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

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, Sale of Elk Valley Resources to Glencore and Nippon Steel Corporation

ANNOUNCED

2023

Nov 14, 2023

STATUS

Closed

CLIENT

Teck

Nov 14, 2023

Closed

Teck, Sale of Elk Valley Resources to Glencore and Nippon Steel Corporation

Teck

NEXT Insurance, Strategic Investment From and Partnerships With Allstate and Allianz X

ANNOUNCED

2023

Nov 1, 2023

STATUS

Closed

CLIENT

NEXT Insurance

Nov 1, 2023

Closed

NEXT Insurance, Strategic Investment From and Partnerships With Allstate and Allianz X

NEXT Insurance

Avante Capital Partners, Strategic Investment From Pacific Current Group

ANNOUNCED

2023

Oct 5, 2023

STATUS

Closed

CLIENT

Avante Capital Partners

Oct 5, 2023

Closed

Avante Capital Partners, Strategic Investment From Pacific Current Group

Avante Capital Partners

Audax Private Equity Partners, Investment in Oakbridge Insurance

ANNOUNCED

2023

Sep 26, 2023

STATUS

Closed

CLIENT

Audax Private Equity

Sep 26, 2023

Closed

Audax Private Equity Partners, Investment in Oakbridge Insurance

Audax Private Equity

Carlyle, Strategic Investment In and Partnership With CAPTRUST Alongside GTCR

ANNOUNCED

2023

Sep 18, 2023

STATUS

Closed

CLIENT

CAPTRUST

Sep 18, 2023

Closed

Carlyle, Strategic Investment In and Partnership With CAPTRUST Alongside GTCR

CAPTRUST

Abel Noser Solutions, Sale to Trading Technologies

ANNOUNCED

2023

Aug 22, 2023

STATUS

Closed

CLIENT

Abel Noser Solutions

Aug 22, 2023

Closed

Abel Noser Solutions, Sale to Trading Technologies

Abel Noser Solutions

Pathstone, Acquisition of Veritable

ANNOUNCED

2023

Jul 17, 2023

STATUS

Closed

CLIENT

Pathstone

Jul 17, 2023

Closed

Pathstone, Acquisition of Veritable

Pathstone

Generali, Acquisition of Conning and Partnership with Cathay Life

ANNOUNCED

2023

Jul 6, 2023

STATUS

Closed

CLIENT

Generali

Jul 6, 2023

Closed

Generali, Acquisition of Conning and Partnership with Cathay Life

Generali

AEL, Sale to Brookfield Reinsurance

ANNOUNCED

2023

Jul 5, 2023

STATUS

Closed

CLIENT

American Equity

Jul 5, 2023

Closed

AEL, Sale to Brookfield Reinsurance

American Equity

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

Joe Gibbs Racing

Altas Partners, Strategic Investment in Mercer Advisors

ANNOUNCED

2023

Jun 6, 2023

STATUS

Closed

CLIENT

Altas Partners

Jun 6, 2023

Closed

Altas Partners, Strategic Investment in Mercer Advisors

Altas Partners

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

ANNOUNCED

2023

May 31, 2023

STATUS

Closed

CLIENT

Franklin Templeton

May 31, 2023

Closed

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

Franklin Templeton

Mubadala, Acquisition of Fortress Investment Group Alongside Fortress Management

ANNOUNCED

2023

May 22, 2023

STATUS

Closed

CLIENT

Mubadala

May 22, 2023

Closed

Mubadala, Acquisition of Fortress Investment Group Alongside Fortress Management

Mubadala

TPG, Acquisition of Angelo Gordon

ANNOUNCED

2023

May 15, 2023

STATUS

Closed

CLIENT

TPG

May 15, 2023

Closed

TPG, Acquisition of Angelo Gordon

TPG

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

ANNOUNCED

2023

Apr 25, 2023

STATUS

Closed

CLIENT

Noble Group

Apr 25, 2023

Closed

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

Noble Group

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

ANNOUNCED

2023

Apr 3, 2023

STATUS

Closed

CLIENT

IGM Financial

Apr 3, 2023

Closed

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

IGM Financial

Teck, Defense and Rejection of Unsolicited Acquisition Proposal from Glencore

ANNOUNCED

2023

Apr 3, 2023

STATUS

Closed

CLIENT

Teck

Apr 3, 2023

Closed

Teck, Defense and Rejection of Unsolicited Acquisition Proposal from Glencore

Teck

Avalon Advisors, Sale to CI Financial

ANNOUNCED

2023

Mar 21, 2023

STATUS

Closed

CLIENT

Avalon Advisors

Mar 21, 2023

Closed

Avalon Advisors, Sale to CI Financial

Avalon Advisors

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

ANNOUNCED

2023

Mar 7, 2023

STATUS

Closed

CLIENT

Modern Wealth Management

Mar 7, 2023

Closed

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

Modern Wealth Management

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