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

Carlyle, Strategic Investment In and Partnership With CAPTRUST Alongside GTCR

ANNOUNCED

Sep 18, 2023

STATUS

Closed

CLIENT

CAPTRUST

Abel Noser Solutions, Sale to Trading Technologies

ANNOUNCED

Aug 22, 2023

STATUS

Closed

CLIENT

Abel Noser Solutions

Pathstone, Acquisition of Veritable

ANNOUNCED

Jul 17, 2023

STATUS

Closed

CLIENT

Pathstone

Generali, Acquisition of Conning and Partnership with Cathay Life

ANNOUNCED

Jul 6, 2023

STATUS

Closed

CLIENT

Generali

AEL, Sale to Brookfield Reinsurance

ANNOUNCED

Jul 5, 2023

STATUS

Closed

CLIENT

American Equity

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

ANNOUNCED

Jun 20, 2023

STATUS

Closed

CLIENT

Joe Gibbs Racing

Altas Partners, Strategic Investment in Mercer Advisors

ANNOUNCED

Jun 6, 2023

STATUS

Closed

CLIENT

Altas Partners

Franklin Templeton, Acquisition of Putnam Investments and Strategic Partnership with Power Corporation of Canada and Great-West Lifeco

ANNOUNCED

May 31, 2023

STATUS

Closed

CLIENT

Franklin Templeton

Mubadala, Acquisition of Fortress Investment Group Alongside Fortress Management

ANNOUNCED

May 22, 2023

STATUS

Closed

CLIENT

Mubadala

TPG, Acquisition of Angelo Gordon

ANNOUNCED

May 15, 2023

STATUS

Closed

CLIENT

TPG

Noble Group, Century Aluminum Company Acquisition of 55% Interest in Jamalco Alumina Refinery

ANNOUNCED

Apr 25, 2023

STATUS

Closed

CLIENT

Noble Group

IGM Financial, Acquisition of a Minority Interest in Rockefeller Capital Management

ANNOUNCED

Apr 3, 2023

STATUS

Closed

CLIENT

IGM Financial

Teck, Defense and Rejection of Unsolicited Acquisition Proposal from Glencore

ANNOUNCED

Apr 3, 2023

STATUS

Closed

CLIENT

Teck

Avalon Advisors, Sale to CI Financial

ANNOUNCED

Mar 21, 2023

STATUS

Closed

CLIENT

Avalon Advisors

Modern Wealth Management, Launch of Modern Wealth Management With Equity Financing from Crestview Partners

ANNOUNCED

Mar 7, 2023

STATUS

Closed

CLIENT

Modern Wealth Management

Pathstone, Investment From and Partnership With Kelso & Company Alongside Lovell Minnick Partners

ANNOUNCED

Mar 2, 2023

STATUS

Closed

CLIENT

Pathstone

Mediant Communications, Sale to BetaNXT

ANNOUNCED

Mar 1, 2023

STATUS

Closed

CLIENT

Mediant Communications

IEQ Capital, Strategic Investment From and Partnership with Stone Point Capital

ANNOUNCED

Dec 21, 2022

STATUS

Closed

CLIENT

IEQ Capital

American Equity Rejection of Unsolicited Acquisition Proposal from Prosperity Group Holding LP and Elliott Investment Management L.P.

ANNOUNCED

Dec 20, 2022

STATUS

Closed

CLIENT

American Equity

AllianceBernstein, Joint Venure with Société Générale Combining Cash Equities and Equity Research Businesses

ANNOUNCED

Nov 22, 2022

STATUS

Closed

CLIENT

AllianceBernstein

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