance Global Asset Management Business with the Strategic Acquisition of Conning and Create Long-term Partnership with Cathay Life

ANNOUNCED

2023

Jul 6, 2023

STATUS

Pending

CLIENT

Generali

Jul 6, 2023

Pending

Generali to Enhance Global Asset Management Business with the Strategic Acquisition of Conning and Create Long-term Partnership with Cathay Life

Generali

Brookfield Reinsurance to Acquire AEL in $4.3 Billion Transaction

ANNOUNCED

2023

Jul 5, 2023

STATUS

Pending

CLIENT

American Equity

Jul 5, 2023

Pending

Brookfield Reinsurance to Acquire AEL in $4.3 Billion Transaction

American Equity

Joe Gibbs Racing Announces Partnership with Harris Blitzer Sports & Entertainment and Arctos Partners

ANNOUNCED

2023

Jun 20, 2023

STATUS

Closed

CLIENT

Joe Gibbs Racing

Jun 20, 2023

Closed

Joe Gibbs Racing Announces Partnership with Harris Blitzer Sports & Entertainment and Arctos Partners

Joe Gibbs Racing

Mercer Advisors Announces Expansion of Strategic Investor Group with Equity Investment from Altas Partners

ANNOUNCED

2023

Jun 6, 2023

STATUS

Closed

CLIENT

Altas Partners

Jun 6, 2023

Closed

Mercer Advisors Announces Expansion of Strategic Investor Group with Equity Investment from Altas Partners

Altas Partners

Franklin Templeton Establishes a Strategic Partnership with Power Corporation of Canada and Great-West Lifeco and Acquires Putnam Investments

ANNOUNCED

2023

May 31, 2023

STATUS

Closed

CLIENT

Franklin Templeton

May 31, 2023

Closed

Franklin Templeton Establishes a Strategic Partnership with Power Corporation of Canada and Great-West Lifeco and Acquires Putnam Investments

Franklin Templeton

Fortress Management and Mubadala to Acquire Fortress Investment Group

ANNOUNCED

2023

May 22, 2023

STATUS

Pending

CLIENT

Mubadala

May 22, 2023

Pending

Fortress Management and Mubadala to Acquire Fortress Investment Group

Mubadala

TPG to Acquire Angelo Gordon

ANNOUNCED

2023

May 15, 2023

STATUS

Closed

CLIENT

TPG

May 15, 2023

Closed

TPG to Acquire Angelo Gordon

TPG

Century Aluminum Company to Acquire 55% Interest in Jamalco Alumina Refinery

ANNOUNCED

2023

Apr 25, 2023

STATUS

Closed

CLIENT

Noble Group

Apr 25, 2023

Closed

Century Aluminum Company to Acquire 55% Interest in Jamalco Alumina Refinery

Noble Group

IGM Financial Acquires Stake in Rockefeller Capital Management to Enter the U.S. Wealth Management Market and Accelerate Growth

ANNOUNCED

2023

Apr 3, 2023

STATUS

Closed

CLIENT

IGM Financial

Apr 3, 2023

Closed

IGM Financial Acquires Stake in Rockefeller Capital Management to Enter the U.S. Wealth Management Market and Accelerate Growth

IGM Financial

Teck Board of Directors Rejects Unsolicited Acquisition Proposal

ANNOUNCED

2023

Apr 3, 2023

STATUS

Closed

CLIENT

Teck

Apr 3, 2023

Closed

Teck Board of Directors Rejects Unsolicited Acquisition Proposal

Teck

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