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

CI Financial to Acquire $8.4bn Avalon Advisors

ANNOUNCED

2023

Mar 21, 2023

STATUS

Closed

CLIENT

Avalon Advisors

Mar 21, 2023

Closed

CI Financial to Acquire $8.4bn Avalon Advisors

Avalon Advisors

United Capital Co-founders Launch Modern Wealth Management With $200 Million Equity Financing from Crestview Partners

ANNOUNCED

2023

Mar 7, 2023

STATUS

Closed

CLIENT

Modern Wealth Management

Mar 7, 2023

Closed

United Capital Co-founders Launch Modern Wealth Management With $200 Million Equity Financing from Crestview Partners

Modern Wealth Management

Pathstone Welcomes New Investment from Kelso & Company, Alongside Continued Commitment from Existing Investor, Lovell Minnick Partners

ANNOUNCED

2023

Mar 2, 2023

STATUS

Closed

CLIENT

Pathstone

Mar 2, 2023

Closed

Pathstone Welcomes New Investment from Kelso & Company, Alongside Continued Commitment from Existing Investor, Lovell Minnick Partners

Pathstone

Clearlake and Motive-Backed Software Platform BetaNXT Expands Capabilities, Growth Opportunities with Acquisition of Mediant Communications

ANNOUNCED

2023

Mar 1, 2023

STATUS

Closed

CLIENT

Mediant Communications

Mar 1, 2023

Closed

Clearlake and Motive-Backed Software Platform BetaNXT Expands Capabilities, Growth Opportunities with Acquisition of Mediant Communications

Mediant Communications

IEQ Capital Welcomes Stone Point Capital as Strategic Partner

ANNOUNCED

2022

Dec 21, 2022

STATUS

Closed

CLIENT

IEQ Capital

Dec 21, 2022

Closed

IEQ Capital Welcomes Stone Point Capital as Strategic Partner

IEQ Capital

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

ANNOUNCED

2022

Dec 20, 2022

STATUS

Closed

CLIENT

American Equity

Dec 20, 2022

Closed

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

American Equity

Fortune Brands to Acquire Emtek and Shaub Brands and the U.S. and Canadian Yale and August Residential Smart Lock Brands from ASSA ABLOY

ANNOUNCED

2022

Dec 1, 2022

STATUS

Closed

CLIENT

Fortune Brands

Dec 1, 2022

Closed

Fortune Brands to Acquire Emtek and Shaub Brands and the U.S. and Canadian Yale and August Residential Smart Lock Brands from ASSA ABLOY

Fortune Brands

AllianceBernstein and Société Générale Announce Plan to Form Joint Venture to Accelerate Growth in Cash Equities

ANNOUNCED

2022

Nov 22, 2022

STATUS

Pending

CLIENT

AllianceBernstein

Nov 22, 2022

Pending

AllianceBernstein and Société Générale Announce Plan to Form Joint Venture to Accelerate Growth in Cash Equities

AllianceBernstein

BDT & Company and MSD Partners to Combine as the Preeminent Advisory and Investment Firm

ANNOUNCED

2022

Oct 21, 2022

STATUS

Closed

CLIENT

BDT & Company and MSD Partners

Oct 21, 2022

Closed

BDT & Company and MSD Partners to Combine as the Preeminent Advisory and Investment Firm

BDT & Company and MSD Partners

Sequoia Financial Group Secures $200 Million Commitment from Valeas Capital Partners to Support Growth Strategy

ANNOUNCED

2022

Oct 19, 2022

STATUS

Closed

CLIENT

Sequoia Financial Group

Oct 19, 2022

Closed

Sequoia Financial Group Secures $200 Million Commitment from Valeas Capital Partners to Support Growth Strategy

Sequoia Financial Group

Resolution Life and Blackstone Announce Strategic Partnership to Grow Leading Global Life Insurance and Annuity Consolidation Business

ANNOUNCED

2022

Oct 12, 2022

STATUS

Closed

CLIENT

Blackstone

Oct 12, 2022

Closed

Resolution Life and Blackstone Announce Strategic Partnership to Grow Leading Global Life Insurance and Annuity Consolidation Business

Blackstone

Pie Insurance Announces $315 Million Series D Round of Funding

ANNOUNCED

2022

Sep 21, 2022

STATUS

Closed

CLIENT

Pie Insurance

Sep 21, 2022

Closed

Pie Insurance Announces $315 Million Series D Round of Funding

Pie Insurance

Miracle Mile Advisors to Acquire Karp Capital Management;Secures Investment from Corsair Capital

ANNOUNCED

2022

Sep 16, 2022

STATUS

Closed

CLIENT

Corsair Capital

Sep 16, 2022

Closed

Miracle Mile Advisors to Acquire Karp Capital Management;Secures Investment from Corsair Capital

Corsair Capital

Creative Planning Acquires Wipfli's Wealth Management and Investment Advisory Services Subsidiary, Wipfli Financial Advisors

ANNOUNCED

2022

Aug 17, 2022

STATUS

Closed

CLIENT

Wipfli Financial Advisors

Aug 17, 2022

Closed

Creative Planning Acquires Wipfli's Wealth Management and Investment Advisory Services Subsidiary, Wipfli Financial Advisors

Wipfli Financial Advisors

Integrity Expands Comprehensive Life, Health and Wealth Platform with Monumental Agreement to Acquire Gladstone Wealth Partners

ANNOUNCED

2022

Aug 3, 2022

STATUS

Closed

CLIENT

Gladstone Wealth Partners

Aug 3, 2022

Closed

Integrity Expands Comprehensive Life, Health and Wealth Platform with Monumental Agreement to Acquire Gladstone Wealth Partners

Gladstone Wealth Partners

TD to Expand its U.S. Investment Banking Business and Capabilities with Acquisition of Cowen, Inc.

ANNOUNCED

2022

Aug 2, 2022

STATUS

Closed

CLIENT

Cowen, Inc.

Aug 2, 2022

Closed

TD to Expand its U.S. Investment Banking Business and Capabilities with Acquisition of Cowen, Inc.

Cowen, Inc.

Agreement to Sell 49% in CNP Vita Assicura S.p.A. and to Increase Shareholding in CNP UniCredit Vita S.p.A. to 45.3%

ANNOUNCED

2022

Jul 27, 2022

STATUS

Closed

CLIENT

CNP Assurances

Jul 27, 2022

Closed

Agreement to Sell 49% in CNP Vita Assicura S.p.A. and to Increase Shareholding in CNP UniCredit Vita S.p.A. to 45.3%

CNP Assurances

Pzena Investment Management, Inc. to Become Private Company

ANNOUNCED

2022

Jul 26, 2022

STATUS

Closed

CLIENT

Special Committee

Jul 26, 2022

Closed

Pzena Investment Management, Inc. to Become Private Company

Special Committee

Coalition Closes $250 Million in Series F Funding, Valuing The Cyber Insurance Provider At $5 Billion

ANNOUNCED

2022

Jul 8, 2022

STATUS

Closed

CLIENT

Coalition, Inc.

Jul 8, 2022

Closed

Coalition Closes $250 Million in Series F Funding, Valuing The Cyber Insurance Provider At $5 Billion

Coalition, Inc.

The Harbourfront Group Announces Partnership with Audax Private Equity

ANNOUNCED

2022

Jun 14, 2022

STATUS

Closed

CLIENT

Audax Private Equity

Jun 14, 2022

Closed

The Harbourfront Group Announces Partnership with Audax Private Equity

Audax Private Equity

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