Relationships and Capabilities Drive Strong Transaction Activity

Ardea has established itself as a leading boutique advisory firm by completing over 180 transactions representing $315bn 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.

180+

Transactions

$315B+

in Transaction Value

$144B+

in Cross-Border Transactions

$184B+

in FIG Transactions

Selected Transactions

Asset Management
Battery Technology
Clean Energy
Consumer Retail
Financial Sponsors
FinTech
Healthcare
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

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

McKinsey's MIO, Partnership with Neuberger Berman

ANNOUNCED

2026

Feb 10, 2026

STATUS

Pending

CLIENT

McKinsey

Feb 10, 2026

Pending

McKinsey's MIO, Partnership with Neuberger Berman

McKinsey

NatWest, Acquisition of Evelyn Partners

ANNOUNCED

2026

Feb 10, 2026

STATUS

Pending

CLIENT

NatWest

Feb 10, 2026

Pending

NatWest, Acquisition of Evelyn Partners

NatWest

WTW, Acquisition of Cushon

ANNOUNCED

2025

Dec 10, 2025

STATUS

Pending

CLIENT

WTW

Dec 10, 2025

Pending

WTW, Acquisition of Cushon

WTW

CAC Group, Merger with the Baldwin Group

ANNOUNCED

2025

Dec 2, 2025

STATUS

Closed

CLIENT

CAC Group

Dec 2, 2025

Closed

CAC Group, Merger with the Baldwin Group

CAC Group

Credent Wealth Management, Expanded Partnership with Crestline Investors

ANNOUNCED

2025

Dec 2, 2025

STATUS

Closed

CLIENT

Credent Wealth Management

Dec 2, 2025

Closed

Credent Wealth Management, Expanded Partnership with Crestline Investors

Credent Wealth Management

Shawbrook, Initial Public Offering on the London Stock Exchange

ANNOUNCED

2025

Nov 4, 2025

STATUS

Closed

CLIENT

Shawbrook

Nov 4, 2025

Closed

Shawbrook, Initial Public Offering on the London Stock Exchange

Shawbrook

Everest, Global Retail Commercial Insurance Renewal Rights Sale to AIG

ANNOUNCED

2025

Oct 27, 2025

STATUS

Closed

CLIENT

Everest

Oct 27, 2025

Closed

Everest, Global Retail Commercial Insurance Renewal Rights Sale to AIG

Everest

Highview Power, Phase I Fund Raise for Hunterston Grid Stability Project

ANNOUNCED

2025

Oct 20, 2025

STATUS

Closed

CLIENT

Highview Power

Oct 20, 2025

Closed

Highview Power, Phase I Fund Raise for Hunterston Grid Stability Project

Highview Power

Wellington-Altus, Strategic Minority Investment from Kelso & Company

ANNOUNCED

2025

Oct 20, 2025

STATUS

Closed

CLIENT

Wellington-Altus

Oct 20, 2025

Closed

Wellington-Altus, Strategic Minority Investment from Kelso & Company

Wellington-Altus

Victory Park Capital, Strategic Partnership with CNO Financial Group

ANNOUNCED

2025

Sep 24, 2025

STATUS

Closed

CLIENT

Victory Park Capital

Sep 24, 2025

Closed

Victory Park Capital, Strategic Partnership with CNO Financial Group

Victory Park Capital

McKinsey PriceMetrix, Sale to Crisil

ANNOUNCED

2025

Sep 24, 2025

STATUS

Closed

CLIENT

McKinsey

Sep 24, 2025

Closed

McKinsey PriceMetrix, Sale to Crisil

McKinsey

OneDigital, Strategic Majority Investment from Stone Point Capital and CPP Investments

ANNOUNCED

2025

Sep 19, 2025

STATUS

Closed

CLIENT

OneDigital

Sep 19, 2025

Closed

OneDigital, Strategic Majority Investment from Stone Point Capital and CPP Investments

OneDigital

OneTick, Merger with KX

ANNOUNCED

2025

Sep 15, 2025

STATUS

Closed

CLIENT

OneTick

Sep 15, 2025

Closed

OneTick, Merger with KX

OneTick

Teck, Combination with Anglo American Through a Merger of Equals

ANNOUNCED

2025

Sep 9, 2025

STATUS

Pending

CLIENT

Teck

Sep 9, 2025

Pending

Teck, Combination with Anglo American Through a Merger of Equals

Teck

Evoke Advisors, Strategic Partnership with MAI Capital Management

ANNOUNCED

2025

Aug 26, 2025

STATUS

Closed

CLIENT

Evoke

Aug 26, 2025

Closed

Evoke Advisors, Strategic Partnership with MAI Capital Management

Evoke

Thoma Bravo, Acquisition of Trading Technologies in Partnership with 7RIDGE

ANNOUNCED

2025

Jul 30, 2025

STATUS

Closed

CLIENT

Thoma Bravo

Jul 30, 2025

Closed

Thoma Bravo, Acquisition of Trading Technologies in Partnership with 7RIDGE

Thoma Bravo

GTCR, Acquisition of FMG Suite

ANNOUNCED

2025

Jul 29, 2025

STATUS

Closed

CLIENT

GTCR

Jul 29, 2025

Closed

GTCR, Acquisition of FMG Suite

GTCR

Merit Financial Advisors, Strategic Minority Investment From Constellation Wealth Capital

ANNOUNCED

2025

Jul 7, 2025

STATUS

Closed

CLIENT

Merit Financial Advisors

Jul 7, 2025

Closed

Merit Financial Advisors, Strategic Minority Investment From Constellation Wealth Capital

Merit Financial Advisors

CW Advisors, Sale to Osaic

ANNOUNCED

2025

Jun 17, 2025

STATUS

Closed

CLIENT

CW Advisors

Jun 17, 2025

Closed

CW Advisors, Sale to Osaic

CW Advisors

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